Insurance
Attract and retain insurance clients via connected conversations
Nextiva helps insurance companies increase renewals, build lasting relationships and leverage one platform for efficient, responsive conversations.
Owner
Claims Processing
Marketing
IT
Trusted by forward-thinking companies:
80%
Insurance buyers use digital channels in their purchase journey.
50%
Customers prioritize personalized digital communication from insurers.
45%
Of brands said that they thought AI solutions would reshape their CX in the next five years.
Improve your bottom line one conversation at a time.
Employ a smart mix of AI and personal touch with unified customer management.
Comprehensive relationship management
Bring customer conversations across all channels into one platform.
Efficient client interactions using AI
Process a high volume of customers by pairing AI and a unified conversation platform.
Brand protection & expansion
Manage social conversations and online reviews from one inbox.
Best-in-class security
Nextiva’s focus on advanced security ensures you’re in full compliance.
Our “tech” promise
Efficiently manage multi-channel client relationships
Connect with your team on the same platform you handle client interactions.
Provide industry-leading customer experiences
Enhance claims communication and answer and route calls instantly with virtual receptionists and voice recognition Q&A. Activate live or AI-enabled web chat capability. Provide service via social media DMs.
Monitor and enhance your online presence
Route all social and online review mentions to a single inbox for efficient handling. Design a smart response strategy enabled by alerts, automated responses, and routing to live agents.
Deploy a high-security platform
Nextiva leads the way in security with eight points of presence in the U.S., advanced encryption, annual penetration testing, and more. Explore integrations and add or remove staff and remotely assign advanced features.
Owner/Customer engagement
Deliver a smooth, headache-free claims process and manage clients using AI.
Easily connect internally and create a cohesive, single-platform answer to disparate client conversations.
Automate claims with AI
Process claims efficiently and provide quick answers to common questions using AI responses to phone calls and web chat.
Eliminate wait times
Wow your customers by employing automation to answer their call immediately and instantly route them to the right solution.
Talk with your team
Get questions answered in real-time via internal chat rooms, video calls, quick texts, or phone calls—all communication and files are handled in one app.
Support on social
Go where your clients and prospects are by expanding service to social media. Stay on the same platform to answer DMs and respond to post comments.
Nextiva's platform has transformed the way we connect with clients. Automation has streamlined our renewals, and we've seen a significant boost in policy sales.
Tiffany Knight
New Business Consultant at Reed Street Insurance Agency
Marketing
Boost brand awareness and policy sales via one platform.
Strengthen your online reputation, collect essential data for lead generation and manage top social sites and review sources from one place.
Be where your customers already are
Be an active and responsive presence by routing all mentions across social sites to one inbox for faster engagement.
Easily manage online reviews
Instead of monitoring a dozen review platforms, send all online reviews to your platform’s inbox. Choose to answer personally or via AI.
Set up alerts
Stay on top of potential issues by setting up alerts and utilizing smart routing to specialized teams.
Align with your team
Connect with your team in one app via calls, texts, team chat rooms, and video meetings.
Effortless client management is a game-changer. With a single view of all conversations, we've enhanced customer relationships and achieved better retention.
Jim Pogorelc
Insurance Advisor at Capital Financial Group of Walkers Point Inc
IT
High security & simplified administration
Nextiva’s prioritization of advanced security ensures you’ll check all the boxes.
Easy administration
- Onboard, update, decommission, and troubleshoot from your admin portal.
Full compliance
- SOC 2 audited Data
- stored in the US only
- Tier 3 data centers with SOC 2 and ISO 27001 certification
- CCPA/CPRA compliance
Client data protected, 24/7
- Data stored in NextivaONE is encrypted at rest
- TLS 1.2 data encryption
- TLS 1.2 voice call encryption in the application and with supported phones
- Annual penetration testing
- Bug bounty program
- Redundant call network path
Advanced authentication
- Support for SAML integration for SSO
Reducing unnecessary costs has never been easier. Nextiva's unified platform replaced multiple tools, making communication seamless and saving us valuable resources.
Grant Clark
President at Workfinders USA
We help insurance businesses provide industry-leading customer experiences, reduce churn and accelerate growth using Nextiva’s AI-powered platform.
Risk Management Partners
With Nextiva since 2016
Automating our client engagement has significantly increased renewals. The actionable data provided by Nextiva has allowed us to refine our processes for maximum efficiency.
Kim Alire
Director of Operations, Risk Management Partners
Sunrise Public Adjusters Inc.
With Nextiva since 2023
Nextiva’s advanced group messaging ensures personalized experiences at scale. Our clients appreciate the swift, personalized engagement, leading to increased satisfaction and loyalty.
Barbara Otis
Office Manager, Sunrise Public Adjusters Inc.
Rich Sparkman
IT Director, Shelby American
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