NextAgency

What is NextAgency?

NextAgency is a comprehensive insurance agency management system that streamlines critical business functions, empowering agencies to save time, money, and clients. This innovative software offers a robust suite of tools, including CRM, marketing, and commission management capabilities, designed to cater to the unique needs of agencies selling benefits, senior, and life policies

Highlights

• Powerful CRM tools to grow sales and deliver exceptional client service
• Shared notes and tasks to focus team efforts and increase efficiency
• Comprehensive reporting and dashboards to gain valuable business insights
• Seamless email integration, with auto-routing to client and prospect records
• Personalized to-do lists to ensure your agency fulfills its commitments
• Calendar sync with NextMail for better scheduling and organization
• Optional commission management to get what your agency has earned
• Integration with Ease, the leading benefit management platform
• Zapier integration for seamless data sharing with thousands of other tools
• Email campaign tool for newsletter and email communications
• Automated commission disclosure form generation
• Medicare-required call recording management