Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Ease, formerly EaseCentral, is a technology-based platform that allows insurance brokers to provide better service to their SMB clients. Ease makes it easy to set up and manage benefits and onboard new employees. It also allows you to stay compliant and give employees one place for all your human resources information. Ease is used by more than 70,000 small and medium-sized businesses today for benefits and HR.
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
ADP Workforce Now
Yes
AgencyBloc AMS+
Yes
BerniePortal
No
Ease
No
Employee Navigator
No
Gmail
No
Google Calendar
No
Google Docs
No
Heartland Payment Processing
Yes
Intulse
No
Integrations
ADP Workforce Now
No
AgencyBloc AMS+
No
BerniePortal
Yes
Ease
Yes
Employee Navigator
Yes
Gmail
Yes
Google Calendar
Yes
Google Docs
Yes
Heartland Payment Processing
No
Intulse
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
Yes
iPad App
Yes
Android App
Yes
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
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Ease
Founded
2015
Country
United States
Website
www.ease.com
Vendor Details
Company Name
Take44, Inc.
Founded
2015
Country
United States
Website
nextagency.com
Product Features
Benefits Administration
COBRA Administration
Yes
Claims Management
No
Deduction Management
Yes
Disability Insurance Administration
No
Employee Benefits Administration
Yes
FMLA Administration
No
FSA Administration
No
Flexible Spending Accounts
No
For Brokers
Yes
For Employers
Yes
HIPAA Compliant
Yes
Health Insurance Administration
Yes
Life Insurance Administration
No
Online Benefits Enrollment
Yes
Premium Billing
No
Provider Management
No
Retiree Administration
No
Retirement Plan Management
No
Human Resources
360 Degree Feedback
Yes
Applicant Tracking
No
Attendance Management
No
Benefits Management
Yes
Career Development Planning
No
Compensation Management
No
Compliance Management
Yes
Employee Database
Yes
Employee Lifecycle Management
No
Onboarding
Yes
Payroll Management
No
Performance Management
Yes
Recruiting Management
No
Self Service Portal
No
Succession Planning
No
Time & Attendance Management
Yes
Time Off Management
Yes
Timesheets
No
Training Management
No
Onboarding
Course Management
No
Document Management
Yes
E-Verify / I-9 Forms
Yes
Electronic Forms
Yes
Electronic Signature
Yes
Employee Handbook
No
Employee Portal
Yes
File Management
Yes
Job Description Management
No
Orientation Management
No
Self Service Portal
Yes
Task Management
No
Tax Forms
No
Training 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