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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
SmartOffice is a cloud-centric CRM and AMS specifically designed for financial professionals, including advisors, agents, BGAs, RIAs, and broker-dealers, providing a wide array of tools for managing client interactions, workflows, data, and adherence to regulations. Key functionalities encompass contact management, tracking of investments and policies, as well as time and calendar management, in addition to opportunity tracking and advanced reporting capabilities. Prioritizing cybersecurity and compliance, SmartOffice safeguards client information while ensuring seamless integration with Office 365 (Outlook, Excel, Word) and various sales, financial planning, insurance, and marketing platforms. It boasts essential features such as centralized client histories, staff collaboration, secure remote data access, and organized management of agency operations through its agency management system. The platform is particularly beneficial for established practices aiming to streamline their tools and gain enhanced visibility into opportunity pipelines, reporting processes, and overall workflow efficiency. With its robust functionalities, SmartOffice presents a comprehensive solution for financial professionals focused on optimizing their operational effectiveness.
API Access
Has API
API Access
Has API
Integrations
Microsoft 365
Microsoft Outlook
BerniePortal
BizClip
Broadridge 15(c) Board Reporting
Charles Schwab
Ease
Employee Navigator
Gmail
Google Docs
Integrations
Microsoft 365
Microsoft Outlook
BerniePortal
BizClip
Broadridge 15(c) Board Reporting
Charles Schwab
Ease
Employee Navigator
Gmail
Google Docs
Pricing Details
$85 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
Zinnia
Founded
2005
Country
United States
Website
www.smartofficecrm.com
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
