CRM overview
Place your CRM video here
Client management
Client records, documents and daily workflows.
Dashboard
Nexium AI Connect
MG
Maria Gonzalez · ACA
Client
Signed
Authorization
Signed
Documents
1 pending
Commission (Oct)
$1,240.00
AOR · Signing
Awaiting signature
AOR · Maria Gonzalez
Awaiting signature
Digital signatures
Works on any device
US-based support
“Built from real experience in the insurance industry — by an agent who lived the daily grind.”Founder, Nexium AI Connect
Platform
Everything in one place
Six tools insurance agents actually use, daily. Open a card for details.
CONNECTED COMMUNICATION
Documents delivered directly through WhatsApp.
Send documents to clients from your CRM and make the next step easier. Keep the client workflow connected from one place.
- ✓ Send documents without leaving the client workflow
- ✓ Make it easier for clients to receive important files
- ✓ Keep client communication close to their records
CRM + WHATSAPP
WhatsApp document delivery
WhatsApp document delivery
Demo video available soon
SEE THE PLATFORM
See how Nexium works.
Short product walkthroughs that show the tools your agency uses every day.
Platform presentation
Place your presentation video here
One connected platform
A closer look at the Nexium AI Connect experience.
Ready to run your agency from one screen?
Join insurance professionals who sign AORs from their phone and never lose a commission again.