+
+

Related Products

  • Macaw AMS
    8 Ratings
    Visit Website
  • Healthee
    13 Ratings
    Visit Website
  • RemotePeople
    493 Ratings
    Visit Website
  • Vantage
    15,346 Ratings
    Visit Website
  • Native Teams
    632 Ratings
    Visit Website
  • TriNet
    1,994 Ratings
    Visit Website
  • Paylocity
    8,082 Ratings
    Visit Website
  • Rippling
    20,776 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • Paycom
    8,504 Ratings
    Visit Website

About

Software for insurance brokers, carriers, and HR departments to make running a business easier. Employee Navigator works with the nation's leading insurance brokers and insurance carriers to provide companies of all sizes with modern benefits & HR software. Join the nation’s fastest growing benefits and HR platform today and see what over 1,000 brokers and 27,000 companies of all sizes have already discovered. Employee Navigator’s SOC2 (Service Organization Controls) Type II certification demonstrates our commitment to security, integrity, confidentiality, and privacy.

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

Insurance brokers and carriers

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

No information available.
Free Version
Free Trial

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

Reviews/Ratings

Overall 4.0 / 5
ease 4.0 / 5
features 3.0 / 5
design 4.0 / 5
support 4.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • As a user I really like how this software makes it so easy to sign up for my year benefits. Normally that time of year can be stressful for employees as they try to figure out what they want to do for the upcoming benefits. But, thanks to this software I am given easy steps and helpful instructions on what to select for my benefits.

Cons

  • I only use it once a year and this is my second year, so I haven't found any problems yet, but that could also be because I don't use too often.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Employee Navigator
Founded: 2008
United States
www.employeenavigator.com

Company Information

Take44, Inc.
Founded: 2015
United States
nextagency.com

Alternatives

MyEnroll360

MyEnroll360

Benefit Allocation Systems, LLC.

Alternatives

AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
InsuraCRM

InsuraCRM

Damco Solutions
THExpressHUB

THExpressHUB

allsynx

Categories

Categories

Insurance Agency Management Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Benefits Administration Features

Claims Management
COBRA Administration
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
Flexible Spending Accounts
FMLA Administration
For Brokers
For Employers
FSA Administration
Health Insurance Administration
HIPAA Compliant
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Human Resources Features

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

Insurance Agency Management Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

ADP Celergo
ADP DataCloud
ADP Enterprise HR
ADP Mobile Solutions
ADP Streamline
ADP Workforce Now On the Go
APS Payroll
Ease
Employee Navigator
Gmail
Google Calendar
Lattice
Microsoft 365
NextAgency for Health & Life Insurance
NextBee
Paycor
Paylocity
Wisely by ADP
Zapier
isolved

Integrations

ADP Celergo
ADP DataCloud
ADP Enterprise HR
ADP Mobile Solutions
ADP Streamline
ADP Workforce Now On the Go
APS Payroll
Ease
Employee Navigator
Gmail
Google Calendar
Lattice
Microsoft 365
NextAgency for Health & Life Insurance
NextBee
Paycor
Paylocity
Wisely by ADP
Zapier
isolved
Claim Employee Navigator and update features and information
Claim Employee Navigator and update features and information
Claim NextAgency for Health & Life Insurance and update features and information
Claim NextAgency for Health & Life Insurance and update features and information