CRM for finance and insurance — from the first ad click to the renewed policy
- Every call recorded and attached to the record
- Premium reminders 30 · 7 · 3 days ahead
- Multi-level agent commission calculated automatically
Free 14-day trial
- 40 leads routed to advisorsBy product·
- 120 calls recorded & summarisedLinked to profiles·
- 35 renewals due30 days ahead·
- Calls flagged for reviewBy keyword·
- Advisor performanceDaily·
86.4%
answer rate on the call centre
100%
of advisory calls recorded and traceable
+27%
policies renewed on time
−58%
time to close the commission statement
Challenges you're facing
Leads arrive from ads, landing pages, Zalo and the call centre into separate files, and nobody knows who has already been called
Every lead lands in one record, assigned automatically by territory and product, with each call and message logged against it
When an advisor leaves, the client list and the whole conversation history walk out with them
The data belongs to the company: recordings, messages and notes stay on the system and hand over in a single action
A client forgets to pay the premium, and by the time anyone notices the policy has lapsed
Reminder sequences 30 · 7 · 3 days ahead over Zalo, a call list pushed to the advisor, and confirmation recorded once the client pays
An AI-powered workflow
White steps are done by your team, green steps run on AI — nobody has to remember.
How NextX runs Finance / Insurance
Solid lines are what your team does; green dashed lines are what the system does on its own.
NextX toolkit for Finance / Insurance
Integrated products built for Finance / Insurance
Key features for Finance / Insurance
Lead scoring and assignment
Hot leads rise to the top of the list, distributed by territory, product and advisor capacity
Recorded call centre
Inbound and outbound calls attach to the client record and can be replayed by advisor or by period for compliance review
Policies and documents
Policy status, effective date, premium schedule and attached paperwork all in one place
Renewal reminders
Automatic sequences 30 · 7 · 3 days ahead over Zalo, plus a call list for policies still unconfirmed
Multi-level agent commission
Rates by product and by agent level; the system closes the commission statement at period end
Permissions and audit trail
Permissions down to individual sensitive fields, with every view and export leaving a trace
What NextX looks like for Finance / Insurance
Screenshots taken straight from the live product; the figures shown are illustrative.
Advisory call centre monitoring
SLA, missed calls, queue depth and available advisors — updated live.
Segment of clients about to lapse
Conditions combined by picking options; the list updates itself and pushes straight to Zalo OA or a call list.
Premium reminder workflow
The system drafts the reminder, finance approves it and it goes out over Zalo — a person stays in control at each step.
More than 10,000 customers across Vietnam
From SMEs to large enterprises — NextX supports every step of your digital transformation
TOYOTA Long Thanh — End-to-end digital transformation of customer management and care with NextX
Toyota Long Thanh digitized customer management and care end-to-end with NextX, delivering a professional buying and after-sales experience.
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TOYOTA Thai Hoa Tu Liem — A thorough, lasting digital transformation with NextX
A trusted Toyota dealership in Hanoi with over 10 years of growth, now running customer management and care on NextX.
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NextX rolls out NextX CRM for Honda Head Gia Hoa
Improving customer experience and standardizing operations across the Honda Head Gia Hoa dealership network.
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RMIT officially deploys NextX CRM
NextX deployed its CRM for RMIT, streamlining management workflows and raising operational efficiency.
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Hanoi College officially deploys NextX
The solution helps Hanoi College manage students and streamline its academic processes.
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BILUXURY deploys NextX DMS for field sales management
NextX deployed NextX DMS for Biluxury, streamlining the sales process and lifting business performance.
Read the storyFrequently asked questions
Both. It runs general agencies, brokerages, consumer finance companies and bank retail teams, with permissions by agent level.
Yes. Every inbound and outbound call is recorded, attached to the client record and searchable by advisor or period for compliance checks.
Yes. Configure rates by product, agent level and period, and the system closes the commission statement at period end.
On servers in Vietnam, encrypted at rest, with permissions down to individual sensitive fields and an audit trail on every view.
Bring structure to your finance and insurance advisory today
Free 14-day trial