Audience
Health, senior and life insurance agencies, large and small
About 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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Pricing
Starting Price:
$85 per seat per month
Pricing Details:
$85 per seat per month for the core platform.
$120 per agency per month for the optional commissions module.
Save 17% with annual subscription (two months free)
$120 per agency per month for the optional commissions module.
Save 17% with annual subscription (two months free)
Free Trial:
Free Trial available.
Company Information
Take44, Inc.
Founded: 2015
United States
nextagency.com
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Product Details
Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Videos
Support
Phone Support
Online
NextAgency for Health & Life Insurance Frequently Asked Questions
NextAgency for Health & Life Insurance Product Features
Insurance Agency
Commission Management
Contact Management
Document Management
Life & Health
Policy Management
Quote Management
Claims Management
Insurance Rating
Property & Casualty