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
Other Top Recommended Insurance Software
Most Helpful Reviews for NextAgency
1 - 5 of 32 Reviews
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
Mike
Insurance, 1 employee
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2020
Awesome Product!
Excellent! I'll be a long time customer of NextAgency!
PROSEasy to use and intuitive. Get's all your information in a digestible, secure format.
CONSA couple of glitches, but the support team is OUTSTANDING!!!
Reason for choosing NextAgency
Responsiveness in support and sales. NAHU partner / affiliate!
Reasons for switching to NextAgency
Industry specific
Vendor Response
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
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
Ruth
Insurance, 2-10 employees
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2023
Life Changes
Our Agency was lacking in organization of our files and we recently had some staff changes. I was finding that it was taking us hours to find information that we should have already had in the first please but I was also looking for a solution that could house everything all in one places versus us having to search our server, emails, or recall conversations. Next Agency checks ALL my boxes and I am so please.
PROSI recently had the pleasure of working with Next Agency and I couldn’t be happier with the experience. I vetted 3 other competitors and Next Agency was at the top. It is simple yet robust at the same time. I am still in my trial Period but I am so excited to delve deeper and learn what all the system has to offer.The team at Next Agency is incredibly professional, knowledgeable, and dedicated to providing top-notch service. They went above and beyond to ensure that all of my needs were met and that I was completely satisfied with the outcome. I highly recommend Next Agency to anyone in need of their services. Thank you, Next Agency, for a job well done!
CONSI would like for there to be more prefilled fields for some of the different products for instance include a Guarantee Issue field for Vol life insurance versus me having to create it on my own. But the fact that I am able to create and customize however I want makes this not even an issue.
Reason for choosing NextAgency
The "color" stages, Ease of use, the fact that we can integrate our emails and create automatic workflows and checklists.
Sarah
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 May 2023
Next for small health insurance agency
Great
PROSThe team helped us out a lot in transition from old software. NextAgency was easier to use, had more reporting options, was cleaner and had a lot of the flexibility that we needed.
CONSCertain features were buggy to begin with but the team at Next are good at fixing things once they are aware.
Reason for choosing NextAgency
Cost and our custom needs
Reasons for switching to NextAgency
Inscomm was outdated and inflexible
