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.
Send Us Your Data
You get us your data in whatever HIPAA-compliant way works for you: upload to an encrypted cloud drive; send us a thumbdrive; or put a bunch of paper in an envelope.
Processing and Uploading Your Data
Our experts will thoroughly review what you’ve sent and come up with an action plan. We’re especially good at moving data from older CRM systems like GBS, Salesforce and ACT.
NextAgency Portal Ready For Use
Your data is now fully uploaded and ready for use. Get back to doing what you know best: selling and servicing your clients. One day we may charge for this awesome service, but for now, enjoy!