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.

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.

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.

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.

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!!!

Amazing System

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.

Pros

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

Cons

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

NEXT is great!!

I finally have one place that is very user friendly to keep all of my clients information. I am a one stop shop for all lines. This system, even though it is mainly for an L!&H agency they have been able to adapt to me so that I can also service my P&C clients all I one!!

Pros

This management system is evolving continuously. The great thing about that these guys are there to explain step by step and show the value of the system. I am sure we mad ethe right choice to move to this Agency Management System

Cons

I have found nothing that I dislike about this software. The only thing is that they are working so hard to make this product better that I can not keep up. I think it is a good thing just to have a review with them once every few months.

Great System

Great people to work with and very service oriented.

Pros

NextAgency is very user friendly and ultimately does what we need. Their developers were very flexible with customizing certain features to fit our specific needs.

Cons

The initial set up was a bit challenging, but their ability and flexibility to enhance and improve the mechanics made it worthwhile.

Amazing Experience with NextAgency

Pros

Everything has been a wonderful experience! From the support from the team (very responsive) to the user interface, it is very easy to find things. We needed very minimal training and were able to figure things out on our own. Not mention the price is affordable!

Cons

Not too much to complain about, at first it was difficult to upload clients and prospects, but now we have the hang of it.

Excellent Product

Pros

Pros: The ease of use, being able to create customized tasks and procedures, reminder system, quick response and support from the NextAgency team

Cons

Cons: Not integrated with Employee Navigator at this time

CRM for Health & Life Insurance Producers

One stop CRM for managing prospects and clients; running reports to assist with sales tracking and accountability; commissions management.

Pros

Ease of use and the help button for quick troubleshooting.

Cons

Function of email synchronization is spotty at times.

basic review of NextAgency

Perfect agency management system for a small agency.

Pros

This is a great agency management software for small agencies.

Cons

Maybe a few to many steps. This is not much of a con.

Small Business Perfection

They have been great to work with and have been very detailed on walking us through the program.

Pros

The ability to have everything in one place for our agency. We are able to communicate within the business about clients and have all notes and information in one place.

Cons

There are a lot of different options they may not be necessary. I like to keep it simple and our business just doesn't need to utilize some of the options, which doesn't mean that others might not find them helpful!

Great client organization system

Pros

All your client information organized in one place and up to date, including the latest servicing issues, policu numbers, and benefit outlines, key contacts and phone #s

Cons

I had to put the address in each time I added a new contact. It would be nice if it would populate the address field automatically

NextAgency for Health & Life Insurance

Pros

User-friendly interface, quick response for customer support

Cons

More room to customize and tailor platform

Would Highly Recomment

It has been great

Pros

It is easy to use and the team has been very responsive

Cons

want to be able to send to more than just one primary contact

NextAgency is awesome

overall experience is very good!

Pros

NextAgency is both Easy to use and inexpensive. Anytime I have had issues, IT is quick to respond. We love it.

Cons

We have not had any issues so far. I really have nothing to compare it to either.