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Description
Effective client retention stems from your agency’s ability to provide significant value to its policyholders. HawkSoft's Retention Alerts pinpoint which clients require attention, enabling your team to offer proactive support. Ensure that each interaction delivers a remarkable experience. Accomplish tasks in five minutes that would typically take other agencies twenty-five minutes. Optimize your sales pipeline along with your current clients. HawkSoft's Lead Management categories illustrate clients' positions within your sales funnel. Integrated cross-sell and upsell reports help you identify policyholders who may benefit from additional services. Communicate with your clients through batch emails, letters, text messages, and scheduled outreach. Data loses its value if it's difficult to access or utilize effectively. Keep track of agency health and crucial metrics. Analyze monthly close ratios by producer, the number of policies per client, commissions by carrier, retention rates, and comprehensive book of business reports, among other metrics. Our reports are designed to be actionable, allowing you to execute batch emails directly from the report interface for maximum efficiency. Additionally, staying on top of your clients’ needs can significantly enhance your agency’s overall performance.
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
Canopy Connect
Yes
Certificial
Yes
Ease
No
Employee Navigator
No
Formstack
Yes
Gaya Ai
Yes
Gmail
No
Google Calendar
No
Google Docs
No
Integrations
BerniePortal
Yes
Canopy Connect
No
Certificial
No
Ease
Yes
Employee Navigator
Yes
Formstack
No
Gaya Ai
No
Gmail
Yes
Google Calendar
Yes
Google Docs
Yes
Pricing Details
No price information available.
Free Trial
Yes
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
Yes
Mac
Yes
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
HawkSoft
Founded
1995
Country
United States
Website
www.hawksoft.com
Vendor Details
Company Name
Take44, Inc.
Founded
2015
Country
United States
Website
nextagency.com
Product Features
Insurance Agency Management
Claims Management
Yes
Commission Management
Yes
Contact Management
Yes
Document Management
Yes
Insurance Rating
Yes
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