NextAgency Software

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About NextAgency

NextAgency is the Nation's leading Insurance Agency Management Platform featuring CRM, marketing, and commission tracking tools. The software is designed for life and health agencies, but is easy to customize for your agency. NextAgency's CRM tools enable agencies to organize all prospect and client data in one location, easily accessible when and where you need it. The platform's marketing tools support drip marketing campaigns, "blast" newsletters and emails, and can capture leads from your website. NextAgency's commission tracking tools make it easy to upload commission statements -- even those available only on PDFs -- and allocate them to carriers, clients, and sub-agents. Separately track commissions, overrides, bonuses, and fees. Run reports -- including sub-...

NextAgency Pricing

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)

Starting price: 

$75.00 per month

Free trial: 

Available

Free version: 

Not Available

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NextAgency dashboard screenshot.

NextAgency User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

5

Customer support

5

Functionality

4.5

Showing 1 - 5 of 26 reviews

User Profile

Steven

Verified reviewer

Company size: 2-10 employees

Industry: Insurance

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

December 2018

Excellent tool for small benefit agency management

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

Replied May 2019

Mike

Company size: 1 employee

Industry: Insurance

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

December 2020

Awesome Product!

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!!!

Reasons for choosing NextAgency

Responsiveness in support and sales. NAHU partner / affiliate!

Reasons for switching to NextAgency

Industry specific

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.

Replied December 2020

Sarah

Company size: 11-50 employees

Industry: Insurance

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

July 2021

M&A

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.

Replied February 2022

Kirk

Company size: 2-10 employees

Industry: Insurance

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

May 2022

Great Product and Great Service

Excellent service and a great experience overall.

Pros

The commission management feature is excellent. Easy to use and a great way to manage all client and payer information.

Cons

Nothing in particular. Everything was positive.

Reasons for choosing NextAgency

Features were better with Next Agency. Particularly commission management.

Response from Take44

Hi Kirk. Thank you very much for the outstanding review. It's always great to hear praise for our customer service team. They work hard for the agencies using NextAgency. I'm glad they delivered for you. I also appreciate your high praise of our commission management tools. As you know, we recently implemented some very popular enhancements. More are on their way making our commission module an even greater value.

Replied May 2022

Michael

Company size: 2-10 employees

Industry: Insurance

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

January 2022

NextAgency keeps us on track

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.

Reasons for switching to NextAgency

Zywave was NON responsive to problems and expensive.

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.

Replied March 2022

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