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.

Pricing starting from:

US$75,00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to NextAgency

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..

  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Pricing starting from:

    US$75,00/month

    • Free Version
    • Free Trial
    • Subscription

    Top 5 alternatives to NextAgency

    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)
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    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)

    Features

    Total features of NextAgency: 43

    • API
    • Access Controls/Permissions
    • Activity Tracking
    • Agency Commission
    • Alerts/Notifications
    • CRM
    • Calendar Management
    • Client Management
    • Commission Management
    • Commission Overrides
    • Commission Scheduling
    • Commission Statements
    • Contact Database
    • Contact Management
    • Customizable Fields
    • Customizable Reports
    • Customizable Templates
    • Data Import/Export
    • Document Management
    • Document Storage
    • Email Management
    • Email Marketing
    • Flat Commissions
    • Forecasting
    • Forms Management
    • Insurance Policy Management
    • Lead Management
    • Life & Health
    • Percentage Commissions
    • Pipeline Management
    • Policy Management
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • SSL Security
    • Search/Filter
    • Split Commissions
    • Status Tracking
    • Task Management
    • Third Party Integrations
    • Tiered Commissions
    • User Management
    • Workflow Management

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    Reviews

    Overall rating

    4,8 /5
    (24)
    Value for Money
    4,9/5
    Features
    4,7/5
    Ease of Use
    4,7/5
    Customer Support
    4,9/5

    Already have NextAgency?

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

    Write a Review!
    Showing 5 reviews of 24
    Steven G.
    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

    Mike A.
    Overall rating
    • Industry: Insurance
    • Company size: Self Employed
    • Used Daily for Free Trial
    • Review Source

    Overall rating

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

    Awesome Product!

    Reviewed on 2020/12/05

    Excellent! I'll be a long time customer of NextAgency!

    Excellent! I'll be a long time customer of NextAgency!

    Pros

    Easy to use and intuitive. Get's all your information in a digestible, secure format.

    Cons

    A couple of glitches, but the support team is OUTSTANDING!!!

    Alternatives Considered

    AgencyBloc

    Reasons for Choosing NextAgency

    Industry specific

    Switched From

    Pipedrive

    Reasons for Switching to NextAgency

    Responsiveness in support and sales. NAHU partner / affiliate!

    Response from Take44

    Hi Mike. Thank you very much for your review of NextAgency. I've shared it with the team and we're all excited to be exceeding your expectations. We look forward to a long, productive relationship with your agency.

    Jacqueline S.
    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.

    Sarah W.
    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.

    Brianna B.
    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.

    Showing 5 reviews of 24 Read all reviews

    NextAgency FAQs

    Below are some frequently asked questions for NextAgency.

    NextAgency offers the following pricing plans:

    • Starting from: US$75,00/month
    • Pricing model: Subscription
    • Free Trial: Available

    NextAgency Platform: For NAHU members: $75 per month for the first user $33 per month for each additional user Standard: $93.75 per month for the first user $42.25 per month for the each additional user Commissions Module: For NAHU members: $75 per month per agency Standard: $93.75 per month per agency Annual Fee available and reduces fees by 16.7% (two months free)

    NextAgency has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    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, QuickBooks Online Advanced, Zapier

    NextAgency offers the following support options:

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

    Related categories

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