NextAgency keeps your agency organized, effective, and efficient by bringing together your information concerning prospects, clients, policies, agents, carriers, and commissions. You decide who on your team can access what information (e.g., you may not want everyone seeing commissions).
NextAgency houses your agency's contacts, documents, emails, texts, notes, tasks, policies, policy information and more. Because the data is in the clouds (meaning your data is stored and protected by Amazon Web Services) you have access to what you need, when you need it.
NextAgency's agency management system tools allow you to do more than access your data. Our reports and dashboard enable you to analyze and learn from your data. This means you and your team not only work more effectively, but smarter as well.