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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 Agencyjoy?

Attract potential clients by utilizing your website or a specially designed landing page. Customize your contact form with various design elements and fields that cater specifically to your requirements. Set up predefined configurations for the leads you collect, such as round-robin assignments, currency preferences, tags, and other adjustable features. With two-way mailbox synchronization, you can develop email sequences designed to prompt responses or reconnect with inactive leads. Personalize the experience for your potential clients as you choose, making sure your messages arrive directly in their primary inboxes. Avoid the complications of back-and-forth emails for scheduling appointments; instead, adjust your availability so that prospects can easily book a meeting with you. From to-do lists to meetings and follow-ups, leverage the two-way synchronization with Outlook and Gmail to manage and track all your sales activities in one unified space, ensuring that every opportunity is captured. By optimizing these workflows, you can significantly boost your productivity and increase your likelihood of closing additional deals. Ultimately, this approach not only saves time but also enhances the overall client experience, leading to stronger business relationships.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$9 per user per 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

Agencyjoy

Company Website

www.agencyjoy.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

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

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