Audience
Health, senior and life insurance agencies, large and small
About NextAgency for Health & Life Insurance
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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Commissionly Tracker
For less than the cost of an employee, our insurance commissions calculation software saves time and recovers profit from missing commissions for Medicare and other lines of insurance.
Our insurance commission management software automates the tracking of missing payments and calculates all your commissions, overrides, splits, overrides, bonuses and uplines.
Our carrier statement import system matches the headings in your carrier reports to swiftly import commission payments. Multiple carrier reports will be converted into standard formats so that you can extract useful reports from the data.
The system will identify any Medicare or other insurance commission payments that do not match the schedule or amount you expect to receive. You can export your discrepancies with all the carrier information attached ready to send to your carrier for correction and payment.
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Pricing
Starting Price:
$60 per seat per month
Pricing Details:
$60 per seat per month for the core platform.
$120 per agency per month for the commissions module.
NABIP members save 5%.
$120 per agency per month for the commissions module.
NABIP members save 5%.
Free Trial:
Free Trial available.
Company Information
Take44, Inc.
Founded: 2015
United States
nextagency.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online
NextAgency for Health & Life Insurance Frequently Asked Questions
NextAgency for Health & Life Insurance Product Features
Commission
Agency Commission
Commission Tracking
Flat Commissions
Multi-Tiered Commissions
Percentage Commissions
Split Commissions
Affiliate Management
Commission Calculations
Commission Scheduling
Compliance Management
Incentive Programs
Sliding Scale Commissions
Insurance Agency
Commission Management
Contact Management
Document Management
Life & Health
Quote Management
Claims Management
Insurance Rating
Policy Management
Property & Casualty
