NextAgency

Insurance agency management software

4,7 /5 (13 reviews) Write a Review!

NextAgency Overview

What is NextAgency?

NextAgency, the Nation's Leading Agency Management System, helps save you time, money and clients by delivering a modern agency management system with powerful CRM workflow automation tools, while integrating with benefits management software. Supports individual/group health, life, medicare along with other products. Also includes commission tracking, a calendar and dashboard, an agency library, SMS, email syncing, workflows, activity logging, integration with 3rd party apps, + much more.

NextAgency is comprised of two products, NextBroker and NextHR. NextBroker provides users with agency management and CRM tools, while NextHR supports employee management. With NextBroker, users can sell group or individual insurance and manage employee benefits as well as life insurance all from the same platform. NextBroker’s CRM tools aim to help users work more efficiently, allowing staff to organize their daily routine with a personalized timeline, automate sales and marketing processes, track prospects and clients, and more. NextBroker enables users to upload and audit insurance commissions, track commissions, and generate commission statements for sub-agents and shared cases.

Users can track and record employee benefits, as well as use NextAgency tools to assign benefits to prospects and clients, and create and manage new and existing policies. NextAgency gives quick and central access to agency-related files, enabling users to locate important files quickly with advanced search functionality. Other NextBroker tools include lead capture and tracking and centralized email communication. NextAgency HR provides tools designed to enhance the hiring process, allowing users to customize enrollment kits, simplify employee onboarding procedures, track employee benefits, report on employee data, and more. As a cloud-based solution, NextAgency ensures all important employee forms and documents are available at any time, from any device.

NextAgency Overview

Pricing

Starting from
US$100,00/month

Pricing options

Free Trial
Subscription
Value for money

NextAgency Core:
- for NAHU members: $75/month or $750/year; $33/month or $330/year per additional user.
- standard license fees: $93.75/month or $937.50/year; $42.25/month or $422.50/year per additional user.
NextAgency Core + Commissions:
- for NAHU members: $150/month or $1500/year; $33/month or $330/year per additional user.
- standard license fees: $187.50/month or $1875/year; $42.25/month or $422.50/year per additional user.


NextAgency Features

Devices
Business size
S M L
Markets
United States, Canada, Mexico
Supported Languages
English

Media

Use CRM tools to automate sales and marketing processes and track prospects and clients
Track leads throughout the entire sales cycle and define the most profitable sources of leads
Upload and audit insurance commissions, then track commissions quickly and easily
Sync your email account seamlessly with NextAgency and have emails associated with cases seamlessly 24/7
Easily search and find cases, contacts, employees, notes, tasks, and more with our simple search tool.
Automate the entire sales and marketing process from quoting to proposals and enrollment, regardless of the carriers or general agents, quoting or enrollment platforms used
Users can organize files into folders, drill down into the folder structure, and arrange files and folders how they like
Assign benefits to prospects and clients, then manage those benefits
Manage data protection and storage backups with the highest available encryption standards (256-bit SSL encryption)
NextAgency video NextAgency screenshot: Use CRM tools to automate sales and marketing processes and track prospects and clients NextAgency screenshot: Track leads throughout the entire sales cycle and define the most profitable sources of leads NextAgency screenshot: Upload and audit insurance commissions, then track commissions quickly and easily NextAgency screenshot: Sync your email account seamlessly with NextAgency and have emails associated with cases seamlessly 24/7 NextAgency screenshot: Easily search and find cases, contacts, employees, notes, tasks, and more with our simple search tool. NextAgency screenshot: Automate the entire sales and marketing process from quoting to proposals and enrollment, regardless of the carriers or general agents, quoting or enrollment platforms used NextAgency screenshot: Users can organize files into folders, drill down into the folder structure, and arrange files and folders how they like NextAgency screenshot: Assign benefits to prospects and clients, then manage those benefits NextAgency screenshot: Manage data protection and storage backups with the highest available encryption standards (256-bit SSL encryption)

NextAgency Reviews

NextAgency Reviews

Overall rating
4,7
/
5
Excellent
9

Very good
4

Average
0

Poor
0

Terrible
0

Value for Money
4,8
Features
4,5
Ease of Use
4,5
Customer Support
4,8
100% recommended this app
Steven G.

Excellent tool for small benefit agency management


John W.

NEXT is great!!

I finally have one place that is very user friendly to keep all of my clients information. I am a one stop shop for all lines. This system, even though it is mainly for an L!&H agency they have been able to adapt to me so that I can also service my P&C clients all I one!!


Fran F.

Thoughts on NextAgency

Overall, the flexibility within NextAgency is very nice. This is not a "canned" software that leaves you with no options. You are able to select which fields to display and add in unlimited custom fields.

The support staff are very responsive and incredible to work with. They are open to feedback (such as the end-user items I mentioned above).


Stacey L.

Would Highly Recomment

It has been great


Monika B.

CRM for Health & Life Insurance Producers

One stop CRM for managing prospects and clients; running reports to assist with sales tracking and accountability; commissions management.


Steven G.
Industry: Insurance
Company size: 2-10 Employees

Excellent tool for small benefit agency management

Used Monthly for 6-12 months
Reviewed on 2018/12/31
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

John W.
Industry: Insurance
Company size: 2-10 Employees

NEXT is great!!

Used Daily for 6-12 months
Reviewed on 2018/12/18
Review Source: Capterra

I finally have one place that is very user friendly to keep all of my clients information. I am a one stop shop for all lines. This system, even though it is mainly for an L!&H agency they have been able to adapt to me so that I can also service my P&C clients all I one!!

Pros

This management system is evolving continuously. The great thing about that these guys are there to explain step by step and show the value of the system. I am sure we mad ethe right choice to move to this Agency Management System

Cons

I have found nothing that I dislike about this software. The only thing is that they are working so hard to make this product better that I can not keep up. I think it is a good thing just to have a review with them once every few months.

Response from Take44

Hi John. Thanks for the great review and the high recommendation. I'm delighted NextAgency has worked so well for you and your team. And we'll keep those enhancements coming.
Alan

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Fran F.
Industry: Insurance
Company size: 2-10 Employees

Thoughts on NextAgency

Used Daily for 1-5 months
Reviewed on 2019/05/16
Review Source: Capterra

Overall, the flexibility within NextAgency is very nice. This is not a "canned" software that leaves you with no options. You are able to select which fields to display and add in unlimited custom fields.

The support staff are very responsive and incredible to work with. They are open to feedback (such as the end-user items I mentioned above).

Pros

The ability to manage all cases and employers in one place and monitor tasks is very helpful. It is also nice to be able to view task as a "team", meaning one person may be primary on a task but other members of the team can also monitor the progress and jump in as needed.

Cons

There are some end-user upgrades that would be nice to see, such as having the "save" button at both the top and bottom of a screen. Also, it would be very nice to see an upgrade that would allow for files within NextAgency to be moved by a click-drag-drop method rather than having to upload within NextAgency.

Response from Take44

Hi Fran. Thank you for the great review. We're delighted you're enjoying NextAgency. We put a lot of effort into making NextAgency easy to customize for the way your agency works. I'm glad that is working for you.
Alan

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Stacey L.
Industry: Insurance
Company size: 2-10 Employees

Would Highly Recomment

Used Daily for 1-5 months
Reviewed on 2020/11/09
Review Source: Capterra

It has been great

Pros

It is easy to use and the team has been very responsive

Cons

want to be able to send to more than just one primary contact

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Monika B.
Industry: Insurance
Company size: 2-10 Employees

CRM for Health & Life Insurance Producers

Used Daily for 1+ year
Reviewed on 2018/10/18
Review Source: Capterra

One stop CRM for managing prospects and clients; running reports to assist with sales tracking and accountability; commissions management.

Pros

Ease of use and the help button for quick troubleshooting.

Cons

Function of email synchronization is spotty at times.

Response from Take44

Hi Monika. Thanks for the kind words and recommendation. I hope you've seen how we've vastly improved our email synchronization since you posted here. NextMail now automatically routes emails to the appropriate client record. And it's easier to use than ever.

We very much enjoy working with your agency and look forward to bringing you new features in the months ahead.
Alan.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
9,4/10
Based on 13 user ratings
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NextAgency Pricing

NextAgency Pricing

Starting from
US$100,00/month
Free Trial
Subscription
Value for money

NextAgency Core:
- for NAHU members: $75/month or $750/year; $33/month or $330/year per additional user.
- standard license fees: $93.75/month or $937.50/year; $42.25/month or $422.50/year per additional user.
NextAgency Core + Commissions:
- for NAHU members: $150/month or $1500/year; $33/month or $330/year per additional user.
- standard license fees: $187.50/month or $1875/year; $42.25/month or $422.50/year per additional user.

NextAgency Core:
- for NAHU members: $75/month or $750/year; $33/month or $330/year per additional user.
- standard license fees: $93.75/month or $937.50/year; $42.25/month or $422.50/year per additional user.
NextAgency Core + Commissions:
- for NAHU members: $150/month or $1500/year; $33/month or $330/year per additional user.
- standard license fees: $187.50/month or $1875/year; $42.25/month or $422.50/year per additional user.

Value for Money
4,8/5
Based on 13 user ratings
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NextAgency Features

NextAgency Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
4,5/5
Based on 13 user ratings
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Categories

Additional information for NextAgency

Additional information for NextAgency

Key features of NextAgency

  • 56-bit SSL encryption
  • Access control
  • Benefit policy management
  • Benefits administration
  • Benefits assignment
  • Bulk import
  • CRM system
  • Commission statements
  • Commission tracking
  • Communication management
  • Compliance management
  • Data encryption
  • Data import/export
  • Document management
  • Employee benefits records
  • Employee data reports
  • Employee management
  • Employee onboarding
  • Enrollment management
  • File management
  • Filtered views
  • Flat commissions
  • Forms management
  • Inbox management
  • Insurance agency management
  • Lead capture
  • Lead tracking
  • Marketing campaign tracking
  • Multi-tiered commissions
  • Percentage commissions
  • Permission management
  • Pipeline management
  • Prospect & client tracking
  • Quote management
  • Recruiting management
  • Sales & marketing automation
  • Search functionality
  • Split commissions
  • Tasks & notes
  • Workflow automation

Benefits

  • Commission tracking tools ensure clients receive the exact compensation they have earned. Users can also manage commission splits by generating commission statements for sub-agents and shared cases.

  • NextAgency supports individual and group health products, as well as life and senior products, P&C, and other coverage.

  • Importing tools allow users to upload commission statements quickly and easily.

  • NextAgency allows users to track commissions, overrides and bonuses separately, but all from the same platform.

  • Get an overview of the business, search for prospects and clients, access important agency-related files and folders, generate reports, and view all tasks and notes from the central dashboard.

  • NextAgency FAQs

    NextAgency FAQs

    Below are some frequently asked questions for NextAgency.

    Q. What type of pricing plans does NextAgency offer?

    NextAgency offers the following pricing plans:

    Starting from: US$100,00/month

    Pricing model: Subscription

    Free Trial: Available

    NextAgency Core: - for NAHU members: $75/month or $750/year; $33/month or $330/year per additional user. - standard license fees: $93.75/month or $937.50/year; $42.25/month or $422.50/year per additional user. NextAgency Core + Commissions: - for NAHU members: $150/month or $1500/year; $33/month or $330/year per additional user. - standard license fees: $187.50/month or $1875/year; $42.25/month or $422.50/year per additional user.

    Q. What are the main features of NextAgency?

    NextAgency offers the following features:

    • 56-bit SSL encryption
    • Access control
    • Benefit policy management
    • Benefits administration
    • Benefits assignment
    • Bulk import
    • CRM system
    • Commission statements
    • Commission tracking
    • Communication management
    • Compliance management
    • Data encryption
    • Data import/export
    • Document management
    • Employee benefits records
    • Employee data reports
    • Employee management
    • Employee onboarding
    • Enrollment management
    • File management
    • Filtered views
    • Flat commissions
    • Forms management
    • Inbox management
    • Insurance agency management
    • Lead capture
    • Lead tracking
    • Marketing campaign tracking
    • Multi-tiered commissions
    • Percentage commissions
    • Permission management
    • Pipeline management
    • Prospect & client tracking
    • Quote management
    • Recruiting management
    • Sales & marketing automation
    • Search functionality
    • Split commissions
    • Tasks & notes
    • Workflow automation

    Q. Who are the typical users of NextAgency?

    NextAgency has the following typical customers:

    Small Business, Large Enterprises, Mid Size Business

    Q. What languages does NextAgency support?

    NextAgency supports the following languages:

    English

    Q. What type of pricing plans does NextAgency offer?

    NextAgency has the following pricing plans:

    Subscription

    Q. Does NextAgency support mobile devices?

    We do not have any information about what devices NextAgency supports

    Q. What other apps does NextAgency integrate with?

    NextAgency integrates with the following applications:

    Ease, Google Calendar, Google Docs, Help Scout, Mailchimp, Microsoft 365, Microsoft Outlook, QuickBooks Online Advanced, Zapier

    Q. What level of support does NextAgency offer?

    NextAgency offers the following support options:

    Phone Support, Online Support, FAQs, Knowledge Base, Video Tutorials