NextAgency Reviews

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41 Reviews

- Industry: Insurance
- Company size: 2–10 Employees
- Used Monthly for 6-12 months
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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
- 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 ExcelReasons for Switching to NextAgency
Customer Service is 10/10 with Next Agency!- 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.
- 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).- 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.
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.- 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.
- 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.
- 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
- 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.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for Free Trial
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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.
- 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.
- Industry: Insurance
- Company size: Self Employed
- Used Daily for 2+ years
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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.
- 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.
- 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.
- 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.
- 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
- 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
EaseReasons for Choosing NextAgency
Inscomm was outdated and inflexibleReasons for Switching to NextAgency
Cost and our custom needsResponse 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.