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Insurance
Steady client care, no forgotten renewals
From the first question to premium dates and renewals: one record per client, a reminder for every appointment.
You run
One person, many clients: records, appointments and tasks in one place, on the mobile app while you’re out meeting clients.
The NEXT team sets up the client care template with your team.
Industry pain points
Things every advisor has said.
Four gaps between the first question and the renewal date.
- 01
“A prospect asked on the Facebook Page last night and had asked someone else by morning.”
How NEXT OS handles itThe AI Employee answers general questions from the documents you add and books a call. Questions about specific benefits or premiums go to an advisor.
AI Employee - 02
“Clients are scattered across notebooks, Excel and my phone.”
How NEXT OS handles itEvery client in one CRM with source, needs and conversation history. Add your own fields, such as policy start date or premium date.
CRM & Pipeline - 03
“I only remember the renewal when it’s due, and the client has renewed elsewhere.”
How NEXT OS handles itA workflow runs on the date in the client record, reminding the advisor to call and messaging the client before each premium or renewal.
Automation - 04
“Happy clients rarely refer anyone, and advisors don’t like to ask.”
How NEXT OS handles itAfter the advice session, clients get a thank-you with a referral link for family. Referred people land on the right record with the right advisor.
Reviews & Referrals
Sample journey
Follow Thanh Vân from a helpful post to her first premium date.
The four steps a client takes with an advisory office, and what NEXT OS does at each step.
Thanh Vân reads a post about health cover for young children on the Facebook Page and fills in the advice form. A record is created and assigned to Đức Minh.
Uses: Social media · Funnels & Websites
An PhúcSample dataGet advice on health insuranceAn advisor calls back at a time you choose
NameThanh VânPhone09xx xxx xxxInterested inHealth cover for a family of 4Get adviceTVThanh Vân is now a leadFrom a Page post · assigned to Đức MinhNewThanh Vân messages on Zalo OA. The AI Employee answers general questions and books an advice call. Premiums and benefits are left for Đức Minh on the call.
Uses: AI Employee · Appointments & Events
TVSample dataThanh VânZalo OA · 10:10 pmHow do I choose health insurance for the whole family? Could someone call me tomorrow evening?NEXT AIPremiums and benefits depend on each person’s age, so an advisor will work it out for your family. Tomorrow evening has 2 free slots:7:30 pm8:00 pm8:00 please.Advice call booked8:00 pm Wednesday · with Đức MinhĐức Minh moves the card to "Advised". A summary email goes to Thanh Vân, and two days later the system reminds him to call back.
Uses: Automation · CRM & Pipeline · Email marketing
After the advice sessionRunningWhen: the card moves to Advised- Email a session summaryWhen the stage changesSent
- Remind Đức Minh to call backAfter 2 daysSent
- Send product documentsAfter 4 daysScheduled
Email after the sessionSent
Hi Thanh Vân, here’s a summary of what we discussed last night. Message me anytime if you have more questions.
Once the policy is in force, a reminder is set before each premium date. Thanh Vân sends the referral link to her sister, who is also looking.
Uses: Automation · Reviews & Referrals
TVSample dataThanh VânClient · family health coverĐức Minh · An PhúcHi Vân, your family’s policy is now in force. I’ve set a reminder before each premium date for you.Thanks! My sister is looking too, I’ll introduce you.Đức Minh · An PhúcThank you, please send her this link and I’ll call once she leaves her number.Thanh Vân’s recordPolicy in forcePremium remindersReferred 1 person
Features for your industry
Tools advisors use every day.
Written around the work of advisors and agencies. Demos run on sample data.
Each client has needs, family members and policy dates. Pipeline: new, booked, advised, deciding, signed.
See CRM & PipelineNew
In discussion
Booked
Won
The AI Employee answers from the product documents you add and books advice calls. Benefits, premiums and terms go to an advisor.
See AI EmployeeClients pick a call or meeting time. Knowledge-sharing sessions get a sign-up page, a Zoom link and reminders.
See Appointments & Events- Attendees registerVia the event page · added to the list
- Zoom link sentConfirmation by email and message
- Reminder before start1 day and 1 hour before
Drag-and-drop workflows: post-session follow-up, call-back reminders for advisors, client reminders before premium dates.
See AutomationProduct documents, lessons for new advisors and an internal discussion group in one portal.
See Courses & Community- Quick start
- Set up your account
- Advanced tips
Works with
Channels advisory teams use.
- ZaloMessages and reminders on Zalo OA / ZNS
- MessengerMessages on your knowledge-sharing Page
- FacebookLeads from Facebook posts and ads
- ZoomVideo advice calls and online seminars
- Google CalendarSync advisors’ calendars
- GmailEmails saved to the client record
FAQ for insurance advisors and agencies
I work on my own as an advisor. Can I use it?
Yes. Start with client records, appointments and tasks. The iOS and Android apps let you check clients while you’re out.
Will the AI advise clients on benefits and premiums by itself?
You set the AI’s scope. We recommend letting it answer general questions from your documents and book calls, and passing benefits, premiums and terms to an advisor.
Can clients be reminded before a premium is due?
Yes, with a workflow that runs on the date in the client record. Reminders go out by email, SMS or Zalo ZNS (ZNS templates need Zalo’s approval).
Can team leads see each advisor’s results?
Yes. Pipeline reports by stage and owner, and appointments booked, attended and missed.
Is client data safe?
Data stays in your business’s own account, with permissions per staff member. See the Privacy Policy for details.
What should I watch out for in messages to clients?
Content is written by your business and is your responsibility. Don’t promise returns or guarantee underwriting or claims outcomes; follow the rules of the insurer you represent.
One record per client,a reminder for every premium.
14-day free trial; the NEXT team sets up the client care template with your team.