NextAgency Services: Safe, Secure, and Affordable

For when you want an extra set of hands

 

NextAgency’s Optional Managed Services Save You Time and Effort

Most life and health insurance agencies use NextAgency’s straightforward tools to help them onboard data and upload commission statements. They’ve been developed and honed over the years through actual use.

Some agencies, however, have extraordinarily complex or unusual situations. Still others just want to pass tasks off to a team with the expertise to get the job done fast, safely, and right. 

That’s why NextAgency offers NextConcierge and NextAssistant. Both are affordable. Both keep your data safe and secure. Both are optional. Both save you time. Contact us at Support@NextAgency.com for more information.

NextAgency's NextConcierge Onboarding Service logo
NextAgency's NextAssistant Commission Uploading Service logo

Most insurance agencies migrate their data into NextAgency themselves. They use our free tools and  can rely on advice and help from our top-rated support. team. However, some agencies want to save time or face extremely complex situations. Foir them there’s NextConcierge. They gather and securely send us their data.  Our specialists take it from there. We organize and “clean” the files, then import them into NextAgency,  always subject to your approval. NextConcierge is the affordable way to onboard quickly and easily.

Both the NextCommission add-on to NextAgency and the stand-alone NextCommission Solo commission management systems make it easy to upload carrier statements. Agencies tell us these tools save them 60-70% of the time they used to spend on tracking compensation. For agencies looking to offload even more of the effort, there’s NextAssistant. They securely send us their commissions statements. We upload the data into NextAgency. It’s a great way to hand-off admnistration so you can focus on growing your agency.

“NextAgency’s support has been the best of any CRM I’ve ever experienced or heard of.”

Elija P., President

Support and Training That’s Always There for You

Whether you onboard your data and commissions yourself or you use NextConcierge and NextAssistant, you always have access to NextAgency’s support team. And this is no ordinary support team. They’ve earned a 9.9 out of 10 rating for Quality of Support on G2 and a 4.9 out of 5 rating for Customer Service on Capterra, the two most respected review sites for life and health agency software. NextAgency’s help desk is another important resource, containing dozens of useful articles and videos.