Manage Your Clients’ Benefits
Track and Record Your Clients’ Benefits
NextBroker’s powerful benefits functionality helps you assign benefits to your prospects and clients as well as effectively manage those benefits.
Create Custom Benefit Types
Didn’t find a specific benefit type in our default benefit types list? No worries – you can easily create your own benefit type and fill in the required policy information.
Efficiently Manage Your Benefits
Use NextBroker to edit your policies, duplicate them, add files or notes, and update their renewal and effective dates.
Take Advantage of Dynamic Filters
When you edit a benefit record, NextBroker dynamically updates the fields based on your selection, such as product type and prospect/client type – individual, small group, or large group.
Review Historical Data
NextBroker allows you to view and edit not only current but also past benefit policy data as well.