Wer nutzt diese Software?

Health and life agencies serving individuals and groups with from 1-to-500 agents and staff committed to sales and service and growing their business.

Durchschnittliche Bewertung

12 Bewertungen
  • Gesamt 4.7 / 5
  • Benutzerfreundlichkeit 4.5 / 5
  • Kundenservice 4.8 / 5
  • Funktionen 4.5 / 5
  • Preis-Leistungs-Verhältnis 4.8 / 5

Produktdetails

  • Startpreis 90,00 $/Monat
  • Preisinformationen First user: $90; additional users $30 per month during promotion.
  • Kostenlose Version Nein
  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
  • Training Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • Take44
  • http://nextagency.com
  • Gegründet 2015

Über NextAgency for Health & Life Insurance

NextAgency saves you time, money and clients with software that helps your team work smarter while reminding clients of your value every day. How? We deliver a modern agency management system with powerful CRM tools and enable you to give basic benefits management software to your clients - for free. Supports individual and group health, life and senior products along with P&C and other coverage. Includes commission tracking, an agency library, email syncing, workflows, and much more.

NextAgency for Health & Life Insurance Funktionen

  • Angebotsmanagement
  • Dokumentenmanagement
  • Kontaktmanagement
  • Leben & Gesundheit
  • Provisionsmanagement
  • Reklamationsabwicklung
  • Schaden- und Unfallversicherung
  • Versicherungseinstufung
  • Verwaltung von Versicherungspolicen

Die hilfreichsten Reviews für NextAgency for Health & Life Insurance

NEXT is great!!

Bewertet am 18.12.2018
John W.
Owner
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: I finally have one place that is very user friendly to keep all of my clients information. I am a one stop shop for all lines. This system, even though it is mainly for an L!&H agency they have been able to adapt to me so that I can also service my P&C clients all I one!!

Vorteile: This management system is evolving continuously. The great thing about that these guys are there to explain step by step and show the value of the system. I am sure we mad ethe right choice to move to this Agency Management System

Nachteile: I have found nothing that I dislike about this software. The only thing is that they are working so hard to make this product better that I can not keep up. I think it is a good thing just to have a review with them once every few months.

Antwort des Softwareanbieters

von Take44 an 5.5.2019

Hi John. Thanks for the great review and the high recommendation. I'm delighted NextAgency has worked so well for you and your team. And we'll keep those enhancements coming.
Alan

CRM for Health & Life Insurance Producers

Bewertet am 18.10.2018
Monika B.
Operations Manager
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: One stop CRM for managing prospects and clients; running reports to assist with sales tracking and accountability; commissions management.

Vorteile: Ease of use and the help button for quick troubleshooting.

Nachteile: Function of email synchronization is spotty at times.

Antwort des Softwareanbieters

von Take44 an 5.5.2019

Hi Monika. Thanks for the kind words and recommendation. I hope you've seen how we've vastly improved our email synchronization since you posted here. NextMail now automatically routes emails to the appropriate client record. And it's easier to use than ever.

We very much enjoy working with your agency and look forward to bringing you new features in the months ahead.
Alan.

Great System

Bewertet am 15.12.2018
Tom G.
President
Versicherung, 13-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Great people to work with and very service oriented.

Vorteile: NextAgency is very user friendly and ultimately does what we need. Their developers were very flexible with customizing certain features to fit our specific needs.

Nachteile: The initial set up was a bit challenging, but their ability and flexibility to enhance and improve the mechanics made it worthwhile.

Antwort des Softwareanbieters

von Take44 an 5.5.2019

Hi Tom. Thank you for the terrific review and the great recommendation.We've worked hard to improve the initial set-up and have significantly expanded our NextConcierge team. All of which means it's never been easier for life, health and senior agencies to load their data and start getting the benefits of NextAgency. And we'll keep those improvements coming.

Thanks again for your support.
Alan

Customization and Reporting Cababilities a Plus

Bewertet am 10.9.2019
Monika B.
Operations Manager
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: We have not utilized this functionality yet, but will start to next quarter.

Vorteile: The reporting customization capabilities and ability to capture client's detailed benefits data is a plus.

Nachteile: Many frequent updates and software enhancements can slow down the flow of entering in data at times, because the view might look different.

Thoughts on NextAgency

Bewertet am 16.5.2019
Fran F.
Account Manager
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
4/5
Gesamt
3 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Overall, the flexibility within NextAgency is very nice. This is not a "canned" software that leaves you with no options. You are able to select which fields to display and add in unlimited custom fields. The support staff are very responsive and incredible to work with. They are open to feedback (such as the end-user items I mentioned above).

Vorteile: The ability to manage all cases and employers in one place and monitor tasks is very helpful. It is also nice to be able to view task as a "team", meaning one person may be primary on a task but other members of the team can also monitor the progress and jump in as needed.

Nachteile: There are some end-user upgrades that would be nice to see, such as having the "save" button at both the top and bottom of a screen. Also, it would be very nice to see an upgrade that would allow for files within NextAgency to be moved by a click-drag-drop method rather than having to upload within NextAgency.

Lies weitere Bewertungen