Nexsure review: pricing, downloads and accounting
Nexsure is a cloud agency management system from Dyad, formerly XDimensional Technologies. It holds clients and policies, takes IVANS downloads, issues certificates and keeps agency bill, direct bill and a general ledger in the browser.
It fits agencies from one office to many locations, including agency networks with books by territory. Dyad quotes after a demo, based on size, users and modules.
- Best for
- Independent agencies from one office to many locations, including agency networks
- Lines
- Personal and commercial P&C, plus benefits
- Price
- Quote only, set by agency size, users and modules
- How it runs
- Browser
- Carrier downloads
- IVANS policy and commission downloads overnight
- Accounting
- Agency bill, direct bill and a general ledger built in
- Demo or trial
- Free demo. No free trial
Our take
Nexsure suits an agency that wants downloads, certificates and its general ledger in one browser system, especially with several offices or territories. Service automation and an open API help agencies that want to automate routine work.
Check your raters first. Only three send quotes back into Nexsure, and each one has to be installed on the staff computer.
Pros
- General ledger built in, with books by territory
- Public API with webhooks
- Data Warehouse copy for your own reports
- Clients choose holders for renewed certificates
- Automated email, text and voice reminders
Cons
- No published prices or contract terms
- Only three raters send quotes back
- API and Data Warehouse cost extra
- Downloads arrive overnight, not during the day
- No staff app
Plans and pricing
- How it's priced
- A proposal after a demo
- What sets the price
- Agency size, number of users and the modules you add
- Paid add-ons
- Document Management Suite, Data Warehouse and the EAI API for connecting other systems
- API
- A yearly subscription that covers 100,000 calls a month, three hours of developer help and training
From Dyad's product and developer pages, checked October 2026. Dyad publishes no amounts.
Clients and policies
A client profile holds contacts, locations, named insureds, related accounts, vehicles and other units at risk. Expired policies move to history, where they can still take audits.
- Business types
- Personal lines, commercial lines and benefits
- Several offices
- Books by organization, territory, branch and department
Carrier downloads
- Download routes
- IVANS, the network most carriers use to send downloads. You need your own IVANS account, sponsored by a carrier
- Policy downloads
- AL3 files, the carrier download format, post to the client and policy
- When they arrive
- Nexsure checks your IVANS mailbox every three hours from 6 p.m. to 6 a.m. Pacific
- Commission downloads
- Grouped by carrier and worked as one statement. Excel files can be imported too
- Real-time with carriers
- eServices opens the carrier or MGA site for billing, claims and policy lookups, with an automatic logon
- Unmatched downloads
- Exceptions show in red for staff to match or add a client
Certificates, ACORD forms and claims
- ACORD forms
- ACORD applications, the industry's standard insurance forms, filled on the marketing screens
- Certificates
- Holder lists, renewals and batch printing to one PDF. Clients can pick which holders get a renewed certificate
- Policy changes
- Endorsements go out on a change request form or come in by download
- Claims
- The matching ACORD claim form for each line, with claim payments tracked
Rating and quoting
- Raters that connect
- ACS2000, Capital Evolution, WinFSC, EZLynx, ExpressWay and SeaPass, plus CNA's own rating
- How quotes come in
- Only ACS2000, Capital Evolution and WinFSC send quotes back. The rater must be installed on the staff computer
Accounting and commissions
Agency bill and direct bill
- Agency bill invoices with installments, list bills and summary bills
- Direct bill invoices that track expected commission
- Carrier statement reconciliation
- Bank, client and carrier reconciliation
General ledger
Built in, with posting rules, accounting periods, year-end close and financial statements. Books and premium bank accounts can be kept by territory.
- Producer commissions
- Default splits for carriers, retail agents and staff, set by office, carrier and line
- Payments
- Deposits, lockbox and recurring payables. ePayPolicy takes card and ACH payments
- Trust or premium accounts
- Premium bank accounts sit at the territory level
Documents, email and e-signature
- Storage
- Up to 25 MB a file and 100 folders for each organization. Document Management Suite adds scanning and shared inboxes
- An Outlook button saves email and attachments to the client or policy
- E-signature
- DocuSign and RSign
- Mass email or letters
- Campaign Wizard and mass email templates
Tasks, texting and phones
- Tasks and renewals
- Work plans and renewal queues by line, carrier or producer
- Sales pipeline
- Opportunity reports and pipeline dashboards
- Texting
- Service automation sends email, text and voice messages for new business, expirations and past-due bills
- Phones
- Click-to-dial, a client screen on incoming calls and call logging, with Vodex and RingRx
- Reports
- Live dashboards, plus a Data Warehouse copy refreshed about daily for your own reporting (BI) tools
Mobile and client portal
Staff on the go
No app. Staff use Nexsure in a browser on any device.
Clients
A client portal for documents, certificates and service requests.
Integrations and API
| Connects to | Type | Direction | What it does |
|---|---|---|---|
| IVANS | Carrier downloads | Into Nexsure | Policy and commission downloads overnight |
| eServices | Carrier connection | Out of Nexsure | Opens carrier and MGA sites for lookups |
| ACS2000, Capital Evolution, WinFSC | Rater | Both ways | Applications out, quotes back |
| EZLynx, CNA, ExpressWay, SeaPass | Rater | Out of Nexsure | Applications out for a quote |
| Appulate, Talage | Submissions | Both ways | Commercial submissions |
| InsuredMine | CRM | Both ways | Accounts, contacts, policies and activities |
| DocuSign, RSign | E-signature | Both ways | Signed documents back on the client |
| ePayPolicy | Payments | Into Nexsure | Card and ACH payments |
| Twilio | Voice and text | Out of Nexsure | Automated voice messages |
| Vodex, RingRx | Phones | Both ways | Call pop and call logging |
| Data Warehouse | Reports | Out of Nexsure | Copy of your data, ledger included |
- API
- Public documentation on Dyad's developer site, with over 70 functions and webhooks for events such as a new policy
- Who can use it
- Anyone can read the docs with a free account. Live use needs the EAI subscription and API keys
- Cost
- A yearly subscription
Hosting and product status
- How it runs
- Cloud software in a browser, updated automatically. No servers at your office
- Computers
- An Outlook add-in for email filing, and raters that send quotes back must be installed locally
- Product status
- Current. Version 4 launched in October 2022, and Nexsure kept its name when XDimensional became Dyad in 2024
Getting started
Book a demo
Dyad shows Nexsure and estimates your timeline.
Get a proposal
Priced by size, users and modules.
Discovery
Dyad maps who does what, the timeline and milestones.
Data migration
The migration team maps your data, sets up carrier connections and tests in a staging copy.
Train and go live
Onboarding, training and setup are part of implementation.
Support and training
- Channels
- Email and a help center. Each agency's administrator files issues
- User group
- XDNet, the Nexsure user group
Contract and your data
- Add-ons
- The Data Warehouse and EAI API are separate subscriptions
- Your data
- The Data Warehouse keeps a daily copy of your data, general ledger included
Dyad publishes no contract terms. Ask about term, renewal and data export before you sign.
What users say
Themes that come up most often in public user reviews, as of October 2026.
What users like
- Easy to get around
- Wide range of features
- Regular updates
- Helpful support team
What users dislike
- The program sometimes freezes
- Reports are hard to build
- Email fields don't always fill in on their own
- Specialty submissions such as trucking
Nexsure alternatives
- AMS360Quote onlyVertafore AMS for larger and multi-office agencies
- Applied EpicQuote onlyCloud AMS for large brokers with a general ledger
- Amplo (formerly Veruna)Quote onlySalesforce-based AMS for brokers and multi-office agencies
- Newton by Agency SystemsQuote onlyWindows AMS with trust accounting, on your server
- EclipseQuote onlyNo long-term contract, per the vendor, and several agencies in one database
See every option in insurance agency management systems.
Frequently asked questions
How much does Nexsure cost?
Dyad quotes after a demo, based on agency size, users and modules. It publishes no prices.
Is Nexsure cloud based?
Yes. It runs in a browser with automatic updates and no server at your office.
Does Nexsure have a general ledger?
Yes. It is built in, with year-end close and financial statements, and books can be kept by territory.
Which raters work with Nexsure?
ACS2000, Capital Evolution and WinFSC send quotes back. EZLynx, CNA, ExpressWay and SeaPass take applications from Nexsure but don't send quotes back.
Does Nexsure have an API?
Yes. The docs are public, and live use needs the yearly EAI subscription.
How we researched this review. We based this review on the terms and product pages published by Nexsure, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Nexsure quit selling or a contract term that reads different now, let us know and send the link to the page where Nexsure has it. Somebody here pulls up that page and checks it before we change anything on ours.