NextAgency Review

Save More Time

NextAgency provides features that help insurance agencies reduce the time they spend on important processes and tasks, allowing them to focus more on selling insurance coverage and serving their clients. Among these features is the ability to access information clients, prospects, carriers, and employees from one place.

With this feature, agency staff can easily find and get whatever information, files, forms, or documents they need when they need them. NextAgency also enables users to easily keep track of email communications with clients. The software lets them access emails directly from the clients’ records.

Gain Financial Control

The agency management software makes sure that life and health insurance agencies are able to track and receive the revenues they have earned as well as understand how they are earning revenues. It provides commission tracking and reporting tools that aid them when it comes to entering, verifying, and analyzing different types of insurance revenues which include commissions, fees, bonuses, and overrides.

NextAgency allows users to quickly upload commission information and make it easily accessible for auditing. As a result, they will be able to verify if they are being underpaid. This capability also permits them to keep track of clients whose insurance policy might lapse due to their failure to make premium payments on time or other reasons. They can reach out to these clients immediately and avoid getting the burden of reinstating lapsed insurance policies.

The software makes it possible to generate reports out of commission data and spot trends in the agency’s previous transactions. Here, users can find out how much money they are earning based on the client, product line, carrier, broker, representative, or sub-agent involved and make revenue projections.

Optimize Client Engagement

Engagements with clients using NextAgency are optimized. This is because the software is packed with CRM tools and automated features. For example, the agency management software enables users to create workflows where specific events or actions trigger the automatic generation and launching of tasks. So, if users want to send out emails to clients when it’s their birthday or remind them if their insurance policy renewal date is near, they can design workflow for that.

Users, furthermore, are provided with the capability to create their own personalized to-do lists so they can ensure that any important activities and tasks they need to do for their clients are not missed. These to-do lists show what tasks should be performed, which staff these tasks are assigned to, and when the deadlines are. In addition, they can add notes and documents to tasks as well as create and send notifications to the persons in charge, helping them easily fulfill commitments with clients.