AI built for insurance brokers and agencies
NextRev does the paperwork that piles up behind every account. The application, the renewal, and the certificate draft themselves from what was said and sent, and your AMS updates from the same record, so your producers stay in front of clients instead of re-keying data, and nothing leaves the agency until someone approves it.
The hidden cost on every desk
Between the call and the next call, your producers and CSRs stop advising and start processing:
- Completing applications and enrollment forms by hand
- Processing renewals and rebuilding the renewal packet each term
- Issuing certificates of insurance and chasing the holder details
- Updating the AMS or CRM after every call and email
- Logging client interactions, notes, and activities
- Following up leads and quotes before they go cold
Vendor surveys of agencies suggest a majority of producer and CSR time goes to administrative work rather than selling, and one broker-operations analysis estimated roughly 28 hours a week per broker on non-client tasks. Certificates are their own line item: agencies that have costed it out report a fully loaded cost above $20 per certificate once gathering, verifying, and logging are counted. Sourced figures, not our claim, and directional. We size yours from your own book.
What NextRev does for your agency
It runs on the AMS and CRM you already have. No rip-and-replace.
The application and renewal, already drafted
After the call or the email thread, the application and the renewal packet draft themselves from what the client actually said. Your producer reviews and approves. Nothing files on its own.
Certificates without the back-and-forth
A request for a certificate of insurance turns into a drafted form with the holder and policy details filled in, ready to review and send, so the highest-volume task on the desk stops eating the day.
The AMS updates itself
Every call, note, and client interaction logs to the AMS or CRM you already run, so the record stays current without anyone re-keying it after the fact.
Provenance, not generation
Every field traces to a moment in the call or the email. Anything unsure is flagged, never invented. Your producer's approval is the only point a record or a filing moves.
Why agencies are moving now
The technology to do this safely has arrived, and the cost of the status quo is now measurable.
Industry research describes AI moving from pilots into real distribution work across carriers, brokers, and agencies, with productivity gains that vary widely by task and by how much is automated.
Gartner has estimated poor data quality costs the average organization about $12.9 million a year. A stale or duplicated AMS is the broker version of that bill.
The blocker was trust: AI that guesses cannot touch a binder, an application, or a client record. NextRev only drafts what traces to the source, and only after a person approves.
See it on your own book
We start with a paid diagnosis sized on your agency's own numbers. You leave with a plan whether or not we build.
Request a DemoSources
- Vymo, "How to Increase Insurance Agent Productivity." Agency teams spend a majority of time on administrative work rather than selling. vymo.com
- Humbrela, "The Hidden Cost of Administrative Work." Estimate of roughly 28 hours a week per broker on non-client tasks. humbrela.com
- CertificateHero, "Navigating the True Cost of Issuing Certificates of Insurance." Fully loaded cost above $20 per certificate. certificatehero.com
- AgencyBloc, "Simple Things to Do to Maintain Clean Data at Your Insurance Agency." AMS and CRM data hygiene practices for agencies. agencybloc.com
- Gartner, "Data Quality: Why It Matters and How to Achieve It." Poor data quality costs the average organization an estimated $12.9 million a year. gartner.com
- McKinsey, "The future of AI in the insurance industry." AI applied across the distribution lifecycle; productivity gains vary by step. mckinsey.com