NextAgency for Health & Life InsuranceTake44, Inc.
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Related Products
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About
Founded on the principle of simplifying the overwhelming, AgentCubed is a popular cloud-based software for organizations that need a robust but simple answer to what is essential when working in the insurance space. The company's tailored solution does this by bringing together a three-in-one solution that combines - Lead Management & Distribution, Agency & Policy Management, and Customer Relationship Management. Cutting down on the need to incorporate any third party software that often does not adequately communicate or automate, delaying an agent's ability to take a customer from A to Z.
AgentCubed provides an easy to navigate online dashboard to give an agent the flexibility of managing leads by opportunity status, date, or disposition. The built-in calculator allows for a smooth quotation process that walks both the agent and prospect through the entire operation. Maximizing the efficiency of your business while increasing compliance adherence, client retention, and more.
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About
NextAgency is an agency management system with CRM and commission management tools for health, senior and life insurance agencies. NextAgency saves you time, money and clients by helping you:
• Grow sales with powerful CRM tools to track prospects from lead to sale
• Focus your team with shared notes and tasks that sync with your calendar
• Improve customer service with our workflows and customer service reports
• Keep commitments with follow-up tools like personal to-do lists for your entire team
• Access the forms and files where and when you need them with our online agency library
• Automatically assign your emails to your prospects and clients.
• Get what you've earned with commission tracking tools and reports
NextAgency is easy to use and simple to customize. Start a free trial today.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Proven to work best for Medium to Large size organizations in the P&C, Health, Life, and Medicare spectrum.
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Audience
Health, senior and life insurance agencies, large and small
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$60 per seat per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAgentCubed
Founded: 2010
United States
www.agentcubed.com
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Company InformationTake44, Inc.
Founded: 2015
United States
nextagency.com
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Categories |
Categories |
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Insurance Agency Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Lead Management Features
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Policy Management Features
Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management
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Insurance Agency Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Commission Features
Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions
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Integrations
BerniePortal
Ease
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier
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Integrations
BerniePortal
Ease
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier
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