Nextera Link
Insurance sales and distribution
Takes an insurer’s products from quote to issued policy across agents, brokers and partners, with leads, product rules and commission in one workflow.
Built for: Insurers and distributors, agency, broker and partner channel managers, and sales operations
What it does
- Quotes
- Quote from the product catalogue, with the same rates and rules applied whoever raises the quote.
- Leads
- Record, assign and follow up leads, so none stall between first contact and an issued policy.
- Sales workflow
- Move each sale through the same stages: quote, submission, issued policy.
- Channels
- Give agents, brokers and partners their own products, rules and access.
- Product catalogue
- Keep each product’s variants and eligibility rules in one place for every quote to draw on.
- Commission
- Calculate commission by product and channel, ready to pay and reconcile.
How it works
Set up products
Define each product once: its rules, rates, documents and the channels allowed to sell it.
Quote
Agents, brokers and partners quote from one catalogue, with the same rules applied everywhere.
Sell
Follow each sale from quote to submission to issued policy, with every hand-off recorded.
Pay commission
Calculate commission for each product and channel from the sales themselves.
- Product
- Home insurance
- Sum insured
- IDR 1,500,000,000
- Rate
- 0.125%
- Annual premium
- IDR 1,875,000
- Channel
- Agent
- Quote
- Submitted
- Policy issued
Common questions
Can agents, brokers and partners sell different products?
Yes. Each channel has its own products, rules and access, and you can see sales across all of them.
Where do quotes come from?
From one product catalogue, with rates and eligibility rules applied the same way every time, so the same details always give the same quote, whoever raises it.
How is commission calculated?
By product and channel, from the sales themselves, and tracked through to payment and reconciliation.
What does setting up Link involve?
We set up your products, rates, documents and channels, bring your existing data across and check it, then train the people who will use it and switch over.
Further reading
- 2 min readInsurance Digital Sales Platform: How to Sell Insurance Online in IndonesiaComplete guide to insurance digital sales platforms. Learn how insurers can sell policies online with digital onboarding, payment, and policy issuance.
- 1 min readInsurance E-Commerce: Building an Online Insurance Store in IndonesiaHow to build an insurance e-commerce platform. Learn about online insurance sales strategies, customer experience design, and platforms for digital insurance distribution.
- 1 min readDigital Insurance Customer Onboarding: e-KYC and Automated VerificationGuide to digital insurance onboarding with e-KYC. Learn how to streamline customer verification, reduce dropout rates, and improve conversion for online insurance sales.
Related products
- BancassuranceNextera FlowConnects a bank and its partner insurers: product mapping, sales, commission and reporting run from one shared record.See Nextera Flow
- Reinsurance brokingNextera BrightRuns a reinsurance broker’s book: placement, facultative and treaty business, renewals, claims, technical accounts, settlement and bordereaux.See Nextera Bright
Ask for a Nextera Link demo
Tell us which channels you sell through and how you quote today.