NextAgency is an agency management system featuring CRM, marketing, and commission tools. NextAgency also includes the support and training you need to make the most of the software. Specifically, NextAgency includes, but is not limited to:
- Access controls (who can see and do what in your NextAgency)
- Automated workflows
- Calendar integration
- Checklists
- Commission management (optional)
- Contact management
- Custom fields support for cases, commissions, contacts, policies, and sub-agents
- Customer service (free)
- Dashboard (providing data on key metrics)
- Document management
- Drip marketing campaigns
- Email campaigns (bulk emails and newsletters)
- Email integration through IMAP
- Notes
- Reporting tools (create your own reports)
- Personalized to-do list
- Policy management
- Security tools (two-factor authorization and time out enforcement)
- Sub-agent commission statement generation
- Sub-agent management
- Tasks
- Texting through an agency-wide number
- Training (free)
What NextAgency does not include is the need to make a long term commitment. Our monthly license is truly month-to-month.