| Starting at $109.001 User Per Month | - Health, senior, & Benefits-specific CRM
- Real-time Agency & Business Analytics
- Workflow & Task Automation
- Sales Management
- Integrated Marketing & Lead Management
- Standard Reporting
- Strategic Industry Integrations
- Top-Notch Customer Service & Support
- Text Message & Email Marketing
- Prescription and Provider Data Collection
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| $75.001 Users Per Month | NextAgency saves your life and health agency time, money and clients with CRM, business analytics, marketing, and optional commission management tools. Designed specifically for agencies selling benefits, senior, and life policies. - NextAgency provides a powerful, intuitive agency management system with CRM, business analytic and marketing tools.
- Designed for agencies selling benefits, senior and life polices. Easily customized for your agency
- Includes free support and training.
- Automated workflows and checklists.
- Personalized to-do lists and agendas for each member of your team.
- Insightful reports and dashboard.
- Email and drip-marketing campaigns.
- Auto-route emails and texts to your clients' records.
- Generate compensation disclosure and consent to contact forms.
- Manage call recordings required when marketing Medicare Advantage and Part D policies.
- Integrations include Ease, BerniePortal, Intulse and Zapier.
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| Contact Us1 JenesisNow Pro has a base fee per physical agency location and a cost of $60 per user. Per Month | - JenesisNow Basic features
- 2-way email and text integration
- Automated marketing campaigns
- Accounting / Commission Manager
- VoIP Integration
- Carrier Downloads
- Comparative Rater
- Invoicing
- Electronic Signature
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