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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 Applied Analytics?
Convert your basic business data into meaningful insights that reflect your company's performance. Take advantage of an innovative data analytics platform designed exclusively for the insurance sector, providing varied analytical depths that concentrate on crucial performance metrics related to your agency's portfolio, workforce activities, and insurance partnerships. With an intuitive visual dashboard, Applied Analytics™ allows you to derive critical graphical insights from your current management system data, thereby boosting employee efficiency and cultivating more lucrative connections with both clients and insurance providers. Gain a thorough understanding of your internal processes by analyzing significant indicators tied to employee performance trends, achievement rates, and progress toward set objectives. Furthermore, assess vital business KPIs and the evolution of client portfolios to sustain existing revenue while seeking new growth avenues. By harnessing these insights, organizations can make strategic decisions that ensure long-term success and resilience in a competitive market landscape. Ultimately, this approach not only strengthens operational effectiveness but also positions businesses favorably for future opportunities.
Integrations Supported
BerniePortal
Ease
Employee Navigator
Gmail
Google Calendar
Google Docs
Intulse
Integrations Supported
Docusign
Formstack Sign
LexisNexis Risk Solutions
API Availability
Has API
API Availability
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
Pricing not provided
Supported Platforms
SaaS
Android
iPhone
iPad
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Online Training
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
Take44, Inc.
Date Founded
2015
Company Location
United States
Company Website
nextagency.com
Company Facts
Organization Name
Applied Systems
Date Founded
1983
Company Location
United States
Company Website
www1.appliedsystems.com/en-us/solutions/for-agents/data-analytics/applied-analytics/
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 Analytics
Not specified