NextMarket and Integrations
Where NextAgency meets your apps
Go further. Expand the power of NextAgency with integrations and connections
Featured Partners:
Benefit Administration
Sync client data in Employee Navigator with NextAgency. The quick and easy way to eliminate double entry, ensure accuracy, maintain common information in both systems and to free up time to focus on selling to and servicing those clients.
Type: API Integration
HR Administration and Enrollment
Put an end to the paper chase. BerniePortal enables your clients to administer HR from one convenient, organized location—including benefits administration, on-boarding, payroll, PTO tracking and more. Then easily sync employee data with NextAgency.
Type: API Integration
VoIP Phone and Text
Seamlessly join Intulse’s full featured cloud-based communication system (including voice, video and text) with NextAgency contact management tools. Includes call recording capabilities and pop-up contact information when you receive a call. Learn More.
Type: API Integration
HR Administration and Enrollment
GReminder’s uses HIPAA-compliant AI to push meeting tasks and notes to your cases in NextAgency, saving you time and hassle. It can also use NextAgency client data and notes to power Pre-Meeting Briefs. You decide what information to share.
Type: API Integration
Commission Statement Automation
Automatically download all your carrier commission statements for your employee benefit clients. No need to log-into each carrier websites—CarrierConnect does that for you. They then send your organized statements to you and NextAgency, where we have the tools for you to quickly and easily import them.
Type: Formatted Upload
Small Group Quoting
Streamline small group benefit renewals and simplify plan comparisons. Quote any group size, upload proposals, track RFPs, all in a simple to use quoting platform. NextAgency saves you time with PerfectQuote compatible censuses you can upload to them in seconds.
Type: Formatted Download
NextMarket:
Zapier
Data Sharing
Zapier enables you to share data between NextAgency and thousands of other platforms. No coding required, just the ability to follow Zapier’s wizards. It’s connectivity made easy.
Type: Connection
Outlook Email Add-in
Email Sharing
The NextAgency Email Add-in for Outlook makes it quick and easy to permanently attach emails directly from Outlook to your case and sub-agent records in NextAgency. Available through Outlook.
Type: Connection
Gmail Add-on
Email Sharing
Select and permanently add emails to one or more cases records and sub-agents directly from within your Gmail account with the NextAgency Gmail Add-on. Available only through Gmail.
Type: Connection
Form Stack
Online Forms
Create case records directly from Form Stack forms using Zapier connections specifically designed to work between Form Stack and NextAgency.
Type: Connection
Jotforms
Online Forms
Use Jotforms to create case records with Zapier connections specifically designed to work between Jotform and NextAgency.
Type: Connection
Google Forms
Online Forms
Create case records directly from Google Forms using Zapier connections specifically designed to work between Google Forms and NextAgency.
Type: Connection
NextMail
Email Sharing
Share emails from your agency’s email client to NextAgency. Emails to or from existing contacts are automatically routed to their case or sub-agent record.
Type: Syncing
NextCalendar
Calendar Sharing
Sync calendar events between NextAgency and your agency’s calendar. Control what others in your office see—if anything. Generate tasks from calendar events.
Type: Syncing
NextContacts
Contacts Sharing
Create contacts in NextAgency directly from your email client’s contact directory. These contacts can be kept private or shared within your agency. It’s your choice.
Type: Syncing
Microsoft Mail Merge
Document Creation
Customize letters, envelopes, and other documents with your data in NextAgency using our built-in Microsoft Word merge tool.
Type: Merge Tool
Ease
Enrollment Administration
Select the company and employee data you have in Ease to sync with NextAgency. No more double entry.
Type: Merge Tool
Coming Soon
Stay Tuned
I wish we could share the new integrations in the pipeline, but, you know, NDAs. But they’re coming and they’re exciting.
Type: Useful
Looking for a Deeper Connection. We’ve Got an API for that.
Have proprietary tools that would benefit from sharing information with NextAgency? NextAgency’s API enables you to establish deep integrations that can seamlessly expand the breadth and depth of all your software.
Please contact Sales for details.