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NextAgency description
NextAgency is a management system designed for US insurance agencies, particularly those selling life, health, and senior policies. It offers tools to manage client relationships (CRM), marketing, and commissions all within one platform. Key features include customizable workflows and reports, email integration, and data syncing with popular calendar and productivity tools. Unlike some competitors, NextAgency offers flexible month-to-month contracts and prioritizes data privacy, promising not to market to your clients.
Who is NextAgency best for
NextAgency is a cloud-based management system designed for small US insurance agencies specializing in life, health, and senior policies. It offers CRM, marketing, and commission tracking tools in one platform. Users praise its ease of use and excellent customer service, while some note limitations with file management and policy auto-updates. NextAgency prioritizes data privacy and flexible month-to-month contracts.
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Best for small agencies seeking an all-in-one management solution.
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Ideal for US insurance agencies specializing in life, health, and senior policies.
NextAgency features
Supported NextAgency supports commission tracking, calculating splits, and generating reports. |
Supported NextAgency stores client contact details, policies, and communication logs. |
Supported NextAgency allows creating custom reports based on desired data. |
Supported NextAgency allows generating custom reports to track sales and gain business insights. |
Supported NextAgency offers automated workflows to streamline agency operations and reduce manual effort. |
Supported NextAgency integrates with email systems, allowing users to send, receive, and log emails. |
We evaluate the sentiment that users express about non-functional aspects of the software
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
NextAgency reviews
We've summarised 69 NextAgency reviews (NextAgency Capterra reviews and NextAgency G2 reviews) and summarised the main points below.
- Excellent and responsive customer service.
- Easy to use and user-friendly interface.
- Good accessibility, allowing work from anywhere.
- Helpful "Notes" feature for keeping track of work.
- Customizable workflows and reports.
- Difficult to move files between folders; requires re-uploading.
- Limited customization for specific insurance lines (e.g., individual health and life).
- Policy auto-update needs improvement (e.g., auto-changing status from pending to active).
- NextMail synchronization has bugs.
- Commission tracking can be buggy.
NextAgency pricing
The commentary is based on 4 reviews from NextAgency Capterra reviews and NextAgency G2 reviews.
NextAgency offers a 30-day free trial. Rates are for agencies with up to 10 users. For more users, contact NextAgency for enterprise pricing. Several add-ons are available, such as NextCommission, NextAssistant, NextMail, NextText, Email Campaigns, External Users, Zapier Integration, and API Integration. Data migration services are also available through NextConcierge.
See the NextAgency pricing page.
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NextAgency has a free trial.
NextAgency alternatives
NextAgency FAQ
NextAgency is a management system for US insurance agencies specializing in life, health, and senior policies. It provides CRM, marketing, and commission tools in one platform, featuring customizable workflows, reports, and email integration. NextAgency offers flexible month-to-month contracts and prioritizes data privacy.
What is NextAgency and what does NextAgency do?
NextAgency is a management system for US insurance agencies specializing in life, health, and senior policies. It provides CRM, marketing, and commission tools in one platform, featuring customizable workflows, reports, and email integration. NextAgency offers flexible month-to-month contracts and prioritizes data privacy.
NextAgency integrates with email platforms, and syncs with popular calendar and productivity applications. It also offers customizable workflows to streamline various agency operations. More details on specific integrations are limited.
How does NextAgency integrate with other tools?
NextAgency integrates with email platforms, and syncs with popular calendar and productivity applications. It also offers customizable workflows to streamline various agency operations. More details on specific integrations are limited.
NextAgency alternatives include EZLynx, Partner Platform, Applied Epic, and HawkSoft. These competitors offer similar agency management system features for insurance businesses, with variations in company size focus and specific functionalities.
What the main competitors of NextAgency?
NextAgency alternatives include EZLynx, Partner Platform, Applied Epic, and HawkSoft. These competitors offer similar agency management system features for insurance businesses, with variations in company size focus and specific functionalities.
NextAgency is a legitimate management system for US insurance agencies. User reviews praise its ease of use and excellent customer service. Features include CRM, marketing tools, and commission tracking. However, some users mention difficulties with file management and policy auto-updates.
Is NextAgency legit?
NextAgency is a legitimate management system for US insurance agencies. User reviews praise its ease of use and excellent customer service. Features include CRM, marketing tools, and commission tracking. However, some users mention difficulties with file management and policy auto-updates.
NextAgency pricing is not publicly available. Contact NextAgency directly to obtain specific pricing information for its product and add-ons.
How much does NextAgency cost?
NextAgency pricing is not publicly available. Contact NextAgency directly to obtain specific pricing information for its product and add-ons.
NextAgency receives overwhelmingly positive feedback for its customer service. Users consistently praise the responsive, helpful, and knowledgeable support team, highlighting their quick replies and personalized video tutorials. They also appreciate that the company takes feedback seriously and strives for improvement.
Is NextAgency customer service good?
NextAgency receives overwhelmingly positive feedback for its customer service. Users consistently praise the responsive, helpful, and knowledgeable support team, highlighting their quick replies and personalized video tutorials. They also appreciate that the company takes feedback seriously and strives for improvement.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.