Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Choose INSXCloud as your go-to platform for both on-exchange ACA health plans and off-exchange supplemental coverages, including options for dental, vision, accident, and short-term medical. Since the Federal Marketplace was launched in 2014, INSXCloud has been a valuable resource for agents, agencies, and issuers, facilitating the quoting and enrollment processes for individuals and families seeking Affordable Care Act coverage along with ancillary health options. Over the years, we have successfully helped agents and issuers enroll more than 2 million members in a variety of health, dental, vision, and supplemental plans. With our EDE version, e-Commerce is tailored to your needs, enabling both agent-led and direct-to-consumer enrollments. By partnering with us, you retain full control over your marketing strategies, ensuring that your messaging resonates with clients. Our platform also features convenient tools like an enhanced provider lookup to find doctors accepting specific plans and a 'Pay Now' feature available for numerous carriers, streamlining the payment setup for your clients. Additionally, this user-friendly interface makes it easier than ever for you to manage your clients’ healthcare needs efficiently.
Description
NextAgency is an agent management system that includes CRM and commission management tools. It can be used by life, senior, and health insurance agencies. NextAgency helps you save time, money, and clients.
* Increase sales with powerful CRM tools to track prospects, from lead to sale
* Focus your team by sharing notes and tasks that are compatible with your calendar.
* Improve customer service through our workflows and customer services reports
* Maintain commitments by using follow-up tools such as personal to-do lists that you can share with your entire team
Our online agency library allows you to access the forms and files whenever and wherever you need them.
* Automatically assign your email addresses to your prospects or clients.
* Track your commissions and get reports to show you what you have earned
NextAgency is simple to use and easy to customize. Get a free trial.
API Access
Has API
API Access
Has API
Integrations
BerniePortal
Ease
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier
Integrations
BerniePortal
Ease
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$60 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
My1HR
Founded
2011
Country
United States
Website
www.insxcloud.com
Vendor Details
Company Name
Take44, Inc.
Founded
2015
Country
United States
Website
nextagency.com
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Commission
Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management