I like the flexibility compared to our old system, especially the way it helps us visually organize and present client details instead of relying only on reports or spreadsheets. The pipeline view is a good example, and we’ve also been able to tweak parts of the system to better fit how we work. Most of all, I appreciate the people behind the product. Samuel Osei and Vinil have been very responsive whenever we reach out, and they’ve done a great job providing customer support. When we suggested a new integration with GReminders they worked with them to help make it happen. We take advantage of the NABIP pricing and pay annually. It does save us a bit over the system we used before per seat. However, our overall spend has increased because we can use more features that are the pay as you go kinda things like email marketing or we use the concierge service to help with our initial data migration or monthly commission statements. Generally speaking, the system performs well and we haven't had many system outages or things like that that I can remember.

NextAgency ist in der Lage, alle Kunden-, Policen- und Provisionsinformationen effizient an einem zentralen Ort zu konsolidieren. Das intuitive Design der Plattform und die klare Navigation machen es einfach, Leads zu überwachen, Verlängerungen zu verwalten und tägliche Aufgaben mühelos zu erledigen.

Wir mochten das benutzerfreundliche Layout von NextAgency. Der nächste beste Teil war, dass, wenn wir doch einmal feststeckten, das Kundensupport-Team schnell reagierte und sehr hilfsbereit war. NextAgency machte es einfach, wiederkehrende Erinnerungen einzurichten, die gruppenspezifisch waren. Es ermöglichte auch eine einfache Anpassung der auf jedem Bildschirm angezeigten Informationen.