NextAgency saves life and health agencies time, money and clients with a modern agency management system featuring CRM, marketing and commission tools. Agencies using the software benefit from organized and easily accessed client, carrier and policy information. They keep their commitments with automated workflows, tasks and personalized timelines.
NextAgency syncs with your email account and automatically routes emails to the right case. The software supports both drip-marketing and “blast” email campaigns.
NextAgency’s commission management tools make it easy to upload commissions into the system, track splits with sub-agents, and separately track overrides, fees and bonsues.
NextAgency also integrates with Ease, the #1 benefit administration and online enrollment platform.
NextAgency is a tremendous value. We invite you to attend a demonstration at your convenience.
