NextComm via Intulse: Two Best-in-Class Platforms. One Integrated Package.
Combining insurance agency management and communication tools to drive growth
What is NextComm via Intulse?
NextComm combines the strengths of NextAgency and Intulse
Expert craftsmen know what tool to use for different jobs. They don’t settle for second best because it’s convenient. When a homeowner has a leaky faucet, they contact a plumber, even when the best electrician in town is available.
When an insurance agency needs calling, texting, and video conferencing tools, why would they turn to their agency management system? That’s why we offer NextComm. Two tools offered by experts at what they do, integrated so the sum is even greater than the parts.
NextAgency is the insurance agency management and CRM platform built specifically for agencies selling benefits, senior, and life policies, with customer relationship, marketing, business analytics, compliance support, and optional commission tracking in one integrated platform that’s easy to customize for the way you work.
Intulse is the Unified Communications as a Service (UCaaS) platform that puts VoIP calling, texting, team chat, video meetings, and the convenience of click-to-call in one integrated app, all accessible from your desk phone, computer, or mobile device. It automatically logs your conversations in NextAgency and keeps your team connected and compliant. Subscribe to Intulse through NextComm and save on their already affordable pricing.
Know who’s calling before you answer
Your clients’ full record, on screen before you pick up.
When a client or prospect in your NextAgency CRM calls your insurance agency, a pop-up on your screen opens the caller’s profile automatically. The caller’s name, case details, and recent interactions with your team are all there. You have the information you need before you say hello. That’s a better experience for your client and a more efficient one for you.
When you’re in a NextAgency case record, click a contact’s phone number and Intulse’s VoIP system places the call through click-to-call dialing. No manual dialing is required. The full history of your relatinship with that prospect or client, or client including notes, tasks, and policy details, are already in front of you before they even pick up.
Easily text prospects and clients. Quickly chat with your team.
Texts and chats save time. Especially when they’re both in one communications suite.
People love the direct, responsive attention that text messaging provides. Increasingly, it’s people’s preferred method of communicating. With Intulse, you can message anyone in your CRM right from the Intulse app. Every conversation is logged, and you can easily “turn off” texts without turning off your phone. It’s communication that keeps you connected, compliant, and responsive.
Intulse’s team chat tool is built into their communications platform, which means NextComm enables you to send quick questions to anyone or everyone in your agency from within Intulse.
Every call and text, automatically logged in NextAgency
Call recordings that keep you compliant.
Click-to-call from a NextAgency contact record through Intulse VoIP system and the event is automatically added to the NextAgency call log. It does the same with texts. You can see a history of calls and then easily create notes and tasks, which makes it easy to keep your commitments.
Agencies selling Medicare Advantage and Part D products are required by CMS to record enrollment calls. NextComm makes that easy. Start and stop recording as needed. When the call ends, the recording automatically attaches to the contact’s record in NextAgency. It’s there when you need it, including for compliance audits. Integrate NextAgency and Intulse with HIPAA-compliant transcription tools like GReminders and you have written documentation of these required calls, too. Add them to the NextAgency call log or to follow-up tasks. It only takes a few seconds.
Extend the communications suite with video meetings
Professional client meetings from your browser, for far less than standalone tools.
Intulse Meetings lets you host video calls directly from your browser or mobile device. No downloads. No new software for clients to install. Whether it’s a benefits review with a group client or a quick one-on-one with a prospect, just like with click-to-call, your meeting is ready with a single click. And because Intulse Meetings is part of your communications platform, it costs a fraction of what you’d pay for a standalone video conferencing service like Zoom.
Security and HIPAA compliance, built in
The protection your clients expect, from two platforms built to deliver it.
You have an obligation to keep your prospects’ and clients’ data safe and secure. That’s why NextAgency partnered with Intulse to create NextComm. Intulse is SOC 2 certified and HIPAA compliant, which means the communications flowing through NextComm are protected. Combined with NextAgency’s own security infrastructure, NextComm provides a platform you and your clients can trust.
A Few Quick Questions
Yes. Every call your team makes or receives is a touchpoint with a prospect or client. When those calls aren’t connected to your agency management system, information gets lost. Who called? What did they ask? What did you promise to follow up on? NextComm logs every call and text automatically to the right contact record in NextAgency, so your whole team has the complete picture. That’s valuable for any insurance agency, regardless of what products you sell.
What’s the difference between NextText and texting through NextComm?
NextText is NextAgency’s built-in texting tool. Your whole agency shares a single number you choose, and NextText integrates directly with NextAgency’s automated workflows — so you can trigger texts automatically based on renewal dates, sales stage changes, birthday reminders, and other events. It’s great for workflow-driven, automated outreach.
Intulse texting, available through NextComm, runs through the Intulse app and uses each of your team members’ Intulse business lines. It supports individual conversations, mass texting, and text templates. Texts are also logged to contact records in NextAgency through the integration. It’s best suited for direct, higher-volume one-on-one outreach.
Both let you send and receive texts from within NextAgency, and both log conversations to contact records. They’re different tools built for different situations.
Who supports my phone system if I sign up for NextComm?
Intulse provides all onboarding, training, and ongoing technical support for your VoIP phone system. NextAgency supports the integration between Intulse and your NextAgency account. Between the two, you’re covered.
Do I need separate NextAgency and Intulse subscriptions to use NextComm? How do I get started?
Yes. NextComm via Intulse integrates both services. A subscription to NextAgency and to Intulse is required. To get started with NextAgency click the “Start Free Trial” button. To learn more about the Intulse communication suite and to sign up visit [TBD]. Once both subscriptions are in place, set up takes just minutes.