Onboarding Made Fast, Simple, and Safe.
So your insurance agency management and CRM software starts working for you sooner
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.
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
NextConcierge is 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
- Your data stays secure and you stay in control
- And it’s affordable
“Customer Service is fantastic and made the integration process in the beginning, and moving forward, much easier.”
Joy W., Office 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. NextConcierge is covered by the BAA we enter into with you when you sign-up for NextAgency or NextCommission Solo. If you are using NextConcierge, you’ll upload your data 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. When you upload data directly your information handled by encrypted file transfers and subject to strict access controls. With both Assisted-DIY or NextConcierge onboarding, privacy and security are built into every step.
Beyond Onboarding: Ongoing Help
Rest assured, we’re there for you after your data is in NextAgency — and after your free trial, too. NextAgency’s support team earns top ratings on both the Capterra and G2 review sites. They provide expert help, provide best practice suggestions, and help you get the most out of your agency management and CRM software. And NextAgency’s comprehensive Help Center offers dozens of searchable articles and video tutorials that explain in plain English how to get more done.
“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