NextAgency for Health & Life InsuranceTake44, Inc.
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Sureify LifetimeSureify
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Related Products
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About
NextAgency is an agency management system with CRM and commission management tools for health, senior and life insurance agencies. NextAgency saves you time, money and clients by helping you:
• Grow sales with powerful CRM tools to track prospects from lead to sale
• Focus your team with shared notes and tasks that sync with your calendar
• Improve customer service with our workflows and customer service reports
• Keep commitments with follow-up tools like personal to-do lists for your entire team
• Access the forms and files where and when you need them with our online agency library
• Automatically assign your emails to your prospects and clients.
• Get what you've earned with commission tracking tools and reports
NextAgency is easy to use and simple to customize. Start a free trial today.
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About
Lifetime: acquire, service, and engage with one platform. Lifetime solves some of the biggest problems faced by life and annuity carriers today. This accelerated underwriting eApp product drives direct-to-consumer, call center, and advisor sales. With LifetimeAcquire, configuring questions, flows, and UI elements is simple and non-technical so that you can continually drive sales across all your channels. LifetimeService provides comprehensive digital self-servicing for your customers. It empowers customers to securely manage everything from payments to beneficiary updates. No more faxes or mailers. LifetimeEngage fosters a lifelong relationship between you and your policyholders, driving brand loyalty, increased persistency, health and wellness initiatives, purchasing decisions, financial education, and more.
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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
Health, senior and life insurance agencies, large and small
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Audience
Life and annuity insurance carriers searching for a powerful Insurance Policy solution
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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
$60 per seat per month
Free Version
Free Trial
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Pricing
No information available.
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 InformationTake44, Inc.
Founded: 2015
United States
nextagency.com
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Company InformationSureify
Founded: 2012
United States
www.sureify.com
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Alternatives |
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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
Commission Features
Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions
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Integrations
BerniePortal
Ease
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier
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Integrations
BerniePortal
Ease
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier
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