Wardly

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

CertChase is a self-serve web application for general contractors and remodelers to track subcontractor certificates of insurance (COIs) and trade licenses. Teams can paste subcontractor details from a spreadsheet or upload a CSV, set need-by dates, and invite subcontractors to submit documents through individual upload links without creating accounts. CertChase extracts key fields from uploaded PDFs for review, identifies missing, expired, or insufficient coverage documents, and sends scheduled email reminders until requirements are addressed. A status board summarizes which subcontractors are current, expiring, or need follow-up, while a shareable view and weekly digest help project and operations teams monitor paperwork. The service is designed for teams that manage vendor compliance themselves rather than outsourcing certificate review.