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The ultimate CRM for your insurance agency.

Manage renewals, get more referrals and view your customer history all in one place with Nextiva's insurance CRM software

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Insurance CRM software that works

Nextiva-Phone-Service Icon Manage insurance

Never lose a customer again. Proactively secure every customer and automate the renewal process.

Nextiva-Business-Analytics Icon Track all customer
interactions in one place

Your customers will never have to repeat themselves again. See all your customer history in one consolidated view. Know what they want, before they ask.

NextivaONE App Icon Get more insurance

Identify your happiest customers with surveys, and then get more of them. It's that simple.

Real results from
real insurance agents.

I was pleasantly surprised to find a bundle designed for insurance agents that also provides my agents with an easier way to track and manage all of our leads in one place!
Lincoln Salmon - Salmon Agency

Lincoln Salmon, Salmon Agency
Principal, an Allstate Agent

Get more referrals and grow your insurance business.

Nextiva's CRM software helps insurance agencies win more business by enabling them to close more deals and capture more referrals.

Manage all your customer documents in one place

Track insurance renewals, claims, quotes and policies. Keep all your customer documentation at your fingertips.

Bundle your insurance CRM with phone service

business phone service

NextivaONE App

Stay connected with your customers, employees, and partners directly from your mobile device - no matter where you are

Learn more

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Text Messaging

Manage teams and employees by sending and receiving business text messages through the NextivaONE App

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Auto Attendant

Instant automated greeting that lets callers choose the person or department they are trying to reach

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Voicemail to Email

Access your voicemail messages from a single source, your email account, from anywhere your business takes you

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Call Queuing

Organize employees, teams, and departments into queues so that callers will be routed to the next available company representative in the selected queue

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Unlimited Calling

No per-minute charges or limits when you place calls to the United States and Canada

Grow your insurance business with Nextiva CRM

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Contact us today.

We'll help you simplify your business and get more done by putting phone, chats, and video into one powerful solution.

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Chris Brencans, CMO

"Nextiva puts all my customer data in one place. I can view account history, notes and documents from one screen. Nextiva takes the guesswork out of customer relationships."

Chris Brencans, CMO
On The Map Marketing
We'd like to know you better so we can serve you better.

We'll give you an intro to the perfect solution that fits your business. Get started on your journey to fearless growth.

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