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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 AgencyBuzz?

AgencyBuzz operates as a fully automated marketing solution tailored for agencies, providing a suite of tools that includes email, direct mail, voice messaging, and SMS capabilities. It plays a crucial role in keeping your agency prominently in the minds of both potential clients and existing customers through tailored communication strategies, which in turn enhances conversion rates and improves client loyalty. Boost your conversion metrics and inspire referrals by harnessing the effectiveness of automated marketing. Eliminate the stress associated with missing out on sales opportunities! AgencyBuzz ensures that you maintain a regular connection with your desired audience through a variety of marketing channels. Being consistently available enables you to guide prospects seamlessly from their first interest to becoming loyal customers. Optimize your marketing strategies with automated campaigns that keep clients informed about significant upcoming renewals or payments, ensuring they are never left in the dark. By regularly sharing useful information and educational content, you can establish trust and highlight the value your agency provides. Furthermore, creating diverse communication pathways can dramatically enhance your referral rates and attract positive testimonials from satisfied clients, thereby further elevating your agency's standing. This multi-faceted marketing approach not only secures your agency's relevance in a competitive landscape but also nurtures enduring connections with your clientele, fostering a community of loyal supporters. Ultimately, AgencyBuzz empowers agencies to thrive in a dynamic market by facilitating meaningful engagement and maximizing growth opportunities.

Media

Media

Integrations Supported

BerniePortal
Ease
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier

Integrations Supported

BerniePortal
Ease
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

Pricing not provided.
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

Zywave

Company Location

United States

Company Website

www.zywave.com/sales-cloud/agencybuzz/

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

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

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