App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

NextAgency Logo

NextAgency

Agency management software for life & health agencies.

visit website

NextAgency - 2024 Pricing, Features, Reviews, & Alternatives

Table of Contents

What is NextAgency?

NextAgency saves you time, money and clients by delivering a modern Insurance 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.

Benefits of using NextAgency

  • 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..

    • Starting from

    60

    /user

    Per month

    start trial
    view pricing plans
    book a demo

    NextAgency's key features

    Most critical features, based on insights from NextAgency users:

    Contact Management
    4.9
    (15)
    Customer Database
    4.9
    (7)
    Activity Tracking
    3.8
    (5)
    Insurance Policy Management
    4.9
    (13)
    Lead Management
    4.2
    (6)
    Sales Pipeline Management
    4.6
    (5)

    Features

    4.7

    /5

    42

    Ease of use

    4.8

    /5

    42

    All NextAgency features

    Opportunity Management
    5.0
    (1)
    Data Import/Export
    5.0
    (5)
    Customizable Reports
    5.0
    (1)
    Reporting/Analytics
    4.8
    (4)
    Contact Database
    5.0
    (1)
    Task Management
    5.0
    (4)
    Commission Statements
    5.0
    (2)
    Search/Filter
    5.0
    (5)
    Workflow Management
    5.0
    (5)
    Document Management
    5.0
    (4)
    Policy Management
    4.7
    (3)
    Commission Management
    4.9
    (7)
    Lead Capture
    (0)
    Lead Nurturing
    (0)
    Life & Health
    (0)
    Marketing Automation
    (0)
    Percentage Commissions
    5.0
    (1)
    Pipeline Management
    (0)
    Reminders
    (0)
    User Management
    (0)
    Reporting & Statistics
    (0)
    Tiered Commissions
    5.0
    (1)
    Third-Party Integrations
    (0)
    Task Scheduling
    (0)
    Role-Based Permissions
    (0)
    Status Tracking
    (0)
    Sales Reports
    (0)
    SSL Security
    (0)
    Split Commissions
    (0)
    Access Controls/Permissions
    (0)
    Activity Dashboard
    (0)
    Agency Commission
    (0)
    Alerts/Notifications
    (0)
    API
    5.0
    (1)
    Calendar Management
    5.0
    (1)
    Calendar Sync
    5.0
    (1)
    Calendar/Reminder System
    (0)
    Client Management
    (0)
    Commission Overrides
    (0)
    Commission Scheduling
    5.0
    (2)
    Configurable Workflow
    (0)
    Customizable Fields
    (0)
    Customizable Templates
    (0)
    Document Storage
    (0)
    Drag & Drop
    (0)
    Email Management
    (0)
    Email Marketing
    (0)
    Email Templates
    (0)
    Flat Commissions
    5.0
    (1)
    For Insurance Industry
    (0)
    Forecasting
    (0)
    Forms Management
    (0)

    NextAgency alternatives

    NextAgency logo

    NextAgency

    4.9
    (42)
    visit website

    Starting from

    60

    /user

    Per month

    Free trial
    Free version
    Ease of Use
    4.8
    Features
    4.7
    Value for Money
    4.9
    Customer Support
    4.9
    Odoo logo

    Odoo

    4.2
    (1.1K)
    visit website

    Starting from

    38.90

    Per month

    Free trial
    Free version
    Ease of Use
    4.0
    Features
    4.2
    Value for Money
    4.1
    Customer Support
    3.9
    Zoho CRM logo

    Zoho CRM

    4.3
    (6.8K)
    visit website

    Starting from

    14

    Per month

    Free trial
    Free version
    Ease of Use
    4.2
    Features
    4.3
    Value for Money
    4.3
    Customer Support
    4.1
    Copper logo

    Copper

    4.4
    (603)
    visit website

    Starting from

    9

    Per month

    Free trial
    Free version
    Ease of Use
    4.5
    Features
    4.1
    Value for Money
    4.1
    Customer Support
    4.3

    NextAgency pricing

    Pricing options
    Free plan
    Subscription
    Free trial
    Pricing range
    start trial
    view pricing plans

    Value for money

    4.9

    /5

    42

    Starting from

    60

    /user

    Per month

    NextAgency support options

    Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Knowledge Base
    Email/Help Desk
    Phone Support
    Chat
    FAQs/Forum

    Training options

    Webinars
    Live Online
    Videos
    Documentation

    NextAgency reviews

    Overall rating

    4.9

    /5

    42

    Positive reviews

    100

    %

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9.52/10
    Rating distribution

    5

    4

    3

    2

    1

    37

    5

    0

    0

    0

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

    Janice K.

    President

    The commission management feature is excellent. Easy to use and a great way to manage all client and payer information.
    KC

    Kirk C.

    Principal

    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.
    RA

    Ruth A.

    Executive Assistant to Owner

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

    Janice K.

    President

    Folders to import or sort things in to could be less confusing. There are times it is not clear where to put a file.
    MM

    Miranda M.

    broker

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

    Verified reviewer

    Anonymity request

    Read all reviews
    Read all reviews

    NextAgency FAQs

    Q. What type of pricing plans does NextAgency offer?

    NextAgency has the following pricing plans:
    Starting from: $60.00/month
    Pricing model: Subscription
    Free Trial: Available

    Q. Who are the typical users of NextAgency?

    NextAgency has the following typical customers:
    Freelancers, Small Business

    Q. What languages does NextAgency support?

    NextAgency supports the following languages:
    English

    Q. Does NextAgency offer an API?

    Yes, NextAgency has an API available for use.

    Q. What other apps does NextAgency integrate with?

    NextAgency integrates with the following applications:
    Ease, Microsoft Outlook, Zapier, BerniePortal, Intulse

    Q. What level of support does NextAgency offer?

    NextAgency offers the following support options:
    Knowledge Base, Email/Help Desk, Phone Support, Chat, FAQs/Forum

    Related categories

    Commission
    Online CRM
    Sales Tracking
    Insurance
    Insurance CRM

    Select your country

    US office

    56 Top Gallant Road
    Stamford, CT 06902
    USA

    Registered office

    Calle Álava 121
    08018 Barcelona,
    Spain

    For you

    JoinSign inSoftware categoriesBlog & research

    For vendors

    Get listedYour account

    Our company

    About usWe're hiring!NewsLegalPrivacy Policy
    14+ YEARS RECOMMENDING SOFTWARE

    © 2010-2024 GetApp. All Rights Reserved.
    GetApp is a registered trademark of Nubera eBusiness S.L. Nubera eBusiness uses its own and third-party cookies. By using the website you are accepting the use of these cookies. To get more information about our cookies click here.