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.

La capacidad de NextAgency para consolidar de manera eficiente toda la información de clientes, pólizas y comisiones en un solo lugar central. El diseño intuitivo de la plataforma y su navegación clara hacen que sea sencillo monitorear clientes potenciales, gestionar renovaciones y manejar tareas diarias con facilidad.

Nos gustó el diseño fácil de usar de NextAgency. La siguiente mejor parte fue que si nos quedábamos atascados, el equipo de atención al cliente respondía rápidamente y era muy servicial. NextAgency facilitó la configuración de recordatorios recurrentes específicos para cada grupo. También permitió una fácil personalización de la información mostrada en cada pantalla.