NextAgency dashboard screenshot.
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Web browser (OS agnostic)About NextAgency
NextAgency is an agency management solution designed to help small to midsize healthcare and life insurance businesses manage benefits administration, employees, commission, claims and more.
NextHR includes NextBroker module that offers CRM tools to streamline agency operations. It allows users to track prospects as well as clients through a sales and service pipeline. Additionally, its NextHR module allows enterprises to manage employees with custom reporting, client portal and vendor document libraries. The platform enables users to create personalized timelines with shared tasks and notes. It also lets users filter tasks by deadline, priority, assignee and agenda. Plus, users can add notes, attach documents or set notifications for multiple tasks.
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12 Reviews of NextAgency
Average User Ratings
Overall
4.67 / 5 stars
Ease-of-use
4.5
Value for money
5.0
Customer support
5.0
Functionality
4.5
Likelihood to Recommend
Not likely
Very likely
December 2018
Steven from Vegan and Animal Professionals Insurance Agency
Verified Reviewer
Company Size: 2-10 employees
Industry: Insurance
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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
Replied May 2019
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
December 2018
John from John T Windham Insurance, LLC
Company Size: 2-10 employees
Industry: Insurance
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
4.0
Functionality
4.0
December 2018
NEXT is great!!
I finally have one place that is very user friendly to keep all of my clients information. I am a one stop shop for all lines. This system, even though it is mainly for an L!&H agency they have been able to adapt to me so that I can also service my P&C clients all I one!!
Pros
This management system is evolving continuously. The great thing about that these guys are there to explain step by step and show the value of the system. I am sure we mad ethe right choice to move to this Agency Management System
Cons
I have found nothing that I dislike about this software. The only thing is that they are working so hard to make this product better that I can not keep up. I think it is a good thing just to have a review with them once every few months.
Response from Take44
Replied May 2019
Hi John. Thanks for the great review and the high recommendation. I'm delighted NextAgency has worked so well for you and your team. And we'll keep those enhancements coming. Alan
May 2019
Fran from Compass Benefit Advisors
Company Size: 2-10 employees
Industry: Insurance
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
3.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
May 2019
Thoughts on NextAgency
Overall, the flexibility within NextAgency is very nice. This is not a "canned" software that leaves you with no options. You are able to select which fields to display and add in unlimited custom fields. The support staff are very responsive and incredible to work with. They are open to feedback (such as the end-user items I mentioned above).
Pros
The ability to manage all cases and employers in one place and monitor tasks is very helpful. It is also nice to be able to view task as a "team", meaning one person may be primary on a task but other members of the team can also monitor the progress and jump in as needed.
Cons
There are some end-user upgrades that would be nice to see, such as having the "save" button at both the top and bottom of a screen. Also, it would be very nice to see an upgrade that would allow for files within NextAgency to be moved by a click-drag-drop method rather than having to upload within NextAgency.
Response from Take44
Replied May 2020
Hi Fran. Thank you for the great review. We're delighted you're enjoying NextAgency. We put a lot of effort into making NextAgency easy to customize for the way your agency works. I'm glad that is working for you. Alan
October 2018
Monika from Broad River Benefits
Company Size: 2-10 employees
Industry: Insurance
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
October 2018
CRM for Health & Life Insurance Producers
One stop CRM for managing prospects and clients; running reports to assist with sales tracking and accountability; commissions management.
Pros
Ease of use and the help button for quick troubleshooting.
Cons
Function of email synchronization is spotty at times.
Response from Take44
Replied May 2019
Hi Monika. Thanks for the kind words and recommendation. I hope you've seen how we've vastly improved our email synchronization since you posted here. NextMail now automatically routes emails to the appropriate client record. And it's easier to use than ever. We very much enjoy working with your agency and look forward to bringing you new features in the months ahead. Alan.
December 2018
Tom from Garnett-Powers & Assoc., Inc.
Company Size: 11-50 employees
Industry: Insurance
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2018
Great System
Great people to work with and very service oriented.
Pros
NextAgency is very user friendly and ultimately does what we need. Their developers were very flexible with customizing certain features to fit our specific needs.
Cons
The initial set up was a bit challenging, but their ability and flexibility to enhance and improve the mechanics made it worthwhile.
Response from Take44
Replied May 2019
Hi Tom. Thank you for the terrific review and the great recommendation.We've worked hard to improve the initial set-up and have significantly expanded our NextConcierge team. All of which means it's never been easier for life, health and senior agencies to load their data and start getting the benefits of NextAgency. And we'll keep those improvements coming. Thanks again for your support. Alan
