NextMarket and Integrations
Where NextAgency meets your other apps
Expand the Power of NextAgency with Integrations and Connections
Go futher. NextAgency is an integrated life and health insurance agency management system and CRM, delivering customer relationship management, marketing, business analytics, compliance, and commission management tools. Still, insurance agencies often need other platforms for specific tasks and they want to use the best ones for the job. That’s why we make it easy to integrate NextAgency with the other tools you use, either through direct API connections, customized connections, or through Zapier.
Featured NextMarket Integrations:
Benefit Administration
Sync client data in Employee Navigator with NextAgency. The easy way to eliminate double entry and ensure accuracy in both systems and to free up time to focus on selling to and servicing those clients. Note: Requires Employee Navigator Elite Plan.
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 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 how Intulse and NextAgency work together.
Type: API Integration
Meeting Prep and Followup
GReminder makes your meeting more efficient by using HIPAA-compliant AI to create pre-meeting briefs from your client data and notes. Then it pushes meeting notes and tasks directly into your clients’ case records. You control what’s shared. Learn more about NextAgency and GReminders.
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 Connections:
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
Coming Soon
Stay Tuned
We wish we could share the new integrations in the pipeline, but, you know, NDAs. Check back to see what’s new.
Type: Useful
Looking for a Deeper Connection. We’ve Got an API for that.
Has your insurance agency developed software and tools you can’t live without? Would they 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 to learn more.