NextAgency (Take44, Inc)
NextAgency is a comprehensive agency management system featuring CRM, marketing, business analytic, and optional commission tracking tracking tools. Designed specifically for agencies selling benefits, senior and life policies, NextAgency is easy to customize for the way your agency works.
NextAgency helps you:
- save time by automating repetitive tasks
- increase sales and strengthen customer relationships with drip marketing campaigns
- grow your business by better understanding your business with numerous reports and dashboards
- stay organized with easy to use data management tools and syncing your agency's calendar, emails, and contacts with NextAgency
- share data with other tools you use through Zapier and direct integrations with BerniePortal, Ease and the Intulse VOIP phone system
- stay compliant with easy to generate commission disclosure, scope of appointment and consent to contact forms and by managing calls required to be recorded by Medicare
- keep the promises your agency makes with personalized to-do lists and automated reminders
Whether you're a small agency or a large one, NextAgency can save you time, money and clients.
