NextAgency Pricing, Features, Reviews & Alternatives

NextAgency

Agency management software for life & health agencies.

4.76/5 (17 reviews)

NextAgency overview

What is NextAgency?

NextAgency saves you time, money and clients by delivering a modern agency management system with powerful CRM, marketing, and commission tracking tools.

Supports benefits, life, senior and other products for groups and individuals. While designed for life and health agencies, NextAgency is simple to personalize for your agency.

NextAgency brings all your client data in one place, including files, emails, notes, policy information and contacts.

NextAgency helps agencies be more efficient and effective, stay organized, keep track of promises and get the compensation they have earned. The software is ideal for agencies looking to grow without losing the personal touch that makes them successful.

Pricing

Starting from
$75/month
Pricing options
Free trial
 
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
NextAgency screenshot: Use CRM tools to automate sales and marketing processes and track prospects and clientsAgency Management System and CRM for Insurance Agents | Health, Individual, Life, P&C | NextAgencyNextAgency screenshot: Track leads throughout the entire sales cycle and define the most profitable sources of leadsNextAgency screenshot: Upload and audit insurance commissions, then track commissions quickly and easilyNextAgency screenshot: Sync your email account seamlessly with NextAgency and have emails associated with cases seamlessly 24/7NextAgency screenshot: Easily search and find cases, contacts, employees, notes, tasks, and more with our simple search tool.NextAgency screenshot: Automate the entire sales and marketing process from quoting to proposals and enrollment, regardless of the carriers or general agents, quoting or enrollment platforms usedNextAgency screenshot: Users can organize files into folders, drill down into the folder structure, and arrange files and folders how they likeNextAgency screenshot: Assign benefits to prospects and clients, then manage those benefitsNextAgency screenshot: Manage data protection and storage backups with the highest available encryption standards (256-bit SSL encryption)

NextAgency user reviews

Excellent
13

Very good
4

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.9
  4.6
  4.6
  4.9
Steven G.

Excellent tool for small benefit agency management

Used monthly for 6-12 months
Reviewed 2018-12-31
Review Source: Capterra

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Mike A.

Awesome Product!

Used daily for free trial
Reviewed 2020-12-05
Review Source: Capterra

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!!!

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Fran F.

Thoughts on NextAgency

Used daily for less than 6 months
Reviewed 2019-05-16
Review Source: Capterra

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


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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Monika B.

Customization and Reporting Cababilities a Plus

Used daily for 2+ years
Reviewed 2019-09-10
Review Source: Capterra

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


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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Julie R.

Amazing System

Used daily for 2+ years
Reviewed 2020-12-21
Review Source: Capterra

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.

Response from Take44


Hi Julie. Thank you very much for your review of NextAgency. We are delighted that you are delighted. Exceeding the expectations of agencies using our software is our goal.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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NextAgency pricing

Starting from
$75/month
Pricing options
Free trial
 
Subscription
View Pricing Plans

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)

NextAgency features

API
Access Controls/Permissions
Activity Tracking
Alerts/Notifications
Customizable Reports
Data Import/Export
Document Management
Reporting & Statistics
Reporting/Analytics
Search/Filter
Third Party Integrations

Activity Dashboard (281 other apps)
Billing & Invoicing (261 other apps)
Customer Database (165 other apps)
Electronic Payments (160 other apps)
Inventory Management (270 other apps)
Invoice Management (178 other apps)
Mobile Access (170 other apps)
Quotes/Estimates (171 other apps)
Scheduling (190 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for NextAgency

Benefits

Commission tracking tools ensure clients receive the compensation they have earned.

Save time with tools to help upload your commission statements.

Manage commission splits and generating commission statements for sub-agents on shared cases.

NextAgency supports individual and group health products, as well as life and senior products, and more.

Better understand your agency with insightful reports. Find client information and files in seconds. Keep track of tasks and notes..