1. “A Winning Hand” Emily Contreras IBTX Risk Services
Outlook & Nexsure
“A Winning Hand”
Emily Contreras
IBTX Risk Services

2. Agency Structure CLIENT Risk Management - HR Claims Bonds Benefits
Client Services
CLIENT

3. Workflow

4. Template - InfoPath InfoPath Facts:
Included in Microsoft Office Ultimate
Average Cost $200 per user
Discount if purshasing group licensing
Attaches to Nexsure as Outlook
Clients can receive forms without Microsoft Outlook program
Publish them Agency wide by
Does NOT work in Outlook Web Access

5. Template Example

6. Template – Word Document
Word Facts:
Drop down fields do not work in Template set-up
Excel does allow drop down menus in Template set-up
Drop down fields in document can be attached in Nexsure