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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Supported Operating System(s):

Web browser (OS agnostic)

17 Reviews of NextAgency

Average User Ratings

Overall

4.76 / 5 stars

Ease-of-use

4.5

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(13)

13

4 stars

(4)

4

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 17 results

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

September 2019

Monika from Broad River Benefits

Company Size: 2-10 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

September 2019

Customization and Reporting Cababilities a Plus

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

Pros

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

Cons

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

Response from Take44

Replied November 2020

Thank you for your feedback Monika. We're delighted you enjoy the ability to make NextAgency your own. We continue to add ways to enable agencies to customize the software for the way they work. And we'll continue to make NextAgency even more valuable by adding enhancements. Based in part on your feedback we have made it even easier for current agencies to smoothly adapt to the new features. I hope you are finding these new tools and tutorials useful.

January 2021

Tracey from EBS Group Insurance

Company Size: 2-10 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2021

Organize your business

Pros

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.

Cons

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

Response from Take44

Replied February 2021

Thank you for the great review Tracey. We're delighted you highlighted our support and ease of use. And we're committed to making NextAgency even better moving forward with new features on the way. It's a pleasure to work with you and your team.

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

December 2020

Mike from Anderson Benefit Partners

Company Size: 1 employee

Industry: Insurance

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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

Replied December 2020

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.