Applied Epic
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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 Epic?
The management system of your agency serves as its essential backbone, crucial for overseeing every facet of your operations while promoting growth. Is Applied Epic®—the leading management platform globally—your solution? It provides a comprehensive overview of your agency’s various roles, locations, and business lines, encompassing both property and casualty as well as benefits. Our Applied Epic software is browser-based, enabling your team to swiftly access important data and streamline software management. Your agency can thrive on a system that automates backend processes, maintains connectivity for your sales team, and integrates effortlessly with technologies for customer service and insurance connectivity. By offering employees a straightforward and user-friendly experience, they can easily view account and policy details, request quotes, file claims, and handle renewals—all in just a few clicks. This efficiency not only enhances productivity but also allows your agency to respond more effectively to client needs.
Integrations Supported
Microsoft Outlook
BerniePortal
Ease
Employee Navigator
Gmail
Google Calendar
Google Docs
Integrations Supported
Microsoft Outlook
Applied Mobile
Clarity Wave
Formstack
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
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
www.appliedsystems.com
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
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Insurance Billing
Not specified
Insurance Claims Management
Not specified
Insurance Risk and Compliance
Not specified