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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incentX
incentX is the go-to sales commission software for businesses that prioritize efficiency and clarity.
It's designed to make complex tasks feel simple. Everyone works in harmony by aligning your sales team's targets with company goals.
Forget manual calculations; incentX handles them in moments. With smooth integrations like SAP and Oracle NetSuite, your data flow remains uninterrupted.
Our analytics don't just provide numbers; they offer actionable insights that inform your strategies. Streamlined operations mean fewer mistakes and a unified approach across all departments.
And when it comes to customer interactions, incentX ensures they're meaningful, fostering stronger relationships. Choose incentX and experience a smarter way to manage incentives.
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CaptivateIQ
Created by a team with decades of commissions experience, CaptivateIQ is pioneering the new standard in commission management and enabling companies to reclaim the power of incentives with a platform built for revenue teams.
Twenty-eight of the Forbes Cloud 100, including leading brands like Amplitude, Gong, and Hopin, use CaptivateIQ to power their commission programs.
They have over $164.6M in funding from ICONIQ, Workday Ventures, Sequoia, Accel, Sapphire, Bessemer, Y Combinator, Amity Ventures, S28, and other leading investors.
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QuotaPath
QuotaPath automates the commission process, building accountability and ownership for revenue teams as they manage and track variable pay. Teams that use QuotaPath gain visibility into commissions and forecasted earnings and see an increase in revenue and quota attainment, as a result. Sync your deal data and immediately feed accurate earnings calculations in the tool. QuotaPath is the only commission tracking software built for all of Sales, Finance, and RevOps.
We’re automating commissions and increasing understanding of complex comp plans to fuel a more efficient and accurate sales process for teams. With CRM and invoicing data syncs and personalized dashboards, reps and leaders gain a deeper understanding of their earnings and more efficient end-of-month process. Forecasting makes it easy to see potential earnings from pipeline deals so reps know where to focus efforts.
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