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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

NextAgency is an agent management system that includes CRM and commission management tools. It can be used by life, senior, and health insurance agencies. NextAgency helps you save time, money, and clients. * Increase sales with powerful CRM tools to track prospects, from lead to sale * Focus your team by sharing notes and tasks that are compatible with your calendar. * Improve customer service through our workflows and customer services reports * Maintain commitments by using follow-up tools such as personal to-do lists that you can share with your entire team Our online agency library allows you to access the forms and files whenever and wherever you need them. * Automatically assign your email addresses to your prospects or clients. * Track your commissions and get reports to show you what you have earned NextAgency is simple to use and easy to customize. Get a free trial.

Description

Novo Connection revolutionizes the process of obtaining self-insured health insurance quotes, allowing it to be accomplished in mere minutes rather than enduring a lengthy wait of days. This innovative platform enables advisors to easily explore various self-funding strategies, assess the unique risks of a group, tailor plan designs and elements, and secure competitive stop-loss coverage that aligns with those designs. By removing the uncertainty involved in selecting program components, we streamline the decision-making process. Each vendor featured on our platform has undergone a comprehensive vetting process conducted by industry specialists, guaranteeing you receive top-notch quality and service. Utilizing Novo Connection not only enhances efficiency by saving you precious time but also translates to significant financial savings. Our pre-negotiated vendor rates ensure considerable cost reductions on a range of offerings, from stop-loss coverage to bespoke program solutions. With Novo Connection, you can confidently navigate your health insurance options while enjoying peace of mind and financial benefits.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

BerniePortal
Ease
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier

Integrations

BerniePortal
Ease
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier

Pricing Details

$60 per seat per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Take44, Inc.

Founded

2015

Country

United States

Website

nextagency.com

Vendor Details

Company Name

Novo Connection

Country

United States

Website

www.novoconnection.com

Product Features

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Product Features

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