NextAgency
About NextAgency
NextAgency Pricing
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.
Starting price:
$60.00 per month
Free trial:
Available
Free version:
Not Available
Most Helpful Reviews for NextAgency
1 - 5 of 40 Reviews
Charisse
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2024
A CMR to Replace Excel
Satisfied! Happy to have a system to keep us organized.
PROSIt's easy to manage policies, create task lists, saved notes, and run customized reporting
CONSdata 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.
Reason for choosing NextAgency
Customer Service is 10/10 with Next Agency!
Reasons for switching to NextAgency
Our book became too big to manage on spreadsheet.
Jill
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2024
BEST Agency Management System
Excellent. Very knowledgeable on insurance and the needs of an agency.
PROSEase of use and customer service. The videos and how to section is excellent. The quick response time when we are stuck is unbelievable!
CONSAnytime you adopt a new system there is a learning curve. Overall, this one has been a road less bumpy.
Reason for choosing NextAgency
Pricing and the ability to semi-customize our data. AgencyBloc is very rigid with how you enter your data (at the time).
Reasons for switching to NextAgency
We didn't like the system and found the reporting difficult.
Sarah
Insurance, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2021
M&A
Customer service support made use of NA easy.
PROSThe ability to customize fields and the customer service was excellent.
CONSIntegration with email was difficult.
Vendor Response
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.
Replied February 2022
Debbie
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2024
Next Agency
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.
PROSin 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.
CONSThere 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.
Reason for choosing 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
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2022
NextAgency keeps us on track
Overall my experience has been Outstanding.
PROSVery 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
CONSI would like to have more control over the default settings, but this is a very minor issue.
Reasons for switching to NextAgency
Zywave was NON responsive to problems and expensive.
Vendor Response
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.
Replied March 2022