InsPal
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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 InsPal?
InsPal is a comprehensive and adaptable application tailored for insurance intermediaries, tackling every facet of modern insurance markets. Its design is grounded in a wealth of industry knowledge and insightful user feedback. As a leading solution provider for insurance intermediaries, InsPal features a remarkable range of functions that significantly enhance its usability. By revolutionizing the operational framework for insurance specialists, the InsPal platform heralds a transformative period in the field. The increasing emphasis on wealth and risk management across both developed and developing markets has resulted in a substantial rise in global insurance demands. This increase poses a challenge for all providers in the insurance sector, including insurers, intermediaries, and individual agents, as they seek to identify superior applications that will strengthen their operations, enhance client engagement, and promote sales growth. In this dynamic environment, InsPal not only supports users in addressing these challenges but also equips them with the tools necessary to adapt to the shifting expectations of their clientele, ensuring long-term success in an ever-evolving industry.
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
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
Pricing not provided
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
Not specified
Company Facts
Organization Name
Take44, Inc.
Date Founded
2015
Company Location
United States
Company Website
nextagency.com
Company Facts
Organization Name
InsPal
Date Founded
2008
Company Location
Hong Kong
Company Website
www.inspal.com
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 Agency Management
Commission Management
Contact Management
Document Management
Life & Health
Policy Management
Property & Casualty
Quote Management