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Nextera Link

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A digital distribution and sales platform for insurance products, from quote to close.

Nextera Link brings quotation, lead management, sales workflow and channel management into one place, so that a lead captured today and a policy issued next month are the same record rather than two systems that have to be reconciled.

Who this is for

Section titled “Who this is for”
  • Insurance distributors selling their own or partner products
  • Agency and channel managers running agents, brokers and partner channels
  • Sales operations teams responsible for pipeline, conversion and commission
Section titled “What Nextera Link covers”

Distribution has one shape almost everywhere: quote → lead → submission → issued policy. The difficulty is that each step is usually owned by a different team and stored in a different system, so nobody can answer “where did this case stall?” without a spreadsheet. Link is built around keeping that path in one record.

  • Quoting consistently. Generating quotes from the product catalogue with rating and eligibility rules applied the same way every time, by every channel.
  • Not losing leads. Capturing, assigning and progressing leads so nothing stalls between first contact and a bound policy.
  • A defined sales path. Moving each opportunity through the same stages from quote to submission to issued policy, so pipeline reporting means something.
  • Channels as first-class objects. Agents, brokers and partner channels each with their own sellable products, rules and access.
  • One product catalogue. The sellable products, variants and eligibility rules every quote draws from — changed once, applied everywhere.
  • Commission that reconciles. Calculating and tracking commission by product and channel, ready for payout.

For the underlying vocabulary — producer, channel conflict, persistency, clawback, rating factor — read Insurance distribution concepts.

Who Nextera builds this for

Section titled “Who Nextera builds this for”

Nextera positions Link for insurance distributors, agency and channel managers, and sales operations teams.

Where it runs

Section titled “Where it runs”

Nextera Link is a hosted web application, normally at link.nextera.id. See Getting access.

Where to go next

Section titled “Where to go next”