Who Uses This Software?

Health and life agencies serving individuals and groups with from one-to-100 agents and staff committed to sales and service and growing their business.

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    See pricing details
  • Pricing Details
    First user: $100; additional users $33.33 per month with annual license.
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
  • Support
    Business Hours

Vendor Details

  • Take44
  • nextagency.com
  • Founded 2015
  • United States

About 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 to you 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 and much more.

NextAgency for Health & Life Insurance Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Policy Management
  • Quote Management

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