All-in-One Agent Management

Core service for agent onboarding and agency management. Consolidates compliance, RTS verification, broker contracting, and agent verification.

Multi-Line CRM, Built for Growth

An all-in-one client relationship management solution for agents, agencies, and FMOs, integrating with Voice, HRA, and Conxent for easy access to data, compliance, and communication, with future upgrades including quoting tools for ACA, Medicare, and ICHRA.

Integrated Dialer for Effortless Outreach

A fully integrated phone system built into the Nextere platform. Enhances communication and ensures compliance with features like automatic call recording, transcription, and AI-driven insights. Streamlines operations by integrating directly with CRM, eliminating the need for third-party systems.

CRM-Integrated Outreach Tools

Provides agents with data-driven insights and tools for client retention, lead nurturing, and re-engagement, boosting communication and conversions.

Automated ACA Compliance Hub

Nextere's solution for managing ACA consumer consent and eligibility reviews ensures CMS compliance, minimizes risks, and securely integrates into the Nextere ecosystem, with plans to expand to Medicare scope of appointments.

Real-Time Pay & Reconciliation

Simplifies commission tracking, reconciliation, and distribution with automated calculations, real-time payment visibility, and seamless integration into the Nextere ecosystem for a unified financial workflow.

Integrated eSignature Suite

Simplify and secure document signing within the Nextere ecosystem, improving agent onboarding, compliance, and contract management with efficient electronic signatures, compliance tracking, and audit trails.