Welcome to the Nexsure Help System

Welcome to the Nexsure help system. Click the quick access links below to view common help topics, for more topics, use the table of contents or the index/search tabs on the left. For more information on using this help system, see Using Nexsure Help.

Policy Management		Contact Management
Underwriting Policy Underwriting Working With Forms Working With Schedules Populating Coverage and Premium Fields		Adding a Client
Certificates Creating New Certificates Client Access for Certificates Certificate Batch Printing Copying Certificates		Editing a Client Profiling Editing Client Contacts Adding Client Locations Adding Named Insureds
Endorsements Endorsements Making an Endorsement Endorsements and Installment Billing		Adding Assignment
Renewals Renewing a Policy Renewing with a New Carrier Remarketing a Policy Placing a Remarketed Policy In Force Issuing a New Policy with the Mode of 'Renew' In Forcing a Future Status Renewal Sending an Expired Policy to History		Adding Related Accounts
Binders Creating a Binder Extending a Binder Changing the Extension Default Delivering a Binder Putting a Bound Policy In Force		Classified Detail
Attachments		Additional Interests

Downloads		Accounting
Rating Integration		Invoicing Agency Billing Direct Billing Installment Billing List Billing Binder Bill Invoicing / Reversing
IVANS Downloads		Disbursements Creating a Disbursement Posting a Zero Disbursement Accounts Payable Auto Processing
Importing Microsoft® Excel® Files		Receive Payments
Carrier Commission Downloads		Deposits
		Accounts Payable Accounts Payable Accounts Payable Auto Processing
		Reconciliation Reconciliation Direct Bill Carrier Statement Entry Revising Commission During Reconciliation