NextAgency Insurance Agency Management and CRM Software Features
Life and health insurance agency CRM, marketing, account management, business analytics, compliance, commission management tools and more. All in a single, integrated platform
The tools your insurance agency needs to stay organized, stay in touch, and grow.
Because NextAgency was built for agencies like yours, you’re not starting from scratch. The fields you need are already there or easy to add — no expensive consultants needed.
Agency Management
NextAgency brings together your agency information in one place:- clients, prospects, contacts, and carrier information
- Notes and tickets, even a personalized to-do list
- License and appointment information
- Marketing tools
- Business analytics
- Compliance tools
- All safe and secure. All accessible from wherever you connect to the internet.
Agency Management System
CRM
Customer Relationship Management software (CRMs) leverage technology to help you build stronger relationships with your clients and prospects.- Know your clients’ history — and their pets
- Never miss a follow-up
- Automate workflows to create tasks or send emails
- Manage your sales and service pipelines
- Benefits, forms, tasks, notes, emails, and phone records are just a few clicks away
- Manage sub-agents like they were clients
CRM
Commission Tracking
NextCommission helps you manage commissions and downstream agents. With no limit or surcharges for the number of commission records you have.
- Simplified import of carrier statements
- Identify missed or unusual payments
- Separately track commissions, overrides, fees, and bonuses
- Create standard or unique splits with internal or external sub-agents
- Generate sub-agent commission statements
Account Management
Service earns renewals. The NextAgency insurance agency management system provides the tool you need to deliver it.
- Track service issues through pipelines
- Provide your agency team members with personalized to-do lists
- Break complex tasks into sub-tasks (action items)
- Generate a Service Report showing clients what you’ve done for them
- Get AI-generated Case Summaries before client meetings (optional)
Marketing and Communication
NextAgency helps you prospect, nurture leads, and renew and cross-sell clients.
- Send leads from your website into NextAgency
- Launch email campaigns
- Conduct drip marketing campaigns
- Simplify open enrollment and renewal seasons
- Identify cross-sell opportunities
- Maintain call logs
- Send and receive texts
- Automatically route emails to case records or implement add-ons for Outlook and Gmail.
NextComm Via IntulseNextComm via Intulse
Combine the expertise of two best-in-class platforms: NextAgency for CRM; Intulse for communication
- Deep API integration between NextAgency and Intulse’s unified communications suite, including:
- VoIP phone system with call recording
- Texting
- Optional video conferencing
- See whose calling with NextAgency contact information
- Automatically save notes, and recordings to NextAgency
- Secure and HIPAA compliant
- Save on Intulse fees when subscribig through NextComm
Business Analytics
The NextAgency insurance agency management system helps your organize your data. Its business analytics tools help you use them to grow your agency.
- See the health of your agency in a glance with NextAgency Dashboard view
- personal or agencywide
- Multiple dashboards for different tasks (e.g., sales and service)
- Dive deep into your data with easy to create reports
- Analyze Cases, Benefits, Commissions and more.
Compliance and Disclosures
You have compliance and disclosure obligations. The NextAgency insurance agency management system helps you meet them.
- Send and e-sign ACA Consent to Contact forms automatically
- Send and get e-signed Medicare Scope of Appointment forms
- Generate compensation disclosure documents from your NextAgency CRM data
- Add call recordings to contact and case records
- E-signed forms are automatically filed to the right record
NextAI (coming soon)
Safe, secure, and HIPAA compliant AI that puts you in control
NextMarket
Extend the power of NextAgency by connecting it to the tools you already use. A;nd we’re adding new integrations every quarter.
NextAgency has API integrations with:
- Benefit administration platforms Employee Navigator, and BerniePortal
- Productivity tools Intulse (communications) and GReminder (calendar and meeting prep)
Connect to thousands of other applications through Zapier. Or download our email add-ons from the Microsoft or GMail stores.
Security
NextAgency protects your and your clients’ information.
- You own your data. We sign an NDA to assure you that we won’t market or sell your client data.
- We use Amazon Web Services (AWS), the same cloud platform as is used by government agencies, banks, and major enterprises.
- We enable you to require two-factor authorization and automatically log-off inactive users.
- Our AI tools are Enterprise-level, HIPAA compliant
- We deploy 256-bit SSL encryption and transfer data with high-grad TLS and multi-layered encryption keys separately from your data
Features Backed by Outstanding Support
NextAgency delivers a host of features. But we don’t stop there. We also provide the best support in the market. That’s how we earned a 4.9 (out of 5) rating on Capterra and a 9.9 (out of 10) on G2 for customer support. Our help desk is easy to access and contains dozens of articles and videos to provide you with quick answers and best practices. It’s this combination of features and service that sets us apart and why G2 ranks NextAgency the Best Life and Health Insurance Agency Management Software.