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Description
This software system for agency management, marketing, and tracking is tailored to help independent agents and agencies operate more effectively by implementing industry best practices. Initially, it operates in an administration mode, where the administrator, after logging in, undertakes a setup procedure that includes adding details about agents, information about carriers, sources of leads, and the letters for drip campaigns. Furthermore, the administrator can enter commission details for both groups and individuals, craft and upload personalized letters, and establish accounts for all group and individual clients associated with each agent. The software also enables the administrator to conduct queries based on various criteria, including carrier, lead source, type of lead, and agent. Additionally, it provides the capability to generate comprehensive reports that highlight performance metrics, such as the ratio of successful sales to unresponsive leads and the number of sales compared to callback attempts, thus enhancing the overall strategic decision-making process.
Description
Nexben's comprehensive benefits platform revolutionizes the marketplace experience by providing a streamlined, cloud-based solution. It uniquely links various stakeholders in the industry, including national carriers, independent agents, and businesses of all sizes, down to individuals and their families. By integrating the entire process from quoting and proposing to enrolling, managing, and billing, Nexben transforms the complicated world of benefits into a user-friendly marketplace. It is high time to eliminate the outdated, labor-intensive, and error-prone paper-based methods. With Nexben, the struggle is over, offering a singular platform that caters to everyone's needs. Users can easily and effectively communicate with agents, carriers, employers, and employees in real-time. Moreover, the platform allows for the effortless comparison of multiple carriers, making it simpler than ever for carriers to introduce their products into this innovative marketplace. This new approach not only enhances efficiency but also fosters greater accessibility for all participants.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Business Assistant
Founded
2007
Country
United States
Website
www.LTSPro.com
Vendor Details
Company Name
Nexben
Country
United States
Website
www.nexben.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
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management