Nexsure + InsuraMate AI
Two-way sync between InsuraMate AI and your Nexsure agency management system.
What this integration does
Nexsure is the AMS most independent agencies in the US run on. Calls are useless if they don't end up in Nexsure. So we built the integration first.
When a customer calls, InsuraMate AI looks them up in Nexsure by phone number, finds the right account, and pulls policy and contact details into the call in real time.
After the call, the AI writes a structured note in the customer's Nexsure record: who called, what they wanted, what was promised, what's outstanding. The producer doesn't lift a finger.
Tasks created during the call (callbacks, document requests, claim escalations) are dropped into Nexsure as activities or to-dos, assigned to the right agent.
- Customer auto-match on inbound calls
- Auto-logged call notes with full transcript link
- Activity and to-do creation from call outcomes
- Two-way sync of contact and policy updates
- Live policy lookup during the call
An agency owner running on Nexsure who wants every call captured and routed without retyping anything.
See Nexsure working with InsuraMate AI on a real call.
A 15-minute demo with our founder. We'll walk through your exact workflow.