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

Most insurance agencies migrate their own data into NextAgency using our free tools and top-rated support. Some want to save time or face extremely complex situations. These agencies turn to NextConcierge. The agency gathers and securely shares their data with us. NextAgency’s specialists take it from there, organizing and “cleaning” the data subject to your approval. NextConcierge is the affordable way to onboard quickly and easily.

NextAgency's NextAssistant Commission Uploading Service logo

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 they save 60-70% of the time they used to spend. Still, some agencies want to offload the effort. And who better to handle your commissions than our experts? With NextAssistant, you hand-off the work, while you focus on growing your agency.

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 on 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. 

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

 — Elija P., President