Agency Management
Saving you time, money and clients
Build an Effective, Efficient and Growing Agency
Insurance agencies are awash in data. Client data. Carrier data. Product data. Data about general agents, contacts, colleagues, and local restaurants. Which could explain all the files, Post-Its, spreadsheets, and scraps of paper scattered around your office. Hardly an efficient way to grow your business. 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 Post-Its.
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. Because while knowledge is power, being organized is your secret weapon.
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 will 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 getting them to those who need 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 are in control.
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. Reports help you analyze production and find new opportunities. NextGA, built into NextAgency’s optional NextCommissions, helps GAs and FMOs grow. (And also allows us to use the “Next” prefix three times in one sentence. Impressive.)
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.
Reports With Insight
There’s value in all that information.
Organizing data is critical. Make that data even more powerful with our powerful reporting tools. 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. Creating the report you need is easy with NextAgency.