--- description: Learn how NextAgency can help your business. GetApp provides users in South Africa with the most detailed information on software tools, prices and features. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: NextAgency Reviews, Prices & Ratings | GetApp South Africa 2026 --- Breadcrumb: [Home](/) > [Insurance CRM Software](/directory/3083/insurance-crm/software) > [NextAgency](/software/114245/nextagency) # NextAgency Canonical: https://www.getapp.za.com/software/114245/nextagency Page: 1 / 3\ Next: [Next page](https://www.getapp.za.com/software/114245/nextagency?page=2) > NextAgency is an agency management system for life \& health agencies that consolidates CRM, marketing automation, compliance, analytics, and optional commission tracking in one configurable platform. Hosted on AWS with 256-bit encryption. Free 30-day trial with no long-term contract required > > Verdict: Rated **4.9/5** by 41 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of NextAgency \- Track every prospect, client, and policy in a CRM designed for life and health insurance workflows — with customizable pipelines for benefits, Medicare, and life sales cycles. - Automate renewal reminders, follow-up tasks, and drip email campaigns so nothing falls through the cracks during busy enrollment periods. - Generate book-of-business, policy renewal, agent activity, and pipeline reports from over two dozen built-in analytics views — or build custom reports matched to how your agency measures performance. - Collect e-signatures on commission disclosure forms, ACA consent documents, and Medicare-required paperwork through built-in compliance workflows that reduce manual chasing. - Import carrier commission statements, manage sub-agent splits, and produce producer-level commission reports with the optional NextCommission module — with fast page loads even on large data sets. - Sync with Employee Navigator, BerniePortal, Ease, and other benefits administration platforms to eliminate double entry between your AMS and your ben-admin system. - Control who sees what with role-based permissions, two-factor authentication, IP address restrictions, and configurable auto-logout — all backed by AWS-hosted infrastructure with 256-bit SSL encryption. - Connect with thousands of additional platforms through Zapier or build deeper integrations through the NextAgency API. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 41 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.9/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Take44 - **Location**: Simi Valley, US - **Founded**: 2015 ## Commercial Context - **Starting Price**: US$85,00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Transparent Pricing. Outstanding Value. NextAgency publishes its pricing openly — no calls required, no surprises. Capterra users rate NextAgency 4.9 out of 5 for Value for Money. CORE PLATFORM: $85 per user per month Includes CRM, marketing, business analytics, workflow automation, compliance tools, and document management. Built specifically for agencies selling benefits, senior, and life policies. ANNUAL SUBSCRIPTION: $850 per user per year (save 17%) Equivalent to $70.83 per user per month, billed upfront. NEXTCOMMISSION ADD-ON: $120 per agency per month ($1,200 per year) Tracks commissions, catches missing payments, manages sub-agent splits, and generates sub-agent commission statements. Seamlessly integrated with the NextAgency core platform. NEXTCOMMISSION SOLO: $160 per agency per month ($1,600 per year) The standalone version of NextCommission for agencies that don't need the full NextAgency platform. Covers up to five seats. Each additional set of five seats is $160 per month or $1,600 per year. FEE GUARANTEE: All licensing fees are guaranteed for a minimum of 12 months. All fees are pre-paid and non-refundable. NO LONG-TERM COMMITMENT REQUIRED: Monthly subscriptions are truly month-to-month and can be cancelled at any time. 30-DAY FREE TRIAL: Try NextAgency free for 30 days. SWITCHING ASSISTANCE PROGRAM: If you're locked into a contract with a competing agency management system, NextAgency can help you escape. We'll reduce our Core Platform and NextCommission monthly fees by 50% for the remainder of your existing commitment for up to six months. ENTERPRISE PRICING: Rates shown are for up to 10 users. Enterprise pricing is available for larger agencies. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop) - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Agency Commission - Alerts/Notifications - Calendar Management - Calendar Sync - Calendar/Reminder System - Client Management - Commission Management - Commission Overrides - Commission Scheduling - Commission Statements - Configurable Workflow - Contact Database - Contact Management - Customer Database - Customizable Fields - Customizable Reports ## Integrations (8 total) - BerniePortal - Ease - Employee Navigator - Gmail - Greminders - Intulse - Microsoft Outlook - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Insurance CRM Software](https://www.getapp.za.com/directory/3083/insurance-crm/software) ## Related Categories - [Insurance CRM Software](https://www.getapp.za.com/directory/3083/insurance-crm/software) - [Sales Tracking Software](https://www.getapp.za.com/directory/3059/sales-tracking/software) - [Commission Software](https://www.getapp.za.com/directory/342/sales-commission/software) - [Insurance Agency Software](https://www.getapp.za.com/directory/664/insurance/software) - [Online CRM Software](https://www.getapp.za.com/directory/232/online-crm/software) ## Alternatives 1. [Bitrix24](https://www.getapp.za.com/software/90602/bitrix24) — 4.2/5 (984 reviews) 2. [Jenesis Software](https://www.getapp.za.com/software/120315/jenesis-software) — 4.7/5 (283 reviews) 3. [Applied Epic](https://www.getapp.za.com/software/122115/applied-epic) — 4.2/5 (141 reviews) 4. [EZLynx](https://www.getapp.za.com/software/122419/ezlynx) — 3.7/5 (73 reviews) 5. [EngageBay CRM](https://www.getapp.za.com/software/113999/engagebay-marketing) — 4.7/5 (907 reviews) ## Reviews ### "NextAgency for Health & Life Insurance" — 5.0/5 > **Verified Reviewer** | *14 November 2018* | Hospital & Health Care | Recommendation rating: 10.0/10 > > **Pros**: User-friendly interface, quick response for customer support > > **Cons**: More room to customize and tailor platform ----- ### "Ease of Use and Great Service" — 5.0/5 > **Jacqueline** | *24 November 2021* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: The system is intuitive and flexible. It is easy to use and maintain and the reminders have been very helpful. > > **Cons**: There is so much that this system can do and I have probably just scratched the surface. I have not had any issues that haven't been quickly resolved by their great service team. > > It is helping me provide quicker more accurate service to the GA's and brokers that I work with. I am also better able to track commissions payable to each. ----- ### "easy to use" — 5.0/5 > **Miranda** | *17 January 2024* | Insurance | Recommendation rating: 8.0/10 > > **Pros**: Next Agency is very easy to use and contains areas for any and all of the details for account/lead management > > **Cons**: folders to import or sort things in to could be less confusing. There are times it is not clear where to put a file > > overall I use it for lead management and CSR and it is easy to use ----- ### "Very intuitive, excellent support\!" — 5.0/5 > **Elijah** | *01 July 2021* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: The sales workflow and design for tracking households compared to companies/employees is very helpful. > > **Cons**: There have been a few bugs with the software, as with any, but the support process to resolve them has been the best of any CRM I've ever experienced or heard of. ----- ### "Great Customer Service \!\!" — 5.0/5 > **Virgie** | *26 January 2024* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: Great customer service\! Representatives are responsive in a timely manner. They listen to comments in enhancing the program. > > **Cons**: There's nothing to dislike about NextAgency. ----- Page: 1 / 3\ Next: [Next page](https://www.getapp.za.com/software/114245/nextagency?page=2) ## Links - [View on GetApp](https://www.getapp.za.com/software/114245/nextagency) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | ----- ## Structured Data