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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 FINEOS?

The FINEOS Platform is distinguished as the only all-inclusive end-to-end SaaS core product suite available for clients, featuring FINEOS AdminSuite that facilitates the management of processes from quoting to claims, as well as supplementary products like FINEOS Engage to improve digital interactions, and FINEOS Insight which offers sophisticated analytics and reporting functionalities. It is an essential component of a modern digital insurance strategy. By incorporating FINEOS AdminSuite, FINEOS Engage, FINEOS Insight, and its extensive platform capabilities, the FINEOS Platform positions itself as the most advanced singular core insurance solution specifically designed for the Life, Accident, and Health industries. Unlike traditional legacy core systems that adhered to a 'one size fits all' technology paradigm, which has become inadequate for agile enterprises, today's sophisticated consumers, employers, and brokers reap the benefits of innovative SaaS solutions that elevate the standards for insurers' digital endeavors. The former monolithic insurance software systems often focused solely on the complexities of insurance contracts, neglecting the essential need for flexibility and responsiveness in the current rapidly evolving market. By choosing the FINEOS Platform, organizations embrace a forward-thinking strategy that resonates with modern consumer expectations and aligns with ongoing technological progress, ensuring they remain competitive in an ever-changing landscape.

Media

Media

Integrations Supported

BerniePortal
Ease
Employee Navigator
Gmail
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier

Integrations Supported

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)
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

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Take44, Inc.

Date Founded

2015

Company Location

United States

Company Website

nextagency.com

Company Facts

Organization Name

FINEOS

Date Founded

1993

Company Location

Ireland

Company Website

www.fineos.com/platform/

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

Claims Processing

Not specified

Health Insurance

Not specified

Insurance Agency Management

Life & Health
Property & Casualty

Insurance Billing

Not specified

Life Insurance

Not specified

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