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NextAgency

Full-Featured Insurance Agency Management Software

With a suite of powerful, customizable tools including Customer Relationship Management (CRM), marketing, and commission management tracking, NextAgency is designed to help agencies selling benefits save time, money, and clients. Best of all, it’s affordable, flexible, and easy to use.

Health and life agencies using NextAgency are better organized, accomplish more, grow sales, retain clients, automate routine tasks, and get the compensation they’ve earned. What’s more, the power of NextAgency can be expanded with custom integrations and automated workflows using the Next Agency API and Zapier.

NextCommission Solo

Available as a stand-alone product, NextCommission Solo allows you to monitor your compensation, manage sub-agents and their payments, and better understand your revenue stream with insightful reports.

NextAssistant

When you send them your commission statements, they’ll upload them into NextAgency and enter your first month’s commission statements for free. The NextAssistant service is available with either version of NextCommission.

Benefits

  • Streamlined Efficiency: Automate time-consuming, redundant tasks and spend more time prospecting and with clients.
  • Enhanced Organization: Maintain your agency data in one secure and easy-to-use platform with access levels you control.
  • Easy Customization: NextAgency is simple to personalize for the way your agency works.
  • Unparalleled Support: Enjoy exceptional customer service as shown by independent review site ratings.*
  • Insightful Reports: Optimize your business planning with extensive reports and an informative dashboard.
  • Powerful Integrations: Connect with BerniePortal, Ease, Outlook, Gmail, Intulse (VOIP phone system), and more.
  • Commission Tracking: Get what you’ve earned and manage sub-agents. NextAgency can even help you upload your statement.

To learn more, contact us at info@claremontcompanies.com.

 

*As of January 30th, NextAgency’s customer service earned 4.9 stars (out of 5) on Capterra and a 9.9 (out of 10) rating on G2.com.