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?
NextAgency is a great investment because it’s both powerful and affordable.” We don’t hide our pricing. You can check it out on our pricing page.You’ll see there’s a variety of ways to save on our Standard Licensing fees.
- Agencies with a NAHU member save 20%.
- Agencies purchasing an annual license get two months free (saving 16.7%)
- Agencies who don’t need commission tracking can save by selecting NextAgency Essential
Q. What's the difference between NextAgency Essential and NextAgency Premium?
Both of our packages provide a powerful agency management system with CRM tools for you and a straightforward benefit management platform you can give to your clients for free. With NextAgency Premium, however, you also get comprehensive commission tracking tools.
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. What is the difference between NextConcierge Standard and NextConcierge Premium?
Both NextConcierge options load your core agency data into NextBroker. This includes client, prospect, employee, benefit, carrier, and GA information along with your tasks and notes.
NextConcierge Premier also imports your commission information and documents (folders and files) in the NextBroker.
Q. How much does NextConcierge cost?
NextConcierge Standard costs just $150. This is a one-time fee. 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.)
NextConcierge Enhanced on-boards all the agency data included with NextConcierge Standard, but also uploads your commission data, files, folders and other documents. Depending on how you’ve stored this additional data prior to signing on with NextAgency, this can be a simple task or quite complicated. That’s why we need to look at this data before providing determining a firm price. No Enhanced costs will be charged until you agree to the price.
Some agencies have us start on NextConcierge Standard while we review the commission and files situation. That enables them to more quickly use NextBroker.
Q. How long does the NextConcierge process usually take?
The NextConcierge Standard process usually takes 2-to-4 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 you send us 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.
The NextConcierge Essential process can add another 1-to-4 weeks to the process. We’ll be able to give you a good estimate on the length of the process once we’ve reviewed your commission and file data.
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. 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. 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. 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.