Is Your Insurance Agency Software Flexible Enough?

Take any two health insurance agencies. Or life insurance agency. Or Medicare agency. They may look alike to an outsider. However, I guarantee you, they’re not.

Insurance agencies have their own skill sets. They have their own way of doing things. In short, each insurance agency is unique.

This benefits consumers. They can find the insurance agent that is their best fit. Perhaps that’s why life and health agencies thrive in the face of online alternatives, unlike what happened in other industries. Travel agencies, you have our deepest condolences.

Who’s the boss? You or your software?

Which raises an interesting question. Why does insurance agency software treat you like you’re all the same? Too many technology platforms seem to be designed from the top down. The software company decides “This is best practice. It’s our way or the highway.” They demand their users adapt to the software

NextAgency is different. We built NextAgency to, as much as possible, adapt to the way you work.

NextAgency delivers an agency management system with CRM and commission management tools, We built the software specifically for insurance agencies selling and servicing health, life, senior and similar policies. But we know each agency is unique. Generic software requires a lot of customization. NextAgency is built for insurance agencies. There’s no need to configure NextAgency to your business. You can use NextAgency straight out of the box. OK, we’re cloud-based software so there’s no real box. We’re talking metaphors here.

We made NextAgency flexible

We’re saying NextAgency works for benefit agencies as is. However, you can personalize NextAgency to an amazing degree. Yes, we have insurance policy templates. But you can edit them or create your own. You can even create templates for non-insurance products. And sure, we provide a host of fields to capture data about your prospects and clients. Yet you can add custom fields — as many as like. Our commission management tools are considered among the best around. However, feel free to track additional compensation information.

You get the idea. You don’t have to personalize NextAgency. But you can.

A lot of health insurance agencies are looking for software to help them grow. They want to organize client data, keep their commitments, manage their commissions, and, well, work smarter. You may be one of them. If so, ask any software company you consider about their flexibility. Do they offer a one-size fits all solution? Or can you adjust the fit like you can with NextAgency?

Building flexible software isn’t easy. But we find it worth the effort. Because the result is an agency management system that doesn’t change the way you do business. Rather, our software helps you do your business your way, just better.

And isn’t that what your software should do?

NextAgency saves insurance agencies time, money and clients with a powerful, modern agency management system. To learn more please visit us at www.NextAgency.com and sign-up for a free demonstration at one of our regular webinars.

 

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