NextAgency for Health & Life InsuranceTake44, Inc.
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Related Products
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About
BATS is the only software you need to automate, streamline, manage & grow your transportation business.
Price your opportunities automatically or with the click of a button using our internally managed pricing engine.
BATS’ electronic signing platform allows you to capture signatures from customers as well as carriers, even if they’re not on Central Dispatch.
BATS’ powerful billing module captures & processes customers credit cards, manages commission payouts and manages all accounts receivables and payable processes.
BATS’ reporting dashboards give you real-time insight into your company and sales teams performance. Financial dashboards show you real-time data on many business critical KPI’s.
Streamline your communications with drip sales email campaigns, on demand emails & automated notifications - no Mailchimp or Constant Contact required.
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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
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Vehicle transport businesses
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Audience
Health, senior and life insurance agencies, large and small
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$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 Version
Free Trial
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBATS
Founded: 2016
bats.rocks/
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Company InformationTake44, Inc.
Founded: 2015
United States
nextagency.com
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Categories |
Categories |
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Insurance Agency Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
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Integrations
BerniePortal
Ease
Employee Navigator
Gmail
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier
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Integrations
BerniePortal
Ease
Employee Navigator
Gmail
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier
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