ClevaInetum
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NextAgency for Health & Life InsuranceTake44, Inc.
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Related Products
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About
In the midst of digital change, Insurance is a sector where IT carries all business processes and puts you at the heart of the company's strategy. The need to adapt to new uses, new players, changing risks, and emerging markets makes insurance a sector with considerable challenges in terms of transformation. Innovation is the cornerstone to address these. Cleva Inetum is committed to the development of core solutions that boost the digital transformation of the insurance industry through a comprehensive and integrated platform with a complete functional range from managing policies to risk assessment and customer service. Cleva solutions are built on cutting-edge technology that contributes to operational optimization, fast decision-making processes, and the enhancement of the user experience, focusing on the life and non-life insurance market. Highly configurable and modular, Cleva is an innovative software solution for the distribution and lifecycle management of property.
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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
Companies searching for a solution to manage their business processes and optimize their insurance services
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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
Free Version
Free Trial
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Reviews/
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Reviews/
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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 InformationInetum
Founded: 1970
France
www.inetum.com/en/software/insurance/cleva
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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
Allianz Cyber Protect
BerniePortal
Ease
Employee Navigator
Gmail
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
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Integrations
Allianz Cyber Protect
BerniePortal
Ease
Employee Navigator
Gmail
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
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