Satisfied! Happy to have a system to keep us organized.

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

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.

Excellent. Very knowledgeable on insurance and the needs of an agency.

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

Anytime you adopt a new system there is a learning curve. Overall, this one has been a road less bumpy.

Customer service support made use of NA easy.

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

Integration with email was difficult.

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.

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.

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.

Overall my experience has been Outstanding.

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

I would like to have more control over the default settings, but this is a very minor issue.

They have been very accessible to access when I have needed support.

Easy of use makes the system something that is simple to incorporate into a daily routine.

There is a limited ability to customize beyond what is already available.

Been what we needed from the very beginning.

Next was an easy jump from the management system I had before for alot less money

Next is adding so many things I can never keep up with it.

Very good and I highly recommend. We wouldn't be able to serve our clients at the high level we do without NextAgency.

I run all of my contact and case management from NextAgency. All I have to do is login and see what I'm up to for the day!

Commission tracking has been a little buggy.

Great customer service! Representatives are responsive in a timely manner. They listen to comments in enhancing the program.

There's nothing to dislike about NextAgency.

Any time that we have had questions, NextAgency has been VERY quick to respond

It started with the ability to easily track commissions and split amongst our agents. Then when we found out how easily we could run a report and sort out clients based on plans, zip codes, and other preferred features..

I would like to have an option on how to view commissions received - would prefer on a spreadsheet where months are side by side, not each on individual line

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.

I 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!

I 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.

Great

The 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.

Certain features were buggy to begin with but the team at Next are good at fixing things once they are aware.

The sales workflow and design for tracking households compared to companies/employees is very helpful.

There have been a few bugs with the software, as with any, but the support process to resolve them has been the best of any CRM I've ever experienced or heard of.

Overall our company experience with NextAgency has been a good one. As mentioned before the customer service is fantastic and made the integration process in the beginning and moving forward a much easier thing.

Customer Service is fantastic. We have always had quick response to our questions and issues. The system is fairly customizable so we have been able to tailor it fit our company's needs.

We had some issues with the NextMail system being buggy. There are also a couple tabs that are not customizable yet which would help us organize our information better.

Streamlined files and reduced paper. We can now work remotely and keep track of things real-time. We are learning more capabilities for this software to help us work smarter.

Ease of setting up new clients Data at my fingertips Constant Updates/Enhancements Great Customer Support

Reports could be improved by adding different fields.

Having all client data in one, centralized place helped us work together, whether in the office or remote.

The product was so easy to use. And, all of our client information was in one central location.

Initially, the commissions tracking/upload was very sensitive and needed to be entered very carefully to accept. This was continuously improved over time to make it very easy to upload, drag and drop.

We have not utilized this functionality yet, but will start to next quarter.

The reporting customization capabilities and ability to capture client's detailed benefits data is a plus.

Many frequent updates and software enhancements can slow down the flow of entering in data at times, because the view might look different.

I like the ease of uploading documents into Next. I like creating reports for mailing lists.

I do not like editing records from cases/policy screen. The reason is you can be on page 50 and edit a client, once done it will revert back to page 1 and you must click back through on page you were on.

Amazing experience. The team at NextAgency are extremely responsive, always willing to build out new things if they can to accommodate our agency needs. They are always innovative with new ideas of their own, they implement knew things throughout the year to make our lives easier.

Super User Friendly. Amazing program we could not live without. Keeps you point with tasks, follow-up, and so much more.

Can't think of any. Everything thing they have in place is extremely beneficial. I really don't have a con to note.

Love this software. Very user friendly. All client information located in one spot/ easily moving between clients and information. We loved that when there was a problem within the system (something we did not understand) we were able to reach out for immediate support from one of our team members.

Honestly nothing I can think of. Great team to work with in organizing your business.

I really enjoy using this system. It helps with productivity. I also think the customer service is amazing. If you have questions, they are quick to respond.

The accessibility and ease of the program allows me to work from anywhere at any time. Everything I need is one place. I also really like the note section. This allows you to keep track of what you were working on all at a glance.

I wish there was a way to move things from one file to another file without having to delete the uploaded document and then re-upload it to the new location.

NextAgency has become and integral part Owners Choice Benefits. Our newest team member loves it and picked it up quickly!

Easy to use and developers are Easy to work with!

I would like more integration with my email accounts.

Excellent, they work with you and one of the [sensitive content hidden] is hands on and he wants to deliver the best software platform for benefits agencies that is the impression he left with my agency.

A simplified benefits platform that can organize renewals from small, large to individual based on whatever criteria you want, the documentation of the renewal process, syncing with EASE platform, commission tracking, notification system and tasking is in an easy format. You can learn quickly and be up and running in a reasonable amount of time.

A group that has a dual open enrollment event dates the system did not support the multiple enrollment event. The Lookup of the plans gives a view of all the plans that the group has ever had.

It is helping me provide quicker more accurate service to the GA's and brokers that I work with. I am also better able to track commissions payable to each.

The system is intuitive and flexible. It is easy to use and maintain and the reminders have been very helpful.

There is so much that this system can do and I have probably just scratched the surface. I have not had any issues that haven't been quickly resolved by their great service team.

Very good- glad I choose this program . Like the videos to show how to do things to fix stuff

The ease of use. My entry person loves the quick turn around to make it better or fix something!!

My email having to upload a lot. Seems to loose some of my tracking for source/tags.