SiegeAMS

SiegeAMS

Siege Technology Solutions
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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

About

Powerful. Simple. Highly Customizable. A true, powerful CRM based insurance agency management system. A true revenue driver. Automate process workflows and internal and external marketing. Integrate with third party applications. Receive carrier downloads to increase cross-selling and up-selling. Know how your agency is performing with robust analytics capabilities. Accounting, e-signature, human resources, website hosting, E&O protection, marketing campaigns, all included. Preloaded and customizable reports and analytics allow you to get an overall snapshot of the health of your agency as well as dig through the details. Automated and customizable marketing campaigns to nurture leads and market internally to existing clients are just a few of the powerful features. Automate agency processes to streamline and standardize office procedures allowing you to reduce agency E&O exposures. Keep track of employee information and documents, employee and agency licenses, etc.

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

Health, senior and life insurance agencies, large and small

Audience

Agencies and companies seeking an agency management system to monitor employees, create reports, analyze data, and streamline recruiting processes

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

$85 per seat per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Siege Technology Solutions
United States
www.siegeams.com

Alternatives

AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc

Alternatives

InsuraCRM

InsuraCRM

Damco Solutions
InsuraCRM

InsuraCRM

Damco Solutions
QQCatalyst

QQCatalyst

Vertafore

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
Claim NextAgency for Health & Life Insurance and update features and information
Claim NextAgency for Health & Life Insurance and update features and information
Claim SiegeAMS and update features and information
Claim SiegeAMS and update features and information