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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Collective Health
Collective Health is the first integrated solution that allows self-funded employers to administer plans, control costs, and take care of their people, all in one place. Let us show you how we deliver better benefits with curated programs, connected administration, and smart member experience. From scientists to truck drivers to musicians, we’re proud to serve the happiest clients and members in the health insurance industry. See why leading self-funded employers across the nation choose Collective Health. Are you a broker or consultant working to drive your clients’ healthcare strategy forward? Collective Health simplifies employee healthcare with an integrated technology solution that makes health insurance work for everyone. With nearly a quarter of a million members and over 50 clients, including Driscoll’s, Pinterest, Red Bull, Restoration Hardware (RH), Zendesk, and more, Collective Health is reinventing the healthcare experience for forward-thinking organizations.
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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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Novo
Award-winning Business Banking. Manage your business finances on the go. Connect Novo to your tools, send invoices, pay, get paid and much more. 'Time is money' and we want you to keep it. Skip the bank line and set up an account on your favorite device. Accept debit and credit card payments for your invoices via Stripe. Get an email confirmation when an invoice is paid by card. Accept invoice payments via Square. Novo Reserves allow you to set aside funds for taxes, profit, payroll, and other large business expenses. Save funds for later, create a rainy day fund or set money aside for taxes. Link your other bank accounts to Novo for seamless transfers. Remote check deposit allows you to deposit a check directly from your phone. Make payments in the US and internationally. Deep integrations as a Stripe Verified Partner. See your Stripe balances right in your Novo account. Get $20,000 in fee-free processing when you sign up for Stripe.
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