Agency Management

Driving an effective and efficient agency

Organize, Manage and Share Your Agency Data

You track data. Client data. Carrier data. Product data. Data about general agents, contacts, colleagues, and local restaurants. You track a lot of data. Which could explain all the files, stickies, spreadsheets, and scraps of paper around your office. NextAgency helps you organize, manage, move, analyze and extract value from you agency’s data. We help you keep it secure and private. And we make sure you have the information you need when and where you need it. We also save you a ton on files and stickies. 

Organize Your Client Data

Everything you need to know in one place.
When a prospect or client calls you need their information close at hand. And easy to find. Like you can with NextAgency. Notes, tasks, contacts, files, policies, emails and texts are at your fingertips. All in one place. Because while knowledge is power, being organized is your secret weapon.

Organize Your Client Data
Documents Where You Need Them

Documents Where You Need Them

No matter where you go, there they are.
NextAgency’s convenient and familiar tree-like view makes it easy to quickly drill down to the file you need. And there is no limit on how many documents you can store. (OK, upload 100 copies of Princess Bride and, while we admire your taste, there will be a friendly chat about overdoing it).

Share Files

Generate shareable links
Some documents are meant to be shared. Like forms and collateral. NextAgency makes sharing them easy. Create a link to a file in your agency library. Send the link to your clients, prospects or others. Mission accomplished.

But not all documents should be shared. Which is why you can keep folders private, too. With NextAgency, you control the information you share.

Share Files
Manage Sub-Agents

Manage Sub-Agents

Track your sales partners
Do you work with downstream agents? Do you need to keep track of their contact information, appointments, files and the like? NextAgency makes it easy. Organize sub-agent information, including notes, tasks and their sales, with comprehensive records. Because everything your agency does should be organized.

The Ultimate Contact List

Where anyone who is anyone hangs out
You are in sales. You know a lot of people. You work with a lot of people. Now you can keep track of a lot of people. Prospects, clients, vendors, colleagues. They are all here. Track the information you need with fields you create. After all, their favorite ice cream flavor can be important.

The Ultimate Contact List
Reports With Insight

Reports With Insight

There’s value in all that information.
Organizing data is critical. Make that data even more powerful with any of our over two dozen built-in reports. See what products sell and where. Provide clients with a customer service report showing all the problems you’ve sold and questions you’ve answered for them in the past year. Find unpaid commissions. It’s your data. Use it.

Ready to Learn More?