NextAgency and NABIP:
A Powerful Combination
Working Together to Save You Time, Money and Clients
Committed to Broker’s Success
Both NextAgency and NABIP (the National Association of Benefits and Insurance Professionals) share a commitment to helping you grow your agency. Not surprising, really. Two of NextAgency’s original founders are past presidents of the association.
What Is NABIP?
NABIP — the National Association of Benefits and Insurance Professionals — is the leading trade association for health insurance and employee benefits professionals in the United States. With chapters in all 50 states, NABIP advocates for independent agents and brokers at the state and federal level, provides professional education and designations, and connects members with resources that help them run better agencies and serve clients more effectively. For independent benefit agencies, NABIP membership is one of the most practical investments you can make.
What Is NextAgency?
NextAgency is an agency management system built specifically for agencies selling benefits, senior, and life insurance policies. It delivers CRM tools, marketing automation, compliance support, business analytics, and optional commission tracking in one platform. Review sites agree: NextAgency is affordable, easy to use, easy to customize for the way your agency works, and a great value for your money. No wonder G2 names NextAgency the Best Life and Health Insurance Management Software.
NextAgency: Built on Broker-Centric Principles
Both NABIP and NextAgency share a deep commitment to supporting agents, helping them add value to the products they sell, and succeed in challenging times. Given that two of NextAgency’s original founders are past presidents of NABIP, it is no surprise these values shaped NextAgency from its beginning.
NextAgency’s core principles are:
- Start with brokers — build from brokers out
- Don’t interfere — broker-client relationships are paramount
- Empower choice — brokers and clients choose their own vendors
- Be realistic — don’t overpromise
- Protect data — offer secure systems and clear permissions
Placing brokers at the center of the agency management system is why the software is built specifically to meet the unique needs of life and health insurance agencies. And it is why NextAgency never interferes with the broker/client relationship. NextAgency even signs an NDA committing to never marketing to agencies’ clients. Putting brokers first means building a system that adapts to the way they work and not making promises we can’t keep. And it means keeping you and your clients’ data secure.
These are values that NABIP embraces, too. They are what make NextAgency and NABIP a natural fit.
NABIP Members Save with NextConcierge
NABIP membership is already a great value. Their education resources and legislative advocacy are critical for the success of independent benefit agencies. NextAgency makes NABIP membership even more valuable. NABIP members save 33% on our optional NextConcierge onboarding and data migration service.