NextAgency
Agency management software that respects you.
Overview
NextAgency is a cloud-based agency management system with powerful CRM, marketing, and commission tracking tools. It is designed for agencies selling benefits, senior, and life policies, and can be customized to fit the way your agency works. NextAgency helps agencies be more efficient and effective, stay organized, and keep track of promises.
✨ Key Features
- CRM
- Client and Policy Management
- Commission Tracking
- Marketing Automation
- Business Analytics
- HIPAA-compliant safeguards
🎯 Key Differentiators
- User-friendly and customizable interface.
- Transparent and affordable pricing.
- Strong focus on customer support.
Unique Value: Provides a simple, affordable, and customizable agency management system for life and health agencies, backed by strong customer support.
🎯 Use Cases (4)
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Not designed for P&C agencies.
🏆 Alternatives
Offers a more user-friendly and flexible solution with transparent pricing compared to some of the larger, more complex platforms.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
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