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design
support

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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

Leading insurance firms leverage our SaaS solution to create a personalized shopping experience, streamline policy management, and enhance teamwork among clients, brokers, and health plan teams. Supercharge your operations with our top-tier platform, which delivers speed, adaptability, efficiency, and regulatory compliance throughout your organization. Ensure that you never overlook a chance to attract clients by showcasing your array of health plans and insurance offerings effectively. Increase operational efficiency, manage workflows seamlessly to maintain smooth business functions, and enhance client follow-ups. Save valuable time by allowing JET Insure to monitor events, enabling you to concentrate on essential business pursuits. Discover how we can refine your operations to meet both present and future healthcare demands, while also illustrating the ways our solution can accelerate your growth trajectory. By partnering with us, you can stay ahead in a competitive landscape and ensure sustained success.

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

Screenshots View All

Screenshots View All

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

JET Health Solutions

Country

Pakistan

Website

www.jethealthsolutions.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

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