A certificate request comes in. Someone types it out by hand.
NextRev drafts the certificate, the application and the renewal packet from what the client sent. Your producer reviews and approves. Nothing leaves the agency until someone signs off. It runs on the AMS you already have.
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 connects to 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 are drafted for your review 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.
Your AMS, updated after every call
Every call, note, and client interaction logs to the AMS or CRM you already run, through a connection set up at diagnosis, so the record stays current without anyone re-keying it after the fact.
Every field traces to a call or an email
Every field carries the place in the call or the email it came from. Anything the system is unsure of is left empty and 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. The figures below are industry context, not a NextRev result.
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.
Sources
- 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