Go Ahead and Sell. We’ll Handle the Set-up — for Free.
Once you’ve made the decision to take your insurance agency to the next level by investing in NextAgency, you want to start using the platform as soon as possible. That means getting your current data into NextAgency as soon as possible.
We make on-boarding your current data easy with NextConcierge — our free, fast and trustworthy on-boarding service
You get us your data in whatever HIPAA-compliant way works for you: upload to an encrypted cloud drive (we use Sync.com); send us a thumbdrive; or put a bunch of paper in an envelope. Then get back to the selling and servicing clients. We’ll do do the data entry. We can do the same for your clients when it comes to getting their data into NextHR.
Our professionals know the NextAgency system. Their fast, trustworthy and experienced. We’re especially good at moving data from older CRM systems like GBS and ACT. NextConcierge is the shortest distance between getting NextAgency and using NextAgency.
Ad did we mention NextConcierge service is free? One day we may charge for this service. For now, however, there’s no cost to getting your insurance agency up and running with NextConcierge. Please see the FAQs for more information.