NextAgency
NextAgency is a suite of software for insurance brokers designed with an easy-to-use insurance agency management system and an employee management software.How do you position yourself against your competitors?NextAgency is built specifically for agencies selling benefits, life and senior policies, yet easy to personalize for the unique needs of your agency. While powerful and comprehensive, NextAgency is easy to use with outstanding customer support. Agencies coming to NextAgency from competitors tell us we're:- a better value- easier to customize- provide better customer service- simpler to useAnd our G2 ratings back them up.Then there's how we treat agencies using NextAgency. Other agency management systems lock you into long-term contracts. Our monthly license is truly month-to-month. They make you stay with them; we know you'll want to stay with us.
NextAgency Introduction
What is NextAgency?
NextAgency is a modern agency management system featuring CRM, marketing and optional commission tools. Designed for agencies selling benefits, senior and life policies, our software is easy to customize for your agency. In fact our customization tools are one of the reasons we're rated so highly on G2.com. NextAgency you save time, money, and clients by helping agencies: - grow sales and deliver strong client service with powerful CRM tools - focus your team and increase their efficiency with shared notes and tasks - gain insights into your insurance business with reports and the dashboard - sync your agency's emails. contacts and calendar events with NextAgency - keep the promises your agency makes with personalized to-do lists - integrate with Ease, BerniePortal and other critical tools - share data with thousands of other tools through Zapier - send newsletters and emails through our email campaign tool - generate commission disclosure forms - manage Medicare-required call recordings Extend the power of NextAgency with the NextCommission Add-on. This suite of compensation and sub-agent management tools helps you to get what you've earned. NextCommission is also available on a stand-alone basis as NextCommission Solo. We understand that your insurance agency data is your data. With NextAgency, you own it. We do not market to your prospects and clients. Whether your insurance agency is large or small. Whether you focus on health, Medicare or life policies. NextAgency can help you save time, money, and clients. Schedule a private demonstration to see how our NextAgency can help your agency succeed. Visit NextAgency.com and click on the GET DEMO button.
How to use NextAgency?
Visit website for more info
Why Choose NextAgency?
Choose this if you're lookin' for an insurance agency management system that's super easy to use but still packs a punch. NextAgency is tailored for agencies dealing with benefits, life, and senior policies, and it's crazy customizable to fit your unique needs. Plus, no long-term contracts locking you in – just month-to-month freedom. Their customer support is top-notch, and users rave about how it saves time and money while helping grow sales and keep clients happy.
NextAgency Features
Administration
- ✓Contact Management
- ✓Task Management
Insurance Documentation
- ✓Policy Management
Platform Administration
- ✓Task Management
- ✓Email Integration
- ✓Sales Tools
- ✓Commissions
- ✓Contact Management
Platform Basics
- ✓Reporting
Platform Documentation
- ✓Policy Management
Pricing
NextAgency
NextAgency saves your life and health agency time, money and clients with CRM, marketing, and optional commission management tools. Ideal for agencies selling benefits, senior, and life policies.
- ✓ NextAgency provides a powerful, intuitive agency management system with CRM and marketing tools.
- ✓ Designed for agencies selling benefits, senior and life polices. Easily customized for your agency
- ✓ Includes free support and training.
- ✓ Automated workflows and checklists.
- ✓ Personalized to-do lists and agendas for each member of your team.
- ✓ Insightful reports and dashboard.
- ✓ Email and drip-marketing campaigns.
- ✓ Auto-route emails and texts to your clients' records.
- ✓ Generate compensation disclosre forms.
- ✓ Manage call recordings required when marketing Medicare Advantage and Part D policies.
- ✓ Integrations include Ease, BerniePortal, Intulse and Zapier.
NextCommission Add-on
The NextCommission add-on extends the NextAgency platform to help you manage and track commissions. Includes support for sub-agents, split commissions, and a host of insightful reports. Ideal for GAs and FMOs.
- ✓ Track, manage, and analyze commissions, overrides, fees and bonuses.
- ✓ Manage sub-agents and generate commission statements for them.
- ✓ Easily import commission statements from spreadsheets.
- ✓ Simplified entry of commission statements on paper or PDFs.
- ✓ Split commissions by percentage, PEPM or flat amount.
- ✓ Insightful reports help you get what you have earned.
- ✓ Generate reports to better understand your revenue and production.
NextCommission Solo
NextCommission Solo is the stand-alone version of the NextCommission add-on for those not using NextAgency. Both enable you to track compensation, manage sub-agents, and gain insights into your business.
- ✓ Track, manage, and analyze commissions, overrides, fees and bonuses.
- ✓ Manage sub-agents and generate commission statements for them.
- ✓ Easily import commission statements from spreadsheets.
- ✓ Simplified entry of commission statements on paper or PDFs.
- ✓ Split commissions by percentage, PEPM or flat amount.
- ✓ Generate reports to better understand your revenue and production.
- ✓ * Pricing is per five seats. So 1-5 seats = $160/month. 6-10 seats = $320/month. Etc.
