Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Introducing a comprehensive insurance quoting, enrollment, and lead management platform crafted specifically for modern insurance agents. Regardless of whether your operations are primarily conducted through in-person meetings, phone calls, online sales, or a combination of these methods, Quotit provides innovative solutions that enhance your clients' experiences through efficiency, tailored services, and automated processes. By investing in health insurance software, you can streamline operations and improve productivity, ensuring your clients enjoy seamless interactions at every touchpoint. Whether you seek a ready-to-use solution or require integrated data and capabilities, we have the right options for you. Our solutions, whether bundled or as standalone cloud-based APIs, ensure that you have centralized access to health plan information from a multitude of carriers nationwide, all in one convenient location, allowing you to focus on what truly matters—serving your clients effectively. Additionally, our platform is designed to adapt and grow with your needs, ensuring you remain competitive in a rapidly evolving industry.

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

$60 per seat per month
Free Trial
Free Version

Pricing Details

$199 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

Take44, Inc.

Founded

2015

Country

United States

Website

nextagency.com

Vendor Details

Company Name

Quotit

Founded

2000

Country

United States

Website

www.quotit.com

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

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Alternatives

InsuraCRM Reviews

InsuraCRM

Damco Solutions

Alternatives

AgencyBloc AMS+ Reviews

AgencyBloc AMS+

AgencyBloc
AgencyBloc AMS+ Reviews

AgencyBloc AMS+

AgencyBloc
InsurancePlus Software Series Reviews

InsurancePlus Software Series

United Systems and Software
InsureEdge Reviews

InsureEdge

Damco Solutions
JET Insure Reviews

JET Insure

JET Health Solutions