Distribution· Nextera 02
Nextera Link
A digital distribution and sales platform for insurance products, from quote to close.
Overview
Nextera Link is a digital distribution and sales platform for insurance products, bringing quotation, lead management, sales workflow and channel management into one place.
Link gives distribution teams a single workflow from lead to bound policy, with channel and product controls that keep every quote consistent, compliant and fast.
Capabilities
- Quotation
- Generate consistent quotes from the product catalogue, with rating and rules applied the same way every time.
- Lead management
- Capture, assign and progress leads so nothing stalls between first contact and a bound policy.
- Sales workflow
- Move each opportunity through a defined path from quote to submission to issued policy.
- Channel management
- Manage agents, brokers and partner channels, each with their own products, rules and access.
- Product catalog
- Hold the sellable products, variants and eligibility rules that every quote draws from.
- Commission tracking
- Calculate and track commission by product and channel, ready for payout and reconciliation.
Outcomes
- 2x
- faster quote turnaround
- 1
- unified sales workflow
- 100%
- channel visibility
FAQ
Frequently asked questions
Does Link support multiple distribution channels?
Yes. Agents, brokers and partner channels are managed together, each with its own product access, rules and commission structure, with visibility across all of them.
Where do quotes and rating come from?
Quotes are generated from a central product catalogue with rating and eligibility rules applied consistently, so the same inputs always produce the same quote regardless of who raises it.
Can it track commission across products and channels?
Yes. Commission is calculated per product and channel and tracked through to payout and reconciliation.
Who is Link built for?
Insurance distributors, agency and channel managers, and sales operations teams who want quotation, leads, workflow and channels in one place.
Ready to Get Started?
Schedule a personalized demo to see how our solution can address your specific needs.