One workspace, from first dial to issued policy.
Nexus replaces the stack of dialers, CRMs, spreadsheets, and form tools most agents pay for separately. We don't want to sell you more software—we want you to need less of it.
Lead Management
Import, organize, and work hundreds of leads a day. Notes, stages, prospective and call-later queues, and dead leads all live in one workspace instead of a spreadsheet.
Browser Dialer
Outbound and inbound calls straight from the lead record—no desk phone, no second app. Calls log themselves with dispositions attached to the right contact.
Phone Numbers, Built In
Search, buy, and assign calling numbers inside Nexus. Every agency runs on its own dedicated subaccount, so you're not renting numbers from a third vendor.
Pipeline & Analytics
Leads move through the pipeline as agents work them. Managers see the whole funnel in real time—total leads, cold and prospective counts, onboarding progress, and issued policies.
Client Onboarding
Field Interview Forms, questionnaires, and custom workflows with rearrangeable steps. Upload an existing document and let AI turn it into a form your agency already knows.
AI & Insurance Intelligence
Nexus reads the client file and suggests fitting products, the next best action, and the follow-up that shouldn't slip—while keeping sensitive client data private.
Agency Management
Multi-user teams, shared pipelines, and agency-wide analytics. Carrier integrations and deeper workflow automation are on the way.
Fewer tools. Fewer subscriptions. More closed business.
Nexus is $33 per agent per month—one platform instead of six.