Insurtech NEXT Insurance unveils Copilot to boost small business success.

April 9, 2024
1 min read


  • NEXT Insurance has introduced Copilot to help agents increase revenue and enhance customer experience for small micro businesses.
  • Copilot streamlines the insurance policy process, allowing agents to generate personalized quoting links and provide a self-serve quoting experience to clients.

Full Article:

NEXT Insurance has launched a new tool called Copilot to assist agents in serving small micro businesses more efficiently. Copilot aims to increase revenue and enhance customer experience by simplifying the insurance policy process. This tool allows agents to generate personalized quoting links through NEXT’s agent portal, which can be sent to clients for a self-serve quoting experience.

With Copilot, agents can eliminate time-consuming steps and customize the purchasing experience for clients. Prospective clients can click on the link provided by agents to obtain a quote and purchase a policy 24/7. This streamlines the process for agents, allowing them to focus on more complex sales while still earning their standard commissions.

Copilot notifies agents in real-time of any leads, quotes, or purchases made through their unique link. This provides increased visibility into each policy sold and opens new revenue streams for agents. Other recent updates from NEXT Insurance include customizable coverage options, commercial umbrella/excess liability, and integrations with comparative raters like Bold Penguin, Bolt, and Ivans Download.

Overall, Copilot exemplifies NEXT’s commitment to empowering agents with innovative digital solutions that drive business growth and deliver value to their clients. By streamlining the insurance policy process, NEXT Insurance is helping agents better serve small micro businesses and enhance the overall customer experience.

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