Overview
Ease and NextAgency are working together to help save you time, money and clients by delivering a modern agency management system with powerful CRM workflow automation tools, while enabling you to give benefits management software to your clients.
Product Features
- CRM tracking tools to help you solve problems
- Case records with critical information you need
- Easy-to-track notes and timelines
- Agency library to easily keep track of documents and forms
- Commission tracking tools
- Easily share policy and benefit information with your team and clients
Integration Features
- Sync plan, enrollment, group, and employee data from Ease to NextAgency, eliminating duplicate data entry.
- Any groups created in Ease will be automatically created in NextAgency.
- Accurately audit your commission checks without manually verifying each enrollment.
- Monitor your compensation by carrier.
How to Activate
To get started, visit the Marketplace in your Ease account. Someone from NextAgency will then be in touch to continue the setup process.
