Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Predict360 Reviews & Ratings
    4.7 out of 5 stars 18 Ratings
    Company Website for Predict360
  • ActiveCampaign Reviews & Ratings
    4.4 out of 5 stars 17,400 Ratings
    Company Website for ActiveCampaign
  • SuperOps Reviews & Ratings
    4.5 out of 5 stars 295 Ratings
    Company Website for SuperOps
  • Qualio Reviews & Ratings
    4.4 out of 5 stars 919 Ratings
    Company Website for Qualio
  • FAMCare Human Services Reviews & Ratings
    4.3 out of 5 stars 32 Ratings
    Company Website for FAMCare Human Services
  • Knak Reviews & Ratings
    4.7 out of 5 stars 169 Ratings
    Company Website for Knak
  • Aesthetic Insight Reviews & Ratings
    5.0 out of 5 stars 10 Ratings
    Company Website for Aesthetic Insight
  • TE Recruit Reviews & Ratings
    4.6 out of 5 stars 639 Ratings
    Company Website for TE Recruit
  • InboxAlly Reviews & Ratings
    4.7 out of 5 stars 136 Ratings
    Company Website for InboxAlly
  • D&B Connect Reviews & Ratings
    4.1 out of 5 stars 189 Ratings
    Company Website for D&B Connect

What is SiegeAMS?

Efficient, clear, and highly versatile, this comprehensive CRM is specifically designed for the management of insurance agencies and acts as a key driver of revenue growth. It simplifies workflows and boosts both internal and external marketing strategies through effective automation. You can easily integrate with various third-party applications and take advantage of carrier downloads that open up cross-selling and up-selling avenues. With robust analytics features, you can gain valuable insights into your agency's overall performance. This system also includes essential tools for accounting, e-signatures, human resources management, website hosting, E&O protection, and marketing efforts. By utilizing a range of preloaded and customizable reports and analytics, you can swiftly evaluate the health of your agency while delving into specific details. The tailored marketing campaigns are expertly crafted to engage potential leads and maintain relationships with existing clients, highlighting just a fraction of its extensive capabilities. Moreover, automating processes not only streamlines office workflows but also significantly reduces E&O risks. In addition, you can keep meticulous records of employee data, important documents, and agency licenses, ensuring that every facet of your agency remains organized and compliant, ultimately paving the way for sustained success and growth. Embracing this CRM is a strategic move toward elevating your agency's operational efficiency.

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.

Media

Media

Integrations Supported

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

Pricing not provided

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?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Siege Technology Solutions

Company Location

United States

Company Website

www.siegeams.com

Company Facts

Organization Name

Take44, Inc.

Date Founded

2015

Company Location

United States

Company Website

nextagency.com

Categories and Features

Policy Management

Not specified

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

Popular Alternatives

Popular Alternatives

AgencyBloc AMS+ Reviews & Ratings

AgencyBloc AMS+

AgencyBloc
QQCatalyst Reviews & Ratings

QQCatalyst

Vertafore
InsuraCRM Reviews & Ratings

InsuraCRM

Damco Solutions
4.1 out of 5 stars
InsuraCRM Reviews & Ratings

InsuraCRM

Damco Solutions
4.1 out of 5 stars