Storing and organizing client contact information 16 reviewers of NextAgency have provided feedback on this feature.
Commissions
Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal This feature was mentioned in 11 NextAgency reviews.
Sales Tools
Organizing sales representatives' pipelines and tracking the sales process This feature was mentioned in 13 NextAgency reviews.
Reporting & Dashboards
Compiling visual representations of various types of data This feature was mentioned in 13 NextAgency reviews.
Email Integration
Based on 12 NextAgency reviews. Accessing and sending emails via the platform
Task Management
As reported in 15 NextAgency reviews. Assigning tasks to employees in order to organize and track productivity
Insurance Documentation (1)
Policy Management
As reported in 15 NextAgency reviews. Maintaining policy and customer information
Platform Administration (5)
Task Management
As reported in 20 NextAgency reviews. Assigning tasks to employees in order to organize and track productivity
Email Integration
As reported in 17 NextAgency reviews. Accessing and sending emails via the platform
Sales Tools
As reported in 19 NextAgency reviews. Organizing sales representatives' pipelines and tracking the sales process
Commissions
Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal 15 reviewers of NextAgency have provided feedback on this feature.
Contact Management
Storing and organizing client contact information This feature was mentioned in 22 NextAgency reviews.
Platform Basics (1)
Reporting
Provides analytics tools that reveal important business metrics and track progress. This feature was mentioned in 23 NextAgency reviews.
Platform Documentation (1)
Policy Management
Based on 22 NextAgency reviews. Maintaining policy and customer information
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