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Description
AgencyBuzz is an all-in-one automated marketing platform designed for agencies, encompassing email, print, voice, and SMS communications. It enhances your closing percentages and boosts client loyalty by ensuring your agency remains visible to both prospects and existing clients through regular, personalized outreach. Elevate your closing ratios, client retention, and referral rates with the power of automated marketing. Say goodbye to the anxiety of missing sales opportunities! With AgencyBuzz, you can maintain a constant presence in front of your ideal prospects via diverse marketing channels. Enhance your closing ratios by consistently being available to guide leads through the journey to becoming clients. Automate your outreach strategies and campaigns to communicate effectively with clients regarding critical upcoming renewals or payments. Additionally, regularly share valuable information and educational resources to reinforce your worth and build trust with your clientele. By establishing numerous communication touchpoints, you can effectively encourage referrals and garner positive reviews from your most satisfied clients, thus further enhancing your agency’s reputation and reach.
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
Integrations
BerniePortal
No
Ease
No
Employee Navigator
No
Gmail
No
Google Calendar
No
Google Docs
No
Intulse
No
Microsoft 365
No
Microsoft Outlook
No
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
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)
$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
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Zywave
Country
United States
Website
www.zywave.com/sales-cloud/agencybuzz/
Vendor Details
Company Name
Take44, Inc.
Founded
2015
Country
United States
Website
nextagency.com
Product Features
Email Marketing
A/B Testing
Yes
Artificial Intelligence
No
Auto-Responders
Yes
CAN SPAM Compliance
Yes
Customer Surveys
Yes
Drip Campaigns
No
Dynamic Content
Yes
Event Triggered Email
Yes
Image Library
No
Landing Pages/Web Forms
Yes
Mailing List Management
Yes
Mobile Optimized Emails
Yes
Reporting/Analytics
Yes
Subscriber Management
Yes
Template Management
No
WYSIWYG Email Editor
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
