NextAgency
About NextAgency
NextAgency saves you time, money and clients by delivering a modern Insurance Agency Management System with powerful CRM, marketing, and commission tracking tools.
Supports benefits, life, senior and other products for groups and individuals. While designed for life and health agencies, NextAgency is simple to personalize for your agency.
NextAgency brings all your client data in one place, including files, emails, notes, policy information and contacts.
NextAgency helps agencies be more efficient and effective, stay organized, keep track of promises and get the compensation they have earned. The software is ideal for agencies looking to grow without losing the personal touch that makes them successful.
Key benefits of NextAgency
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Reviews
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- 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
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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.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$75.00/month
- Pricing model: Subscription
- Free Trial: Available
License Fees Core Platform: $75 per seat per month. Optional Commission Management Add-on (NextCommission): $120 per agency per month. Standalone Commission Management (NextCommission Solo: $160 per agency per month (for up to five seats). Monthly fees require no long term commitment. Optional Annual subscription provide two-free months (a 17% savings). All fees are pre-paid and non-refundable. NextAgency has earned a 4.9 "Value for Money" rating on Capterra.
Q. Who are the typical users of NextAgency?
NextAgency has the following typical customers:
Self Employed, 2–10, 11–50, 51–200
Q. What languages does NextAgency support?
NextAgency supports the following languages:
English
Q. Does NextAgency support mobile devices?
NextAgency supports the following devices:
Q. What other apps does NextAgency integrate with?
NextAgency integrates with the following applications:
BerniePortal, Ease, Intulse, Microsoft Outlook, Zapier
Q. What level of support does NextAgency offer?
NextAgency offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
Related categories
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Insurance CRM Software
