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Ratings and Reviews 0 Ratings
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EverstageEverstage stands out as the leading no-code platform for automating sales commission processes, significantly easing the burden on Operations and Finance teams while providing gamified incentives for sales personnel. This platform is trusted by numerous public companies and enterprises across diverse sectors, including SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, and Staffing. The customizable plan designer offered by Everstage accommodates various plan structures, all presented in a user-friendly design. Users can efficiently create and manage quotas, tailoring measurement periods, assigning multiple quota categories, and establishing ramp structures without any limitations. The platform eliminates the hassle of constant back-and-forth communication regarding change requests. Everstage also enables effective management of exception requests, queries, and approvals while maintaining a comprehensive audit trail. Moreover, it allows you to monitor the performance of your customer-facing teams, serving as a reliable source of truth for quarterly business reviews and annual planning. With Everstage, all necessary data fields for real-time commission calculations are seamlessly integrated, ensuring accuracy and efficiency in your commission processes. This comprehensive approach not only enhances operational efficiency but also boosts team motivation through gamification.
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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 CRMDAY One?
CRMDAY One is a robust cloud-based platform tailored for independent agents, agencies, and FMOs within the insurance sector. This cutting-edge solution integrates a wealth of information including client profiles, sales funnels, policy specifics, task organization, communication logs, and renewal procedures into one cohesive workspace. Users can conveniently import HealthSherpa export files, verify updates, and resolve conflicts, while built-in ACA quoting allows clients to compare various plans from Healthcare.gov. The system is adept at managing Open Enrollment initiatives, automating workflows, producing reports, coordinating agency networks, and supervising commission frameworks. Moreover, its shared inbox brings together multiple communication modes like email, SMS, WhatsApp, voice, and Instagram, with varying functionalities depending on user configurations and third-party integrations. To boost productivity, Aria AI enhances insurance workflows, and an optional ChatGPT plugin provides authorized users with seamless access to CRM records and tasks. Specifically crafted for U.S. insurance professionals, CRMDAY One supports those dealing with health, ACA, Medicare, and life insurance clients, equipping them with essential tools to thrive in a competitive landscape. This versatile platform is designed not only to optimize operational efficiency but also to empower insurance agents and agencies to achieve greater success in their endeavors. With its comprehensive features, CRMDAY One stands out as an indispensable resource for insurance practitioners aiming to streamline their processes and enhance client interactions.
Integrations Supported
Gmail
BerniePortal
Ease
Employee Navigator
Google Calendar
Google Docs
Integrations Supported
Gmail
ChatGPT
Facebook
HealthSherpa
Instagram
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
$69/user/month
$69 per licensed user per month; volume rates are available for larger teams. Platform modules are included. Messaging and voice services are contracted separately. A free trial is available without a credit card.
Free Trial Offered?
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
CRMDAY
Date Founded
2019
Company Location
United States
Company Website
crmday.net/one
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 CRM
Not specified