Frequently Asked Questions
And, more importantly, answers.
Q. What components make up NextAgency?
Q. What’s the difference between NextBroker and NextHR?
Q. What does NextBroker do?
- Grow sales with powerful CRM tools to track prospects from lead through close
- Focus your team with shared notes and tasks that export to your calendar
- Improve customer service with our service pipeline, workflows and customer service reports
- Sync Gmail and Outlook emails with your case records
- Keep commitments with follow-up tools including personalized to-do lists for your entire team
- Get what you’ve earned with commission tracking tools, reports and sub-agent support
NextBroker is intuitive and flexible. It’s designed to work with you to save time, money and clients.
Q. What does NextHR do?
Q. What will NextMarket do?
Q. How much does NextAgency cost?
Q. Does each user in my agency need a license?
Q. If I’m a Admin Broker can I make anyone I want a Writing Broker?
Q. Is there a single agency bill or are users invoiced separately?
Q. Can I pay for our licenses by check?
Q. How do I claim the NAHU discount?
Q. I’m not a NAHU member now, but I’d like to join. How do I do that?
Q. I pay annually, what if I onboard another user in the middle of my license year?
Q. What if someone leaves my agency, can I use their NextAgency license for another user?
Q. What happens if I cancel my subscription?
Q. What is NextConcierge?
NextConcierge is a service we provide to get your existing agency information into NextBroker. Our goal is to make this on-boarding process as simple and painless as possible. To learn more, please check out our NextConcierge Overview and Description.
Q. Will NextConcierge also load my clients information into NextHR?
Today, the NextConcierge process is exclusively for importing agency information into NextBroker. We’ll work with you on a case-by-case basis to upload client data into NextHR. There will be a charge for this service and we’ll give you a firm price after reviewing your data and before beginning any work.
Q. Am I required to use NextConcierge?
No, NextConcierge is an optional service. If you want to on-board your agency information yourself, feel free. If you want us to do the importing for you, we’re happy to help. It’s your choice. You may want to decide in the first two months after you initially purchase NextAgency, however, as you’ll save on licensing fees if you opt-in to NextConcierge during this time period.
Q. How much does NextConcierge cost?
The NextConcierge fee is just $400 for members of the National Association of Health Underwriters and $500 for non-NAHU members.
If you sign-up for the NextConcierge service in the two months following your initial purchase of NextAgency you will make no additional license fee payments until the NextConcierge process is completed. (If you initially purchased an annual fee we will extend the renewal date by the time required to complete the NextConcierge process.)
If you opt-in to the NextConcierge process after the first two months from your initial sign-up date, we will charge you the NextConcierge fee and you will continue to pay the license fee you selected.
Q. How long does the NextConcierge process usually take?
NextConcierge usually takes 4-6 weeks. You have a big role to play in determining how quickly NextConcierge is completed. You will be gathering, preparing and sending us your agency information. Once we have this data, we take over. If we have questions, we’ll contact you and hopefully can quickly get those questions resolved. You, of course, have the final say as to when the NextConcierge process is completed.
Q. Who decides when the NextConcierge process is completed?
You do. The NextConcierge process continues until you sign-off that’s it’s finished or accept our work. You’ll have a full week to review our work. If there’s something wrong, let us know and we’ll do our best to fix it. You’ll have another three business days to confirm that we did. (together these are the “Review Periods”).
When you are satisfied your data is in the system, you’ll sign-off on our work and the NextConcierge process will be complete. The NextConcierge process will be deemed complete if we do not hear from you with the “Review Periods”.
Q. What if we disagree about whether the NextConcierge process is complete?
In the unlikely event of a dispute over whether we have successfully completed the NextConcierge process, you and we agree to work in good faith to reach a mutually amendable solution. In the unlikely event we reach an impasse, we may: stop further onboarding of your data; delete previously on-boarded data from our servers; return to you any physical material you provided to us; and terminate your NextAgency subscription. You will owe no additional fees, but will not receive a refund of any fees paid prior to this termination.
Q. What if I'd like you to onboard additional information after the NextConcierge process ends?
Once you sign-off on our work, the NextConcierge process ends. If you’d later like help in importing data into NextBroker we’re happy to work with you. The cost of this service is $75 per hour.
Roles and Permission
Q. User roles within NextAgency clearly matters. Why?
Q. Who are Writing Brokers?
Q. Support Staff - Who are they?
Q. Who are Administrative Brokers?
Q. Who assigns roles in my agency?
Q. How do I assign a role?
- Log onto NextBroker and click on the down arrow next to your name in the header. Select “Account Settings” from the drop down menu.
- Scroll down to the “User Management” section (the third section on the right) and click on the “View/Edit Authorized Users” link.
- Click on the “ADD AN AUTHORIZED USER” button.
- Select the appropriate role from the drop down menu.
To change a current user’s role, simply click the pencil in the Actions column next to the user’s name.