NextAgency for Health & Life Insurance 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.

Pricing

Pricing Starts At:
$60 per seat per month
Pricing Information:
$60 per seat per month for the core platform.
$120 per agency per month for the commissions module.

NABIP members save 5%.
Free Trial:
Yes

Integrations

API:
Yes, NextAgency for Health & Life Insurance has an API

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Company Details

Company:
Take44, Inc.
Year Founded:
2015
Headquarters:
United States
Website:
nextagency.com
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
Training Videos
Customer Support
Business Hours
Online Support

NextAgency for Health & Life Insurance Features and Options

Commission Software

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 Software

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

NextAgency for Health & Life Insurance Lists

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