Health Insurance Agency CRM
Stay close to every client, prospect, and lead with CRM tools built specifically for health, senior, and life insurance agencies.
Sell More. Retain More. Service Better.
Successful insurance agencies know every client, follow-up on every lead, and keep every commitment they make. That takes organization, consistent follow-up, and communication tools that work the way your agency does. NextAgency’s CRM tools deliver customizable pipelines to track every sales opportunity and service issue, communication tools, including emails and text, to stay in touch, call logging to capture every conversation, and automated workflows that turn routine follow-ups into reliable processes. All easy to personalize for the way you work. With CRM tools integrated into the overall NextAgency agency management system, you can say NextAgency is a CRM that delivers a whole lot more.
Track All Your Insurance Agency’s Leads, Prospects, and Clients
The full relationship history, ready when you need it.
Every one of your insurance agency’s leads, prospects, and clients can get a case record in the NextAgency CRM. This puts all their contact details, notes, call logs, emails, texts, tasks, and files, in one place. Whether it’s a Medicare prospect, an ACA enrollee, or a group benefits client, your team sees the full context of your agency’s relationship with them. There’s no hunting through inboxes or spreadsheets required. Cases move through stages designed for life and health insurance agencies — or stages that you define. The Call Logs are especially useful for insurance agencies selling Medicare plans. If your agency uses the Intulse integration, mandatory recorded calls can be uploaded to case records automatically. Insurance agencies using other phone systems can upload recordings manually in just a few clicks. All of which means, no matter what kind of policies you sell — health, senior, or life — from first contact to active client, you always know where every relationship stands.
Pipelines for the Way Your Insurance Agency Works
See where every opportunity and service issue stands at a glance.
The NextAgency CRM’s pipeline view turns your cases into drag-and-drop cards that you and your team move through your insurance agency’s sales and service stages. Create as many pipelines as you need: one for ACA enrollments, another for Medicare prospects, a third for group renewals, and separate service pipelines that track client issues the same way you track sales. Action items get their own pipelines too, so multi-step processes stay visible. Choose up to eight fields to display on each card so the details you need are right there without clicking through. Sort and filter to spot stalled opportunities, flag upcoming renewals, or identify your top-producing brokers. Save multiple views and switch between them easily so you can go from a sales focus to a service focus in seconds.
Stay in Touch Through Email and Texts
Build stronger relationships with timely, meaningful outreach. NextAgency makes it easy.
The best way to retain clients is to stay in touch with them. And communicating with prospects is a great way to make them clients. NextAgency’s CRM tools make it easy for your insurance agency to maintain a record of all the communications you have with your prospects and clients.
NextMail syncs your agency’s email system with NextAgency through IMAP (the same connectivity your phone probably uses). Messages in your email system are automatically routed to the appropriate case (or sub-agent). If you want to choose which emails to attach — or want to keep a permanent record of the emails even if you delete them from your main email client — NextAgency’s Outlook and Gmail add-ons let you do that easily. Significantly, NextMail lets you sync your contacts and calendars with NextAgency as well.
NextText lets you send and receive text messages from within a case record, with the full conversation history stored alongside your other notes and correspondence. For broader outreach, NextAgency’s email campaign and drip marketing tools let you send newsletters, enrollment reminders, and nurture sequences to targeted lists, all within the NextAgency CRM platform.
Manage the Benefits and Policies of Your Insurance Agency’s Clients
Every policy a client holds, in one place.
The NextAgency CRM’s Cases and Policies page provides an overview of your insurance agency’s entire block of business. Powerful filters and sorting help you zero in on what you’re looking for. Each case record’s Benefits tab gives your team a complete view of a client’s coverage: health, senior, life, ancillary, and more. Use NextAgency’s built-in policy templates, customize these to suit your needs, or create your own. Track not only your client’s current coverage, but their past and future policies as well (the future policies are a big help during open enrollment). Policy status updates automatically as effective dates change, saving you time. Filters and reports help you quickly identify cross-sell opportunities. Then use NextAgency’s automated workflows to launch nurturing campaigns. All of which means NextAgency’s approach to benefits not only helps you track what your clients have, but helps you sell new policies.
Your Insurance Agency’s CRM: Where You Need It
With NextAgency’s mobile apps for Android and iOS your client data, contacts, notes and tasks, and carrier records are always close at hand. Review a client’s record before a meeting; create notes when you leave. Because NextAgency’s mobile app and desktop application use the same database, you’re always up-to-date. If you lose your cell connection your data remains accessible from cache until your phone reconnects. So wherever you go, NextAgency is there for you.
Sales Tools
Quotes, proposals, and enrollment kits in one place.
The NextAgency CRM’s Sales tab organizes the tools that move a prospect toward enrollment. Request and upload quotes from carriers and GAs, then track their status from draft through proposed. Build proposals from those quotes and send them to clients. When a group client is ready, create enrollment kits and convert them to carriers directly from the case record. Each step is tied to the client, so nothing gets lost between quoting and closing.
Customize NextAgency for the Way Your Insurance Agency Works
NextAgency is specifically built for life and health agencies, yet easy to adapt to your insurance agency.
NextAgency’s CRM tools ship with fields, templates, and pipelines built for agencies selling health, senior, and life policies. Many agencies use it as-is. If yours needs something different, however, no problem. Easily add custom fields to cases, contacts, policies, and carriers in the formats that fit: text, numbers, dropdowns, checkboxes, dates, and percentages. (Custom fields work just as well in the commission and sub-agent modules, too). The NextAgency CRM’s custom fields can be searched and reported on the same as system fields. So go ahead, make NextAgency’s CRM tools as unique as your insurance agency.
A Few Quick Questions
What is a health insurance agency CRM?
A health insurance agency CRM is software designed to help health insurance agencies manage client relationships, track policies, and automate follow-ups — without the setup complexity of a generic CRM like Salesforce or HubSpot. And unlike software built for property and casualty agencies, NextAgency includes CRM tools pre-configured for health, senior, and life insurance agencies.
You describe NextAgency as a “health insurance agency CRM.” I sell senior and life policies. Will it work for me?
Yes. NextAgency’s CRM tools are configured for Medicare and life policies as well as health and benefits. Pipelines, workflows, compliance tools, benefit templates and commission tools are all designed for the policies life and senior agencies sell. So whether you’re looking for a Medicare CRM, a life insurance CRM, or a health insurance CRM, NextAgency fits the bill.
Can I use NextAgency’s CRM tools for both individual and group health insurance clients?
Yes. NextAgency tracks individual health clients — including ACA and Medicare — alongside group benefits and ancillary clients in the same platform. You can customize pipelines, policy templates, and views for each line of business. NextAgency also includes compliance and disclosure support for both individual and group clients.
Does the NextAgency CRM integrate with benefit and HR administration software?
Yes. NextAgency has API integrations with Employee Navigator, Ease, and BerniePortal, among many software platforms useful to health, senior, and life agencies. See the NextMarket page for a full list of NextAgency’s integrations.
Other insurance CRMs require long-term contracts? Does NextAgency?
No. NextAgency offers a monthly subscription that is truly month-to-month: no long-term contract required. And that’s after a 30-day free trial. NextAgency also offers an annual subscription which saves agencies 17%. See the NextAgency pricing page for more details.