Ratings and Reviews 0 Ratings

Total
ease
features
design
support

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

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

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

Write a Review

Alternatives to Consider

  • Macaw AMS Reviews & Ratings
    5 Ratings
    Company Website
  • tigerlab Reviews & Ratings
    11 Ratings
    Company Website
  • Predict360 Reviews & Ratings
    18 Ratings
    Company Website
  • Cloud Claims Reviews & Ratings
    11 Ratings
    Company Website
  • Elation Health Reviews & Ratings
    72 Ratings
    Company Website
  • Quaeris Reviews & Ratings
    6 Ratings
    Company Website
  • Service Center Reviews & Ratings
    72 Ratings
    Company Website
  • Guardz Reviews & Ratings
    56 Ratings
    Company Website
  • DoctorConnect Reviews & Ratings
    82 Ratings
    Company Website
  • Nectar Reviews & Ratings
    6,973 Ratings
    Company Website

What is Vertafore AMS360?

AMS360 functions as the crucial management system that supports the operations of your independent agency. As part of Vertafore’s leading platform, it enables agencies to accelerate growth and enhance profitability. By streamlining workflows, it improves renewals and client retention while also attracting new customers, resulting in increased employee productivity and an outstanding customer experience. Save precious time on financial tasks with custom solutions tailored to fit your unique needs. Regular notifications keep you updated on upcoming renewals and possible rate increases, thus promoting higher retention levels. The integration of the agency-carrier process through TransactNOW allows you to focus more on your clients. With a single sign-on capability, accessing all Vertafore solutions is made simple, removing the inconvenience of managing various credentials. Additionally, a wide range of APIs allows for smooth application integrations with AMS360, enhancing your agency’s operational capabilities. This suite of features not only streamlines processes but also equips agencies for ongoing success in an increasingly competitive landscape. By leveraging these tools, agencies can adapt to changing market conditions and better serve their clients.

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
Dial Your Leads
Ease
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Pathway Insurance Software
Synatic
Vonix
Zapier
ZoneBilling
ePayPolicy

Integrations Supported

BerniePortal
Dial Your Leads
Ease
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Pathway Insurance Software
Synatic
Vonix
Zapier
ZoneBilling
ePayPolicy

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

Vertafore

Date Founded

1969

Company Location

United States

Company Website

www.vertafore.com

Company Facts

Organization Name

Take44, Inc.

Date Founded

2015

Company Location

United States

Company Website

nextagency.com

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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

Popular Alternatives

Macaw AMS Reviews & Ratings

Macaw AMS

Nest Innovative Solutions

Popular Alternatives

AgencyBloc AMS+ Reviews & Ratings

AgencyBloc AMS+

AgencyBloc
Jenesis Agency Management Reviews & Ratings

Jenesis Agency Management

Jenesis Software
InsureCRM Reviews & Ratings

InsureCRM

Damco Solutions
Applied Epic Reviews & Ratings

Applied Epic

Applied Systems
JET Insure Reviews & Ratings

JET Insure

JET Health Solutions