| Product | |||
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| Review & Ratings |
No reviews available |
No reviews available |
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| Description |
NextAgency is an innovative insurance agency management software designed to empower brokers and agents. It offers a robust CRM system, centralizing client data and streamlining communication for better client relationships. The software excels in benefits and policy management, providing tools for efficient tracking and updating of client policies. NextAgency's unique feature is its NextBroker mo... Read more about NextAgency |
HealthSherpa is a customer relationship management (CRM) software tailored for insurance agents and brokers, designed to help streamline the process of managing health insurance clients and leads. The platform enables users to track client interactions, manage policy details, and ensure timely follow-ups with ease. HealthSherpa offers integrated tools for managing applications, quotes, and claims,... Read more about HealthSherpa |
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| Free Trial |
NA |
Available |
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| Starting Price |
NA |
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| Category Features | |||
| Other Information | |||
| Deployment | Cloud Hosted | Cloud Hosted | |
| Devices Supported | Web-Based, | Web-Based, | |
| Pricing Model | Contact Vendor | Per User | |
| Support | Email, Phone, Chat, Knowledge Base | Email, Phone, Chat, FAQs/Forum | |
| Target Company Size |
Self-Employed,
Small-Business,
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Self-Employed,
Small-Business,
Midsize-Business,
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