NextAgency
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Commission Tracking & Auditing
- CRM
- Triggered Workflows
- Task Tools
- Multiple Reminders
- To-Do Lists
- Notes
- Pipelines
- Benefit Portals
- Data Security
Pricing Info
Pricing Info
NextAgency’s Standard Platform costs $75 per month (after promotions and discounts) for the first user and $33 per month for each additional user. Adding Commission Management adds another $75 per month.
Integrations
Integrations
NextAgency integrates with the following:
- Ease (Benefit Enrollment Software)
- Zapier
API is also available.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Fran Florez, Tom Garnett, John Widham
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A highly adaptive agency management software that helps life and health insurance agencies show and prove their value to clients.
Company Email
sales@nextagency.com
Contact No.
Company's Address
NextAgency
Take 44, Inc.
San Franciso, California,
USA
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Activity Tracking
- Business Analysis Tools
- Commission Management
- Data Backup
- Customized Fields
- Drip Email Marketing
- Easy-to-Use Dashboard
- Email Tracking
- Event Automated Messaging
- Industry-specific CRM
- Lead Form Builder
- Procedure Management
- Real Time Analytics and Updates
- Sales Monitoring
- Two-Factor Authentication
- Work-flow and Task Automation
- Quoting
Pricing Info
AgencyBloc offers several enterprise pricing options for users to choose from. Give the details a look, and select the best plan for your business. The Grow Plan starts at $109/month
With AgencyBloc, you’ll always get:
- 24/7 access to your data from anywhere on any device
- Unlimited, off-site storage & data backup every 4 seconds
- Serious security—HIPAA, bank-grade encryption, & two-step verification
- Dedicated onboarding & data migration specialist
- Free customer support & help center with videos and step-by-step articles
Add Commissions+ to:
- Import commission statements
- Assign multiple payees, including hierarchies
- Track by revenue type
- Agent statement access
- Uncover missed commissions!
- Create projections & compare actual vs. expected
- Custom reports & real-time analytics
Integrations
- Zapier
- All Web Leads
- Intulse
- Employee Navigator
- Ease
- Five9
- Laser App
- NextGen Leads
- ProspectZone
- DataWerx
- Datalot
- Client Circle
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
United American Financial Inc., Barra & Associates LLC, Integrity Senior Benefit Advisors LLC
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
AgencyBloc is an agency management system with CRM, commission processing, marketing and other tools specific for health and life insurance agencies.
Company Email
sales@agencybloc.com
Contact No.
Company's Address
201 Washington St,
Cedar Falls, IA 50613,
USA
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Please note that even though both NextAgency and AgencyBloc may offer a reliable range of features each service might be aimed at a different business size. If you are comparing features you may want to pay attention to a business type they are meant for. Specific elements might scale up efficiently for large enterprises but if you own a small or medium company it’s often better to refrain paying for complex features that you might never actually use.
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