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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

To enhance efficiency, productivity, and sales, your agency requires a top-tier agency management system. As an independent insurance agency, it is crucial to have access to an advanced management system equipped with state-of-the-art technology, a user-friendly interface, and exceptional support. Agency Matrix is dedicated to providing insurance software solutions tailored to these needs, facilitating your attainment of business objectives. Managing an agency doesn't have to be complicated; Agency Matrix streamlines processes by minimizing the time spent on tasks such as tracking x-dates, generating accounting reports, managing sweep tracking and reconciliation, and delivering client services. This optimization allows you to concentrate more on boosting your production levels. Additionally, with features like automated reporting and telephone integrations that instantly open a client's account based on their incoming phone number, you can save both time and resources, ensuring your agency operates at peak performance. Embrace the future of agency management with solutions designed to simplify your workload and enhance your overall business effectiveness.

Description

NextAgency is insurance agency management software built specifically for agencies selling health insurance, employee benefits, Medicare, and life insurance. Unlike agency management systems built for property and casualty insurance agencies, NextAgency is designed for the CRM needs, workflows, compliance requirements, and day-to-day operations of life and health insurance agencies. NextAgency combines a life and health insurance agency CRM with agency management, marketing, automation, reporting, compliance, and optional insurance commission tracking in a single system. Agencies selling health, benefits, senior, and life policies across the country use NextAgency to organize client information, automate routine work, and manage their entire book of business. Key capabilities include: • Life and health insurance agency CRM for leads, prospects, clients, policies, renewals, relationships, and customer service • Marketing automation with email campaigns, drip marketing, text messaging, renewal reminders, and client communications • Automated insurance agency workflows, task management, dashboards, business analytics, and operational reporting • Compliance and disclosure management with document storage, e-signatures, and required insurance documentation • Optional insurance commission tracking with carrier statement imports, reconciliation, producer reporting, and sub-agent management • Easy customization so the software adapts to your agency instead of forcing your agency to adapt to the software • Transparent pricing, a 30-day free trial, no long-term contract required, free Android and iPhone apps, and top-rated customer support • Integrates with Employee Navigator, BerniePortal, Intulse, GReminders, Zapier, and other software insurance agencies use

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

BerniePortal No 
Ease No 
Employee Navigator No 
Gmail No 
Google Calendar No 
Google Docs No 
Intulse No 
Microsoft 365 No 
Microsoft Outlook No 
Nextiva Yes 
Vonage Business Yes 
Zapier No 

Integrations

BerniePortal Yes 
Ease Yes 
Employee Navigator Yes 
Gmail Yes 
Google Calendar Yes 
Google Docs Yes 
Intulse Yes 
Microsoft 365 Yes 
Microsoft Outlook Yes 
Nextiva No 
Vonage Business No 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$85 per seat per month
$85 per seat per month for the core platform.
$120 per agency per month for the optional commissions module.
Save 17% with annual subscription (two months free)
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Zywave

Founded

2005

Country

United States

Website

www.zywave.com/sales-cloud/agencymatrix/

Vendor Details

Company Name

Take44, Inc.

Founded

2015

Country

United States

Website

nextagency.com

Product Features

Insurance Agency Management

Claims Management No 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating No 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management Yes 

Product Features

Insurance Agency Management

Claims Management No 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating No 
Life & Health Yes 
Policy Management Yes 
Property & Casualty No 
Quote Management Yes 

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