Clients, policies and CRM
Keep prospects, clients, policy records, documents and sales activity together. Move from a client conversation to the information behind it.
Agency Nexus by Sourcy · Insurance agency software
The AI brain for your insurance agency.
Bring clients, policies, certificates, renewals and commissions into one connected agency. Give your people and AI agents the context to serve customers and grow your book.
What is Agency Nexus?
Agency Nexus is an AI-powered agency management system (AMS) and CRM for independent insurance agencies. It combines agency records and daily workflows with Nexus AI, so your team can find information, prepare documents and coordinate follow-up from the same workspace.
One agency workspace. Connected work.
ACORD forms and certificates
Use client and policy information to prepare ACORD forms and certificates of insurance. Keep document work connected to the agency record.
Renewals and follow-up
Track renewal windows, service tasks and responsibilities so your team can see the next action and who owns it.
Commissions and producer payouts
Organize commission records and producer payouts alongside the policies and business they relate to.
Nexus AI and connected agents
Ask about agency records in plain English. Prepare records, documents and follow-up work, with staff reviewing changes before they are saved.
Bring your existing book
Import through the NowCerts API or supported CSV exports. Review field mapping, missing information and record matches as part of migration.
From one client request to the next action
Find the context
Open the client, policy and supporting documents in the same agency workspace.
Prepare the work
Use the record to prepare a certificate, a service task or a renewal follow-up.
Review and move forward
Your team checks the details and completes the next step. Coverage and carrier decisions remain with licensed agency personnel.
Choosing AI insurance agency management software
An AMS should give your staff and AI agents the same reliable agency context. Evaluate Agency Nexus using a real service request from your agency, from the client record through the next action.
Follow one certificate request
Find the insured, policy and documents; prepare the applicable ACORD form; review the details; and track the request. Ask where information comes from and which steps require agency approval.
Check migration before switching
Review your current AMS export or NowCerts connection. Map clients, policies and documents, test a representative sample, and reconcile missing or duplicate records before moving the full book.
Separate AI preparation from agency decisions
Review what Nexus AI can read and prepare with each user’s permissions. Confirm the approval step for changes and keep coverage, binding and carrier decisions with the authorized agency personnel.
An AI brain for Florida agencies, with room to grow
For agencies in Southwest and South Florida, Sourcy can scope the migration, configuration and team training around Agency Nexus. Start with a defined agency workflow, then connect additional AI agents as the records and operating rules are ready.
Bring to your rollout conversation
Your current AMS, approximate book size, user roles, a sample export structure and the service workflow you want to improve. Agree how sensitive records will be shared before providing policyholder data.
Know what you are buying
Review the current product subscription separately from migration, custom integration, model usage, telephony and implementation support. The rollout proposal should identify any additional work.
Start with Agency Nexus. Add implementation help when you need it.
Explore the product and current subscription options on Agency Nexus. If your agency needs data migration, workflow configuration or custom AI agents, Sourcy can scope that work separately.
Frequently asked questions
Is Agency Nexus an AMS or an AI tool?
It is an AI-powered AMS and CRM. Agency records, documents and workflows provide the context for Nexus AI and connected agents, so AI assistance sits inside agency operations.
Can I bring data from my current AMS?
Agency Nexus supports direct import through the NowCerts API and CSV imports from other systems. Available fields and records depend on the source export. Review the mapping before completing migration.
Can AI make coverage decisions for my agency?
Nexus AI can help find information and prepare work. Licensed agency personnel remain responsible for coverage, carrier and other professional decisions.
How do I get started with Agency Nexus?
Visit Agency Nexus to review the product and create your agency account. For a supported rollout, contact Sourcy about migration, team setup and custom AI implementation.