NextAgency

About

NextAgency is a modern agency management system featuring CRM, marketing and optional commission tools. Designed for agencies selling benefits, senior and life policies, our software is easy to customize for your agency. In fact our customization tools are one of the reasons we're rated so highly on G2.com. NextAgency you save time, money, and clients by helping agencies: - grow sales and deliver strong client service with powerful CRM tools - focus your team and increase their efficiency with shared notes and tasks - gain insights into your insurance business with reports and the dashboard - sync your agency's emails. contacts and calendar events with NextAgency - keep the promises your agency makes with personalized to-do lists - integrate with Ease, BerniePortal and other critical tools - share data with thousands of other tools through Zapier - send newsletters and emails through our email campaign tool - generate commission disclosure forms - manage Medicare-required call recordings Extend the power of NextAgency with the NextCommission Add-on. This suite of compensation and sub-agent management tools helps you to get what you've earned. NextCommission is also available on a stand-alone basis as NextCommission Solo. We understand that your insurance agency data is your data. With NextAgency, you own it. We do not market to your prospects and clients. Whether your insurance agency is large or small. Whether you focus on health, Medicare or life policies. NextAgency can help you save time, money, and clients. Schedule a private demonstration to see how our NextAgency can help your agency succeed. Visit NextAgency.com and click on the GET DEMO button.