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NextAgency

NextAgency

NextAgency

RATING:

4.9

(41)

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About NextAgency

NextAgency is the Nation's leading Insurance Agency Management Platform featuring CRM, marketing, and commission tracking tools. The software is designed for life and health agencies, but is easy to customize for your agency. NextAgency's CRM tools enable agencies to organize all prospect and client data in one location, easily accessible when and where you need it. The platform's marketing tools support drip marketing campaigns, "blast" newsletters and emails, and can capture leads from your website. NextAgency's commission tracking tools make it easy to upload commission statements -- even those available only on PDFs -- and allocate them to carriers, clients, and sub-agents. Separately track commissions, overrides, bonuses, and fees. Run reports -- including sub-...

NextAgency Pricing

License Fees Core Platform: $75 per seat per month. Optional Commission Management Add-on (NextCommission): $120 per agency per month. Standalone Commission Management (NextCommission Solo: $160 per agency per month (for up to five seats). Monthly fees require no long term commitment. Optional Annual subscription provide two-free months (a 17% savings). All fees are pre-paid and non-refundable. NextAgency has earned a 4.9 "Value for Money" rating on Capterra.

Starting price:

$75.00 per month

Free trial:

Available

Free version:

Not Available

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