Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Streamline your operations and prioritize your employees’ well-being. With Alan, you can eliminate the hassle of paperwork and confusion, ensuring that fulfilling your responsibilities doesn’t require specialized knowledge. Experience time-saving health insurance with a clear, straightforward offer. Your employees can easily access a simple online table of benefits anytime, without any physical documents to handle. Forget about the complexities of managing arrivals, departures, and portability; everything is conveniently handled through your mobile device or computer. Alan's insurance is fully authorized by the ACPR Banque de France and backed by reputable reinsurers like CNP and SwissRe, consolidating all your employees' protections in one accessible location, free from obligations. Alan green provides health coverage that delivers comprehensive protection without excessive costs. Alan blue offers health coverage that ensures excellent reimbursements regardless of the healthcare provider or optician chosen. Lastly, Alan Foresight features provident insurance, which safeguards your employees against unforeseen challenges such as long-term illness or disability, ensuring that their needs are met during tough times. This innovative approach allows you to focus on growth while providing essential support to your team.
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
Tanker
Yes
Integrations
BerniePortal
Yes
Ease
Yes
Employee Navigator
Yes
Gmail
Yes
Google Calendar
Yes
Google Docs
Yes
Intulse
Yes
Microsoft 365
Yes
Microsoft Outlook
Yes
Tanker
No
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
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Alan
Country
France
Website
alan.com/business
Vendor Details
Company Name
Take44, Inc.
Founded
2015
Country
United States
Website
nextagency.com
Product Features
Benefits Administration
COBRA Administration
No
Claims Management
No
Deduction Management
No
Disability Insurance Administration
No
Employee Benefits Administration
No
FMLA Administration
No
FSA Administration
No
Flexible Spending Accounts
No
For Brokers
No
For Employers
No
HIPAA Compliant
No
Health Insurance Administration
No
Life Insurance Administration
No
Online Benefits Enrollment
No
Premium Billing
No
Provider Management
No
Retiree Administration
No
Retirement Plan Management
No
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