NextAgency

Insurance agency management software
(13 reviews)
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Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

FAQs FAQs
Knowledge Base Knowledge Base
Online Support Online Support
Phone Support Phone Support
Video Tutorials Video Tutorials

Pricing

Pricing

Starting From

Starting From

US$100,00/month
Subscription Subscription

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

API API
Access Control Access Control
Assignment Management Assignment Management
Benefits Management Benefits Management
Commission Management Commission Management
Communication Management Communication Management
Data Import Data Import
Data Import/Export Data Import/Export
Document Management Document Management
Employee Management Employee Management
Employee Onboarding Employee Onboarding
Enrollment Management Enrollment Management
File Management File Management
Filtered Views Filtered Views
Forms Management Forms Management
Inbox Management Inbox Management
Lead Capture Lead Capture
Permission Management Permission Management
Pipeline Management Pipeline Management
Policy Management Policy Management
Quote Management Quote Management
Receiving Receiving
Records Management Records Management
Recruitment Management Recruitment Management
Reporting & Statistics Reporting & Statistics
SSL Security SSL Security
Search Functionality Search Functionality
Task Management Task Management
Workflow Management Workflow Management

Integrations

Integrations

Ease Ease
Google Calendar Google Calendar
Google Docs Google Docs
Help Scout Help Scout
Mailchimp Mailchimp
Microsoft 365 Microsoft 365
Microsoft Outlook Microsoft Outlook
QuickBooks Online Advanced QuickBooks Online Advanced
Zapier Zapier

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