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NextAgency provides a comprehensive solution for insurance agents to manage their operations. Users can track and manage groups, …
Overview
What is NextAgency for Health and Life Insurance?
NextAgency is a software suite for insurance brokers with two components: NextBroker, a modern agency management system with CRM tools; and NextHR, a basic employee management system you can give your clients for free.The vendor says NextBroker is a powerful…
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What is NextAgency for Health and Life Insurance?
NextAgency is a software suite for insurance brokers with two components: NextBroker, a modern agency management system with CRM tools; and NextHR, a basic employee management system you can give your clients for free. The vendor says NextBroker is a powerful yet easy-to-use agency…
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For the latest information on pricing, visithttp://nextagency.com/pricing
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- Premium Consulting/Integration Services
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Product Details
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- Competitors
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What is NextAgency for Health and Life Insurance?
NextAgency is a software suite for insurance brokers with two components: NextBroker, a modern agency management system with CRM tools; and NextHR, a basic employee management system you can give your clients for free.
The vendor says NextBroker is a powerful yet easy-to-use agency management system with CRM tools for health and life agencies. Access a timeline with all your tasks for the day or week. Track prospects through your sales pipeline and clients through a service pipeline. Quickly access carrier, client and agency forms and files from anywhere at any time. Simplify your sales process and keep on top of commissions to make sure you get what you earn. Create sub-agent commission statements painlessly.
Whether you sell group or individual insurance, employee benefits, life insurance, senior products or P&C, NextBroker’s agency management and CRM features promise to help you save time, money and clients.
NextAgency for Health and Life Insurance Features
- Supported: CRM
- Supported: Workflows
- Supported: Email
NextAgency for Health and Life Insurance Competitors
- AgencyBloc AMS+
- EZLynx Agency Management
- Salesforce
NextAgency for Health and Life Insurance Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
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- Recommendations
NextAgency provides a comprehensive solution for insurance agents to manage their operations. Users can track and manage groups, commissions, clients, and files all in one central location, which has helped streamline their workflows. With the commission statement review feature, users can review commission statements more quickly and efficiently, saving them valuable time during peak seasons.
The ability to use checklists and workflows within NextAgency helps to avoid missing crucial steps when implementing new groups or managing renewals. Additionally, it eliminates paper usage in the office by providing a shared space for task assignments and file sharing, making workflow organization more efficient. The software's commission module also provides an easy-to-use system that makes it simple to identify commissions due and report the value of the book of business for each broker in the agency.
Overall, NextAgency's versatility allows agents to combine P&C driven software with LA&H tracking all in one place. The customizable features enable users to tailor the software based on their unique requirements. With its transparent management of existing books and opportunities tracking capabilities, this product has been an asset for busy insurance professionals looking for ways to increase efficiency and save valuable time.
User-Friendly: Reviewers have consistently found NextAgency to be an intuitive and easy-to-use system. Multiple users have reported that the platform is great for busy individuals on-the-go who need to access client data from anywhere with a Wi-Fi connection and a laptop. Additionally, many reviewers appreciated the real person language used in NextAgency's tutorials which helped them understand the software faster.
Exceptional Customer Service: Several reviewers praised NextAgency’s exceptional customer service. Many users reported that whenever they reached out to customer support, they received clear and concise answers within 15 minutes. The prompt response time left a positive impression as it allowed users to quickly solve their issues without wasting any time.
Customizable CRM Tool: A customizable CRM tool was highly valued by several reviewers who felt that NextAgency provided them with a very detailed and customizable tool that fit their needs perfectly. Users were able to keep their company extremely organized using this feature, making it easier for them to manage clients' information efficiently while helping businesses operate smoothly.
Missing Fields: Some users reported that the absence of required fields in NextAgency causes issues, as sometimes information gets missed. One unresolved issue is a missing field for a client's middle initial.
Medicare Button: Several reviewers have noted that it would be helpful if NextAgency had a separate button for Medicare since it is different from the individual market.
Commission Tracking: A few users have reported issues with commission tracking in NextAgency, stating that it doesn't work well and can be tedious to implement.
Users recommend Ease Central to larger companies due to its effectiveness, although they mention that it comes at a high price.
NextAgency receives high recommendations for its ability to automate commission reports. Users praise the software's excellent communication and responsiveness, indicating that it facilitates efficient and streamlined reporting processes.
NextAgency is recommended for its responsive team and excellent client database. Users find it to be a one-stop shop for all their business organizational needs, highlighting its versatility and comprehensive features. Additionally, they mention receiving great support from the NextAgency team, suggesting a strong customer service aspect.