The latest from Next Insurance, who have a co-pilot on standby, for smaller insurance brands and agents who want to offer bespoke solutions for the SME market;
NEXT Insurance, a leading technology-first small business insurer, announced the availability of Copilot, a tool designed to help agents increase revenue by efficiently serving small micro businesses with customized insurance policies. Similar to other small business owners, insurance agents operate on thin margins and juggle multiple responsibilities. NEXT’s Copilot empowers business owners to quote and bind online without underwriting delays, while providing agents with a streamlined process. This new tool simplifies operations, saving agents valuable time and enabling more profitable sales with small micro businesses. Copilot exemplifies NEXT’s commitment to empowering agents with innovative digital solutions that drive business growth and deliver value to their clients.
“NEXT’s Copilot offering has been a game-changer for our agents, allowing us to effortlessly serve the small businesses, freelancers, and independent contractors we support,” said Kimberly Silkes, Vice President of Finance Management at InsuranceBee. “At InsuranceBee, we understand the challenges of running a business, and like NEXT, we are dedicated to delivering fast, affordable, and convenient coverage to our clients. With just a simple click, Copilot eliminates time-consuming steps while providing agents the flexibility to customize the purchasing experience according to their unique selling approach.”
With Copilot, all agents, whether operating digitally or through a traditional sales approach, can effortlessly generate a personalized quoting link through NEXT’s agent portal. Agents can then send the link directly to prospective clients after an initial phone call, or promote their link via email, social media, email signatures or their website. Prospects can then click on the link and obtain a quote and purchase a policy 24/7, while agents continue to earn their standard commissions. Additionally, agents have the option to include a quote review before binding, providing both parties with an added level of assurance and peace of mind prior to finalizing the transaction.
“Agents often face the challenge of managing multiple quoting requests, and obtaining client information in a timely manner can be time-consuming,” said Jack Ramsey, Vice President of Agent Business at NEXT Insurance. “NEXT’s Copilot is a unique tool for our partner agents, enabling them to differentiate themselves and better serve small micro businesses with a seamless self-serve quoting experience. Copilot is a win-win, allowing agency staff to focus on more complex sales while opening new revenue streams with no additional burden.”
With Copilot, NEXT acts as the behind-the-scenes partner for agents, notifying them of any leads, quotes or purchases that come through their unique link in real-time and can be accessed at any time. Each link can also be tracked back to the individual agent, giving increased visibility into each policy sold.
Other recent agent-focused updates include:
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Comparative rater integrations like Bold Penguin, Bolt and Ivans Download
For more details on Copilot, visit the agent portal. To learn more about becoming an appointed agent with NEXT, visit our website today.
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