NextAgency

4.9 (41)
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Agency management software for life & health agencies.

Overall rating

4.9 /5
(41)
Value for Money
4.9/5
Features
4.7/5
Ease of Use
4.8/5
Customer Support
4.9/5

100%
recommended this app
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41 Reviews

Steven
Steven
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent tool for small benefit agency management

Reviewed on 2018/12/31

Pros

Built and run like a next-gen SaaS (Software as a Service) platform, because it is. A refreshing departure from the enterprise-grade overkill of most agency management systems on the market, this is ideal for the small benefits-centric agency that just wants to track and manage their clients and sales pipeline within a well-designed, nimble system. Frequent updates to features and functionality. The company is excellent at taking client feedback and implementing it.

Cons

This is not a ding against NextAgency, but it wasn't the right fit for our agency (we are P&C heavy and just switched to a much larger software suite, and my benefits person didn't want to update two CRMs). If we were benefits-only I'd hardly have anything to complain about.

Response from Take44

Hi Steven. Thanks for the very great review and the high recommendation. We very much appreciate. As you note, NextAgency is designed for insurance agencies focusing on benefits, senior and life products, as opposed P&C operations. We're ideal for a benefits department within a P&C agency, but as you noted, that's not what you were looking for.

It was a pleasure working with you and we wish you the best.
Alan

Charisse
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

A CMR to Replace Excel

Reviewed on 2024/02/01

Satisfied! Happy to have a system to keep us organized.

Satisfied! Happy to have a system to keep us organized.

Pros

It's easy to manage policies, create task lists, saved notes, and run customized reporting

Cons

data import was a bit cumbersome to get our data into the form they needed but once transferred, it's been awesome! I wish a few things were more customizable like having [sensitive content hidden] names appear as preferred name when searching, fewer clicks to add and save notes.

Alternatives Considered

AgencyBloc AMS+

Reasons for Choosing NextAgency

Our book became too big to manage on spreadsheet.

Switched From

Microsoft Excel

Reasons for Switching to NextAgency

Customer Service is 10/10 with Next Agency!
Sarah
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

M&A

Reviewed on 2021/07/21

Customer service support made use of NA easy.

Customer service support made use of NA easy.

Pros

The ability to customize fields and the customer service was excellent.

Cons

Integration with email was difficult.

Response from Take44

Hi Sarah. Thank you for your review of NextAgency. Our custom fields make it easy to personalize NextAgency for the way you work. I'm glad you're enjoying them. And we've greatly improved our mail integration. I hope you're seeing a substantial improvement.

Jill
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

BEST Agency Management System

Reviewed on 2024/01/25

Excellent. Very knowledgeable on insurance and the needs of an agency.

Excellent. Very knowledgeable on insurance and the needs of an agency.

Pros

Ease of use and customer service. The videos and how to section is excellent. The quick response time when we are stuck is unbelievable!

Cons

Anytime you adopt a new system there is a learning curve. Overall, this one has been a road less bumpy.

Alternatives Considered

AgencyBloc AMS+

Reasons for Choosing NextAgency

We didn't like the system and found the reporting difficult.

Reasons for Switching to NextAgency

Pricing and the ability to semi-customize our data. AgencyBloc is very rigid with how you enter your data (at the time).
Debbie
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Next Agency

Reviewed on 2024/01/16

Overall experience with the sales and admin team at NA has been phenomenal. Always available to...

Overall experience with the sales and admin team at NA has been phenomenal. Always available to assist with questions or new ideas. Set up was easy and fast.

Pros

in our search for a comprehensive system to manage our employee benefits business the ease of use and commission tracking were the major selling points. And that it is designed for employee benefits in mind.

Cons

There is not a lot I can say about any cons to this system. Sometimes there are glitches but the team jumps right on them and gets the corrected. Usually in reporting.

Alternatives Considered

AgencyBloc AMS+ and AgencySmart

Reasons for Switching to NextAgency

ease of set up and admin - conversations with sales team was very informative and they took the time to answer all of my up front questions.
John
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Next Agency is best value I could find for my Anency

Reviewed on 2024/01/16

Been what we needed from the very beginning.

Been what we needed from the very beginning.

Pros

Next was an easy jump from the management system I had before for alot less money

Cons

Next is adding so many things I can never keep up with it.

Amy
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Using NA to Document New Hires

Reviewed on 2024/05/07

As I've said, I find Next Agency exceptionally easy to navigate. The various tabs contain much...

As I've said, I find Next Agency exceptionally easy to navigate. The various tabs contain much relevant info, like the benefits a certain group or person has or the waiting period a group has for its employees' benefits. It is very organized. Keep in mind I only use Next Agency for New Hires or to check an individual's benefits, but it has proven to be very straightforward and quick.

Pros

I like the ease of entering the information when I start a New Task. The fields are relevant and uploading any supporting documents takes only a second. I like the space allowed to write a description of the action or an explanation of the task. It is then simple to archive and review what you have entered.

Cons

This may be on me. I have not been able to figure out how to delete a duplicate task from the system. Also, I need to find out if I can print a report consisting solely of client names and their addresses. I'm not sure where to find the instructions for doing this.

Christy
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Highly recommend NextAgency!

Reviewed on 2024/01/16

Any time that we have had questions, NextAgency has been VERY quick to respond

Any time that we have had questions, NextAgency has been VERY quick to respond

Pros

It started with the ability to easily track commissions and split amongst our agents. Then when we found out how easily we could run a report and sort out clients based on plans, zip codes, and other preferred features..

Cons

I would like to have an option on how to view commissions received - would prefer on a spreadsheet where months are side by side, not each on individual line

Alyshia
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Using NextAgency has allowed us to serve our clients better!

Reviewed on 2024/02/02

I really enjoy using this system. It helps with productivity. I also think the customer service is...

I really enjoy using this system. It helps with productivity. I also think the customer service is amazing. If you have questions, they are quick to respond.

Pros

The accessibility and ease of the program allows me to work from anywhere at any time. Everything I need is one place. I also really like the note section. This allows you to keep track of what you were working on all at a glance.

Cons

I wish there was a way to move things from one file to another file without having to delete the uploaded document and then re-upload it to the new location.

Ruth
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Life Changes

Reviewed on 2023/08/17

Our Agency was lacking in organization of our files and we recently had some staff changes. I was...

Our Agency was lacking in organization of our files and we recently had some staff changes. I was finding that it was taking us hours to find information that we should have already had in the first please but I was also looking for a solution that could house everything all in one places versus us having to search our server, emails, or recall conversations. Next Agency checks ALL my boxes and I am so please.

Pros

I recently had the pleasure of working with Next Agency and I couldn’t be happier with the experience. I vetted 3 other competitors and Next Agency was at the top. It is simple yet robust at the same time. I am still in my trial Period but I am so excited to delve deeper and learn what all the system has to offer.The team at Next Agency is incredibly professional, knowledgeable, and dedicated to providing top-notch service. They went above and beyond to ensure that all of my needs were met and that I was completely satisfied with the outcome. I highly recommend Next Agency to anyone in need of their services. Thank you, Next Agency, for a job well done!

Cons

I would like for there to be more prefilled fields for some of the different products for instance include a Guarantee Issue field for Vol life insurance versus me having to create it on my own. But the fact that I am able to create and customize however I want makes this not even an issue.

Response from Take44

Thank you for the terrific review of NextAgency, Ruth. We very much appreciate it -- and the opportunity to work with you. We'll take a look at creating more system templates for policy types (like voluntary life insurance). And I'm glad you find our customization tools easy to use.

You and your team have been a pleasure to work with. We look forward to doing so for a long time to come.

Mike
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

NextAgency is Awesome!

Reviewed on 2024/01/12

Very good and I highly recommend. We wouldn't be able to serve our clients at the high level we do...

Very good and I highly recommend. We wouldn't be able to serve our clients at the high level we do without NextAgency.

Pros

I run all of my contact and case management from NextAgency. All I have to do is login and see what I'm up to for the day!

Cons

Commission tracking has been a little buggy.

Howard
Overall rating
  • Industry: Insurance
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Complete Insurance CRM

Reviewed on 2024/01/16

They have been very accessible to access when I have needed support.

They have been very accessible to access when I have needed support.

Pros

Easy of use makes the system something that is simple to incorporate into a daily routine.

Cons

There is a limited ability to customize beyond what is already available.

Joy
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Company to Work With

Reviewed on 2024/01/30

Overall our company experience with NextAgency has been a good one. As mentioned before the...

Overall our company experience with NextAgency has been a good one. As mentioned before the customer service is fantastic and made the integration process in the beginning and moving forward a much easier thing.

Pros

Customer Service is fantastic. We have always had quick response to our questions and issues. The system is fairly customizable so we have been able to tailor it fit our company's needs.

Cons

We had some issues with the NextMail system being buggy. There are also a couple tabs that are not customizable yet which would help us organize our information better.

Janice
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Can’t do my job without this program

Reviewed on 2024/01/15

Very good- glad I choose this program . Like the videos to show how to do things to fix stuff

Very good- glad I choose this program . Like the videos to show how to do things to fix stuff

Pros

The ease of use. My entry person loves the quick turn around to make it better or fix something!!

Cons

My email having to upload a lot.
Seems to loose some of my tracking for source/tags.

Virgie
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Customer Service !!

Reviewed on 2024/01/26

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.

Miranda
Overall rating
  • Industry: Insurance
  • Company size: Self Employed
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

easy to use

Reviewed on 2024/01/17

overall I use it for lead management and CSR and it is easy to use

overall I use it for lead management and CSR and it is easy to use

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

Sarah
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Next for small health insurance agency

Reviewed on 2023/05/16

Great

Great

Pros

The team helped us out a lot in transition from old software. NextAgency was easier to use, had more reporting options, was cleaner and had a lot of the flexibility that we needed.

Cons

Certain features were buggy to begin with but the team at Next are good at fixing things once they are aware.

Alternatives Considered

Ease

Reasons for Choosing NextAgency

Inscomm was outdated and inflexible

Reasons for Switching to NextAgency

Cost and our custom needs

Response from Take44

Thank you for the five star review, Sarah. We appreciate it -- and we appreciate the opportunity to work with you and your team. We're delighted you find NextAgency easy to use. And given that our competitors are raising prices, I'm glad we have been able to keep our fees stable and affordable.

Hisham
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

All in one Benefits Platform

Reviewed on 2023/02/01

Excellent, they work with you and one of the [sensitive content hidden] is hands on and he wants to...

Excellent, they work with you and one of the [sensitive content hidden] is hands on and he wants to deliver the best software platform for benefits agencies that is the impression he left with my agency.

Pros

A simplified benefits platform that can organize renewals from small, large to individual based on whatever criteria you want, the documentation of the renewal process, syncing with EASE platform, commission tracking, notification system and tasking is in an easy format. You can learn quickly and be up and running in a reasonable amount of time.

Cons

A group that has a dual open enrollment event dates the system did not support the multiple enrollment event. The Lookup of the plans gives a view of all the plans that the group has ever had.

Response from Take44

Thank you for the five star review for NextAgency, Hisham. We appreciate it. We're constantly adding new functions and features to NextAgency. If you're impressed by us now, just wait. NextAgency is getting even better.

Michael
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

NextAgency keeps us on track

Reviewed on 2022/01/28

Overall my experience has been Outstanding.

Overall my experience has been Outstanding.

Pros

Very easy to use. Customer service is very quick to respond to any questions or problems. They will even schedule 1 on 1 to address any issues

Cons

I would like to have more control over the default settings, but this is a very minor issue.

Response from Take44

Hi Michael. Thank you for the wonderful, five star review. I'm delighted NextAgency was able to save you money while providing you with outstanding customer service. We'll look into giving more control over default settings. In the meantime, I hope you're enjoying the new features we've recently added.

Debbie
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Very affordable and robust CRM software for independent agencies.

Reviewed on 2021/06/21

Having all client data in one, centralized place helped us work together, whether in the office or...

Having all client data in one, centralized place helped us work together, whether in the office or remote.

Pros

The product was so easy to use. And, all of our client information was in one central location.

Cons

Initially, the commissions tracking/upload was very sensitive and needed to be entered very carefully to accept. This was continuously improved over time to make it very easy to upload, drag and drop.

Response from Take44

Thank you for the terrific review Debbie. We have enjoyed working with you. And thank you for your feedback. It has helped make NextAgency an even greater value for all the insurance agencies using our software.

We are very excited about the enhancements to the commissions module. It is more flexible, easier to use, and saves our agencies even more time.

John
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great Product

Reviewed on 2022/05/31

Streamlined files and reduced paper. We can now work remotely and keep track of things real-time. ...

Streamlined files and reduced paper. We can now work remotely and keep track of things real-time. We are learning more capabilities for this software to help us work smarter.

Pros

Ease of setting up new clients
Data at my fingertips
Constant Updates/Enhancements
Great Customer Support

Cons

Reports could be improved by adding different fields.

Response from Take44

Hey John. Thank you for the great review. We're delighted you're finding NextAgency valuable. It's especially gratifying to read you find it easy to set-up new clients. We've worked hard to make that as straightforward and simple as possible. And thank you for the feedback concerning our reporting tools. Reports are a powerful and popular feature in NextAgency. Still, we're always looking to improve them. Please let us know what additional fields you'd like us to add and we'll make them available.

Jacqueline
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Ease of Use and Great Service

Reviewed on 2021/11/24

It is helping me provide quicker more accurate service to the GA's and brokers that I work with. I...

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.

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.

Response from Take44

Thank you for the great review Jacqueline. We work hard to make NextAgency as easy to use as possible. I'm glad that work is paying off for you.

We'd be happy to help you get even more value from NextAgency. Just let us know when you're available and we'll schedule some free training. We've added a host of new features lately so there's a lot to show you.

Elijah
Overall rating
  • Industry: Insurance
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Very intuitive, excellent support!

Reviewed on 2021/07/01

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.

Alternatives Considered

AgencyBloc AMS+

Reasons for Choosing NextAgency

Wanted a more intuitive product with more capability to track the data I wanted to track for adding value to my clients.

Reasons for Switching to NextAgency

More intuitive and better customer service.

Response from Take44

Thank you for the great review, Elijah.All of us at NextAgency enjoy working with you. I'm delighted you enjoy our customer service. We work hard to make it the best among all the health and life insurance agency management systems.

Brianna
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Functional software for data entry

Reviewed on 2021/10/14

Pros

I like the ease of uploading documents into Next. I like creating reports for mailing lists.

Cons

I do not like editing records from cases/policy screen. The reason is you can be on page 50 and edit a client, once done it will revert back to page 1 and you must click back through on page you were on.

Response from Take44

Hi Brianna. Thank you for the five stars. We are happy you're happy with the NextAgency.

And thank you for bringing to our attention the hassle of the cases/policies page refreshing to the first page. As you know, we changed that. Now when you return to the list of your cases you'll be right back where you left off. Please keep the feedback coming. You're helping make NextAgency an even greater value.

Julie
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Amazing System

Reviewed on 2020/12/21

Amazing experience. The team at NextAgency are extremely responsive, always willing to build out...

Amazing experience. The team at NextAgency are extremely responsive, always willing to build out new things if they can to accommodate our agency needs. They are always innovative with new ideas of their own, they implement knew things throughout the year to make our lives easier.

Pros

Super User Friendly. Amazing program we could not live without. Keeps you point with tasks, follow-up, and so much more.

Cons

Can't think of any. Everything thing they have in place is extremely beneficial. I really don't have a con to note.

Response from Take44

Hi Julie. Thank you very much for your review of NextAgency. We are delighted that you are delighted. Exceeding the expectations of agencies using our software is our goal.