# AgencySmart vs NextAgency Comparison

| | AgencySmart | NextAgency | 
|---|---|---|
| **Star Rating** | 4.8 out of 5 | 4.8 out of 5 | 
| **Total Reviews** | 39 | 37 | 
| **Largest Market Segment** | Small-Business (94.7% of reviews) | Small-Business (89.2% of reviews) | 
| **Entry Level Price** | $49.00 | $85.00 1 Seats Per Month | 

---
## Top Pros & Cons

### AgencySmart

Pros:
- Ease of Use (3 reviews)
- Training Support (2 reviews)

Cons:
- Data Entry Issues (2 reviews)
- Manual Editing Difficulty (1 reviews)

### NextAgency

Pros:
- Customer Support (4 reviews)
- Ease of Use (4 reviews)

Cons:
- Complex Process (1 reviews)
- Difficulty (1 reviews)

---
## Ratings Comparison
| Rating | AgencySmart | NextAgency | 
|---|---|---|
  | **Meets Requirements** | 9.8 (27 reviews) | 9.2 (35 reviews) | 
  | **Ease of Use** | 9.8 (28 reviews) | 9.3 (36 reviews) | 
  | **Ease of Setup** | 9.5 (18 reviews) | 8.8 (23 reviews) | 
  | **Ease of Admin** | 9.5 (18 reviews) | 9.5 (18 reviews) | 
  | **Quality of Support** | 9.6 (31 reviews) | 9.9 (35 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.9 (18 reviews) | 9.8 (17 reviews) | 
  | **Product Direction (% positive)** | 10.0 (27 reviews) | 10.0 (32 reviews) | 

---
## Pricing

### AgencySmart

#### Entry-Level Pricing

Plan: Basic Quoting

Price: $49.00

Description: 30-Day Free Trial Available
($44 for NAHU Members)

Key Features:
- Unlimited Quotes
- Renewal Notification Dashboard
- Carrier Plan Designs & SBCs

[Browse all 13 editions](https://www.g2.com/products/agencysmart/pricing)

#### Free Trial

Yes

### NextAgency

#### Entry-Level Pricing

Plan: NextAgency

Price: $85.00 1 Seats Per Month

Description: NextAgency saves your life and health agency time, money and clients with CRM, business analytics, marketing, and optional commission management tools. Designed specifically for agencies selling  benefits, senior, and life policies.

Key Features:
- NextAgency provides a powerful, intuitive agency management system with CRM, business analytic and marketing tools.
- Designed for agencies selling benefits, senior and life polices.  Easily customized for your agency
- Includes free support and training.

[Browse all 3 editions](https://www.g2.com/products/nextagency/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### Health Insurance Software

| Product | Score | Reviews |
|---|---|---|
| **AgencySmart** | 9.2/10 | 8 |
| **NextAgency** | N/A | N/A |

#### Platform Data

| Feature | AgencySmart | NextAgency | 
|---|---|---|
| **Platform Search** | 9.5 (7 reviews) | Not enough data | 
| **Dashboard** | 9.7 (6 reviews) | Not enough data | 
| **Alerts and Notifications** | 9.0 (7 reviews) | Not enough data | 

#### Platform Interoperability

| Feature | AgencySmart | NextAgency | 
|---|---|---|
| **Pre-Built Connectors** | Not enough data | Not enough data | 

#### Platform Additional Functionality

| Feature | AgencySmart | NextAgency | 
|---|---|---|
| **Cloud** | 9.7 (5 reviews) | Not enough data | 
| **Payment** | 7.7 (5 reviews) | Not enough data | 
| **Portal** | Not enough data | Not enough data | 

#### Platform Content

| Feature | AgencySmart | NextAgency | 
|---|---|---|
| **Automation** | 9.3 (5 reviews) | Not enough data | 

### Life & Health Insurance Agency Management

| Product | Score | Reviews |
|---|---|---|
| **AgencySmart** | 9.2/10 | 20 |
| **NextAgency** | 9.0/10 | 24 |

#### Platform Administration

| Feature | AgencySmart | NextAgency | 
|---|---|---|
| **Task Management** | 9.4 (17 reviews) | 9.1 (20 reviews) | 
| **Email Integration** | 8.5 (17 reviews) | 8.3 (18 reviews) | 
| **Sales Tools** | 8.8 (18 reviews) | 8.8 (20 reviews) | 
| **Commissions** | 9.7 (17 reviews) | 8.6 (16 reviews) | 
| **Accounting** | 9.2 (12 reviews) | Feature Not Available | 
| **Contact Management** | 9.6 (19 reviews) | 9.4 (23 reviews) | 

#### Platform Basics

| Feature | AgencySmart | NextAgency | 
|---|---|---|
| **Reporting** | 9.5 (18 reviews) | 9.3 (23 reviews) | 

#### Platform Documentation

| Feature | AgencySmart | NextAgency | 
|---|---|---|
| **Electronic Signature** | 8.5 (13 reviews) | Feature Not Available | 
| **Policy Management** | 9.8 (19 reviews) | 9.4 (22 reviews) | 
| **Claims Management** | 8.6 (16 reviews) | Feature Not Available | 

### Insurance Agency Management Systems

| Product | Score | Reviews |
|---|---|---|
| **AgencySmart** | 9.3/10 | 8 |
| **NextAgency** | 8.9/10 | 16 |

#### Administration

| Feature | AgencySmart | NextAgency | 
|---|---|---|
| **Accounting** | Not enough data | Feature Not Available | 
| **Contact Management** | 9.5 (7 reviews) | 9.4 (16 reviews) | 
| **Commissions** | 9.7 (6 reviews) | 7.7 (11 reviews) | 
| **Sales Tools** | 9.5 (7 reviews) | 9.1 (13 reviews) | 
| **Reporting & Dashboards** | 10.0 (6 reviews) | 9.2 (13 reviews) | 
| **Payment Processing** | Not enough data | Feature Not Available | 
| **Email Integration** | 8.9 (6 reviews) | 7.6 (12 reviews) | 
| **Task Management** | 8.8 (7 reviews) | 9.4 (15 reviews) | 

#### Insurance Documentation

| Feature | AgencySmart | NextAgency | 
|---|---|---|
| **Claims Management** | Not enough data | Feature Not Available | 
| **Policy Management** | 10.0 (7 reviews) | 9.3 (15 reviews) | 
| **Invoicing & Receipts** | Not enough data | Feature Not Available | 
| **Electronic Signatures** | 8.0 (5 reviews) | Feature Not Available | 

---
## Categories
**Shared Categories (3):** [Health Insurance Software](https://www.g2.com/categories/health-insurance-software), [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems), [Life & Health Insurance Agency Management Software](https://www.g2.com/categories/life-health-insurance-agency-management)

**Unique to AgencySmart (1):** [Life Insurance Policy Administration Systems](https://www.g2.com/categories/life-insurance-policy-administration-systems)



---
## Reviewer Demographics

### By Company Size

| Segment | AgencySmart | NextAgency | 
|---|---|---|
| **Small-Business** | 94.7% | 89.2% | 
| **Mid-Market** | 2.6% | 10.8% | 
| **Enterprise** | 2.6% | 0% | 

### By Industry

#### AgencySmart

- **Insurance:** 92.1%
- **Health, Wellness and Fitness:** 2.6%
- **Financial Services:** 2.6%
- **Airlines/Aviation:** 2.6%

#### NextAgency

- **Insurance:** 91.9%
- **Accounting:** 5.4%
- **Medical Practice:** 2.7%

---
## Alternatives

### Alternatives to AgencySmart

- [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews)
- [Applied Epic](https://www.g2.com/products/applied-epic/reviews) — 4.4/5 stars (1571 reviews)
- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (947 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (606 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (712 reviews)
- [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews)
- [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) — 4.7/5 stars (78 reviews)
- [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews)
- [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (115 reviews)
- [InsuredMine](https://www.g2.com/products/insuredmine/reviews) — 4.7/5 stars (16 reviews)

### Alternatives to NextAgency

- [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews)
- [Applied Epic](https://www.g2.com/products/applied-epic/reviews) — 4.4/5 stars (1571 reviews)
- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (947 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (606 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (712 reviews)
- [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) — 4.7/5 stars (78 reviews)
- [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews)
- [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (115 reviews)
- [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews)
- [Sagitta](https://www.g2.com/products/sagitta/reviews) — 3.9/5 stars (91 reviews)

---
## Top Discussions

### AgencySmart

- Title: [What is AgencySmart used for?](https://www.g2.com/discussions/what-is-agencysmart-used-for) — 1 comment *(includes official response)*
  > **Top comment:** "AgencySmart is the only true all-in-one agency management platform for insurance brokers and general agencies. We offer CRM, Quoting, Online Enrollment,..."

### NextAgency

- Title: [What is NextAgency used for?](https://www.g2.com/discussions/what-is-nextagency-used-for) — 1 comment *(includes official response)*
  > **Top comment:** "NextAgency is used by life and health insurance agencies to operate more efficiently and effectively, keep their teams on the same page, improve their..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/agencysmart-vs-nextagency)