NextAgency Software
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.
Other Top Recommended Insurance Software
NextAgency User Reviews
OVERALL RATING
Showing 1 - 5 of 26 reviews
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.
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
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
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
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
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
