NextBroker Features

Helping you sell more, more easily.

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Powerful CRM

Easily track prospects through your pipeline: Everything you need concerning your prospects and clients in one place, at all times, accessible from anywhere including contacts, forms, notes and reminders to follow-up.

Fast-Track Sales

Selling just got easier:  From quoting through proposals and enrollment, your sales cycle just got faster and simpler. And with NextBroker, your entire team knows that status of each prospect and can quickly find the information they need to close the sale.

NextBroker Sales Tab

Commission Tracking

Get paid right: NextBroker makes it easy to upload and audit 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.

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.

Notes-Tab

BCBS-Michigan

Carrier Libraries

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.