Know Your Numbers.
Grow Your Insurance Agency
NextAgency's dashboards and reports turns your insurance agency data into fuel for agency's growth.
NextAgency Organizes Your Data and Helps You Use It.
Your agency generates a lot of data. Clients, policies, renewals, carriers, commissions, producers, service issues. NextAgency is a life and health insurance agency management system and CRM that helps you organize and manage all that data. Then it goes further and helps you use that information to make better, more informed decisions. NextAgency’s reports and dashboards help you find cross-sell opportunities, catch missing compensation, identify your VIP clients, target your marketing message. It helps you manage your insurance agency data and use it wisely, all in one, integrated system.
Dashboards: Your most important numbers on one screen. Or several.
NextAgency’s dashboards give you a real-time overview of your insurance agency. Choose from 29 dashboard tiles, with more on the way, covering benefits and policies (by carrier, by product type, by market segment, by broker of record, and renewals by month), cases (added cases, cases by sales status, cases by stage), commissions and sub-agent activity, tasks, tickets, notes, workflows, and more. Track birthdays of individual clients and their employees, so you never miss a chance to reach out.
In NextAgency you can create multiple dashboards for different purposes. Build one to track your agency’s sales, another to keep an eye on service issues, and a third to see how commissions are doing. Keep your dashboards private or share them with your team. And when you want a hard copy, download any dashboard as a PDF in one click.
The right reports at the right time
Your data tells a story. NextAgency helps you put it to use.
Find cross-sell opportunities by filtering the included Benefits report to show clients with medical coverage but no dental or life policies. Prepare for renewals, find unpaid or underpaid commissions, check on sub-agent production. With dozens of pre-built reports and the ability to customize them in thousands of ways, you have the analytics you need to make informed decisions for your insurance agency’s future. Once you’ve customized a report, save it as a template so you can replicate it in seconds, every day, every month, or whenever you need it. Reports are produced in Excel so you can sort, filter, and dissect your data as much as you want.
Generate case summaries
Get a complete picture of any client, generated on demand and summarized by NextAI. NextAgency’s safe and optional AI pulls together a snapshot of your client based on the data types you instruct it to use: benefits, tasks, notes, emails, etc. Grab an up-to-date view of your client before a meeting, when reviewing a service issue, or any time you need context quickly. These summaries also help you analyze what’s happening with a particular prospect or client. Like all NextAI tools, you control the AI. Nothing is required nor shared without your say so.
A Few Quick Questions
Do I need to be technical to build reports for my insurance agency?
No. With NextAgency you simply choose a report type, select the information you want to see (we call them fields), select the order you want them in, filter your data to zero in on the information you need and click run. No coding required and you’re done in a minute or two. Save the report and it’s available to you again in seconds.
What kind reports does NextAgency include?
Agency — contacts, users, customer service, and compensation disclosures
Cases — case details, case contacts, calls, benefits, employees, and dependents
Commissions — carrier overviews, commission history, reconciliation, unpaid commissions, sub-agent summaries, and variance reports, plus pivot tables breaking down commissions by BOR, carrier, client, product, sub-agent, and sub-agency
Sales — carrier offerings, proposals, enrollment kits, sales team performance, and sub-agent activity
Tasks, Tickets, and Notes — who’s doing what and by when, including history
Compliance — group
Can different people at my insurance agency see different dashboards?
Yes. Each member of your team can build dashboards to suit their needs. Producers can create sales dashboards; account reps track service issues. Dashboards can be private or public. Administrators control who has permission to create and share public dashboards.