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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Doplac's tools allow you to search for and collect B2B leads. Automate social marketing and multi-channel outreach. Manage your meetings with ease. Create projects and assign members to teams. Doplac CRM is everything an agency requires to go from zero-to-hero, from managing relationships to generating leads. It has everything you need to boost your agency's success. Use Doplac's power to automate and streamline your agency's workflows. This will allow you to focus on closing more business. Doplac is an affordable and robust CRM tool suite which helps businesses manage sales, marketing and customer service to drive sustainable growth and success. Doplac CRM is designed to meet the specific needs of agencies. It helps agencies with everything from finding new clients to marketing, connecting with clients, scheduling appointments, managing clients and projects, and even getting paid.

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

Screenshots View All

Screenshots View All

Integrations

Google Calendar
Microsoft 365
Amazon SES
Amazon Web Services (AWS)
Brevo
Elastic Email
Employee Navigator
Facebook
Gmail
Google Cloud Platform
Google Meet
Google Workspace
Intulse
LinkedIn
Microsoft Outlook
X (Twitter)
Zapier
Zoho CRM
Zoom
eDataSource

Integrations

Google Calendar
Microsoft 365
Amazon SES
Amazon Web Services (AWS)
Brevo
Elastic Email
Employee Navigator
Facebook
Gmail
Google Cloud Platform
Google Meet
Google Workspace
Intulse
LinkedIn
Microsoft Outlook
X (Twitter)
Zapier
Zoho CRM
Zoom
eDataSource

Pricing Details

$71 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

Doplac

Country

United States

Website

app.doplac.com/login

Vendor Details

Company Name

Take44, Inc.

Founded

2015

Country

United States

Website

nextagency.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Alternatives

Alternatives

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