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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 Concert Finance?

Frequently, you may find yourself investing far too much time in the intricate task of calculating quotas and commissions through complex spreadsheets, often continuing this work long after deals are closed, which creates frustration among sales representatives who are left waiting for delayed reports and must double-check the results on their own. Consider the significant positive changes your organization could experience if this laborious manual process were automated, enabling the sales team to receive commission data in under a day. What kind of transformative impact might this have on your overall operations? By adopting a user-friendly single-sign-on solution that flawlessly integrates with your Salesforce data, many of these obstacles could be overcome. This innovative system would be tailored to grow alongside your business, offering features such as multi-currency support and adherence to ASC 606 accounting standards. Moreover, it would include continuous operational assistance, fostering a relationship that goes beyond the initial implementation and training stages. Ultimately, embracing this transition could lead to heightened efficiency and greater satisfaction within your sales team, reinforcing their motivation and engagement. Such a shift not only streamlines processes but also empowers the team to focus on what they do best: selling.

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

Free
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

Concert Finance

Date Founded

2017

Company Location

United States

Company Website

concertfinance.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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