NextAgency

RATING:

4.9

(41)

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

License Fees Core Platform: $60 per seat per month. Optional Commission Management Add-on (NextCommission): $120 per agency per month. Standalone Commission Management (NextCommission Solo: $160 per agency per month (for up to five seats). Monthly fees require no long term commitment. Optional Annual subscription provide two-free months (a 17% savings). All fees are pre-paid and non-refundable. NABIP Members save additional 5% for monthly or annual fee.

Starting price: 

$60.00 per month

Free trial: 

Available

Free version: 

Not Available

NextAgency dashboard screenshot.
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NextAgency Reviews

Overall Rating

4.9

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

4.5

Most Helpful Reviews for NextAgency

1 - 5 of 41 Reviews

Charisse

Insurance, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

PROS

It's easy to manage policies, create task lists, saved notes, and run customized reporting

CONS

data 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

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

PROS

Ease of use and customer service. The videos and how to section is excellent. The quick response time when we are stuck is unbelievable!

CONS

Anytime 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

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

PROS

The ability to customize fields and the customer service was excellent.

CONS

Integration 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

Amy

Insurance, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed May 2024

Using NA to Document New Hires

As I've said, I find Next Agency exceptionally easy to navigate. The various tabs contain much relevant info, like the benefits a certain group or person has or the waiting period a group has for its employees' benefits. It is very organized. Keep in mind I only use Next Agency for New Hires or to check an individual's benefits, but it has proven to be very straightforward and quick.

PROS

I like the ease of entering the information when I start a New Task. The fields are relevant and uploading any supporting documents takes only a second. I like the space allowed to write a description of the action or an explanation of the task. It is then simple to archive and review what you have entered.

CONS

This may be on me. I have not been able to figure out how to delete a duplicate task from the system. Also, I need to find out if I can print a report consisting solely of client names and their addresses. I'm not sure where to find the instructions for doing this.

Debbie

Insurance, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

PROS

in 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.

CONS

There 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.