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.
NextAgency for Health & Life Insurance Alternatives
FINEOS
FINEOS Platform offers clients the only comprehensive SaaS core product suite. It includes FINEOS AdminSuite, which allows for quote to claim administration, as well as FINEOS Engage which supports digital engagement, and FINEOS Intelsight for analytics. Your digital insurance strategy's foundation. FINEOS Platform seamlessly combines FINEOS AdminSuite, FINEOS Engage, FINEOS Insight, and Platform Capabilities to create a modern, single-core insurance platform for Life, Accident, and Health. Legacy core systems used a single-size-fits-all approach to business technology that does not fit the needs of agile businesses. Consumers, brokers, and employers have access to powerful SaaS computing platforms, software tools, and a higher standard for digital strategy for insurers. The monolithic models of insurance software that were used in the past focused only on the details of the insurance contract.
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InsureCRM
InsureCRM harnesses the power and automation to enable insurance carriers, brokers, and agencies to increase sales and customer acquisition. It allows insurers to manage administration, organize customer information, automate underwriting processes and resolve claims quickly. The agile solution features next-generation functionalities that enable insurers to collaborate in real time and find more cross-selling and up-selling opportunities.
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AgencyBloc AMS+
AgencyBloc is a management platform for life and health insurance agencies that helps them grow and secure their business. It includes sales enablement, quoting, client and policy management, commissions processing, and more.
AgencyBloc is your life and health insurance agency. It has all the features you need to manage your agency, communicate with prospects and clients, and grow your business from any location.
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Equisoft/centralize
Our insurance agency system is a powerful tool for connecting carriers' feeds, clients, policies and other contracting systems and compliance systems into a single platform.
Equisoft/centralize, a management system for insurance agencies, connects all stakeholders to streamline insurance distribution and commission administration.
Our insurance agency software is designed by industry experts to provide you with business processes that are ready-to-use.
Reports on sales of policies and commissions are among the most important reports used to track operations.
Equisoft/centralize allows you to track leads and highlight advisor sales performance.
Payouts can be processed with ease, even when the hierarchy is complex. Disparities between expected and received compensation are clearly identified. Support for all commission structures and custom compensation types. Integration of all data feeds from insurance carriers and medical requirements companies.
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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%.
$120 per agency per month for the commissions module.
NABIP members save 5%.
Free Trial:
Yes
Company Details
Company:
Take44, Inc.
Year Founded:
2015
Headquarters:
United States
Website:
nextagency.com
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Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
Videos
Customer Support
Phone Support
Online
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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