NextAgency for Health & Life InsuranceTake44, Inc.
|
||||||
Related Products
|
||||||
About
We are the Innovators of the latest features and new processes in software for the model, talent, production and creative sectors. We provide a new generation booking software with a complete solution to run your agencies.
AgencyPin offers a reliable and secure online access, helping easily challenge your agency daily scheduling, agents work management, invoicing, reporting, packages sharing, image processing, tracking and much more.
Flexible for group of agencies.
See model balances, generate reports, create model payments, print checks and statements and much more. Keep track of all your booking and scouting management, focus on growing your business. Manage talent bookings, statements, image and video galleries, notes, documents, social life and much more.
|
About
NextAgency is life and health insurance agency management software. Unlike insurance agency management systems built primarily for property and casualty agencies, NextAgency is designed for health insurance, employee benefits, Medicare, and life insurance agencies.
• Life and health insurance agency CRM for prospects, clients, policies, renewals, and relationships
• Marketing tools with email campaigns, drip marketing, and texts
• Automated insurance agency workflows
• Business analytics, dashboards, and reporting for agency performance and pipeline management
• Compliance and disclosure tools with e-signatures and required insurance documentation
• Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management
• Easy to customize for how your insurance agency works
• Top-rated support
• Free Android and iPhone apps
• Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract required
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Anyone in need of a top leading cloud based talent agency software to manage your agency everyday work
|
Audience
Health, senior and life insurance agencies, large and small
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
$129 per user per month
Free Version
Free Trial
|
Pricing
$85 per seat per month
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationAgencyPin
Estonia/USA
agencypin.com
|
Company InformationTake44, Inc.
Founded: 2015
United States
nextagency.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
|
|||||
|
|
||||||
Categories |
Categories |
|||||
Insurance Agency Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
|
||||||
Integrations
BerniePortal
Ease
Employee Navigator
Gmail
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier
|
Integrations
BerniePortal
Ease
Employee Navigator
Gmail
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier
|
|||||
|
|
|