Onboarding Made Fast. Simple. And Safe.
So you start selling faster.
Get Up-and-Running Your Way
Whether adopting your first agency management system or upgrading to a better one getting your data into NextAgency is easier than you think. And we help you every step of the way. Our proven process and dedicated support ensure your onboarding goes smoothly without missing a beat in your business.
“Customer Service is fantastic and made the integration process in the beginning, and moving forward, much easier.”
— Joy W., Office Manager
Assisted-DIY
With our built-in tools and support, most agencies successfully upload their own data.
- Step-by-step guidance from our onboarding experts
- Articles and videos showing the way
- Proven tools that work
- Flexibility–use your own spreadsheets; no templates needed
- And it’s free
NextConcierge
The full-service option. You provide the data, our migration specialists handle the rest.
- You gather, prepare and securely share your data
- We review and map your data to NextAgency
- We import your data while you focus on growing your agency
- And it’s affordable
- View the NextConcierge Overview
“The team helped us out a lot in the transition from our old software. NextAgency was easier to use, had more reporting options, was cleaner and had a lot of the flexibility that we needed.”
— Sarah F., Adviser
Beyond Onboarding: Ongoing Help
Rest assured, we’re there for you after your data is in NextAgency — and after your free trial, too.
The top rated support team among life and health insurance agency management systems on Capterra and G2.com.
Fast responses whether reached by email, phone, or the green help button on every page in NextAgency.
Dozens of searchable articles and video tutorials in our comprehensive Help Center.
“The NextAgency customer service is exceptional via email, phone, or online meeting. They listen and seek to understand what your end goal is so they can best address your questions.”
— Fran F., Account Manager
Your Data. Securely Handled.
Your agency data is valuable and should be treated as such. That’s why we protect and secure your data from the start. You upload it to Tresorit, our privacy-first alternative to Dropbox. Our servers are provided — and protected — by AWS (Amazon Web Services), the same cloud provider used by banks, major companies, and government agencies. Your data is uploaded via encrypted file transfers and subject to strict access controls. With both Assisted-DIY or NextConcierge onboarding, privacy and security are built into every step.