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Take 44

Agency management CRM for life and health brokers

  • Insurance
  • Sales
  • Compliance
  • Finance and Accounting
nextagency.com ↗

About

Take 44 makes NextAgency, an agency management system and CRM built for insurance agencies that sell health, senior, benefits and life policies. It brings contacts, cases, marketing automation, business analytics, compliance tools and optional commission tracking into one platform that agencies can customize to how they work, with HIPAA-compliant safeguards and two-factor authentication built in.

Its founders are insurance industry veterans, including two past presidents of the National Association of Health Underwriters (now NABIP), who set out to build the system they wished they had. NextAgency launched in 2018 and is used by agencies in 37 states.

Array invested in Take 44's seed round in August 2015.

Record

Stage
Seed
Category
Insurance
Location
Simi Valley, California
Team
11-50
Array came in at
Seed, 2015

Founders

  • Alan Katz

    Co-Founder, CEO

    Past president of the National Association of Health Underwriters; previously chief sales officer at SeeChange Health and a senior vice president of sales at WellPoint and Blue Cross of California.