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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Duck Creek Suite
Growing business is hard enough. Wrestling with disparate systems shouldn't be part of the challenge. A single, unified suite of insurance software products can take inconsistency, poor integration, and lack of transparency off carriers’ lists of worries. Duck Creek Technologies’ fully integrated system accelerates agility by managing across solutions. When you make a change in one place, that update is automatically applied across the entire suite. Duck Creek Technologies’ suite of software provides the modern features and functionality needed to support your business transformation and give you a competitive advantage. With a natively-integrated suite, you get end-to-end visibility into all of your relationships. One integrated suite; four powerful, best-in-class solutions. Multiple customer records causing discrepancies? No problem. With the Duck Creek Suite, you can rectify and balance all of your records across your Duck Creek software and third-party integrations.
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SmartCompliance
Insurance tracking and compliance management solutions. Self-service & full-service solutions that automate certificate of insurance or proof of insurance renewals, eliminate manual data entry, & help ensure compliance. COI tracking software and services that manage the time-consuming process of collecting certificates of insurance, sending renewal requests and confirming third-party compliance. Proof of insurance tracking software and services that help property managers easily track tenant policies to ensure coverage & compliance with renter’s insurance requirements. Certificate issuance solution and services that relieve the burden of creating, delivering, storing and managing certificates of insurance. Experience for yourself why SmartCompliance is the most trusted provider for certificate of insurance or proof of insurance tracking, issuance, and compliance management.
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Genius Avenue
Genius Avenue powers the insurance and benefits industry with custom capabilities and innovative, customer-centric platform solutions that connect products to consumers and increase the bottom line.
Insurance Carriers
Go beyond software with a consultative team of insurance experts.
Voluntary Benefits
End-to-end, customizable capabilities that drive sales and simplify operations.
Brokers
Take benefits off payroll and streamline enrollment and administration.
Captives Carriers
Eliminate legacy systems and optimize enrollment and business operations.
We help our partners expand markets, simplify enrollment and administration, optimize business processes, and unlock the full potential of customer-centric digital platforms.
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