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NextAgency vs HealthSherpa Comparison (2026)

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NextAgency logo

NextAgency

HealthSherpa logo

HealthSherpa

Overview

NextAgency offers a commission tracking solution built into an agency management system for health & life insurance businesses with automated sales & marketing. NextCommission is also available as a stand-alone product.

HealthSherpa is designed to help healthcare organizations of all sizes streamline quoting, enrolling, and client management operations for ACA (Affordable Care Act) under the healthcare law. The platform enables agents to submit applications, follow-up on clients, and track approval status.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

No videos yet

Pricing

Starting from

85

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

Empty state illustration for "No pricing info"

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.9

42

5

4

3

2

1

38

4

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

4.8

105

5

4

3

2

1

86

17

1

0

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
94%
would recommend this app

Pros

“Next Agency is a very in depth and intuitive platform for Life & Health agencies - I was able to manage my clients with clarity and clear direction of my goals.”
RB

Rachel B.

owner agent

“Overall our company experience with NextAgency has been a good one. As mentioned before the customer service is fantastic and made the integration process in the beginning and moving forward a much easier thing.”
JW

Joy W.

Office Manager

“I also think the customer service is amazing. If you have questions, they are quick to respond.”
AM

Alyshia M.

Broker

Pros

“It streamlined every task from comparing health plans (on and off the marketplace), to shopping for individual dental plans, to performing provider searches, to drug formulary look-ups, to collecting payments. ”
DL

Debra L.

Independent Health and Life Insurance Agent

“all the filters we can put in to find exact plans for certain needs.”
CS

Cayla S.

Account Manager

“Policy management is awesome be sure policies are effectuated and upload requested docs.”
RC

Ryan C.

Agent

Cons

Not enoughreviews yet

Cons

“The Compare tool Print function does not work.”
RC

Ryan C.

Agent

“Off Exchange is not always accurate rates or available plans shown.”
RC

Ryan C.

Agent

“sometimes the system will be down when people are trying to enroll”
lf

louis f.

licensed health agent

  • Vendor responds to reviews
  • Last review11 days ago
  • Vendor responds to reviews
  • Last review3 years ago

Key features

  • Total features58
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Agency Commission
  • Alerts/Notifications
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Client Management
  • Client Portal
  • Commission Management
  • Commission Overrides
  • Commission Scheduling
  • Commission Statements
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Flat Commissions
  • For Insurance Industry
  • Forecasting
  • Forms Management
  • Insurance Policy Management
  • Lead Capture
  • Lead Management
  • Lead Nurturing
  • Life & Health
  • Marketing Automation
  • Monitoring
  • Opportunity Management
  • Percentage Commissions
  • Pipeline Management
  • Policy Management
  • Quotes/Estimates
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SSL Security
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Split Commissions
  • Status Tracking
  • Task Management
  • Task Scheduling
  • Third-Party Integrations
  • Tiered Commissions
  • User Management
  • Workflow Management
  • Total features15
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Agency Commission
  • Alerts/Notifications
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Client Management
  • Client Portal
  • Commission Management
  • Commission Overrides
  • Commission Scheduling
  • Commission Statements
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Flat Commissions
  • For Insurance Industry
  • Forecasting
  • Forms Management
  • Insurance Policy Management
  • Lead Capture
  • Lead Management
  • Lead Nurturing
  • Life & Health
  • Marketing Automation
  • Monitoring
  • Opportunity Management
  • Percentage Commissions
  • Pipeline Management
  • Policy Management
  • Quotes/Estimates
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SSL Security
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Split Commissions
  • Status Tracking
  • Task Management
  • Task Scheduling
  • Third-Party Integrations
  • Tiered Commissions
  • User Management
  • Workflow Management

Integrations

  • Total integrations6
  • BerniePortal
  • Employee Navigator
  • GReminders
  • Intulse
  • Microsoft Outlook
  • Zapier
  • Total integrationsN/A
  • BerniePortal
  • Employee Navigator
  • GReminders
  • Intulse
  • Microsoft Outlook
  • Zapier