Life and Health Insurance Agency Marketing and Communication Tools
One platform with the tools your agency needs to reach prospects, retain clients, and build relationships.
Sync Emails to Every Client Record
Include emails in your prospects’ and clients’ records
NextAgency gives you options on how you move emails from Outlook, Gmail or whatever your agency’s email system, into your CRM. NextMail automatically routes emails you send to or receive from prospects and clients to their case record. It uses IMAP (the same technology your phone likely uses) to automatically route the emails to the right case record. Your emails in NextAgency always reflect the emails in your agency’s email system.
Or, deploy NextAgency’s add-ons for Outlook and Gmail. They let you select specific emails and copy them to a case record where they stay even if you delete them from your email system. Whether you prefer hands-free syncing or selecting emails individually, every message is where your team needs to see it.
Send Targeted Email Campaigns
Reach the right people with the right message.
The NextAgency insurance agency management system includes a built-in email campaign tool that uses your CRM data to determine recipients. Filter by product type, renewal date, carrier, coverage gap, or any of hundreds of combinations. The Potential Product Type filter enables you to send cross-selling emails to multiple clients.
Preview which contacts will receive the email before you send it. Need to exclude specific contacts? The preview lets you refine the list so no one receives a message they shouldn’t. Personalize each email with receiver fields that pull in names, companies, brokers, and other details for each recipient automatically. Schedule campaigns to send when you choose, then track opens, bounces, and spam reports from the campaign dashboard.
Save email templates for reuse across campaigns and workflows, so the work you put into crafting a message pays off more than once. There’s no separate subscription to manage. Campaigns cost $0.02 per email sent — much less than the cost of a Constant Contact or MailChimp subscription.
Automate Your Agency’s Communications with Workflows
You focus on sales and service. We’ll launch drip-marketing emails and set reminders.
The NextAgency insurance agency management system’s workflow engine lets you build automated sequences of emails, texts, tasks, and phone call reminders triggered by dozens of events: renewal dates, compliance deadlines, birthdays, and the like. Set up a welcome series for new clients, a renewal reminder sequence that starts 90 days before expiration, or holiday messages. Each step fires on the schedule you define, so follow-up happens whether you’re in the office or not.
Use include and exclude filters to control exactly which contacts enter a workflow, and personalize every email and text with receiver fields. You can save workflow emails as reusable templates, so building the next sequence is faster than the first. Stay in touch with prospects and clients with workflows that automate outreach and follow-ups.
Text Clients and Prospects with NextText
Leverage the impact and immediacy of texts from inside NextAgency’s CRM
Texts get opened more often and read sooner than emails. NextText lets you send and receive texts from your keyboard inside the NextAgency insurance agency management system. Every text from everyone in your office is saved to the contact’s case record alongside emails, notes, and tasks, giving you a complete picture of your agency’s communications with them.
One number works for your entire agency, so everyone’s message is included in your logs. And you choose the area code. Trigger texts through automated workflows, so renewal reminders, welcome messages, and follow-ups reach clients on the schedule you set.
Capture Leads from Your Insurance Agency’s Website
Every inquiry goes immediately into the NextAgency CRM.
NextAgency’s lead widget is free and easy to add to your website. Just drop the provided HTML into your site’s code. (Or, if you prefer, have a high school junior in the neighborhood add it for you). When a visitor to your site fills out the form, their information flows directly into the NextAgency insurance agency management system as a new lead. Review incoming leads before assigning them, so your team spends time on real prospects instead of spam. Once assigned, the lead appears in the agent’s pipeline with the contact details already populated, ready for follow-up. No leads sitting in an inbox waiting to be noticed.A Few Quick Questions
Will NextAgency’s marketing tools help me retain clients?
Absolutely. Clients want to know you’re there for them between renewals. Use NextAgency’s communication tools to:
- Send newsletters on a regular schedule
- Automatically send pre-renewal letters to clients
- Create cross-sell marketing campaigns
- Send personalized emails on clients’ birthdates
And this is just a start. NextAgency is a CRM — Customer Relationship Management software. Studies show that consistent communication plays a big role in retaining clients. The integrated marketing tools are an important way to maintain relationships with clients, which is a great way to keep them as clients.
Can NextAgency’s email campaign tool replace Mailchimp or Constant Contact?
Dedicated email marketing platforms may offer more advanced features, but for common insurance agency needs—such as newsletters, provider change announcements, renewal reminders, and drip campaigns—NextAgency is often all you need.
Because the email tools are built into your agency’s CRM, creating targeted mailing lists is faster and easier. And unlike Mailchimp or Constant Contact, there are no monthly subscription fees. You simply pay $0.02 per email sent.
Can NextAgency help me draft emails?
Yes. Our AI writing assistant can help. You provide the email’s subject matter — maybe even a rough draft — and the writing assistant will present you with a polished version. The AI will proof your message, rewrite it in the tone of your choice (e.g., professional, casual), proof it for typos, and even translate it into other languages. The AI presents you with its recommendations. Whether to accept them is always your choice. Deploying the AI assistant is your choice. It’s there if you need — and want — it.
Can I automate renewal and other emails?
Yes. The NextAgency agency management software includes powerful automated workflows. These make it simple to send personalized emails based on a host of triggers, such as upcoming renewal dates, changes to their sales stage, and compliance status. Add “merge fields” such as the recipient’s name, address, or company to personalize your message.