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NextAgency

Name: NextAgency
Rating: 4.5 (2 reviews)

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Highlights : About NextAgency

Multi-tiered commissions

Insurance agency management

Data encryption

Sales & marketing automation

Lead tracking

About NextAgency

NextAgency is an agency management solution designed to help small to midsize healthcare and life insurance businesses manage benefits administration, employees, commission, claims and more. NextHR includes NextBroker module that offers CRM tools to streamline agency operations. It allows users to track prospects as well as clients through a sales and service pipeline. Additionally, its NextHR module allows enterprises to manage employees with custom reporting, client portal and vendor document libraries. The platform enables users to create personalized timelines with shared tasks and notes. It also lets users filter tasks by deadline, priority, assignee and agenda. Plus, users can add notes, attach documents or set notifications for multiple tasks.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Multi-tiered commissions

Commission tracking

Insurance agency management

Data encryption

Sales & marketing automation

Lead tracking

Marketing campaign tracking

Compliance management

Communication management

Employee management

Forms management

Pipeline management

Employee benefits records

56-bit SSL encryption

Prospect & client tracking

Data import/export

Recruiting management

Employee data reports

Benefits

Commission tracking tool

Commission tracking tools ensure clients receive the exact compensation they have earned. Users can also manage commission splits by generating commission statements for sub-agents and shared cases.

Supports various products

NextAgency supports individual and group health products, as well as life and senior products, P&C, and other coverage.

Importing tool

Importing tools allow users to upload commission statements quickly and easily.

Track commissions

NextAgency allows users to track commissions, overrides and bonuses separately, but all from the same platform.

Central dashboard

Get an overview of the business, search for prospects and clients, access important agency-related files and folders, generate reports, and view all tasks and notes from the central dashboard.

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