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Manage renewals, get more referrals and view your customer history all in one place with Nextiva's insurance CRM software
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Manage insurance Never lose a customer again. Proactively secure every customer and automate the renewal process.
Track all customer 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.
Get more insurance Identify your happiest customers with surveys, and then get more of them. It's that simple.
Lincoln Salmon, Salmon Agency
Principal, an Allstate Agent
Nextiva's CRM software helps insurance agencies win more business by enabling them to close more deals and capture more referrals.
Track insurance renewals, claims, quotes and policies. Keep all your customer documentation at your fingertips.
Productivity ToolsComplete customer history at your fingertips
Relevant Wiki articles display automatically
Macros automate work on repetitive requests
Case ManagementRules Engine lets you automate workflow
Automated smart routing & prioritization
SmartTopics to apply rules by issue
Multi-Channel ServiceEmail, phone service, chat, social, & SMS
Use the same screen for all channels
Seamless interaction and happy customers
Flexible for Any BusinessSimple database for small businesses
Enterprise database for complete flexibility
Form Builder lets you collect the data you need
Easy SetupEasy data migration tool
Zero integration required
User-friendly, intuitive system
Artificial IntelligenceKeyword Analysis tool
Customer Sentiment identification
Proactive Next Issue Resolution (NIR)
Stay connected with your customers, employees, and partners directly from your mobile device - no matter where you are
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Manage teams and employees by sending and receiving business text messages through the Nextiva app
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Instant automated greeting that lets callers choose the person or department they are trying to reach
Access your voicemail messages from a single source, your email account, from anywhere your business takes you
Organize employees, teams, and departments into queues so that callers will be routed to the next available company representative in the selected queue
No per-minute charges or limits when you place calls to the United States and Canada
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