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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.
Description
Integrating your customers and leads into OscarOnline equips you with an impressive range of tools that streamline numerous tasks, making them faster and more efficient than ever. This is truly the pinnacle of UK small business CRM software! You will no longer need to remember who communicated what and when, as OscarOnline allows you to effortlessly monitor your interactions and the emails sent to both customers and prospects. With your customer and prospect data housed in OscarOnline, generating quotes, sending order confirmations, and issuing invoices becomes a breeze—no more tedious copying and pasting from Word and Excel! If you have a solid list of prospective emails and the consent to reach out, you can conveniently send messages directly through OscarOnline. Astonishingly, all these features are included in our Starter Package! For pricing and details on our various packages, simply check the menu at the top. Depending on your business type, you might also be fortunate enough to take advantage of some of the more specialized functionalities within OscarOnline, enhancing your experience even further. This means you can scale your operations while ensuring all necessary tasks are handled efficiently.
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
$60 per seat per month
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
OscarOnline
Website
www.oscaronline.biz
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
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