HealthRules Payer Reviews

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