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7-day free trial · no credit card required

High-performance client manager for

Full client records, digital consent signatures (AOR), direct WhatsApp messaging, interactive Excel reporting, and PWA native app mode. Fully custom white-labeled with your own brand.

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AORDigital signatures
EN / ESBilingual platform
PWAInstallable app
100%White-label ready

Nexium in motion

See the platform, not just the promise

So easy to use that in difficult moments, it can help you

Live platform

Try the Client Manager before you buy anything

A full CRM running right now: client records, documents, digital consent signatures, WhatsApp follow-ups and Excel reports — with your own branding on every screen.

  • 360° client records
  • Digital AOR signature
  • Installable mobile app
  • Excel reporting
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Platform

Engineered for high-converting teams

Everything you need to scale your commercial pipeline securely and efficiently.

360° Client Profiles

Personal records, coverages, dependents, income, Obamacare/Medicare policies, and history organized in a unified view.

Digital AOR Consent Signature

Send legally valid consent forms via Email or WhatsApp and store signed records with IP tracking and timestamp audit trails.

Documents & Timestamped Notes

Attach PDFs, IDs, and images directly to client accounts. Keep full interaction logs with precise dates and times.

Installable Native App (PWA)

Allow agents to install your platform directly on iOS and Android devices with a seamless native experience and custom app icon.

Advanced Excel Reporting

Export your entire client database with customizable filters by status, insurance type, age, and policy expiration dates.

White-Label Branding

Your custom logo, company name, domain, and agent details prominently displayed on every screen upon activation.

Pricing

Flexible pricing options

Select the perfect plan to boost your sales infrastructure. Every plan starts with a 7-day free trial.

Professional CRM

Full capabilities for high-performing commercial agents.

$29 / mo
  • Unlimited clients & records
  • Unlimited AOR digital signatures
  • Direct WhatsApp integration
  • 100% custom white-labeling
  • Installable mobile PWA app
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Most Popular

CRM Agency

For agencies managing multiple agents under one brand.

$99 / mo

+ $25 / month per additional agent

  • Everything in Professional CRM
  • Admin panel for the agency owner
  • Multi-agent sub-accounts
  • Advanced analytics & metrics
  • Priority dedicated support
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CRM Enterprise

Custom license tailored to your operation: volume pricing, custom domain, SLA and integrations.

Custom
  • Everything in CRM Agency
  • Personalized license & contract
  • Custom domain & integrations
  • SLA & dedicated account manager
  • Onboarding & training for your team
Contact Sales

Feature comparison

Feature Professional ($29) Agency ($99) Enterprise

Your client pipeline deserves a real system

Questions

Everything clients ask before signing up

Get started today

Your client pipeline deserves a real system

Spin up your own branded CRM in minutes. No credit card, no commitment — just 7 days to see it work.

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