Operational Consulting for Modern Insurance Agencies

We help insurance agencies design smarter systems.


From websites and digital workflows to AI readiness and internal automation, NxSure partners with agencies to simplify operations, reduce friction, and scale intelligently.

What We Do

We combine consulting, implementation, and ongoing support to help insurance agencies operate more efficiently.


AI Readiness and Internal AI Tools

We help agencies safely and effectively leverage AI by reviewing workflows and information flow, defining what data is and is not appropriate for AI use, creating internal GPT style tools for common tasks, and training teams on how to use AI responsibly and productively

Workflow and Systems Consulting

We begin by listening. We map how your team handles leads, clients, renewals, documents, and internal communication, then identify friction points and opportunities for automation.

Custom Websites and Lead Systems

Professional, mobile friendly websites built to integrate with your CRM and workflows. Lead capture, routing, and follow up are designed around how your agency actually operates.

Digital Forms and Process Automation

Branded intake forms, conditional logic, and automated handoffs that reduce rekeying, errors, and back and forth with clients.

Ongoing Support and Advisory

As your agency grows and workflows change, we refine and optimize your systems alongside you.

Frequently Asked Questions

Straight answers about how NxSure works and what to expect

  • What makes NxSure different from other insurance technology platforms?

    NxSure is not just software. We start with consulting. We take time to understand your workflows, then design and implement systems around them. Tools are selected and built to fit your agency, not the other way around.

  • What does “AI Readiness” actually mean?

    AI readiness means your agency understands where AI can help, where it should not be used, and how to deploy it safely. We define internal guidelines, build custom AI tools for specific tasks, and train teams so AI becomes a practical productivity asset.

  • Do we need to already be using AI or advanced technology?

    No. Most agencies are early. NxSure meets you where you are and introduces improvements gradually, only where they make operational sense.

  • How does the engagement start?

    We begin with a discovery process to understand your current workflows, tools, and bottlenecks. From there, we recommend a clear, phased plan rather than forcing everything at once.

  • Is our data secure when using AI or automation?

    Yes. We design systems with clear boundaries around data usage. Client information is protected, and AI tools are implemented with privacy, security, and compliance in mind.

  • What kind of ongoing support do you provide?

    NxSure is a long term partner. We provide ongoing support, optimization, and advisory services as your agency evolves and your workflows change.

  • How does NxSure pricing work?

    NxSure pricing is based on scope, complexity, and the operational needs of each agency. Because no two agencies operate the same way, we do not offer one size fits all pricing.


    Every engagement begins with a paid assessment, which allows us to understand your workflows and recommend the right level of support. From there, implementation projects and ongoing advisory services are scoped and priced based on your specific needs.


    Our goal is to provide clear, predictable pricing aligned with real outcomes, not generic packages that fail to fit how your agency actually works.

Meet the Team

Built by People who Understand Insurance Operations

NxSure combines technical execution with real insurance industry experience.


Our team has built and operated systems inside insurance agencies, including leadership experience at a national carrier.


That perspective allows us to design solutions that work in the real world, not just in theory.

Man in suit and tie, smiling, against a white background.

Jose Flores - CEO

A seasoned insurance professional with 10+ years of experience, from agent to District Manager. He knows what agents need to succeed and thrive.

Man in jacket and jeans smiles outdoors, hand in pocket, against an overcast sunset.

Andrew Sauer - PRESIdENT

A senior developer with 8+ years of experience at leading tech companies like Tinder and Warner Bros. He specializes in implementing AI technology.

Contact Us

Let’s Talk Through How Your Agency Works