- What if I'd like you to onboard additional information after the NextConcierge process ends?
- Will NextConcierge also load my clients information into NextHR?
- Am I required to use NextConcierge?
- What if we disagree about whether the NextConcierge process is complete?
- Who decides when the NextConcierge process is completed?
- How long does the NextConcierge process usually take?
- How much does NextConcierge cost?
- What is the difference between NextConcierge Standard and NextConcierge Premium?
- What is NextConcierge?
Once you sign-off on our work, the NextConcierge process ends. If you’d later like help in importing data into NextBroker we’re happy to work with you. The cost of this service is $75 per hour.
Today, the NextConcierge process is exclusively for importing agency information into NextBroker. We’ll work with you on a case-by-case basis to upload client data into NextHR. There will be a charge for this service and we’ll give you a firm price after reviewing your data and before beginning any work.
No, NextConcierge is an optional service. If you want to on-board your agency information yourself, feel free. If you want us to do the importing for you, we’re happy to help. It’s your choice. You may want to decide in the first two months after you initially purchase NextAgency, however, as you’ll save on licensing fees if you opt-in to NextConcierge during this time period.
In the unlikely event of a dispute over whether we have successfully completed the NextConcierge process, you and we agree to work in good faith to reach a mutually amendable solution. In the unlikely event we reach an impasse, we may: stop further onboarding of your data; delete previously on-boarded data from our servers; return to you any physical material you provided to us; and terminate your NextAgency subscription. You will owe no additional fees, but will not receive a refund of any fees paid prior to this termination.
You do. The NextConcierge process continues until you sign-off that’s it’s finished or accept our work. You’ll have a full week to review our work. If there’s something wrong, let us know and we’ll do our best to fix it. You’ll have another three business days to confirm that we did. (together these are the “Review Periods”).
When you are satisfied your data is in the system, you’ll sign-off on our work and the NextConcierge process will be complete. The NextConcierge process will be deemed complete if we do not hear from you with the “Review Periods”.
The NextConcierge Standard process usually takes 2-to-4 weeks. You have a big role to play in determining how quickly NextConcierge is completed. You will be gathering, preparing and sending us your agency information. Once you send us this data, we take over. If we have questions, we’ll contact you and hopefully can quickly get those questions resolved. You, of course, have the final say as to when the NextConcierge process is completed.
The NextConcierge Essential process can add another 1-to-4 weeks to the process. We’ll be able to give you a good estimate on the length of the process once we’ve reviewed your commission and file data.
NextConcierge Standard costs just $150. This is a one-time fee. If you sign-up for the NextConcierge service in the two months following your initial purchase of NextAgency you will make no additional license fee payments until the NextConcierge process is completed. (If you initially purchased an annual fee we will extend the renewal date by the time required to complete the NextConcierge process.)
NextConcierge Enhanced on-boards all the agency data included with NextConcierge Standard, but also uploads your commission data, files, folders and other documents. Depending on how you’ve stored this additional data prior to signing on with NextAgency, this can be a simple task or quite complicated. That’s why we need to look at this data before providing determining a firm price. No Enhanced costs will be charged until you agree to the price.
Some agencies have us start on NextConcierge Standard while we review the commission and files situation. That enables them to more quickly use NextBroker.
Both NextConcierge options load your core agency data into NextBroker. This includes client, prospect, employee, benefit, carrier, and GA information along with your tasks and notes.
NextConcierge Premier also imports your commission information and documents (folders and files) in the NextBroker.
NextConcierge is a service we provide to get your existing agency information into NextBroker. Our goal is to make this on-boarding process as simple and painless as possible. To learn more, please check out our NextConcierge Overview and Description.