NextBroker: The Powerful Broker Software Solution

Save time, money and clients with powerful agency management and CRM tools.

NextBroker is a powerful agency management system with CRM tools for health and life agencies. Yet it’s easy to learn and use. Access a timeline with all your tasks for the day or week. Track prospects through your sales pipeline and clients through a service pipeline. Quickly access carrier, client and agency forms and files from anywhere at any time. Simplify your sales process and keep on top of commissions to make sure you get what you earn. Create sub-agent commission statements painlessly.

Whether you sell group or individual insurance, employee benefits, life insurance, senior products or P&C,  NextBroker’s agency management and CRM features help you save time, money and clients.

Agency Management System

Insurance Agency CRM Tools

Agency Management Software that grow your business: Track prospects and clients, never miss a commitment, close more sales and data where you need it, when you need it. Plus, organize each day with your personalized timeline.

Learn more about Personalized Timelines.

Fast-Track Sales

Selling just got easier:  From quoting through proposals and enrollment, we support your sales process regardless of the carriers or general agents, quoting or enrollment platforms you use. And your team is aligned to close more sales as they’ll know the status of every prospect.

Agency Management System
Agency Management System

Commission Tracking

Get paid right: NextBroker makes it easy to upload and audit insurance commissions, making sure you get what you’ve earned and saving you time better spent selling. NextBroker makes quick work of commission splits, generating commission statements for sub-agents and shared cases.

Learn more about Commission Tracking.

Prospect/Client Libraries

All the information you need in one place so you can easily get in touch with, well, whoever you need to get in touch with, with all your notes, files and more right at hand. And our CRM tools make sure your commitments never get lost or forgotten.

Agency Management System

Agency Management System

Carrier Libraries

Insurance carrier forms and notices all in one place where everyone in your agency can access them from any place at any time. No more scrambling when you forget the one form you need or need to review that latest policy change.

Keep Data at Your Fingertips

With NextBroker’s Dashboard, all important sales and administrative tools are just one click away. From here you can quickly reach quotes, proposals, enrollment kits, and other important tools that you use often, such as your carrier library and agency user directory.

Analyze Productivity

Generate advanced Excel reports to better understand the processes in your agency, such as prospect/client-related data, sales documents, and unpaid commissions.

Conveniently Organize Your Files

NextBroker gives you a clear overview of all your files and folders. Convenient tree-like view makes it possible to drill down through the entire folder structure, expand each folder to view its content, and collapse it to view other files and folders.

Learn more about Files Tracking.

Agency Management System