Improving Insurance Operations with a Scalable and Integrated InsurTech Platform

Industries

Insurance Technology

Services

Custom Software Development

SaaS Platform Engineering

Third-Party Integrations

Workflow Automation

Technologies

Ruby on Rails, Vue, Swift, AWS

About NextAgency

NextAgency is a modern InsurTech platform that empowers insurance agencies to efficiently sell and manage employee benefits and life insurance policies. Built to eliminate administrative headaches, it streamlines operations, from client management to commission tracking.

Challenge

  • Poor integration with platforms like Ease and Intulse
  • Lack of compatibility with email marketing tools
  • Difficulty in tracking commissions accurately
  • Limited visibility into client communication and follow-ups

NextAgency needed a unified and compliant platform to eliminate workflow inefficiencies. 

Our Solution

  • Smart client tracking and lead-nurturing capabilities in one place. 
  • Automated calculation and reporting for agent commissions. 
  • Plug-and-play support for popular email tools to drive engagement and nurture leads effectively.
  • Reliable and scalable infrastructure built for performance and compliance.

Results

  • Boosted Agency Efficiency with centralized workflows and reduced admin work
  • Smooth Integrations with core industry tools like Intulse
  •  Accurate Commission Tracking to ensure transparency and motivation across the agency
  • Enterprise Grade Security: Protected sensitive client data with robust compliance mechanisms

The solution enhanced operational efficiency and provided secure commission and client management.