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Ratings and Reviews 0 Ratings
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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 Insureops?
Insureops is an all-encompassing platform tailored for the insurance distribution and operational needs of brokers, agents, agencies, corporate agents, and various enterprises within the insurance industry. It streamlines the entire insurance workflow, covering aspects from lead generation and sales to policy issuance, endorsements, claims management, renewals, and customer support. With features that enable centralized management of leads and customers, the platform automates workflows related to renewals, commission calculations, and reconciliation, while also providing tools for revenue tracking and real-time analytics. Additionally, it includes management information systems (MIS) and regulatory reporting functionalities, along with role-based access controls that enhance security measures. Its API-driven architecture facilitates seamless integration with insurers, customer relationship management (CRM) systems, and other critical business applications, ensuring that deployment remains flexible and scalable across various cloud environments. By leveraging Insureops, insurance organizations can drastically reduce manual processes, improve operational visibility, automate numerous workflows, and foster sustainable growth efficiently. Notably, this platform also equips businesses with the agility to respond to evolving market conditions while maximizing their overall productivity and efficiency.
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Integrations Supported
BerniePortal
Ease
Employee Navigator
Gmail
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier
Integrations Supported
BerniePortal
Ease
Employee Navigator
Gmail
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier
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 Version
Free Trial Offered?
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
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
Evervent
Company Website
evervent.io
Categories and Features
Insurance Agency Management
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management