Next Insurance Worker's Compensation GTM FAQs

What marketing campaigns does Next send to prospects and customers?

• When a prospect enters the flow but does not get a quote

• When a prospect gets a quote but does not bind for a policy
• Abandoner Campaign Materials are in the attached [External]: NEXT Abandoner campaigns
• At this time they are not available for partners to own directly, but Check and Next are exploring enabling abandoner emails for partners

• For ongoing customers
• Ongoing customers receive transactional emails regarding their policies

If a prospect is in the flow / on the phone with a Partner Sales Rep and wants to speak with a licensed broker from Next, what options do they have?

• Phone number: 888-289-2939

• Email: referral@apintego.com

• Chat: N/A

• Calendly to book time: N/A

Are there any hot handoff lines that we can use to send interested prospects directly to a licensed broker to discuss policy-related questions?

How does the Broker of Record switch work today? How should a Sales Rep guide a prospect to successfully complete the transfer?

• Next reaches out to your new client with a BOR Letter and an ACORD form, which confirm the client's desire to switch their broker to Next, verifies their policy information, respectively.

• The new client returns the completed and signed forms, which Next then files. In 24-48 hours, the BOR change is official.

• Please note that BOR switches are carrier dependent. Not all carriers allow a midterm switch without fines.

What can the Partner Sales Reps say about the expected benefits of using Next (e.g. price reduction, coverage, etc.)?

• Better cash-flow management

• Reduce or eliminate audit expenses

• PAYGO perks vs. direct bill

• Save time and money

What are regulatory points that Partner Sales Reps can’t discuss?

• Talk about WC coverage generally:
• “Workers’ compensation coverage “insures your employees” / “provides coverage for employees” / “will help out your employees” / if they are injured on the job.”
• “You should talk to someone at Next about workers’ compensation coverage.”

• You cannot recommend carriers, but you can recommend Next:
• “Next will help you get a plan that’s compliant with your state’s workers’ comp rules and suited to your needs.”

• If you need to talk about price, this is the best FAQ to share with the customer https://www.nextinsurance.com/workers-compensation-insurance/cost/

How will the customer contact Next when they have to file a claim or have questions? Is this a general line or do they have a dedicated account manager?

• If a customer has a policy with Next, they can file a claim online in their Next customer account or call Next’s claims team

• If a Customer has a policy with another carrier, they will reach out to the carrier to file reporting.

• “<Partner Name> workers compensation”