Health Insurance Agency Account Management Software
NextAgency helps life and health insurance agencies track and resolve client service issues like it helps them make sales.
One System for Sales and Service
NextAgency is an insurance agency management system that takes client service as seriously as it takes sales. Sales tools help insurance agencies turn leads into clients. Account management is how an agency services the clients it already has. NextAgency delivers CRM and account management in one integrated platform.
Know the status of every service issue.
Client problems you don’t know about often don’t get solved. And clients with unsolved problems often don’t stay. NextAgency’s pipeline view keeps these issues organized, letting you track each open case from a client’s first call through to the problem’s resolution. More generally, you can assign service stages at the case level. This means you can quickly identify clients with outstanding issues when reviewing your overall book. And it’s especially useful when you’re about to take a client’s phone call.
Assign the work and see it through.
Stages tell you there’s an issue. Tasks get it fixed. NextAgency enables you to assign a task to the right person or team, set a due date and a priority, and attach it to the client it belongs to. Bigger problems can be broken into sub-tasks or action items, each with its own owner and deadline. This means no problems get overlooked and your entire team can see who is doing what to get it resolved. The NextAgency insurance agency CRM presents each member of your team a personalized to-do list that includes these tasks and creates an agency-wide timeline. So nothing falls through the cracks because your insurance agency has no cracks.
Demonstrate the value you and your agency deliver.
Most of what your insurance agency does for a client is invisible to them. The employer hears from you at renewal; meanwhile their employees spent the year leaning on your team for claims help, ID cards, enrollment changes, and the questions the carrier never answers. NextAgency’s Service Report puts that work on paper. It lists all the tasks and sub-tasks you and your team have done for them. This doesn’t mean at renewal you won’t have to present a rate increase, but it does mean you’ll have something positive to talk about as well.
A Few Quick Questions
Aren’t insurance agency account management and insurance agency CRM the same?
A CRM and account management software do different jobs. A CRM is built to win business; account management is about keeping it — servicing the client and earning the renewal. NextAgency does both in one platform, so a client’s sales history and service history sit in the same record, at the same level of detail.Is the account management software a part of NextAgency or separate?
Client support tools are built into the NextAgency life and health insurance agency management system. The stages, tasks, pipeline, and Service Report are all a part of the core NextAgency platform — not an add-on or third-party software you bolt on. The clients you sell to and the clients you service live in one system.
You claim NextAgency’s client service tools will help me retain clients. How do you know?
In addition to anecdotal stories our users share, the data shows how important customer service is to your clients. A 2024 employer survey reported by Risk & Insurance found that the single most important attribute employers look for when choosing a broker is prompt, effective service and timely answers to their questions (57%). This is even more than being a trusted advisor (53%) and the ability to negotiate a better renewal (48%). Your clients want, and expect, strong service. NextAgency’s account management tools enable you to deliver — and then let them know what you’ve done.
Can NextAgency’s insurance agency account management tools help me prepare for client meetings?
Yes. NextAgency’s AI-generated Case Summary reads a client’s record and writes a short briefing. You pick what it covers (tasks and notes, calls, emails and texts, benefits, commissions, dependents, files, sales). Combined with the Service Report, you have a complete portrait of your client and all that your insurance agency has done for them.