Use Cases
Service work across
every type of policy.
Vehicle changes, certificates, claims, renewals. NexOne reads the request, picks the right handler, and tracks it from intake to close. 22 categories live in v1, grouped below. Click any task to see how NexOne handles it.
Every other system is built for sales or claims. NexOne is built for tasks.
Sales tools chase new business. Claims tools manage losses. The day-to-day service work, changes, certificates, billing questions, is where agencies actually drown, and almost nothing routes it.
NexOne still handles your sales and your claims. It just also handles the work no one else does. Most AMS and CRM systems can track a task, but they do not route it.
NexOne classifies every task and routes it with NexIntelligence.
Policy Changes
8
Vehicle Change
Client adds, removes, or swaps a vehicle on an auto policy. Captured, verified by VIN, and routed to the right handler.
Driver Change
Client adds, removes, or updates a driver. License info is verified, then the change is routed and traced through to confirmation.
Address Change
Client moves. Mailing and garaging changes are captured across policies, re-rate flagged where needed.
Mortgagee Change
Lender or mortgagee update lands. Verified, routed, and tracked until the endorsement reaches the new lender.
Lienholder Update
Refinance or payoff triggers a lienholder change. Captured, routed, and the lienholder of record notified.
Endorsement
Mid-term coverage change. Captured, routed to a licensed handler where required, and confirmed with the client.
Policy Cancellation
Client cancels a policy. Reason code captured, routed, and the effective date confirmed in writing.
Policy Reinstatement
A lapsed policy needs to come back. Eligibility verified, routed for reinstatement, and confirmed.
Billing & Payments
3
Billing Inquiry
Client questions an invoice. The statement is pulled, the breakdown explained, and disputes routed to resolution.
Payment Plan Change
Client requests a different payment plan. Schedule update routed and the next draft date confirmed.
Refund Request
Refund due to the client. Routed, tracked through settlement, and receipt confirmed.
Certificates & Documents
5
COI Issuance
Vendor or client needs a certificate. Routed with the right additional-insured language, then delivered.
Additional Insured
Vendor or contract requires AI status. Endorsement and re-issued certificate routed in one pass.
ID Card Request
Client needs proof of auto insurance. Routed and generated from the active policy.
Policy Copy Request
Client or third party needs declarations or full policy docs. Routed, pulled, and delivered.
Loss Run Request
Client or new agent needs loss runs. Requests routed per carrier and consolidated.
Claims & Audits
3
FNOL
Client reports a loss. Incident details captured, the claim routed, and the claim number delivered.
Audit Response
Carrier audit inquiry comes in. Documentation gathered, formatted, and routed before the deadline.
Premium Audit
Annual premium audit due. Payroll, sales, or other audit data collected and routed to the carrier.
Renewals & New Business
3
Renewal Prep
Renewal approaching. Coverage reviewed, carrier options compared, and the renewal packet assembled.
Coverage Review
Annual review due. Current coverage walked, gaps flagged, and adjustments proposed.
Quote Request
New prospect submits a quote request. Risk captured, routed to the right markets.
Don't see yours?
If a request type repeats, NexOne can route it.
The 22 categories are where v1 starts, not where it stops. Every closed task teaches NexOne new patterns.