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Nexus Linx, LLC.
Nexus Linx, LLC.
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    • Home
    • Agent Access
    • Old Portal
    • WIA/IJB
    • Contractors
    • Contact
    • Our Story
    • AMS
    • News
    • Subscribe
    • Holiday Schedule
    • Privacy
    • Payments
    • AMS Support
    • Key Features
    • Blogs
    • Testimonials
    • Experience
    • Why Change
    • Tech Support
  • Home
  • Agent Access
  • Old Portal
  • WIA/IJB
  • Contractors
  • Contact
  • Our Story
  • AMS
  • News
  • Subscribe
  • Holiday Schedule
  • Privacy
  • Payments
  • AMS Support
  • Key Features
  • Blogs
  • Testimonials
  • Experience
  • Why Change
  • Tech Support

KEY NOTES FOR POLICYLINX, AGENCY MANAGEMENT SYSTEMS FEATURES

Integrations

Google Maps

with Street View for your insured's address

Twilio SMS Texting

Constant Contact

Single Entry - Move your new and existing contacts from Policylinx Agency Management System to your marketing lists.

Property Info and Values

Single Entry - Get additional property info for your insured locations.

OFAC Clearance

Single Entry - Scan your clients, additional parties, claimants against the OFAC list with push of a button.

Acord Forms

Certificates, Auto ID Cards, Applications and various other Forms

MGA Applications

Single Entry - Auto complete several MGA applications without re-keying most fields.

FMCSA Data

Access to monthly FMCSA Trucker data by DOT #


Features Retail Agencies

Key Features for Retail Agency Management System

Easily & Seamlessly work from home during COVID

Easy CRM with Quick Search Features

Full Accounting System

Easy Invoicing and Commission Tracking

Easily split commissions with sub producers

Bank Reconciliation, Check Printing 

Carrier Payment and Reconciliation

Profit and Loss Statements

Balance Sheets

Full Document Management

Create, Save, and Email documents, emails, Acords, policies, Word Merge docs, images, etc from the system.

Quick indexing and search features - Never lose another document

File and Drawer Schematic

Drag and Drop

Go paperless!

Easy to use Diaries for Reminders and Follow ups

Create and Share Tasks, Attach tasks to documents, Export to Excel, Split by team member

Over 100 base reports

Expiration lists, loss runs, quotes, Commission reports, General Ledger Statements, Endorsement Log, Invoice Register, Company List, Client List, Wholesaler List, Vendor Lists, Production Reports, and much more.

Easily export any report to PDF, Excel, CSV.

Licensing and E&O tracking

Licenses by Producer

Reports to show expiring licenses

Acord Library

Acord Forms

Acord Certificates - with capability to print or email to multiple recipients at the same time.

Acord Auto ID Cards


Features for MGA/MGU Clients

Key Features for MGA Management System / Wholesale Management System

Easily & Seamlessly work from home during COVID

Easy CRM with Quick Search Features

Broker Bill Net, Broker Bill Gross and Agency Bill with Full Accounting

Easy Invoicing and Commission Tracking

Bank Reconciliation, Check Printing 

Carrier Payment and Reconciliation

Profit and Loss Statements

Balance Sheets

Import TPA Claims from Excel

Provide Limited Carrier Read Only Access

Provide Limited Carrier Read Only Access

Reporting

Monthly Carrier Bodereaux

NISS

ISO

Provide TPA Access to Full Claims Management Module

Claims Adjusting

Claims Check Issuance

Easy Endorsement Processing

Policy Issuance

Set up Mandatory and Optional Forms by Line and State

Editable fields

Single Entry - Push Issue and all forms pull and populate with policy information.

Save to Insured record

Export to PDF

Email to your broker out of system

Full Document Management

Create, Save, and Email documents, emails, Acords, policies, Word Merge docs, images, etc from the system.

Quick indexing and search features - Never lose another document

File and Drawer Schematic

Drag and Drop

Go paperless!

Easy to use Diaries for Reminders and Follow ups

Create and Share Tasks, Attach tasks to documents, Export to Excel, Split by team member

Over 100 base reports

Expiration lists, loss runs, quotes, Commission reports, General Ledger Statements, Endorsement Log, Invoice Register, Company List, Client List, Agents List, Vendor Lists, Loss Runs, Loss Ratio Reports, Open Claims, Active Policies, Retention, Production Reports, and much more.

Easily export any report to PDF, Excel, CSV.

Licensing and E&O tracking of your Appointed Agents

Licenses by Agent and Producer

Reports and Letters for expiring licenses and E&O

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