NextMarket

Where NextAgency meets your apps

Expand the power of NextAgency with integrations and connections with quality platforms.

 

Ease

Enrollment Administration

Ease makes enrollment and benefit management easy. Now client data in Ease flows directly into NextAgency. No need to enter data twice.

API Integration

Intulse

VOIP Phone and Text

Seamlessly join Intulse’s full featured cloud-based phone system (including voice, video and text) with NextAgency’s powerful tools. Includes call recording capabilities.

API Integration

BerniePortal

HR Administration & Enrollment

BerniePortal enables your clients to administer all things HR from one convenient, organized location — including onboarding, payroll, compliance, and benefits administration.

API Integration

PerfectQuote

Small Group Quoting

NextAgency generates censuses specifically formatted for PerfectQuote’s powerful small and mid-size quoting tool.

Connection

Zapier

Data Sharing

Zapier enables you to share data, trigger tasks and much more with thousands of other software programs including MailChimp, Zendesk, Google Docs and more.

Connection

Microsoft Mail Merge

Document Creation

Customize letters, envelopes and other documents with data in NextAgency’ using our built-in Microsoft Word merge tool.

Merge Tool

Google Forms

Online Forms
Create case records directly from Google Forms using Zapier connections designed specifically to work between these two platforms.
Connection

Form Stack

Online Forms
Create case records directly from Form Stack forms using Zapier connections designed specifically to work between these two platforms.

Connection

Jotforms

Online Forms

Create case records directly from Jotforms using Zapier connections designed specifically to work between these two platforms.

Connection

Outlook Email Add-in

Emails

The NextAgency’s 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.

Connection

NextMail

Emails
Automatically share emails from your agency’s email client to NextAgency. Emails to or from existing contacts are automatically routed to their case record.
Connection

Gmail Add-on

Emails

Permanently add emails to NextAgency directly from email with this exclusive Gmail add-on.

Connection

NextCalendar

Calendar
Sync calendar events between NextAgency and your agency’s calendar. Control what others see if you share NextCalendar or keep your schedule private.
Connection

NextContacts

Emails
Create contacts in NextAgency directly from your email client’s contact directory. Shared contacts can be kept private or shared with your agency.

Connection

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