Getting Started with NextConcierge

Welcome to NextAgency. Getting your data into our system is easy — and we're here to support you every step of the way.

Whether you prefer to handle it yourself or want hands-on assistance, this guide explains what to expect and the support options available to you.

What Is NextConcierge?

NextConcierge is our optional hands-on onboarding service designed for agencies with complex data migration needs. It's perfect if you have complicated datasets, numerous legacy files, or simply want to save time by having experts handle your migration.

Most agencies successfully use our built-in tools to migrate their data themselves. But if your situation is complex or you'd prefer professional assistance, NextConcierge can help.

What's Included

We can help import a wide range of information:

- Prospects and Clients

- Policies and Benefits

- Employees and Contacts

- Notes and Tasks

- Carriers, Commissions, General Agents, Sub-agents

- Documents and Forms

Your concierge will review your data and provide a cost estimate based on its volume, clarity, and complexity — with no surprises. Work begins only after you approve the estimate.

How It Works

The NextConcierge service follows a simple, four-step process:

1. Gather your data from spreadsheets, legacy systems, and files.

2. Prepare & Share your data in digital format and send it to us securely.

3. Map & Import — we format, review, and import your data into the right places.

4. Sign-off once you're satisfied everything looks right.

You'll receive regular updates throughout the process so you always know where things stand.

Pricing and Expectations

We provide a written Statement of Work with a fixed price before any work begins. This ensures you know exactly what to expect without surprises.

You're never locked in. You can choose to opt out before approving the estimate. We'll only proceed after receiving your written OK (email is fine).

Assisted-DIY or NextConcierge: Which Is Right for You?

If your agency data is relatively organized — even loosely — the Assisted-DIY path may be the most efficient option. You’re in control of the process, but not on your own. We provide:

- Step-by-step guidance from our onboarding experts

- Access to built-in import tools

- Help articles and video walkthroughs

For example, if you have spreadsheets with your agency data — even if they need a little cleanup — we’ll help you get them import-ready. For agencies with smaller or cleaner datasets, this approach is typically quick, painless — and free.

If your data is large, inconsistently formatted, or spread across multiple sources, the Concierge path may be a better fit. Our team knows how to untangle the complex and save you significant time.

Beyond On-Boarding: On-going Help

Our support team is always available to help after your data is in NextAgency:

- Click the green "?" help button in NextAgency

- Visit the Help Desk for articles and videos

- Email us at Support@NextAgency.com

Legal Notes

1. NextConcierge is optional. Most agencies successfully use our standard import tools at no additional cost.

2. We'll provide a written estimate. No work begins without your written approval.

3. In the unlikely event of a dispute , you and we agree to work in good faith to reach a mutually amenable solution. If we reach an impasse, we may: stop further onboarding; delete previously onboarded data; return any materials you provided; and terminate your NextAgency subscription. You will owe no additional license fees, but will receive no refund of fees paid prior to termination. Any outstanding NextConcierge Service Fees from the agreed Statement of Work will remain due and payable, unless otherwise agreed.

NextConcierge is a service of Take 44, Inc., the company behind NextAgency.

We're committed to making your transition to NextAgency smooth and successful.