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features
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What is TurtlemintPro?

Are you searching for the perfect tech partner to elevate your financial advisory services? TurtlemintPro emerges as a standout insurance application that could meet your needs exceptionally well! This all-encompassing platform is designed to significantly streamline your insurance operations. With a wide selection of insurance products from multiple providers, TurtlemintPro also enables you to customize mutual fund packages tailored to your clients' unique requirements. The application boasts an intuitive dashboard that offers a comprehensive management information system (MIS), allowing you to efficiently monitor your leads, track commissions, and manage the growth of your insurance business. For those looking to broaden their network and progress in the insurance field, TurtlemintPro is vital in handling all your leads seamlessly. You can also keep an eye on your performance across various insurers, which provides the flexibility to advance your insurance career at your own pace. In essence, TurtlemintPro not only makes the journey to success in your insurance career attainable but also ensures that it is a manageable and rewarding experience, setting you on a path to thrive in the competitive market.

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!

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

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$60 per seat per month
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

TurtlemintPro

Company Location

India

Company Website

www.turtlemintpro.com

Company Facts

Organization Name

Take44, Inc.

Date Founded

2015

Company Location

United States

Company Website

nextagency.com

Categories and Features

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

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