Nimble vs. SIS Partner Platform

This tool is suitable for all sizes of organizations since it has the capacity to manage customer relations in the best possible way. Its features like task management, reports, social collaboration, and forecasting are always considered important for CRM and they all work without causing any trouble. But its Reports need to be more elaborate and its interface should be made easier and less tricky.

Incentivized

Not suited for a heavy commercial lines agency and/or one that has large, complex accounts. Too much policy detail isn't available within the system, so you end up having to either 1) go to carrier websites to pull copies of policies to determine accurate coverage, which is a hassle, especially if an active, endorsement active account or 2) go into documents to pull up copy(ies) of policy/endorsements to determine coverage or 3) keep a master copy of the policy, as issued (as a PDF) and note every endorsement change on that PDF, so you have one place to easily access how coverage stands at this point in time.

• Importing contacts in the CRM is very much consist of easy steps.
• It allows me to create, edit and view contacts records anywhere from the web.
• It is helping me to stay organized in terms of marketing needs and providing real-time information automatically.
• it is playing an excellent role in managing our all relations.

Incentivized

• Downloads
• Personal lines
• cheaper

• Nimble's storage space is very sparse, but we have found that it can be expanded at an additional cost.
• Their mobile application is not as good as some of us expected, and we strongly recommend improving it to make it work effectively.

Incentivized

• Prospect side of system lacks functionality of the client side.
• No search function in notes/the main area to view all activity (not just documents, but any additional notes such as logs of discussions with producers/clients/prospects, logged phone calls, etc.). Should have same search functionality in Notes as in Documents.
• "Quick Summary" profiles lack functionality of true client profile area.
• No ability to turn off downloads..........wipes out too much underwriting detail. Too many lines of business don't download (not sure whether SIS Partner issue or carrier side issue). No Garage, Crime, Equipment Floaters, Builders Risk-Installation Floater, etc.
• From a commercial standpoint, their policy detail really only addresses the five major lines of business, i.e., Property, GL, Auto, WC and Umbrella. Other ancillary lines, there is no where to input policy detail (other than in a General Remarks section), which doesn't show up on the "summary" detail.
• Very apparent this system was developed for Personal Lines and not meant to handle large, sophisticated Commercial Lines accounts. When you deal with their Help Desk folks........they are totally insurance unknowledgeable, and often don't understand what is being asked of them.
• Help Desk "pat" answer is "we'll add it to the enhancement list", but there are thing requested long ago and still not fixed/changed.

It's truly a great system if you get it for the right reasons. Don't expect it to do everything a mid market organization would require but for any small business or mid to large organizations which would like to integrate to it for the social insights capabilities this is a leading solution which can add value immediately

The platform has more advantages and positives as compared to challenges or negatives in comparison to other comparable products and platforms available in the marketplace. It was extremely easy to get started with the initial deployment which makes the choice much clearer. Finally its tight integration not just with Microsoft O365 suite, but also with [the] most popular social media platforms available makes it a very favorable platform in its domain.

Incentivized

I think it is a great system if a policy and or changes download. After that, in our experience, all the manual entry is very difficult. In my opinion, it appears to be built by tech people and not insurance people.

It was productive to be able to access remote support sessions from nimble employees, whom we decided to contact to have one of the features mentioned above explained to us. They were methodical and easy to explain solutions, so we recommend them for any kind of doubt.

Incentivized

Nimble has proven to be a positive and well-respected application within our company for setting us up for success at building personal and meaningful associations with decision makers. It has been a significant reason why we have gained acceptance and trust from those who we have introduced ourselves to over time. The ability to feel a true understanding of our prospects and customers as real human beings with unique interests and common aspirations opens up doors of valuable conversation. The other options that were reviewed and considered provided many of the common ways from the past that stored CRM information. This method was much more of a static representation of the real interactions made between a company or salesperson with the prospects and customers. Nimble has brought back what should never have been lost - being like neighbors who spoke to each other about more things than just business.

Incentivized

Horrible! There are other systems that would have been better than this, even if management didn't want to spend the $$$ to upgrade to Epic...

• Time-Saving is one of the biggest ROIs for me. 30-60 minutes a day means I can focus on more marketing, sales, or client work.
• A soft ROI is in better contact relationships. People are often impressed that I follow-up after meetings, and especially when they say to contact them in 6 months or next year.

Incentivized

• downloads
• technology
• Reports