Features
An AI workforce. Across every line.
Five buckets, one platform. Agents do the work, producers approve, and every line of business lives in the same workspace.
AI Workforce
Agents do the busywork. Producers approve.
Submission intake (commercial)
Agents read incoming requests, extract risk data, and assemble a draft submission packet.
Renewal prep
Renewal packets, plan summaries, and client notes assembled before you log in.
Commission reconciliation
Statements imported, matched to policies, and flagged when something is missing or off.
COI generation
Certificates drafted from the policy, ready for producer review and send.
Carrier appetite matching
Tell us the risk; we surface the carriers most likely to write it, with a confidence score.
Multi-Line CRM
One client, every line, in one place.
Unified clients
Households and businesses with every policy, contact, and document in one record.
Policy timeline across lines
Life, health, benefits, and commercial coverage on one chronological view per client.
Cross-sell signals
When a renewal lands, we surface adjacent lines the client should already be talking about.
Activity history
Calls, emails, AI agent actions, and producer approvals, all on one audit trail.
Commissions
Get what you've earned, automatically.
Statement import
Upload or auto-pull carrier statements in any common format.
Auto-reconciliation
Statement lines matched to policies, producers, and split rules without manual keying.
Splits and overrides
Configure producer splits, sub-agent overrides, and carrier bonuses in one place.
Chargebacks
Track reversals and adjustments against the original commission, never lose a dollar.
Real-time missing-commission flags
We tell you what should have been paid this cycle and wasn't.
Quoting & Submissions
From risk to bound, in fewer steps.
ACORD form library
The standard ACORD set, auto-filled from the client record.
Multi-carrier submit
One submission, sent to multiple markets, tracked from a single workspace.
Quote compare
Side-by-side coverage, premium, and exclusion comparison across returned quotes.
Bind workflow
Bind, request endorsements, and trigger COIs without leaving the platform.
Integrations
Connect the systems your agency already runs on.
Carriers (200+ planned)
Direct connections in active rollout. Ask us about a specific carrier roadmap.
Payroll (Gusto, ADP, Rippling)
Pull census, headcount, and payroll for benefits and commercial submissions.
HRIS
Sync enrollments and employee changes with the HR systems your clients use.
Calendar
Two-way sync with Google and Microsoft calendars for the whole team.
Send and log directly from Gmail and Outlook. Threads tied to the client record.
OAuth API for partners
Build on top of NextAgency. Read and write client, policy, and commission data.