NextAgency

RATING:

4.9

(40)

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: $120 per agency per month Optional Annual Fee available with two months free - a 17% savings NAHU Members save additional 5% for monthly or annual fee Monthly fees require no long term commitment; annual fees are pre-paid and non-refundable. Agencies may convert to annual fee at the end of any monthly subscription.

Starting price: 

$60.00 per month

Free trial: 

Available

Free version: 

Not Available

NextAgency dashboard screenshot.

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 40 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.

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.

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

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.

Michael

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 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.

Vendor Response

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