NexJ CRM Reviews

NexJ Systems' CRM which was branded for American Family Insurance was an intuitive, clean, and easy-to-use software that allowed me to efficiently handle clients. From the CRM I was able to manage both commercial and residential clients, being able to quickly begin the quoting process for all of American Family Insurance's product.

While the tool was excellent for managing clients, it was also incredibly helpful for keeping organized within the Agency. The "save-to" function allowed me to save emails to the software in order for other co-workers to see the current conversations the client has been having with myself in the case that I was unavailable. This was also incredibly helpful for our Claims department as well.

Splitting up households or removing a family member from a household was often a cumbersome task. In the case of a household split often old addresses would bleed into the new household as a secondary address. Having an option to remove the address for the new household at the time of the split would have been helpful.