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In today’s fast-paced, tech-driven world, insurance professionals need more than just a spreadsheet to manage their business — they need a system that helps generate leads, build lasting relationships and deliver real value to clients. That’s why Senior Market Sales® (SMS) is proud to offer Nextek, a robust and easy-to-use business management tool designed specifically for insurance agents.
If you're looking for an affordable, all-in-one CRM that goes beyond contact management and helps you grow your business, then Nextek is your solution. Whether you're just getting started or you're ready to level up your marketing and client engagement strategy, Nextek is built to support your success. Here’s a closer look at this platform’s immense capability, and how all of its parts work together to help you stand out.
Color of Money Risk Analysis: Lead Generation and Client Engagement Made Easy
Let’s start with one of the platform’s most innovative tools — the Color of Money Risk Analysis.
This interactive tool is a game-changer for agents looking to attract new leads and initiate meaningful conversations with their clients. The survey is simple, visual and client-friendly. By answering just 11 questions, prospects receive a personalized risk score that helps them better understand their financial personality and appetite for risk. But this tool isn’t just for the client, it's also for you. As an agent, you get a branded website where prospects complete the risk analysis, giving you a great avenue for initiating client and prospect interactions. It's an excellent starting point for discussions about de-risking portfolios and exploring safe money solutions like annuities or life insurance.
Nextek's Color of Money Risk Analysis
Nextek's Color of Money Risk Analysis results
Campaign Builder: Email Marketing, Without the Limits
Some email platforms limit your contact list or add expenses based on the number of emails sent. Nextek’s Campaign Builder, on the other hand, does not limit the amount of contacts or email campaigns set up in the platform.
Campaign Builder allows you to:
- Set up scheduled, automated milestone or drip campaigns
- Choose from a library of more than 150 customizable templates, or create your own from scratch with built-in artificial intelligence
- Segment your audience for targeted, relevant messaging
Whether you want to follow up after a seminar, cross-sell product concepts, send out birthday greetings or nurture long-term prospects, Campaign Builder makes it simple and efficient.
Nextek's Campaign Builder Library
Nextek's Campaign Builder Library example email
Nextek's Campaign Builder Campaign Analysis
Generational Vault: Deliver Lasting Value With a Virtual Safety Deposit Box
Keeping your clients engaged and loyal means going beyond the transaction. That’s where Generational Vault comes in.
This secure, online portal allows your clients to:
- Electronically store important documents such as wills, insurance policies, financial statements
- Organize their financial lives in one place
- Share documents with family members or caregivers
- Access calculators, track net worth and more
You can also push documents directly to clients through the platform, making it easy to share reports, forms or updates. Offering Generational Vault is a fantastic value-added service that keeps clients “sticky” and reinforces your position as their go-to advisor for life.
Case Central: Branded, Consumer-Facing Reports That Impress
When it comes to delivering value, few tools are more powerful than Case Central. This component allows you to generate branded reports — customized with your name, logo and date — that provide clients with clear and actionable insights.
These include:
- Social Security Maximization report
- Retirement Income Planning report
- Color of Money Risk Tolerance report
- Action Plan report
Clients appreciate these reports because they’re professional, easy to understand and directly tied to their unique goals. You’ll love them because they simplify your presentations, position you as their planning expert and lead naturally to product conversations.
The SMS Difference: Support That Helps Set You Apart
What truly sets Nextek apart isn’t just the technology — it’s the support behind it. When you contract through SMS, you don’t just gain access to the platform. You also get a team of experienced marketing consultants, tech experts and others, who are ready to help you succeed.
SMS is here to help you:
- Import client data and get your CRM set up
- Design personalized email templates and campaigns
- Educate and assist in generating reports that impress your clients
- Create a seamless experience from prospecting to planning
The Nextek platform is constantly evolving to meet your needs, and the SMS team is right there with you every step of the way.
Ready to Elevate Your Practice? Get a Nextek Demo.
If you're ready to work smarter, increase efficiency and offer your clients the kind of experience they’ll rave about, then Nextek is the platform you’ve been waiting for. Get started requesting a demo by filling out the form below.
Lastly, discover SMS’ full suite of sales tools and programs, all designed to save you time so that you can make more money and differentiate your practice in a crowded marketplace.
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