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What is NextAgency for Health & Life Insurance?

NextAgency is a comprehensive system designed for agent management, encompassing CRM functionalities and tools for managing commissions, making it ideal for life, senior, and health insurance agencies. With NextAgency, you can maximize your efficiency, enhance profitability, and retain more clients. * Boost your sales with robust CRM features that allow you to monitor prospects throughout the entire sales process. * Streamline your team's focus by sharing notes and tasks that integrate seamlessly with your calendar. * Elevate customer service quality with our efficient workflows and detailed customer service reports. * Stay committed to your follow-ups by utilizing personalized to-do lists that can be shared across your team. Our online agency library provides round-the-clock access to essential forms and files, ensuring you have the information you need at your fingertips. * Automatically link your email addresses to your prospects and clients for efficient communication. * Keep an eye on your commissions with transparent reports detailing your earnings. NextAgency is user-friendly and highly customizable to suit your specific needs. Experience its benefits for yourself by signing up for a free trial today. Unlock the full potential of your agency management with this innovative solution!

What is Comissio?

Comissio serves as a dedicated platform for overseeing insurance commissions, offering a centralized and automated solution that significantly improves and streamlines the entire commission management process, encompassing everything from tracking to reporting, which allows agencies to transition away from labor-intensive spreadsheets and fragmented tools to a unified cloud-based system. It adeptly handles both single and multiple carrier commission processing, efficiently executing new and recurring commission runs in a single consolidated batch, while providing users with the ability to tailor pay codes, schedules, and hierarchies to reflect the varied commission structures of their agents. The platform automates crucial functions including commission calculations, adjustments, and chargebacks, generates ACH files for direct payment distribution, and presents real-time dashboards alongside detailed reporting, enhancing transparency into initial balances, advances, recoveries, and final agent balances. Specifically designed for enterprises engaged in health, life, and accident insurance, Comissio plays an essential role in reducing human error, accelerating payout timelines, and simplifying the complexities associated with intricate hierarchies and reconciliations by consolidating data into a single accessible platform. This all-encompassing methodology not only boosts operational efficiency but also empowers agencies to concentrate on their primary business activities without the burden of manual commission management duties, ultimately leading to a more productive workflow. Additionally, by addressing these challenges, Comissio ensures that agencies can allocate their resources more effectively, fostering growth and enhancing client satisfaction.

Media

Media

Integrations Supported

BerniePortal
Ease
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier

Integrations Supported

BerniePortal
Ease
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$60 per seat per month
Free Trial Offered?
Free Version

Pricing Information

$249 per month
Free Trial Offered?
Free Version

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

Comissio

Company Location

United States

Company Website

comissio.com

Categories and Features

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Categories and Features

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

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