Customers / Insurance Services
Customers want insurance to be easy and affordable. How do the best providers do it? Using workflow automation to streamline operations and deliver best-in-class customer experience, that's how.
Trusted by operations teams across industries
Cover all your bases with a workflow automation platform that’s flexible and powerful enough to meet the needs of all your teams, partners, and customers.
Create end-to-end workflows with everything you need in one tool.
Give users a delightful experience, whether filing a claim or working back office ops.
Integrate workflows at every point with your existing tools and database.
See real results fast with a dedicated success manager to help onboard and ramp up your org.
"Our core service ops processes run on Next Matter, and coordination between HQ and field workers is now fully automated. This got rid of so much time wasted on chat.
"We couldn’t live without Next Matter - seriously! Super easy to use for everyone on the team after a short onboarding and easy to configure when we need changes."
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.
It’s the biggest thing we use in agency onboarding, it’s the biggest source of truth. If you don’t know something, you go check it in Next Matter.
Whatever tools your teams rely on, Next Matter enables you to connect. Eliminate copy-paste and system-switching, and drive operations from one platform.
Integrate operations end-to-end – Use native integrations or API to connect all your systems, and drive it all from Next Matter.
Operate better with automation – Send data to and from systems, trigger processes based on system events, and eliminate countless hours of manual data-entry.
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.