Empowering
Insurance Businesses with Intelligent Automation
Empower your business with the transformative power of intelligent automations and workflows.
Technology and Innovation Transforming Insurance Sales
Embrace cutting-edge technologies to drive growth, enhance customer experience and retention, and stay ahead of the competition.
Engage & Convert More Leads
Utilize powerful customized workflows build by top-producing life and health insurance agents.
These instant communications automate tasks, enabling a focus on profitability for your insurance business.
Harness the Power of Artificial Intelligence
Leverage the newest A.I. technologies to book appointments, automate your business, and create content at a fraction of the time.
Manage Your Business From One Place
Using multiple business tools to manage your business?
Everything you require is available on one platform with NextLevel.
Appointment Scheduling streamlines booking processes. Your calendar integrates directly with your website and messaging campaigns, allowing clients to effortlessly book appointments. Manage your availability, time slots, and send reminders to reduce no-shows.
Technology Integration provides a streamlined, all-in-one platform, combining CRM, automated marketing, appointment scheduling, and client retention. This eliminates the need for multiple software and greatly simplifies operations.
Communication & Engagement
is amplified by integrating a dedicated email and business phone number from your browser or mobile app. Streamline communications, enhance your brand's credibility, and leverage on-the-go management capabilities.
Integrate with Any Lead Source
Campaigns designed by top-producing agents for the following:
Health Insurance - Private & ACA
Final Expense
Term
Indexed Universal Life
Flexible Pricing Options to Suit Your Needs
Tailored Pricing for Your Health Insurance Business Needs
Standard
All you need to run a successful business.
$97
/MONTHLY
NextLevel Support - Get help with CRM questions and set up
A2P Hands On Setup
Full Workflows, Pipelines, Calendar, Website and Email Templates, And More!
Customizable Account - Make it your own
Advanced
Advanced plan offers more initiatives to drive business. Features landing website and more A.I. integrations.
$147
/MONTHLY
Everything Included in the Standard Plan
Advanced AI Integrations - Automated Calendar Bookings
Advanced Workflows
ACA Health Insurance Business Automations
Google Sheets Integrations
Check how NEXTLEVEL can help your business thrive
Power Dialer
Utilize our in-house solution or connect with one of our partners, WAVV or Kixie, as an add-on service. Accelerate lead outreach by dialing multiple numbers simultaneously. Benefit from dialing leads with local area codes on spam-monitored lines for improved connection rates. WAVV's spam protection also actively monitors and mitigates spam risks.
Appointment Booking AI
Increase conversions by instant AI-empowered text messages that can answer objections and fill your calendar with appointments.
Advanced AI assistant and usage fees included in your monthly subscription and is completely set up for you!
Social Media AI
Elevate your social media with AI tools. Craft captivating content and automate scheduling for consistent engagement. Streamline your digital presence with targeted strategies that enhance visibility across platforms, simplifying tasks to focus on growth.
Client Retention and Referral System
Efficiently engage clients and auto-generate referrals after sales. Maintain relationships and turn satisfied clients into brand advocates, effortlessly growing your network and business with minimal effort.
Agent Website
You'll have an agent website day one, included in your subscription. If you don't have a domain yet, we'll provide one for you! This immediate web presence allows you to hit the ground running, showcasing your services and building your credibility.
24/7 Live Support
Enjoy 24/7 live support, an extensive resource library, daily Zoom sessions, and dedicated Facebook group page for immediate assistance and collaboration. See below what our existing clients say below about our support!
Standard
Full Workflows, Pipelines, Social Cal, Website Builder, And More!
Nurture & Close Leads Into Customers
Branded Email Campaigns
Hands On A2P Set Up - We Do It For You
Click Button Inbound/Outbound Referrals
Contact Information Organization
Client Retention Automations
API Access - Integrate with Anything
Access to Weekly Zoom Call & Slack Support Channel
Enhanced AI Features
Branded Agent Website
Enhanced Booking Workflow
Automated Leads/Client Upload into Google Sheets
TOP PRODUCER
$197
Only $147/month for a limited time!
Text & Email Automations Created by Top Agents
AI - Assistant Books Appointment for You ($207/month value)
Agent Website - If You Don't Have a Domain, We'll Provide One
Client Retention & Referral Generation Automation
Power Dialer and Add-Ons
Social Media Creator & Manager
Free Weekly Social Media Posts
24/7 Live Support & Weekly Zoom Calls
Integrate With Any Lead Source
Onboarding Course & Full Setup Included
A2P Phone Number Registration Done for You
Cancel anytime
AD MANAGER
Click below for Ad Manager info & pricing
Ad Manager Dashboard added to your NextLevel account
Access to library of tested and proven ads for life & health insurance leads
Zoom set up call to make you successful day one
Real time ad analytics to keep you informed
Ad Monitoring & Maintenance (If your ads don't perform well, we'll swap them out)
Facebook Business account set up
Weekly Zoom call for hands on support
See What Our Clients Say
Mason Wilson
Texas
Health & Life Insurance Agent
Candi Hooder
Pennsylvania
Top Health & Life Producer and Rise Above Solutions Agency Owner
Brian Holden
Tennessee
Top Health Insurance Producer and Agency Manager
Noah Williams
Texas
Health & Life Insurance Agent
Dylan Sawyer
Iowa
Health & Life Insurance Agent
Want to see more?
Schedule a free 15-minute demo to explore how NEXTLEVEL can work for you.
Frequently Asked Questions
Are there additional charges for usage?
While the monthly subscription fee remains fixed, there are usage costs.
Here are basic usage costs:
SMS Messages: .0095/segment (typical segment is 160 characters)
-$10 will give you about 1055 segments-
Outbound Calls: .0168/min
-Approx. $0.50 for a 30-minute call-
Inbound Calls: .010/min
-Approx. $0.30 for a 30-minute call-
Emails: .0025/email
-$10 will give you about 4,000 emails-
Note that these are average costs. Adding additional content like images or emojis to SMS message will increase costs.
Will I receive help setting up my account?
Yes. When you sign up you'll gain access to an onboarding course. After the course, we will schedule a Zoom consultation to make sure everything is set up the way you need.
Can I cancel anytime?
Yes, you can cancel anytime. See our Terms & Conditions for our full cancelation and refund policy.
Can I transfer my existing phone number?
Currently, number transferring is not possible.
How do I receive customer support?
We have 24/7 live support! We also maintain a Zoom channel for hands-on support.
Why should I sign up?
If you are in insurance sales, you won't find a CRM as advanced as NextLevel. Besides that, you will not find better customer service or more hands on support anywhere else.
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