Customers / Insurance Services

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middle-aged woman talking on mobile phone

Trusted by operations teams across industries

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Insurance

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TEMPLATES

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Customer Reviews

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Fully automated in less than 1 week

You could say we were version one doing the job, and version five was Next Matter. We skipped a bunch of iterations and went straight to automating and tracking the process.

STEVE REFFITT
HEAD OF AGENCY, BRANCH INSURANCE
Sped up onboarding 5-6x

We have a lot of users to onboard and it was a very time-consuming process. With Next Matter we reduced the onboarding time by 5-6x.

DRAGAN MAKSIMOVIC
COMPLIANCE OFFICER, TRADECORE
Next Matter integrations examples
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INTEGRATIONS

Connect all the tools in your stack

Whatever tools your teams rely on, Next Matter enables you to connect. Eliminate copy-paste and system-switching, and drive operations from one platform.

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Integrate operations end-to-end – Use native integrations or API to connect all your systems, and drive it all from Next Matter.

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Operate better with automation –  Send data to and from systems, trigger processes based on system events, and eliminate countless hours of manual data-entry.

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CUSTOMER STORIES

Next Matter customer automates partner onboarding for 7x scale

Branch Insurance needed a quick solution to scale-up partner agency onboarding. Learn how they scaled up partner operations 7x in less than a year using Next Matter.

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Download our free, 72-page that playbook and get started today. The PDF includes templates, planning and evaluation guides, toolkit guidance, real-life case studies, and more.

Start automating in Next Matter today

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