Menu Navigation in Nexsure

To navigate through Nexsure it is important to learn what options are available on each menu.

Important: When navigating through Nexsure using links in the T-Log or Context menus, the Utility and Primary menu items highlighted do not reflect the path to the screen that is displayed.

The main menus and available selections are:

• Utility menu: HOME, HELP, SETUP, LOGOUT.

• Primary menu: SEARCH, ORGANIZATION, REPORTS, CAMPAIGNS, Bookmarks.

• ORGANIZATION menu: ORGANIZATION PROFILE, ALL EMPLOYEES, ALL LOCATIONS.

• REPORTS menu: Reports, Global Activity, Ad-Hoc. 

• Home menu: ACTIONS, OPPORTUNITIES, MARKETING, BINDER LOG, EDITS, AUDITS, EXPIRATIONS, ENDORSEMENTS, CANCELLATIONS, CLAIMS, INTERFACE, DELIVERY.

Note: The Home menu is a dynamic (or changing) menu.  Upon initial login to Nexsure the Home menu is displayed.  When a client has been selected on the Search screen, the Home menu will change to the Client / Carrier / Retail Agent menu.  The menu remains in the same position, but the menu selections will be different.

• Client menu: CLIENT PROFILE, OPPORTUNITIES, MARKETING, POLICIES, CLAIMS, SERVICING, ATTACHMENTS, ACTIONS, TRANSACTIONS, DELIVERY, T-LOG.

• Carrier menu: CARRIER PROFILE, ATTACHMENTS. 

• Retail Agent menu: RETAIL AGENT PROFILE, ACTIONS, OPPORTUNITIES, MARKETING, POLICIES, ATTACHMENTS.  

Note: Items on the menus can be removed by an administrator for security purposes. For example, administrators may want to restrict access to the organization or reports items for customer service employees.