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Ratings and Reviews 2 Ratings
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CreatioCreatio is an agentic CRM and workflow platform with no-code and AI at its core, enabling organizations to automate workflows and manage customer relationships with unmatched flexibility and speed. Its intuitive no-code platform—combining visual application design, drag-and-drop process automation, and embedded AI—empowers business users to build and evolve applications of any complexity without heavy IT dependency. Teams can orchestrate both structured and unstructured workflows, leverage real-time analytics, and create dynamic dashboards, all while accelerating development cycles by up to 10×. At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach enables organizations to automate not just tasks, but entire business processes—driving higher efficiency, faster time-to-value, and improved business outcomes. Creatio also offers a rich marketplace of pre-built applications, industry workflows, and connectors, allowing organizations to rapidly extend capabilities and adapt to evolving business needs. Built on a modern, AI-native architecture, the platform ensures seamless integration and scalability across the enterprise ecosystem. The Creatio CRM suite unifies marketing, sales, and service on a single platform with embedded AI agents, delivering a cohesive and intelligent customer journey. Organizations can deploy the full suite or individual modules, gaining the flexibility to scale and innovate while maintaining a single source of truth across all customer-facing operations.
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AuthorityTechAuthorityTech operates the world’s inaugural AI-native Machine Relations platform and agency, engineered specifically to establish ambitious brands within the Tier-1 media outlets that AI search engines intuitively trust, index, and cite. While legacy public relations agencies rely on retainer-heavy efforts to influence humans, AuthorityTech designs earned media for the true modern gatekeeper—the machine—utilizing a risk-free, 100% performance-based, pay-per-placement framework. Through this approach, leading answer engines like ChatGPT, Perplexity, Gemini, and Google AI Overviews can accurately process the brand, map its placement to the correct market category, and reference it during high-intent buyer queries. Defined in 2024 by Founder and CEO Jaxon Parrott, Machine Relations represents the strategic discipline of making corporate brands discoverable and citable across LLM architecture. AuthorityTech executes this via a proprietary five-layer system: Earned Authority, Entity Clarity, Citation Architecture, Distribution, and Measurement—unifying AI SEO, GEO, AEO, and PR into a singular engine for scaling machine trust. Chief Growth Officer and Cofounder Christian Lehman operationalizes the methodology, collaborating directly with growth companies to deploy this strategy globally. Tapping into a direct distribution network of over 1,600 Tier-1 publications, AuthorityTech has generated thousands of AI-cited placements for more than 200 corporate clients, including 27 tech unicorns, to secure permanent AI search footprint and measurable citation share. The agency delivers this through a three-stage execution process: Map: Reverse-engineering category landscapes and competitor prompt footprints. Match: Blending unique brand narratives with highly authoritative media outlets. Place: Guaranteeing live coverage through strategic, relationship-driven outreach.
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 BATS?
BATS serves as the premier software solution crafted to automate, improve, supervise, and grow your transportation business with remarkable efficiency.
With its state-of-the-art pricing engine, you can easily determine prices for your opportunities either through automation or with just a single click.
Our electronic signing capability enables you to collect signatures from both customers and carriers, even if they are not registered on Central Dispatch.
The comprehensive billing module of BATS efficiently manages customer credit card transactions, supervises commission allocations, and oversees all accounts receivable and payable tasks.
Moreover, BATS features dynamic reporting dashboards that grant real-time insights into your company's performance and your sales teams, with financial dashboards showcasing essential KPIs in real-time.
Boost your communication efforts with automated alerts, on-demand emails, and drip sales email campaigns, removing the need for external services like Mailchimp or Constant Contact.
In this way, BATS empowers your transportation business with all the necessary resources for thorough management and sustainable growth.
With these innovative features, your operations can achieve unprecedented efficiency and effectiveness.
Integrations Supported
BerniePortal
Ease
Employee Navigator
Gmail
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier
Integrations Supported
BerniePortal
Ease
Employee Navigator
Gmail
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier
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 Version
Free Trial Offered?
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
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
BATS
Date Founded
2016
Company Website
bats.rocks/
Categories and Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management