Corcava
The only business tool you need. Marketing, Outreach, Sales, Project Management, Invoicing - everything from finding a client to getting money to the bank! Outreach, lead generation and enrichment, popups, forms, deals pipelines and automation - everything you need to nail your sals quota! Time Tracker, bug and task tracking, kanban boards, productivity analytics, performance reviews - ace that new project! Invoicing, integration with payment processors, crypto processors, payroll, analytics, accounting - automate day-to-day business processes and focus on what matters.
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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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GlideCampaign
Introducing GlideCampaign - the all-in-one white-labeled marketing app your agency needs to succeed! With GlideCampaign, you have everything you need to capture leads, automate messaging, and track analytics all in one place.
Easily capture leads using our landing pages, surveys, forms, calendars, and inbound phone system. Then, automatically message leads through voicemail, forced calls, SMS, and emails.
Our platform also includes built-in tools to collect payments, schedule appointments, and track analytics. This makes it easy for your agency to manage all aspects of your client's marketing campaigns in one place.
With GlideCampaign, you can easily rebrand the platform as your own and offer it to your clients as a value-added service. It's the perfect solution for any agency looking to streamline its marketing efforts and drive better results for their clients.
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AgencyBloc AMS+
#1 Recommended Insurance Industry Growth Platform
AgencyBloc's Plus Suite of industry-specific solutions helps health, senior, and benefits agencies organize their data, ensure compliance, automate workflows, manage clients and policies, and much more—effectively removing roadblocks for sustainable growth.
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