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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
Description
Onyx Platform serves as a comprehensive CRM and dialer tailored for phone-centric sales teams operating in regulated fields like insurance and financial services, with the aim of enhancing operational efficiency and customer interaction. This platform integrates various functionalities such as CRM, telephony, intelligent lead routing, call recording with Do Not Contact (DNC) integration, compliance tools, and real-time analytics into a unified web-based interface, enabling both agents and managers to monitor lead advancement, customer histories, policy information, and upcoming actions without the hassle of switching between different applications. It presents consolidated customer profiles that encompass every policy, interaction, and note within a single view, and features customizable disposition tracking alongside role-specific perspectives for agents, managers, and administrators. Security is deeply embedded in Onyx, incorporating audit trails and activity logging across all functionalities, which assists teams in maintaining compliance effortlessly while adhering to industry-specific security standards to safeguard sensitive information. Additionally, its lead management features incorporate intelligent routing and licensing logic, among other capabilities, to optimize the sales process further. Overall, Onyx Platform not only streamlines sales operations but also fortifies compliance and data security, making it a vital tool for teams in regulated sectors.
API Access
Has API
API Access
Has API
Integrations
BerniePortal
Ease
Employee Navigator
Gmail
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier
Integrations
BerniePortal
Ease
Employee Navigator
Gmail
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier
Pricing Details
$85 per seat per month
$85 per seat per month for the core platform.
$120 per agency per month for the optional commissions module.
Save 17% with annual subscription (two months free)
$120 per agency per month for the optional commissions module.
Save 17% with annual subscription (two months free)
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
Take44, Inc.
Founded
2015
Country
United States
Website
nextagency.com
Vendor Details
Company Name
Onyx Platform
Founded
2025
Country
United States
Website
www.onyxplatform.com
Product Features
Insurance Agency Management
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Insurance Agency Management
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management