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 est sa capacité à consolider efficacement toutes les informations sur les clients, les polices et les commissions en un seul endroit central. Le design intuitif de la plateforme et sa navigation claire la rendent facile à utiliser pour suivre les prospects, gérer les renouvellements et gérer les tâches quotidiennes avec aisance.

Nous avons aimé la disposition conviviale de NextAgency. La meilleure partie suivante était que si nous étions bloqués, l'équipe de support client répondait rapidement et était très utile. NextAgency a facilité la mise en place de rappels récurrents spécifiques à chaque groupe. Il a également permis une personnalisation facile des informations affichées sur chaque écran.