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FAMCare Human ServicesFAMCare streamlines the case management process and enhances client outcomes significantly. By utilizing automated casework through adaptable workflow tools and organized task lists, it ensures that no important details are overlooked. Furthermore, its robust pivot table reporting not only simplifies data analysis but also transforms it into an engaging task, facilitating straightforward quarterly and annual reports. Additionally, FAMCare offers a variety of modules, including those for workflow management, form creation, billing, and client portals, providing a comprehensive solution for all your case management needs. This versatility allows organizations to tailor the system to their unique requirements for maximum efficiency.
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SurePayrollSince its inception in 1995, SurePayroll has established itself as a frontrunner in providing online payroll solutions for small businesses nationwide. As the pioneer of the Software as a Service (SaaS) payroll model, SurePayroll has evolved into a well-recognized name in areas such as payroll management, workers' compensation, 401(k) plans, and health insurance services. With an award-winning U.S.-based customer service team supporting its operations, the company has built a reputation for reliability and excellence. Recently, SurePayroll expanded its offerings to include HR services, further enhancing its comprehensive service portfolio. Trusted by a diverse array of businesses, financial institutions, and advisors, SurePayroll also provides options for co-branded and private-label solutions, solidifying its role as a valuable partner in the industry. This expansion signifies SurePayroll's commitment to adapting to the evolving needs of its clients.
What is NextAgency for Health & Life Insurance?
What is NextAgency? NextAgency is life and health insurance agency management software combining CRM, marketing, business analytics, commission tracking, and compliance in one platform.
What can NextAgency do for my agency? NextAgency can help your insurance agency be more productive. Manage leads, prospects, clients, policies, renewals, relationships, documents, communications, tasks, and your entire book of business from a single system. It can help you get the compensation you've earned and identify cross-selling opportunities. It keeps your entire team on the same page. The NextAgency Android and iPhone apps help your team whether they're in the office or on the road.
Can NextAgency automate agency workflows? Yes. NextAgency automates insurance agency workflows, email campaigns, drip marketing, text messaging, renewal reminders, follow-up tasks, and other routine processes.
Can NextAgency help manage insurance commissions?
Yes. The optional commission module imports carrier statements, reconciles commissions, and manages sub-agents.
Can NextAgency help with compliance? Yes. NextAgency can help you generate, send, track, and maintain federal compliance and disclosure forms for Medicare, ACA, and group clients.
Can I easily customize NextAgency? Yes. NextAgency is one of the easiest and most flexible agency management systems available to life and health agencies.
Does NextAgency keep my data safe? Yes. NextAgency uses bank-level encryption and the protections millions of companies rely on from AWS, its cloud services provider. NextAgency helps you stay HIPAA-compliant, as well.
Does NextAgency work with other software I use? Yes. NextAgency integrates with platforms like Employee Navigator, BerniePortal, Intulse, GReminders, and, through Zapier, thousands more.
Can my health insurance agency use P&C software? Poorly. P&C and life and health agencies are best served by software that are designed to meet their unique and specific needs.
What is Agenex?
Agenex is a cloud-based CRM tailored for independent insurance agents, POSP advisors, brokers, and agencies in India. This state-of-the-art platform merges client and policy data for motor, health, life, and general insurance into a user-friendly web dashboard and mobile apps. Agents can effortlessly scan policy documents or take photos to retrieve policy details, track renewal dates and expiration of vehicle documents, and send reminders via WhatsApp and SMS in twelve different languages spoken in India. Moreover, the system adeptly organizes leads and follow-ups, securely stores client documents, calculates commissions for insurers and sub-agents, oversees access for branches and personnel, and provides tools for accounting, customer ledgers, and downloadable reports. In addition, Agenex offers Vahan-connected services like vehicle registration and e-challan checks as optional paid services. Users also gain the advantage of a hosted agent website and mobile access, with API integration reserved for the Platinum plan. This comprehensive approach not only simplifies the insurance process but also empowers agents to enhance their operational efficiency. By incorporating modern technology, Agenex positions itself as an essential partner in the evolving landscape of the insurance industry.
Media
No images available
Integrations Supported
BerniePortal
Ease
Employee Navigator
Gmail
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
API Availability
Has API
API Availability
Has API
Pricing Information
$85 per seat per month
$85 per seat per month for the core platform.
$120 per agency per month for the optional commissions module.
Save 17% with annual subscription (two months free)
$120 per agency per month for the optional commissions module.
Save 17% with annual subscription (two months free)
Free Trial Offered?
Pricing Information
₹999/year
The Silver plan is ₹999/year for the first year. GST is included. Vehicle registration and e-challan checks are billed separately, and renewal pricing may vary.
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Supported Platforms
SaaS
Android
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Online Training
Training Options
Webinars
Online Training
Company Facts
Organization Name
Take44, Inc.
Date Founded
2015
Company Location
United States
Company Website
nextagency.com
Company Facts
Organization Name
Apna Infotech
Date Founded
2015
Company Location
India
Company Website
agenex.in/
Categories and Features
Health Insurance
Not specified
Insurance
Not specified
Insurance Agency Management
Commission Management
Contact Management
Document Management
Life & Health
Policy Management
Quote Management
Insurance CRM
Not specified
Life Insurance
Not specified
Categories and Features
Insurance Agency Management
Not specified