NextAgency for Health & Life InsuranceTake44, Inc.
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Related Products
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About
By taking advantage of the endless capabilities in our marketing intelligence platform (including a team of digital marketing experts), you can finally stop working on your business and start working on it! As a partner of Clickx, your clients receive superior digital marketing services. Each client is provided with a comprehensive dashboard so they can easily track important metrics in their marketing campaign. Our solutions provide full transparency with your agency’s name on it. There’s never been a better time to start an agency. That being said, you should be equipped with a USP and case studies to prove your success. At Clickx, we help our partners refine their offers so they can attract attention and deliver indispensable services. We’ll create your agency’s VSL, funnels, and lead magnets, and provide valuable content to give your agency an edge. When agencies join Clickx, our team focuses on client satisfaction while our partners focus on the growth of their agency.
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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
Businesses searching for a solution to generate reports and gain insights into marketing campaigns
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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
$799 per month
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 InformationClickx
Founded: 2015
United States
www.clickx.io
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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
Facebook Ads
Gmail
Google Ads
Google Analytics
Google Calendar
HubSpot CRM
HubSpot Customer Platform
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Integrations
BerniePortal
Ease
Employee Navigator
Facebook Ads
Gmail
Google Ads
Google Analytics
Google Calendar
HubSpot CRM
HubSpot Customer Platform
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