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Description
MediaAlpha delivers innovative and scalable solutions for customer acquisition tailored specifically for the insurance sector and various other industries, leveraging advanced technology and data analytics. Our offerings are crafted to engage consumers actively searching in high-stakes areas such as property and casualty insurance, health and life insurance, personal finance, travel, and education, among others. Whether your goal is to foster demand or optimize the engagement with incoming shoppers, we are here to enhance the value derived from each customer interaction. Rather than relying on opaque customer acquisition methods, our platform provides the clarity needed to effectively target and price prospects according to their potential value. With the level of transparency we offer, you will gain access to essential data and tools to better align your acquisition costs with customer lifetime value, all while ensuring unparalleled precision. We empower you to achieve the volume necessary to drive significant business outcomes, equipped with targeting capabilities that connect you to the ideal prospects and foster long-term relationships with them. Maximizing customer engagement and retention is at the heart of what we do, ensuring that your business thrives in a competitive landscape.
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
Allstate Identity Protection
Yes
BerniePortal
No
Ease
No
Employee Navigator
No
Expedia
Yes
Gmail
No
Google Calendar
No
Google Docs
No
Intulse
No
Microsoft 365
No
Integrations
Allstate Identity Protection
No
BerniePortal
Yes
Ease
Yes
Employee Navigator
Yes
Expedia
No
Gmail
Yes
Google Calendar
Yes
Google Docs
Yes
Intulse
Yes
Microsoft 365
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
No
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
No
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
MediaAlpha
Founded
2010
Country
United States
Website
mediaalpha.com
Vendor Details
Company Name
Take44, Inc.
Founded
2015
Country
United States
Website
nextagency.com
Product Features
Marketing Automation
A/B Testing
No
Analytics / ROI Tracking
Yes
Artificial Intelligence
No
Content / Blogging Platform
No
Customizable CTAs
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Landing Pages / Web Forms
No
Lead Scoring
No
Sales Intelligence
Yes
Search Marketing
No
Segmentation
Yes
Social Marketing
No
Website Visitor Tracking
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
