Nextek Helps Improve Insurance Agent Efficiency and Client Engagement

In today's fast-paced world where digital technology reigns supreme, many insurance agents are searching for smart systems that streamline operations, enhance client service and add real value. In fact, it's hard to find success without these kinds of tools. That’s where the Nextek platform comes in. Nextek, available from Senior Market Sales^® (SMS), delivers an integrated suite of tools that make it easy for agents to increase client engagement and grow their business.

Two standout components of Nextek are Virtual Advisor and Generational Vault. Virtual Advisor is dynamic, customizable, customer relationship management (CRM) software. Generational Vault is a client-facing online portal. Together, they offer a seamless blend of operational efficiency and client engagement — keeping your practice organized while deepening client relationships.

Virtual Advisor – The CRM built for Insurance Agents

1. Easy client data import
   With the import template, you can quickly cut and paste client information from existing files, spreadsheets or other systems. No complicated tech setup required — just a few clicks and you’re up and running.
2. Customizable home page
   Every advisor works a little differently, which is why Virtual Advisor allows you to customize your CRM home page using easy-to-use widgets. Whether it’s today’s calendar, upcoming tasks, birthdays or recent notes, you decide what you want front and center.
3. Comprehensive client management
   Virtual Advisor helps you track client information, notes, appointments and even upload documents directly into your client profiles. You’ll never scramble to remember a client conversation or search for that one piece of paperwork again.
4. Task and event scheduling
   Need to remember to follow up in a week? Or want a gentle nudge when it’s time to reach out about an annual review? The built-in task and event tracker ensures that nothing falls through the cracks.
5. Event notifications and milestone tracking
   Clients appreciate thoughtful service. This feature helps you remember important events like birthdays, policy anniversaries and activity reminders. You can even set automated notifications tied to key milestones so you’re always one step ahead.
6. Tagging and group marketing
   With client tagging, you can segment your book based on interests, life stage, or product type. This tagging allows you to run a query and create unique marketing groups that carry over into Campaign Builder, Nextek’s email marketing module, making it easy to build targeted communications and drip campaigns.
7. Marketing groups for strategic outreach
   Using the List Builder report, you can target and create unique marketing groups to run relevant outreach campaigns. Whether you're promoting an educational webinar, announcing a new product or simply offering a holiday greeting, you can ensure the right message reaches the right audience.

Virtual Advisor Summarized

Virtual Advisor is more than a CRM — it’s your digital command center. It’s designed to make client management smarter, personal and scalable.

With Virtual Advisor, you get:

• A clean, organized and customizable CRM
• Automated reminders and workflow tracking
• Streamlined marketing and segmented outreach

Generational Vault – Delivering Value Beyond the Numbers

While Virtual Advisor helps you stay organized, Generational Vault helps your clients feel empowered, secure and supported. Plus, it does it all while reinforcing your role as their trusted advisor.

Some Generational Vault features and benefits:

1. A virtual safety deposit box for life
   This online portal allows clients to safely store, organize and access their most important documents anytime, anywhere. It’s akin to giving your clients a secure digital filing cabinet.
2. A no-cost, value-added benefit
   This tool is offered at no charge to your clients. It’s a great conversation starter and a unique benefit that differentiates you from other advisors. Instead of storing important papers in a drawer or shoebox, your clients can digitally back up everything in one place.
3. Shareable with family members
   Simplify the family collaboration and planning process. Clients can choose to share specific documents — like a power of attorney, will or travel itinerary — with selected family members. This makes estate planning, caregiving and emergency preparedness more efficient and less stressful.
4. No limits and no restrictions
   Many things can be saved in Generational Vault, including financial documents, insurance policies, wills, tax returns, photos, receipts, even vacation itineraries. Plus, it can be customized to the individual’s life and priorities.
5. Extra tools that clients will actually use
   Beyond storage, the vault also provides access to financial calculators, net-worth tracking and even online appointment scheduling. It’s all done in one secure portal. Also, it helps clients stay engaged, organized and proactive in managing their financial life.

• Secure, 24/7 access to vital documents
• A simple, user-friendly way to stay organized
• A trusted resource for their loved ones

Generational Vault Summarized

This tool helps your clients feel empowered, secure and supported. Plus, it does it all while reinforcing your role as their trusted advisor. In other words, you become the advisor who delivers more than just advice — you deliver peace of mind. Explore Generational Vault further with this on-demand webinar.

The Power of Two

Virtual Advisor and Generational Vault, when used together, creates a powerful ecosystem that supports you and your clients. It helps with the following:

• Managing my clients’ documents
• Client empowerment through a client portal
• Improving client engagement in financial planning, including digital client engagement

Ready to Take the Next Step With A Demo?

If you’re looking to increase your efficiency, deliver more value to your clients and grow your practice with smart, integrated tools, then the Nextek platform is a step in the right direction. Want more information about Nextek? Request a demo by filling out the form below. Also, 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.

A Bit More About SMS and the Nextek Connection

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.

The Nextek platform is constantly evolving to meet your needs, and the SMS team is available to help you every step of the way. Call 1.800.786.5566 if you have any questions or need assistance.