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NextAgency Claim

Your Solution for Insurance Agency Management

Why SoftwareWorld Chooses NextAgency:

“SoftwareWorld selected NextAgency based on its robust features tailored for insurance agencies, including efficient client management, policy tracking, and commission processing. Users frequently praise its user-friendly interface, customizable options, and excellent customer support. The platform's ability to streamline operations and enhance productivity makes it a top choice for agencies seeking comprehensive insurance management solutions.”

Highly Recommended

NextAgency Overview

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 module, which simplifies commission tracking and enhances financial management. Task management capabilities ensure timely follow-ups and task completion. The platform also offers customizable reporting, delivering insights for informed decision-making. With its user-friendly interface and cloud-based deployment, NextAgency is accessible anywhere, making it a versatile solution for agencies looking to improve productivity and customer service.

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NextAgency Screenshot & Video

Contact Details

  • Vendor Name Take44
  • Founded 2015
  • Location United States
  • Employees 1-10

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business

Languages Supported

English


Industries

Information Services, Information Technology & Services

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NextAgency Features

  • Arrow Icon Customizable Templates
  • Arrow Icon Sales Trend Analysis
  • Arrow Icon Calendar Management
  • Arrow Icon Lead Capture
  • Arrow Icon Workflow Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Opportunity Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Email Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Calendar Sync
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Forecasting
  • Arrow Icon Campaign Management
  • Arrow Icon Contact Management
  • Arrow Icon Document Storage
  • Arrow Icon Social Media Integration
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Web-based Deployment
  • Arrow Icon Lead Management
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Lead Generation
  • Arrow Icon Lead Qualification
  • Arrow Icon Marketing Automation
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Referral Tracking
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Territory Management
  • Arrow Icon Deal Management
  • Arrow Icon Lead Nurturing
  • Arrow Icon Role-Based Permissions
  • Arrow Icon Activity Dashboard
  • Arrow Icon Compliance Management
  • Arrow Icon Audit Management
  • Arrow Icon Incentive Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Split Commissions
  • Arrow Icon Percentage Commissions
  • Arrow Icon Agency Commission
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Tiered Commissions
  • Arrow Icon Flat Commissions
  • Arrow Icon Commission Overrides
  • Arrow Icon Document Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Workflow Management
  • Arrow Icon Customizable Reports
  • Arrow Icon Commission Rules/Conditions
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Sliding Scale Commissions
  • Arrow Icon Commission Statements
  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Appointment Scheduling
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Customizable Reports
  • Arrow Icon Activity Dashboard
  • Arrow Icon Commenting/Notes
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Data Import/Export
  • Arrow Icon Lead Scoring
  • Arrow Icon Document Management
  • Arrow Icon Email Templates
  • Arrow Icon Call Logging
  • Arrow Icon Search/Filter

NextAgency Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

NextAgency FAQs

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 module, which simplifies commission tracking and enhances financial management. Task management capabilities ensure timely follow-ups and task completion. The platform also offers customizable reporting, delivering insights for informed decision-making. With its user-friendly interface and cloud-based deployment, NextAgency is accessible anywhere, making it a versatile solution for agencies looking to improve productivity and customer service.

  • No, NextAgency does not offer a free version.

  • No, NextAgency does not offer any free trial.

  • No, Credit Card details are not required for the NextAgency trial.

  • Yes, NextAgency offers an API.

  • NextAgency offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • NextAgency offers training with the following options:
    • Webinar , Documentation

  • NextAgency supports the following languages:
    • English

  • Following are the typical users of the NextAgency:
    • Self-Employed , Small-Business

  • NextAgency supports the following deployment:
    • Cloud Hosted

  • NextAgency supports the following devices and operating systems:
    • Web-Based

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