NextGen Policy

KedarNext Technology

About this app

Welcome to NextGen Policy, the ultimate policy management application designed specifically for insurance advisors and agencies. Powered by KedarNext Technology, this app simplifies your daily workflow by bringing your entire policy portfolio, client data, and business analytics into one intuitive and secure platform.

Whether you are tracking urgent premium collections, calculating upcoming premiums, or generating detailed business reports, NextGen Policy ensures that managing your agency is effortless, accurate, and highly organized.
Key Features

Comprehensive Dashboard Overview: Instantly monitor your business health with a clean, user-friendly dashboard (see image_66d7d9.jpg). Track urgent premium collections, view your active license status, and check a visual breakdown of your total, in-force, and lapsed policies.

Seamless Policy Management: Easily build and maintain your client database. Add new agencies, register new policies, and keep your records completely clean with the built-in tool to identify and remove duplicate policies (refer to image_66d7b8.jpg).

Powerful Reporting & Registers: Access a wide array of detailed, automated reports to stay on top of your clients' needs and your agency's performance (as detailed in image_66d7d4.jpg and image_66d7b8.jpg):

Premium Due & Outstanding Reports

Grace Period Register & Inforce Policies Lists

Lapsed Policy Trace

Maturity & Survival Benefit (SB) Reports

Comprehensive Business Summary & Family Reports