NextAgency

Agency management software for life & health agencies.

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

  • Commission tracking tools ensure clients receive the compensation they have earned.

  • Save time with tools to help upload your commission statements.

  • Manage commission splits and generating commission statements for sub-agents on shared cases.

  • NextAgency supports individual and group health products, as well as life and senior products, and more.

  • Better understand your agency with insightful reports. Find client information and files in seconds. Keep track of tasks and notes..

  • Images

    NextAgency Software - Use CRM tools to automate sales and marketing processes and track prospects and clients
    NextAgency Software - Track leads throughout the entire sales cycle and define the most profitable sources of leads
    NextAgency Software - Upload and audit insurance commissions, then track commissions quickly and easily
    NextAgency Software - Sync your email account seamlessly with NextAgency and have emails associated with cases seamlessly 24/7
    NextAgency Software - Easily search and find cases, contacts, employees, notes, tasks, and more with our simple search tool.
    NextAgency Software - 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 Software - Users can organize files into folders, drill down into the folder structure, and arrange files and folders how they like
    NextAgency Software - Assign benefits to prospects and clients, then manage those benefits
    NextAgency Software - Manage data protection and storage backups with the highest available encryption standards (256-bit SSL encryption)
    View 10 more
    NextAgency video
    NextAgency Software - Use CRM tools to automate sales and marketing processes and track prospects and clients
    NextAgency Software - Track leads throughout the entire sales cycle and define the most profitable sources of leads
    NextAgency Software - Upload and audit insurance commissions, then track commissions quickly and easily
    NextAgency Software - Sync your email account seamlessly with NextAgency and have emails associated with cases seamlessly 24/7
    NextAgency Software - Easily search and find cases, contacts, employees, notes, tasks, and more with our simple search tool.
    NextAgency Software - 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 Software - Users can organize files into folders, drill down into the folder structure, and arrange files and folders how they like
    NextAgency Software - Assign benefits to prospects and clients, then manage those benefits
    NextAgency Software - Manage data protection and storage backups with the highest available encryption standards (256-bit SSL encryption)

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    Reviews

    Overall rating

    4,9 /5
    (40)
    Value for Money
    4,9/5
    Features
    4,7/5
    Ease of Use
    4,8/5
    Customer Support
    4,9/5

    Already have NextAgency?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 40
    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!
    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).
    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.

    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.
    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.

    Showing 5 reviews of 40 Read all reviews

    NextAgency FAQs

    Below are some frequently asked questions for NextAgency.

    NextAgency offers the following pricing plans:

    • Starting from: US$60,00/month
    • Pricing model: Subscription
    • Free Trial: Available

    License Fees Core Platform: $60 per seat per month Optional Commission Management: $120 per agency per month Optional Annual Fee available with two months free - a 17% savings NAHU Members save additional 5% for monthly or annual fee Monthly fees require no long term commitment; annual fees are pre-paid and non-refundable. Agencies may convert to annual fee at the end of any monthly subscription.

    NextAgency has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200

    NextAgency supports the following languages:

    English

    NextAgency supports the following devices:

    NextAgency integrates with the following applications:

    Ease, Google Calendar, Google Docs, Microsoft 365, Microsoft Outlook, Zapier

    NextAgency offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

    Related categories

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