Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Repfabric Reviews & Ratings
    52 Ratings
    Company Website
  • Everstage Reviews & Ratings
    2,948 Ratings
    Company Website
  • Macaw AMS Reviews & Ratings
    5 Ratings
    Company Website
  • incentX Reviews & Ratings
    4 Ratings
    Company Website
  • tigerlab Reviews & Ratings
    11 Ratings
    Company Website
  • Quaeris Reviews & Ratings
    6 Ratings
    Company Website
  • Predict360 Reviews & Ratings
    18 Ratings
    Company Website
  • Guardz Reviews & Ratings
    56 Ratings
    Company Website
  • Elation Health Reviews & Ratings
    72 Ratings
    Company Website
  • Cloud Claims Reviews & Ratings
    11 Ratings
    Company Website

What is NextAgency for Health & Life Insurance?

NextAgency is a comprehensive system designed for agent management, encompassing CRM functionalities and tools for managing commissions, making it ideal for life, senior, and health insurance agencies. With NextAgency, you can maximize your efficiency, enhance profitability, and retain more clients. * Boost your sales with robust CRM features that allow you to monitor prospects throughout the entire sales process. * Streamline your team's focus by sharing notes and tasks that integrate seamlessly with your calendar. * Elevate customer service quality with our efficient workflows and detailed customer service reports. * Stay committed to your follow-ups by utilizing personalized to-do lists that can be shared across your team. Our online agency library provides round-the-clock access to essential forms and files, ensuring you have the information you need at your fingertips. * Automatically link your email addresses to your prospects and clients for efficient communication. * Keep an eye on your commissions with transparent reports detailing your earnings. NextAgency is user-friendly and highly customizable to suit your specific needs. Experience its benefits for yourself by signing up for a free trial today. Unlock the full potential of your agency management with this innovative solution!

What is AgencyBloc AMS+?

The leading platform for growth in the insurance sector is the AgencyBloc Plus Suite, which offers tailored solutions designed for health, senior, and benefits agencies. This suite enables agencies to streamline their data management, maintain compliance, and automate various workflows, while also efficiently handling client relationships and policy management, among other essential functions. Furthermore, its comprehensive capabilities allow agencies to focus on enhancing their operational efficiency and improving client satisfaction.

Media

Media

Integrations Supported

Ease
Intulse
Zapier
AgentMethods
BerniePortal
Employee Navigator
Five9
Google Calendar
Google Docs
Microsoft 365
Microsoft Outlook
ReviewInc
Xinix

Integrations Supported

Ease
Intulse
Zapier
AgentMethods
BerniePortal
Employee Navigator
Five9
Google Calendar
Google Docs
Microsoft 365
Microsoft Outlook
ReviewInc
Xinix

API Availability

Has API

API Availability

Has API

Pricing Information

$60 per seat per month
Free Trial Offered?
Free Version

Pricing Information

$109.00/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Take44, Inc.

Date Founded

2015

Company Location

United States

Company Website

nextagency.com

Company Facts

Organization Name

AgencyBloc

Date Founded

2008

Company Location

United States

Company Website

www.agencybloc.com

Categories and 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

Categories and 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

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

Insurance Agency

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

Insurance Policy

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

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Popular Alternatives

AgencyBloc AMS+ Reviews & Ratings

AgencyBloc AMS+

AgencyBloc

Popular Alternatives

Macaw AMS Reviews & Ratings

Macaw AMS

Nest Innovative Solutions
InsureCRM Reviews & Ratings

InsureCRM

Damco Solutions
Commissionly Tracker Reviews & Ratings

Commissionly Tracker

Commissionly
JET Insure Reviews & Ratings

JET Insure

JET Health Solutions
InsureEdge Reviews & Ratings

InsureEdge

Damco Solutions