NextAgency for Health & Life Insurance
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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Billy
Billy is an intuitive and easy-to-use invoicing software that allows you to send unlimited invoices and stay in control of your business. Billy invoicing software lives up to all legal requirements and is simple to use. With Billy you can do simple and professional invoicing for free with no creditcard required. You can keep track of your invoices and better handle your finances with the easy-to-use invoicing software. With Billy Basic you get all these tools and even more completely for free. Upgrade to Billy Pro or Billy Premium to create your own personal invoicing templates and several other features that help you keep your finances in order. With Billy Pro and Billy Premium, you can create a professional and personalized sales experience with customized invoicing templates. The invoice designer allows you to create invoices that suit your business and appeal to the customers.
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Procore
5.0 out of 5 stars
(2 Ratings)
Procore is a leading provider of cloud-based construction management software, designed to connect project stakeholders, including owners, general contractors, specialty contractors, and public agencies. The platform facilitates collaboration across various construction sectors such as commercial, residential, industrial, and infrastructure projects. Procore's comprehensive suite of tools covers project management, quality and safety, design coordination, BIM, field productivity tracking, project financials, invoice management, and accounting integrations, all aimed at enhancing efficiency and accountability throughout the construction lifecycle. With a commitment to advancing the construction industry, Procore serves over 16,000 customers and more than 2 million users across 150+ countries.
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InsureCert
InsureCert is a cloud-based insurance policy system that is suitable for insurers, managing general agents, and brokers. InsureCert features a centralized system from which users are able to create online stores and manage quotes, collect payments, and issue property & casualty policies. With InsureCert, users are able to build white labeled websites with custom landing pages. InsureCert features a multi-rater and pricing engine, which allows users to create quotes and send invoices to customers seamlessly.
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