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Agency Nexus by Sourcy
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AI-native insurance software

Agency Nexus by Sourcy AI-native insurance agency management. Built for your team and your AI agents.

Sign Up See how Nexus AI takes a call

AI voice agent

Nexus AI answers the phone.

It verifies the caller, finds the policy and sends routine certificates while the client is still on the line. Anything that needs judgement becomes a task for your team, and every call is logged to the client record.

What happens on the call

  1. Call answered Nexus AI picks up
  2. Caller verified Phone number and ZIP on file
  3. Certificate sent ACORD 25 · PKG-48219
  4. Judgement to your team Special wording becomes a task
  5. Call logged Summary and transcript on HL-0001
Call ended 00:48 Illustrative call

Dana · Harbor Line Contractors LLC HL-0001

  1. Caller

    Hi, it's Dana from Harbor Line Contractors. Westbridge Property Group needs a certificate for our lease.

  2. Nexus AI

    Happy to help. To verify the account, can you confirm the ZIP code on file?

  3. Caller

    75201.

  4. Nexus AI

    Thanks, Dana, you're verified. I have your commercial package policy, PKG-48219. I'm sending an ACORD 25 for Westbridge Property Group to the email on file now.

  5. Caller

    They also need to be named as additional insured.

  6. Nexus AI

    That needs special wording, so I've passed it to the agency team to review. They'll follow up with you.

What the call leaves in your agency

  • ACORD 25 · Westbridge Property Group Emailed to the address on file
  • Task · Additional insured wording Waiting for your team
  • Call note · HL-0001 Summary and transcript saved

Insurance agency CRM

Your book of business, connected.

Manage your book of business in one place. Clients, policies, documents and service history give your team—and your AI agents—the context to get work done.

  1. Clients & prospects CRM
  2. Policy lifecycle Policies
  3. Documents & ACORD ACORD
  4. Commissions Splits

Illustrative client records

  1. Client Atlas Freight Partners 3 policies
  2. Client Cedar Ridge Millwork 2 policies
  3. Client Harbor Line Contractors LLC 4 policies
  4. Client Kestrel Plumbing Co. 1 policy
  5. Client Northvale Roofing 2 policies
  6. Client Sable Logistics LLC 5 policies
  7. Client Westbridge Property Group 2 policies
Illustrative client records Active

Harbor Line Contractors LLC

Commercial package · Northbridge Specialty · PKG-48219

Everything your team needs to serve this client

  • Policy PKG-48219
  • Certificate ACORD 25 Linked
  • Renewal 2027-09-01 Linked
  • Commission $410.00 Linked
  • Contacts 4
  • Documents 27 Linked

Find the policy, prepare the certificate and pick up the conversation without searching through separate systems.

ACORD forms and certificates

Less retyping. Faster client service.

Use the client and policy information already in your AMS to prepare ACORD forms and certificates of insurance. Review, download and send documents from one workflow.

  1. Policies
  2. ACORD Forms
  3. Certificates

Access the current policy and service history.

  1. Quote
  2. Bound
  3. Active
  4. Servicing
  5. Renewal
  6. Document details
  7. Extract details
  8. ACORD 25
  9. Ready for review
  10. Request
  11. Generate
  12. Approve
  13. Deliver
Illustrative policy record Active

Harbor Line Contractors LLC

Policy number
PKG-48219
Coverage
Commercial package
Effective date
2026-09-01
Expiration date
2027-09-01
Carrier
Northbridge Specialty
Producer
M. Alvarez
Premium
$18,400.00
Certificate holder
Westbridge Property Group

Extract Turn document information into fields your team can use.

Harbor Line Contractors LLCM. AlvarezNorthbridge SpecialtyPKG-482192026-09-012027-09-01$1,000,000Westbridge Property Group
Named insured Harbor Line Contractors LLC
Producer M. Alvarez
Carrier Northbridge Specialty
Policy no. PKG-48219
Effective 2026-09-01
Expiration 2027-09-01
GL each occurrence $1,000,000
Certificate holder Westbridge Property Group
  1. AgencyDesk
  2. NexusACORD 25
  3. Certificate holderWestbridge Property Group
COI PKG-48219

Insurance renewal automation

Stay ahead of every renewal.

Send renewal reminders at 90, 60 and 45 days before expiration. Keep upcoming renewals visible while your team handles coverage reviews, remarketing and client decisions.

Automate reminders. Keep your team in control of coverage decisions.

90 days

Remind Send the first renewal reminder.

60 days

Prepare Review exposures and request loss runs.

45 days

Follow up Follow up on coverage and renewal decisions.

Renewal reminder

  • 90 days 90-day renewal reminder sent to the insured
  • 60 days 60-day reminder sent to the insured
  • 60 days Loss runs requested from the carrier Team review
  • 45 days 45-day reminder sent to the insured
  • 45 days Remarket decision · renewal meeting Team review
  • 45 days Certificate holders to update Team review
  • — Renewal bound · new term issued
  • — Certificates reissued to holders
  • — Commission schedule updated
90

Watch

Send the first reminder 90 days before expiration.

  • Remind · 90-day renewal reminder sent to the insured
60

Prepare

Follow up on information needed for renewal.

  • Remind · 90-day renewal reminder sent to the insured
  • Prepare · 60-day reminder sent to the insured
  • Prepare · Loss runs requested from the carrier
45

Act

Keep client decisions and certificate updates on track.

  • Remind · 90-day renewal reminder sent to the insured
  • Prepare · 60-day reminder sent to the insured
  • Prepare · Loss runs requested from the carrier
  • Follow up · 45-day reminder sent to the insured
  • Follow up · Remarket decision · renewal meeting
  • Follow up · Certificate holders to update
0

Renewed

Record the new term and update related documents.

  • Renewal bound · new term issued
  • Certificates reissued to holders
  • Commission schedule updated

Insurance commission tracking

Know what you earned. See what needs review.

Import carrier commission statements, match payments to policies and review differences against expected commissions. Keep producer splits and payouts organized.

Example statement: 5 policy payments and 2 additional entries.

Example carrier commission statement Unreconciled
Policy Producer Expected commission Commission paid Variance
PKG-48100 R. Chen $420.00 $420.00 —
PKG-48219 M. Alvarez $410.00 $380.00 $-30.00
PKG-49012 A. Ruiz $215.50 $215.50 —
CPP-11907 R. Chen $338.25 $338.25 —
BOP-20551 M. Alvarez $96.40 $96.40 —
Statement total $1,480.15 $1,450.15 $-30.00

AMS data migration

Switch your AMS. Bring your book.

Connect NowCerts through its API or import CSV exports from your current AMS. Review mapped fields and available records before completing your migration.

NowCerts: direct API import. Other systems: CSV import.

Inventory

Select the records available from your current AMS.

CSV PDF ACORD EMAIL CONTACT XLS NOTE
  1. Inventory Select the records available from your current AMS.
  2. Identify Review the client and policy fields in your export.
  3. Normalize Map names, dates and coverage information.
  4. Match Match imported policies to client records.
  5. Validate Review missing information and resolve conflicts.
  6. The Book Manage your imported records in Agency Nexus.

Bring your client and policy records into Agency Nexus.

Nexus AI

  1. Voice Answer calls Verify clients and log service needs.
  2. Leads Qualify leads Capture inquiries and prepare follow-up.
  3. Data Update records Reduce repetitive data entry.
  4. Forms Prepare forms Use policy information for ACORD and certificates.
  5. Team Route work Coordinate service tasks with your people.

One shared source of agency data

Nexus AI The brain behind your AI agent swarm. Build toward full agency automation. Connected agents can answer calls, qualify leads, prepare data and handle service workflows using the same agency records.

Ask your AMS. Get work done.

Find client and policy information in plain English. Nexus AI helps prepare records, documents and follow-up work, with your team reviewing changes before they are saved.

Show policies renewing within 45 days with certificates still to send.

  1. Renewal window ≤ 45 days
  2. Policy status Active
  3. Certificate Pending delivery

7

illustrative policy records

  1. Policy Harbor Line Contractors LLC 45 days COI pending
  2. Policy Westbridge Property Group 118 days No open COI
  3. Policy Cedar Ridge Millwork 41 days COI pending
  4. Policy Atlas Freight Partners 12 days COI sent
  5. Policy Kestrel Plumbing Co. 203 days No open COI
  6. Policy Northvale Roofing 38 days COI pending
  7. Policy Sable Logistics LLC 74 days No open COI

3 matching policies need certificate follow-up.

Built for independent agencies

Your team, working from the same information.

Give agency owners, producers and service teams a connected workspace. Organize responsibilities as your agency grows, without separating clients from their records.

Your team size 12 people
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Growing team

Coordinate sales and service responsibilities.

  • Clients & Prospects
  • Policy Lifecycle
  • ACORD Forms
  • Certificates of Insurance
  • CRM Pipeline
  • Commissions
  • Automations
  • Client Portal
  • Import
  • Nexus AI

Shared context for sales and service.

5 people

Small agency

Keep producers and service staff on the same client record.

One place to manage client service.

12 people

Growing team

Coordinate sales and service responsibilities.

Shared context for sales and service.

25 people

Departments

Organize work across your lines of business.

Keep ownership and follow-up clear.

60 people

Multiple offices

Bring office teams together in one agency workspace.

Work together without duplicating client records.

Your connected insurance agency

One connected agency.
More time for your clients.

Bring clients, policies, ACORD forms, renewals and commissions together. Agency Nexus connects the information your people and AI agents need to serve clients and grow your book.

Select a feature to see how your workflows connect.

Connected workflows

  • Client CRM linked to Policy records
  • Policy records with Documents
  • Documents supporting ACORD & COIs
  • Policy records schedule Renewal reminders
  • Policy records track Producer payouts
  • Renewal reminders update ACORD & COIs

Insurance agency management features

Clients & Prospects · Policy Lifecycle · ACORD Forms · Certificates of Insurance · CRM Pipeline · Commissions · Automations · Client Portal · Import · Nexus AI