Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Streamline your operations and prioritize your employees’ well-being. With Alan, you can eliminate the hassle of paperwork and confusion, ensuring that fulfilling your responsibilities doesn’t require specialized knowledge. Experience time-saving health insurance with a clear, straightforward offer. Your employees can easily access a simple online table of benefits anytime, without any physical documents to handle. Forget about the complexities of managing arrivals, departures, and portability; everything is conveniently handled through your mobile device or computer. Alan's insurance is fully authorized by the ACPR Banque de France and backed by reputable reinsurers like CNP and SwissRe, consolidating all your employees' protections in one accessible location, free from obligations. Alan green provides health coverage that delivers comprehensive protection without excessive costs. Alan blue offers health coverage that ensures excellent reimbursements regardless of the healthcare provider or optician chosen. Lastly, Alan Foresight features provident insurance, which safeguards your employees against unforeseen challenges such as long-term illness or disability, ensuring that their needs are met during tough times. This innovative approach allows you to focus on growth while providing essential support to your team.
Description
NextAgency is insurance agency management software built specifically for agencies selling health insurance, employee benefits, Medicare, and life insurance. Unlike agency management systems built for property and casualty insurance agencies, NextAgency is designed for the CRM needs, workflows, compliance requirements, and day-to-day operations of life and health insurance agencies.
NextAgency combines a life and health insurance agency CRM with agency management, marketing, automation, reporting, compliance, and optional insurance commission tracking in a single system. Agencies selling health, benefits, senior, and life policies across the country use NextAgency to organize client information, automate routine work, and manage their entire book of business.
Key capabilities include:
• Life and health insurance agency CRM for leads, prospects, clients, policies, renewals, relationships, and customer service
• Marketing automation with email campaigns, drip marketing, text messaging, renewal reminders, and client communications
• Automated insurance agency workflows, task management, dashboards, business analytics, and operational reporting
• Compliance and disclosure management with document storage, e-signatures, and required insurance documentation
• Optional insurance commission tracking with carrier statement imports, reconciliation, producer reporting, and sub-agent management
• Easy customization so the software adapts to your agency instead of forcing your agency to adapt to the software
• Transparent pricing, a 30-day free trial, no long-term contract required, free Android and iPhone apps, and top-rated customer support
• Integrates with Employee Navigator, BerniePortal, Intulse, GReminders, Zapier, and other software insurance agencies use
API Access
Has API
API Access
Has API
Integrations
BerniePortal
Ease
Employee Navigator
Gmail
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Tanker
Integrations
BerniePortal
Ease
Employee Navigator
Gmail
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Tanker
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$85 per seat per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Alan
Country
France
Website
alan.com/business
Vendor Details
Company Name
Take44, Inc.
Founded
2015
Country
United States
Website
nextagency.com
Product Features
Benefits Administration
COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management