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Switch without starting over.
Bring your dialer, your lead lists, your book of business and your scripts. Nothing you’ve built gets left behind.
- Your dialer keep it, or move when you’re ready
- Your spreadsheets AI matches your columns to ours
- Your scripts imported into Script Walker™
- Our team guides you through the move
Your columns → NextGen Columns detected
- Insured NameClient name
- DOBDate of birth
- Carrier/ProductCarrier · Plan
- Face AmtFace amount
- Mo PremMonthly premium
- Draft DayDraft date
- Pol #Policy number
412 policies · check the match, then import.
How a move works
Four steps, with us beside you.
- 1Walk us through your floor
On a 20-minute demo: your dialer, your lead sources, your carriers and how your agents sell.
- 2We set up your agency with you
Your agency, your carriers and commission levels, and each agent’s licensed states.
- 3Bring your data across
Lead lists, your book of business and your scripts, with AI matching your columns to ours.
- 4Start calling
On our dialer, or on yours with the desk beside it. Our team is there while you settle in.
What comes with you
Everything you’ve built.
Your dialer
Keep it, or move when you’re ready.
NextGen sits beside your current dialer as a slim column with the script, copilot, notes, transcript and carriers. The calls we connect stay recorded, transcribed and ranked. Switch to our predictive dialer whenever you choose.
Your lead lists
Any spreadsheet. AI finds the columns.
Upload your lists as they are. AI detects which column is the phone number, the name, the state and the rest, and you confirm the match. Each list gets a consent check and DNC scrub on the way in, and calls from your list come back to you.
april-aged-leads.csv Columns detected
- Phone #Phone
- FirstFirst name
- StState
- Lead SrcSource
Your book of business
Every policy, with its tasks.
Import your existing book with the same AI column detection. Policies land in the Book of Business next to every new sale, with tasks that write themselves: first draft dates, birthdays, sales to confirm.
| Client | Carrier | Status | Task |
|---|---|---|---|
| Ruth K. | Mutual of Omaha | Imported | Birthday next week |
| Harold B. | Mutual of Omaha | Issued | First draft Oct 15 |
| June R. | Corebridge | Issued | Birthday Fri |
Your scripts
Your words, in Script Walker™.
Import a Word document, a PDF or pasted text. AI turns it into a branching script and flags anything it wasn’t sure about.
Your numbers and your ads
Point them at the desk.
Point your own phone number and your own advertising at the desk, and those callers ring your agents like any other campaign.
- Your own numberRings only you, with voicemail and forwarding.
- Your own adsCalls from your campaigns land on the desk.
Our team
A person, not a help article.
For anything the imports don’t cover, our team guides you through the move: setting up carriers and commissions, mapping an awkward spreadsheet, or getting your agents comfortable on the desk.
- Setup with youAgency, carriers, commission levels and licensed states.
- Data, checkedLists and book imported, with the column match reviewed together.
- Agents trained on a live callThe six clicks, on the real desk.
Offers
Calls for your floor, three ways.
Questions
Do I have to leave my current dialer?
No. NextGen can sit beside your dialer as a slim column, and you can move to our dialer whenever you’re ready.
My spreadsheets don’t match your format. Is that a problem?
No. AI reads your columns and matches them to ours, for lead lists and for your book of business. You check the match before anything is imported.
Who does the setup?
We do it with you. After the demo, our team sets up your agency, your carriers and your states with you and guides you through bringing your data across.
What about my existing lists’ compliance?
Every list gets a consent check and DNC scrubbing on upload, and every number is scrubbed again before it is dialed.
Plan your move.
Twenty minutes: bring how you work today, and we’ll map the move with you.