Audience
Agencies and brokers seeking a solution to improve, optimize and manage their operations
About Agency Access Pro
This program is now available to Independent Agencies and Brokers, providing powerful and effective features and solutions, all at a very affordable price. Originally designed for our own agency. At the time, we couldn't find anything that fit our needs while also being affordable. So with the help of a good IT friend, we sat down and worked on what we wanted in a management system. He quickly gave us something that worked, and we haven't left it alone since! As the agency grew, so did our needs. We changed from a single desktop user to a networked system, allowing everyone in the agency to quickly work more efficiently. We added other lines, other carriers, other products, that needed more prospecting abilities, more detailed reporting. And the list just kept on growing! Daily or weekly suspense reporting, easy mail merging, prospecting by X-Dates or carrier, automatic renewal notifications, sub-producer reporting.
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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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Commissionly Tracker
For less than the cost of an employee, our insurance commissions calculation software saves time and recovers profit from missing commissions for Medicare and other lines of insurance.
Our insurance commission management software automates the tracking of missing payments and calculates all your commissions, overrides, splits, overrides, bonuses and uplines.
Our carrier statement import system matches the headings in your carrier reports to swiftly import commission payments. Multiple carrier reports will be converted into standard formats so that you can extract useful reports from the data.
The system will identify any Medicare or other insurance commission payments that do not match the schedule or amount you expect to receive. You can export your discrepancies with all the carrier information attached ready to send to your carrier for correction and payment.
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A1 Tracker
A1 Tracker is presented by the vendor as a robust & configurable risk management software offering either stand-alone or fully-integrated risk management software covering many business segments across an organization.
Claims & Incident Management
Claims & incident reporting for claims of any type: injuries, medical, commercial, customer, insurance, work comp, asset, auto, liability.
Risk Management & Threat Assessment:
Risk register for tracking risks at any level in an organization, including by entity, project, asset, contract, vendor, division, business, unit, region, and more. Real-time risk reports & heat maps, dashboard metrics, alerts, & notifications.
Contract Management:
Contract module for tracking contracts of any type with vendors, employees, customers, and any other parties.
Insurance Policies & Certificates:
Policies & certificates of insurance tracking with reminders & renewals. For agencies & carriers policy management includes tracking clients.
Learn more
Pricing
Starting Price:
$595 one-time payment
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Agency Access Pro
Founded: 1987
United States
www.agencyaccesspro.com
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Product Details
Platforms Supported
Windows
Training
Documentation
Live Online
In Person
Support
Phone Support
Online
Agency Access Pro Frequently Asked Questions
Agency Access Pro Product Features
Insurance Agency Management
Claims Management
Supported
Contact Management
Supported
Document Management
Supported
Life & Health
Supported
Policy Management
Supported
Property & Casualty
Supported
Commission Management
Not Supported
Insurance Rating
Not Supported
Quote Management
Not Supported
