NextAgency is a modern agency management system featuring CRM, marketing and optional commission tools. Designed for agencies selling benefits, senior and life policies, NextAgency is remarkably easy to customize for your agency. NextAgency saves these agencies time, money, and clients by helping them: - grow sales and deliver strong client service with powerful CRM tools - focus your team and increase their efficiency with shared notes and tasks - gain insights into your insurance business with reports and the dashboard - sync your agency's emails. contacts and calendar events with NextAgency - keep the promises your agency makes with personalized to-do lists - integrate with Ease, BerniePortal and other critical tools - share data with thousands of other tools through Zapier - send newsletters and emails through our email campaign tool - generate commission disclosure forms - manage Medicare-required call recordings Agencies extend the power of NextAgency with the NextCommission Add-on. This suite of compensation and sub-agent management tools helps them get what they've earned and more easily manage sub-agents. NextCommission is also available as a stand-alone product (NextCommission Solo). NextAgency understands that your insurance agency data is your data. With NextAgency, you own it. NextAgency enters into an NDA which, among other commitments, prevents them from marketing to your prospects and clients. Whether your insurance agency is large or small. Whether you focus on health, Medicare or life policies. NextAgency can help you save time, money, and clients. Schedule a private demonstration to see how NextAgency can help your agency succeed. Visit NextAgency.com and click on the GET DEMO button.