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Description
Leveraging the vast potential of our marketing intelligence platform, which includes the expertise of our dedicated digital marketing professionals, you can shift your focus from merely managing your business to truly enhancing it! As a valued partner of Clickx, your clients benefit from outstanding digital marketing solutions. Each client gains access to an all-encompassing dashboard that allows them to monitor crucial metrics related to their marketing efforts with ease. Our offerings ensure complete transparency, proudly branded with your agency's name. Now is the ideal moment to establish your own agency; however, it's essential to have a unique selling proposition (USP) and compelling case studies that showcase your achievements. At Clickx, we are committed to assisting our partners in fine-tuning their services to capture interest and provide essential offerings. We will craft your agency's video sales letter, funnels, and lead magnets, along with supplying valuable content that sets your agency apart from the competition. When agencies collaborate with Clickx, our focus remains on ensuring client satisfaction while our partners concentrate on expanding their agencies. In this way, both your agency and your clients thrive together.
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
Facebook Ads
Gmail
Google Ads
Google Business Profile
Google Docs
Google Search Console
HubSpot CRM
Integrations
BerniePortal
Ease
Employee Navigator
Facebook Ads
Gmail
Google Ads
Google Business Profile
Google Docs
Google Search Console
HubSpot CRM
Pricing Details
$799 per month
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
Clickx
Founded
2015
Country
United States
Website
www.clickx.io
Vendor Details
Company Name
Take44, Inc.
Founded
2015
Country
United States
Website
nextagency.com
Product Features
Marketing Analytics
A/B Testing
Campaign Management
Channel Attribution
Customer Journey Mapping
Dashboard
Performance Metrics
Predictive Analytics
ROI Tracking
Social Media Metrics
Website Analytics
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
