Features & Quick Stats
Key Features
- eSignature Integrations
- Document Management
- Submission Management
- Rating, Quoting, Underwriting
- Enhanced Security
- Billing and Accounting
- Claims Tracking
- Reporting
- APIs and Integrations
Core Business
Insurance Software & Services
How Nexsure Helps Independent Agents & Brokers
Nexsure by Dyad is a sophisticated and scalable agency management system that enables a digital experience throughout the entire distribution and policy lifecycle by connecting key stakeholders.
Integrations
We have numerous integrations for our products including ePayPolicy, InsuredMine, RPost, DocuSign, and more. View all integration partners.
Partnerships
Certifications & Awards
Catalyit Team Review
Helping Agencies Build an AMS Around Their Processes Instead of Adapting Their Processes to the AMS
Published: June 2026
What we like:
- Nexsure's configurability stands out. Agencies can tailor workflows, forms, templates, automation, and work plans without requiring extensive custom development.
- The platform was designed to support the full policy lifecycle, bringing submissions, marketing, policy servicing, accounting, reporting, and client communications into a single system.
- Open APIs and a long history of third-party integrations provide agencies with flexibility when connecting raters, e-signature tools, communications platforms, and other technology investments.
- Workflow automation appears to be a core design principle rather than an add-on. Renewal queues, triggered communications, work plans, and automated processes help reduce manual effort across the agency.
- Nexsure has experience supporting a broad range of insurance distribution models, including retail agencies, wholesalers, agency networks, MGAs, and program administrators.
Things to consider:
- Nexsure's flexibility is one of its strengths, but agencies should expect to invest time in configuration, workflow design, and implementation planning to maximize value.
- Agencies looking for a highly prescriptive, out-of-the-box AMS experience may not fully utilize the platform's customization capabilities.
- Larger and more operationally complex organizations are likely to realize greater value than agencies with very simple workflows.
- As with any AMS conversion, data migration, process redesign, and user adoption will be critical factors in a successful implementation.
Summary
Nexsure is an agency management system built around a simple but important idea: every agency operates differently. Rather than forcing agencies into rigid workflows, Nexsure focuses on giving organizations the ability to configure the system around how they sell, service, market, and manage business.
Why should agencies care? Many growing agencies eventually reach a point where spreadsheets, workarounds, disconnected systems, and manual processes begin creating operational drag. Nexsure aims to centralize those activities while providing automation and visibility across the entire policy lifecycle.
What stood out during our review was the platform's emphasis on configurability and workflow management. Many AMS solutions talk about automation. Nexsure appears particularly focused on giving agencies control over how that automation is designed and executed within their own organization.
We also came away with the impression that Nexsure was built with larger operational considerations in mind, including accounting, reporting, integrations, communications, submissions, and policy servicing within a unified environment.
Key Features:
- Configurable workflows and work plans
- Submission, marketing, and quoting management
- Full policy lifecycle management
- Integrated accounting and commission tracking
- Automated client communications and outreach
- Reporting, dashboards, and operational analytics
- Open APIs and third-party integrations
- Cloud-based delivery with ongoing updates
- Renewal management and automation tools
- Multi-role support across agencies, wholesalers, and MGAs
Best fit for:
- Mid-sized to large independent agencies
- Agencies with complex commercial lines workflows
- Organizations seeking significant workflow automation
- Multi-location agencies requiring operational consistency
- Agencies that want to customize processes rather than follow rigid system workflows
May not be ideal for:
- Very small agencies seeking only basic AMS functionality
- Agencies looking for a highly standardized out-of-the-box workflow model
- Organizations unwilling to invest time in configuration and process design
- Agencies expecting immediate value without implementation planning and change management
Deeper Dive
The Problem Being Solved: As agencies grow, operational complexity increases. Producers, account managers, service teams, and leadership often find themselves working across multiple systems while manually managing submissions, renewals, communications, accounting, and reporting.
Nexsure is designed to bring those activities together into a single operating environment while reducing reliance on manual processes and disconnected workflows.
Why It Matters to Agencies: Operational efficiency has become a competitive advantage. Agencies that can process submissions faster, manage renewals more consistently, automate repetitive tasks, and gain better visibility into performance are often better positioned to scale.
Nexsure's combination of workflow automation, policy management, accounting, reporting, and connectivity is intended to help agencies create a more streamlined operation without relying on numerous standalone solutions.
What Stood Out to Us: What stood out during our review was not a single feature but the platform's philosophy around flexibility.
Many AMS platforms require agencies to adapt their workflows to the software. Nexsure appears to take the opposite approach by allowing agencies to configure workflows, forms, templates, and processes around their own operational model. For organizations with unique service models, specialized commercial workflows, or complex operational requirements, that flexibility could be meaningful.
Final Thoughts
We came away impressed by Nexsure's focus on configurability and workflow control. While many agency management systems emphasize feature breadth, Nexsure appears particularly focused on helping agencies shape the platform around their own operational needs rather than forcing standardization.
We also appreciate the platform's broad operational scope. Submission management, policy servicing, accounting, communications, reporting, and automation all appear to be part of a unified strategy rather than separate point solutions.
For agency leaders evaluating AMS modernization efforts, Nexsure is worth consideration—especially for organizations that have outgrown rigid systems, rely heavily on customized workflows, or want greater control over how work moves through the agency. The agencies most likely to benefit are those willing to invest in designing processes that take full advantage of the platform's flexibility.
* Unbiased review based upon information and insights available at the time of publication.
Product Reviews
Nexsure Videos
Catalyit Coffee Chat with Dyad - Nexsure
Dyad - Nexsure Demo
Nexsure by Dyad Product Spotlight
Dyad Product Spotlight
Nexsure Resources
You Don’t Have to Tolerate Bad or Outdated Technology
Revolutionizing Customer Experience: How Insurance Agencies Leverage Technology for Streamlined Services
Enhancing Efficiency: The Role of Outsourcing in Insurance
Catalyit Welcomes Dyad as the Newest Premium Solution Provider
Dyad Launches to the Property & Casualty Insurance Market
Product FAQs
Agency Management System
Suspense/follow-up tracking?
Yes
Direct bill commission download available?
Yes
Electronic signature integration?
Yes
Track all user activity?
Yes
Purge customer data/documents?
Yes
User customize views for "my" policies?
Yes
Employee time tracking available?
Yes
Personal downloads available?
Yes
Custom proposal module?
Yes
Location/mapping integration?
Yes
Support real-time interface for claim inquiries?
Yes
Ability to import schedules?
Yes
Agency/employee license tracking available?
Yes
Dashboard feature included?
Yes
Integrate with comparative quoting/rating systems?
Yes
Tools available for customer self-service
[Client issue certificates, Client portal, eSignature integration, Fax integration]
Split/merge customers?
No
Task management?
Yes
Commercial downloads available?
Yes
Boolean searches of data?
No
Open documented API?
Yes
Track claim activity?
Yes
System support provided
[Support by email, Support by phone, Training by person virtually, Active user group, On screen help]
Support claim download?
Yes
Accounting integrated?
Yes
Split/merge policies between customers?
No
All data fields available for reporting?
Yes
Software/platform access
[Native Browser Based]
Reporting on activity data?
Yes
Document creation capability?
Both proprietary word processing and Microsoft Word
Document management/scanning features available?
[Drag and drop file attachment, Global document search capability]
Reporting capabilities
[Commission payable reports, Commission receivable reports, Export reports to Excel, Production level reporting, Marketing campaign reports, New business reports, Sales production by employee, X-date reports]
Agency procedures available in system?
No
Fillable ACORD forms?
Yes
Marketing capabilities
[Automated marketing campaign management, Newsletter generation and distribution, Sales pipeline management, Social platform management, Referral management]
Data sources available for document merging
[Contact, Policy, Coverage, Claim, Accounting]
Dashboard customizable by agency role?
Yes
SMS/Texting integrated?
Yes
Scanning/attaching to client file capability?
Yes
Policy processing workflows?
Yes
Automatic renewal processing available?
Yes
Dashboard alert of items past due?
Yes
Custom activity tracking?
Yes
System security by role/function?
Yes
Carrier submission management available?
Yes
Fax integration?
Yes
VOIP integration?
Yes
Custom form capabilities?
Yes
Microsoft 365 integration
[Email]
Reminder notifications/alerts available
[SMS, Email, Pop-up]
Archive customer data/documents?
Yes
Scanning/attaching to carrier file capability?
Yes
Accounting features offered
[General Ledger, Account Payables, P&L and Balance Sheet, Vendor Payables, Company Payables, Customer Billing]
Prioritize/flag notes?
Yes
Mobile device access
Yes
User Community
Connect with peers at Dyad’s (former XDimensional Technologies or XDTI) customer event for firms using the Nexsure agency management system.