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Utilize Salesforce to Manage and Grow Your Business

NexGen Consultants knows that Insurance Carriers and Agents have unique struggles and business needs.  We work with templates that address these needs.

Insurance Carriers

The NexGen Insurance Carrier Template makes it easy to capture and access the information you need to run your business. It will help you build closer relationships with agents and brokers.  This can be done without software, hardware, or the up-front investment of traditional on-premise software.

Insurance Carrier Application Overview Video
Click here to see the description of the NexGen Insurance Carrier Template

Insurance Agents CRM

NexGen uses the Salesforce Insurance Agency Application Template to help agents effectively manage their book of business while they work through their leads, referrals, and prospects.  NexGen Consultants can design a solution that will take agency prospects from inquiry to policy in no time and guarantee every renewal!  The Insurance Agency Application Template allows the agent to efficiently do the following:
  • Manage client information
  • Track commissions
  • Offer new products  to existing policy holder
  • Track, change, manage, and update carriers, policy information, expiration dates and coverage type for clients
  • With Mobile access and Dashboards, agents will spend less time looking for and inputting data

Insurance Agency Application Overview Video

Click here to download the description of the Salesforce Insurance Agency Application Template


NexGen's Matt Mountain and Randy Davis are part of the founding team at Veruna.  With both its new agency management solution built on and its leading consultancy services, Veruna is the first agency management system provider to offer an AMS designed to meet the needs of the modern insurance agency through true customization and integration. Veruna is committed to enabling independent agencies to grow their business by changing the way they do business. Learn more at



The PaceSetter application was built by NexGen Consultants and created as a result of the partnership between State Auto Insurance and to provide a CRM sales tool to agents and producers who graduated from the PaceSetter program. State Auto Insurance has taught the PaceSetter Sales System to over 2,000+ insurance producers since 1997 and has grown exponentially due to its success. 

The PaceSetter application is a CRM tool which delivers a cloud based solution for insurance agents, producers, account managers and agency owners. The application is designed to be scalable and customizable to meet the unique demands of insurance groups in both small and large scale environments. PaceSetter provides a robust, end-to-end solution to help meet the expectations of your clients while helping you drive efficiency, productivity and profitability. 

The PaceSetter application is an Insurance CRM platform which we now extend to independent agencies allowing their organization to track the following data:  X-Dates, Prospecting Activity,        Sales Pipeline, Referrals, Circle of Influence Groups (COI), Sales Goal Attainment, and Written Business.

Click here to sign up for your Pacesetter 30-day trial.

To learn more, contact Jean Hogan at


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Take your Business to the Next Level with NexGen Consultants!

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      Jean Hogan
(513) 400-5656
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