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Description

A comprehensive software solution designed for insurance brokers, carriers, and HR departments to streamline business operations. Employee Navigator partners with top insurance brokers and carriers across the country to offer cutting-edge benefits and HR software tailored for businesses of all sizes. Become part of the rapidly expanding benefits and HR platform that over 1,000 brokers and 27,000 companies have already embraced. Moreover, Employee Navigator’s SOC2 Type II certification is a testament to our dedication to maintaining security, integrity, confidentiality, and privacy in all our services. This commitment ensures that our clients can trust us with their sensitive information while optimizing their HR and benefits processes.

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

ADP Enterprise HR Yes 
ADP Global Payroll Yes 
ADP Mobile Solutions Yes 
ADP Workforce Now On the Go Yes 
APS Payroll Yes 
AgencyBloc AMS+ Yes 
BerniePortal No 
Ease No 
Employee Navigator No 
Gmail No 
Google Calendar No 
Intulse No 
Lattice Yes 
Microsoft Outlook No 
NextBee Yes 
Paycor Yes 
Paylocity Yes 
Wisely by ADP Yes 
Zapier No 
isolved Yes 

Integrations

ADP Enterprise HR No 
ADP Global Payroll No 
ADP Mobile Solutions No 
ADP Workforce Now On the Go No 
APS Payroll No 
AgencyBloc AMS+ No 
BerniePortal Yes 
Ease Yes 
Employee Navigator Yes 
Gmail Yes 
Google Calendar Yes 
Intulse Yes 
Lattice No 
Microsoft Outlook Yes 
NextBee No 
Paycor No 
Paylocity No 
Wisely by ADP No 
Zapier Yes 
isolved 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)
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

Employee Navigator

Founded

2008

Country

United States

Website

www.employeenavigator.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 Yes 
Employee Benefits Administration Yes 
FMLA Administration No 
FSA Administration Yes 
Flexible Spending Accounts No 
For Brokers Yes 
For Employers Yes 
HIPAA Compliant Yes 
Health Insurance Administration Yes 
Life Insurance Administration Yes 
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 Yes 
Compliance Management Yes 
Employee Database Yes 
Employee Lifecycle Management Yes 
Onboarding Yes 
Payroll Management Yes 
Performance Management Yes 
Recruiting Management No 
Self Service Portal Yes 
Succession Planning No 
Time & Attendance Management Yes 
Time Off Management Yes 
Timesheets No 
Training Management No 

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 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 

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