Frequently Asked Questions

License fees apply to our Core Platform and Commission tools.

Add-on Fees apply to integrations like those through Zapier.

Usage fees are the cost of a few specialty items. These reflect fees charged to NextAgency by third-parties. For example:

• Email campaigns cost $0.02 per email. This helps us comply with legislation and regulations relating to mass emails.
• Texts cost $0.03 cents per text (sent or received) and the phone number you purchase to use NextText costs $5.00 per month (or $50 per year).

The NABIP discount and any promotions apply only to Licensing fees, not Add-on or Usage fees.

No. The monthly license for NextAgency is truly on a month-to-month basis. We hope you won’t, but you can leave at the end of any month. If you do, you will not need to make additional payments. 

This differs from how most of our competitors work. They lock you into a contract for one-to-three years. They will bill you on a monthly basis, but your obligation to keep paying them continues until the end of your contract even if you no longer use their software. 

We do offer an annual license for NextAgency. This provides you with two months free compared to our monthly subscription. Like all our subscription fees, the annual license is paid up-front and is non-refundable. We recommend you start with a monthly license. Then, once you’re certain NextAgency is the right solution for you, consider switching to an annual license to capture the savings.

We charge a single credit card for all the users and services associated with your agency. That’s why we prorate new users to assure that everyone on your team renews at the same time.  

Simply indicate you are a NABIP member during the sign-up process. As NextAgency is an Affiliate Program Partner with the National Association of Health Underwriters, you will receive a 5% discount on the license fees for the Core Platform and save 50% on the optional NextConcierge data migration services.

At least one user in your agency must be an active NABIP member to earn this discount. We check with NABIP to confirm the membership of our users on a regular basis. If you are not showing as a NAHU member we will contact you so you can work things out with NABIP. If it turns out an agency is not eligible for the discount, we will charge the agency’s credit card for the difference between the standard fee and the discounted fee.

The National Association of Benefits and Insurance Professionals (formerly NAHU) is a tremendous value. NABIP represents brokers’ interests in Washington and your state capital, provides powerful education and compliance tools and offers the chance to network with professional colleagues. You can join the association at NABIP.org. 

We pro-rate license fees so all the users in your agency have the same renewal date. New users are pro-rated whether you pay monthly or annually.

Monthly license fees are non-transferable (and are non-refundable). Annual licenses, however, can be transferred. That’s only fair as these fees are also non-refundable.

Your subscription will remain active through the billing period you have paid for. During this time you can continue to use NextAgency.

You own the data you enter in NextAgency. This means you can use the remainder of your billing period to export your data. If you need extra time to off-load your data, call us and we will make reasonable arrangements. At the end of your billing period your subscription is deactivated. You will be unable to log into NextAgency and your data will be deleted.  

The cost of NextConcierge depends on several factors: the amount of data; the complexity of that data; and the “quality” of that data (whether there is a lot of clean-up required). This is why we look at your data and provide you with a quote before you commit to using the NextConcierge service.

If you choose not to use the NextConcierge service, there is no charge for the training we provide on how to on-board the data yourself. 

That depends on the amount, complexity and quality of your data. Some migrations take a couple of weeks; others have taken more than a couple of months. Please keep in mind, during the NextConcierge process you are responsible for gathering and sharing your data. You also need to sign-off on the finished work. How long the entire process takes, consequently, depends on how fast your agency accomplishes this. 

No, NextConcierge is an optional service. We will train you for free on how to on-board your agency information yourself if you like.

Training you on how to on-board new data is free. If you decide to use the NextConcierge service, we will look at the data and provide you with a quote.

Preferences relate to how or when certain information is presented. For instance, you may choose to display phone numbers as a string of numbers or use hyphens (e.g., xxx-xxx-xxxx). Once set this particular preference applies to everyone in the agency.

Some preferences are set on a per-user basis. For example, you can set preferences as to how often you receive notifications concerning tasks, notes and tickets.

Roles and permissions, on the other hand, concern who can see what data and what they can do with the data they can see.

Administrative Brokers are the power users in your agency. They have access to all cases in the system and have permission to do everything.

The first person in your agency to sign-up with NextAgency is given Administrative Broker status (this status can be changed later). This individual invites others onto the NextAgency platform and assign them their roles, including as Administrative Brokers.

Given the access and control Administration Brokers have, we encourage you to be careful to whom you assign this role.

Writing Brokers are brokers assigned to a case (either as the Broker of Record or a team member). Their name appears on all communications with their clients. Writing Brokers can only see cases to which they are assigned. What they can do with the data is determined by the permissions granted them by Administrative Brokers.

There are two types of support staff: Agency Support and Broker Support. Agency Support users may see information related to any case in NextAgency. Broker Support sees only information related to those cases the Broker they are assigned to can see or on cases to which they are added to the case team.

Both Agency Support and Broker Support have the permissions assigned to them.

External Users are usually not employees of your agency. Most are sub-agents. They have the ability to view cases to which they are assigned. You can also choose to share sub-agent commission reports with them that show only information related to the cases to which they are assigned.

External Users cannot add, delete, or edit records in NextAgency. They can only view data. And even then, they can only view the case data for which they have permission.

Both Agency Support and Broker Support have the permissions assigned to them.

Administrative Brokers have the authority to invite Writing Brokers, Agency Support, Broker Support and other Administrative Brokers onto your agency’s NextAgency account. If given permission to do so, Agency Support and Writing Brokers may invite other users and assign them their roles and permissions.

Yes, by securing and protecting the Personal Health Information (PHI) you enter or upload to NextAgency.

In addition, we enter into a business associate agreement with you. Of course, our ability to protect PHI is limited to protecting the information on our service. Once PHI is transferred or made available to you or your agency, protecting the PHI is your responsibility.

Please note: Emails and texts sent through NextBroker are not encrypted. Consequently, these communications are not HIPAA-compliant. If you are sending PHI in an email or text you should use your agency’s encrypted services.

You own your data. You give us permission to use the data to provide services, but you retain ownership of it. And you can retrieve it at any time by downloading reports and files.

We use the data to make NextAgency useful to you. We allow those users with appropriate permission to view client data, print reports and the like. We do not market to your clients nor do we share it with others except as necessary to provide our services. We even enter into an NDA with you to assure this.

No, unless required by law or at your request.

Yes. This is why we provide them with training on HIPAA and protecting the privacy of the information held in the system. 

Just click on the Privacy Policy link in the footer of any page on this web site.

No. Each country has their own laws and regulations concerning data protection and privacy. We focus on those in the United States. We neither monitor nor know if we comply with those in other countries. Consequently, using NextAgency outside the U.S. could put you in legal jeopardy.