More details to follow. 

Attend this session to learn about the power and usage of our Enterprise Application Integration (EAI) – XDTI’s API offering. Attendees will walk away with an understanding of the system’s capability, including the new submission API components. This session is designed for Business Strategists, Administrators, and Technologists.

Items to be Covered:
• API purpose and sample integration scenarios
• API architecture and technology evolution
• Nexsure Developer Portal – online documentation and other features
• Key functionality by category
• Nexsure Entities XML Schema
• Demo – creating new client and policy
• Managing API keys in the Nexsure web interface

This session will take a deep dive into the power of the new entity search engine within Nexsure. We will cover interpreting search results, pagination, items per page, filters, the result set, icons, highlighting, and the right mouse click capabilities.

Items to be Covered:
• Keyword Searching
• Non-Primary Highlights/Matching
• Filtering capabilities
• Correlation of new features to old features
• Context menu options

Items to be Covered:
• Home Dashboard
• Widget Library
• Adding Widgets
• Widget Security

During this session, a panel of customers will discuss how they took advantage of EAI in order to incorporate Nexsure into a business workflow that involves multiple software systems from different vendors.

During this session, we’ll share shortcuts on typical policy servicing processes. We will show the fastest way to access and service policies, view applications and policy documents, send Auto ID cards, and much more. This session is designed for service representatives and underwriters.

Items to be Covered:
• Context menu shortcuts
• Application and Policy Documents preview
• Account Activity
• Templates
• Send Cards (AutoID Cards)

Items to be Covered:
• Sticky Notes
• Alerts
• Account Activity Panel
• Active Policies Panel, including Send Cards functionality
• Managing Items
• Managing Assignments
• Submissions
• Policies

This session will cover Actions, one of the most often used features within the Nexsure Insurance Platform. In this session, learn about the best practices for setting up, implementing, and managing Actions throughout the system. This session will include coverage of Action Plans, linked Actions, Action/Delivery connections, Alerts, and more.

Items to be covered:

• Setup
• Plans
• Linking
• Best practices
• List maintenance/governance
• Reporting
• Alerts

Nexsure provides a powerful communication extension to your overall agency strategy. Formatted outbound messages via phone, email, or text message trigger upon specific servicing events, providing a level of coverage and professionalism that is second to none. In this session, learn the system’s capabilities, including event triggers, template construction, and finite usage. This session includes a real-world example with cancellations.

Items to be Covered:

• General Overview
• Best Practice Reporting
• Past Due Reminders
• Example use case
• Servicing events covered
• Template construction and best practices
• Retail Agent
  • General Overview
  • E&O expiration notifications
  • End of Day notifications

This session will provide an update on the migration of the Nexsure Insurance Platform to the public cloud. We will also do a walk-through of the security features offered by Nexsure, including but not limited to single sign-on (SSO), login and password restrictions, MFA, user rights templates, access, and transaction logging, along with optional IP Filtering and Encrypted Email. This session is designed for system administrators, but all are welcome.

Gain insight into your most/least profitable customers and retail agents by leveraging Nexsure’s workload analysis capabilities. As your employees are completing work in the system, Nexsure is keeping track of this effort’s impact against the client’s profitability. This session covers the Effort Quotient (EQ) metric, the reporting dashboards, and how to leverage reviews to decide on the direction of your workload balance.

Items to be Covered:

• EQ methodology and formula
• Workload Analysis Dashboard
  • Time Slices, Trending, and Sorting
  • Filters
  • Client Analysis
  • Retail Agent workload
  • Employee workload
• Review process
  • Exclude outliers

Designed for administrators, attendees of this session will receive a complete overview of the newly redesigned Carrier Entity, including Statistical Dashboards, entity management, and commissions.

Items to be covered:

• Sticky Notes
• Alerts
• Account Activity Panel
• Dashboard Statistics
• Entity Management
• Commissions
• Contracts, E&O, and license management

More details to follow.

More details to follow.

Targeting administrators, attendees of this session will receive a complete overview of the newly redesigned Retail Agency Entity, including Statistical Dashboards, data management, and commission defaults.

Items to be Covered:

• Sticky Notes
• Alerts
• Account Activity Panel
• Dashboard Statistics
• Data Management
• Commission Defaults

This session is designed to show you how to get the most out of the pre-sales activity and begin tracking data in Nexsure through the opportunity process. Extend your reach and allow your customers and potential customers an avenue to touch base with your staff.

Items to be covered:

• Leads
  • Creation of a prospect
  • Lead forms
  • Lead import via Excel
  • Management of Leads
  • Promote lead to client/retail agent
  • Reporting
• Web Forms
  • Setup of forms
  • Implementing into a website
  • Leveraging a landing page for an email campaign
  • Receiving requests and resolving
  • Tracking via the Dashboard
  • Concept of Listeners

Empower the insured with an intuitive, redesigned user experience optimized for quick adoption and mobile devices. Gain an understanding of the portal’s capabilities and leverage a new, professional customer touchpoint.

Items to be covered:

• Overview of Capabilities
• Branding
• Security and managing users
• Controlling access
  • Policies
  • Documents and attachments
  • Certificates
• Proofs of Insurance
• Web Requests
• Submissions
• Payment Options

Complement the power of the Nexsure Insurance Platform and further enhance customer experience with connections to third-party services to resolve complex business problems. This session covers several key integrations with trusted business partners and provides an overview of their capabilities and solutions. Partners highlighted in the session will include Talage, Confianza, ePayPolicy, and RPost.

Deliveries are an important part of the daily communication cycle. In this session, understand best practices for working with Deliveries, including email, text, and e-signature Delivery Types. Learn tips and tricks for setting up Delivery Templates, setting preferential templates for often-used workflows, and managing Deliveries, including working with the new Account Activity.

Items to be covered:

• Delivery Type overview
• Template setup
• eSignature differences
• Connecting Deliveries to Actions
• Managing Deliveries

One of the most important elements of servicing is the ability to generate letters, proposals, and all manners of communication. Attend this session to learn the different types of templates, the library, and the usage of merge fields as well as the overall maintenance of the templates themselves. Several new features for this component have extended its workflow and bulk processing capabilities. This session covers an overview of the program, including basic document management features, inboxes, PDF manipulation, Actions, and scanning.

Items to be Covered:

• Document Template Construction
• Global Library
• Naming Conventions
• Attachment Manager General Overview
• Drag & Drop
• Scanning
• Inboxes
• PDF manipulation
• Download Import