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Utilize Salesforce to Manage and Grow Your Business

NexGen Consultants knows that Insurance Carriers and Agents have unique struggles and business needs.  We work with templates that address these needs.

Insurance Carriers

The NexGen Insurance Carrier Template makes it easy to capture and access the information you need to run your business. It will help you build closer relationships with agents and brokers.  This can be done without software, hardware, or the up-front investment of traditional on-premise software.

Insurance Carrier Application Overview Video
Click here to see the description of the NexGen Insurance Carrier Template

Insurance Agents CRM

NexGen uses the Salesforce Insurance Agency Application Template to help agents effectively manage their book of business while they work through their leads, referrals, and prospects.  NexGen Consultants can design a solution that will take agency prospects from inquiry to policy in no time and guarantee every renewal!  The Insurance Agency Application Template allows the agent to efficiently do the following:
  • Manage client information
  • Track commissions
  • Offer new products  to existing policy holder
  • Track, change, manage, and update carriers, policy information, expiration dates and coverage type for clients
  • With Mobile access and Dashboards, agents will spend less time looking for and inputting data

Insurance Agency Application Overview Video

Click here to download the description of the Salesforce Insurance Agency Application Template

Click here to sign up for your Pacesetter 30-day trial.

To learn more, contact Jean Hogan at


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Take your Business to the Next Level with NexGen Consultants!

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Marketing Campaign Best Practices

Jean Hogan