# Agency Matrix vs NextAgency Comparison

| | Agency Matrix | NextAgency | 
|---|---|---|
| **Star Rating** | 3.6 out of 5 | 4.8 out of 5 | 
| **Total Reviews** | 26 | 37 | 
| **Largest Market Segment** | Small-Business (83.3% of reviews) | Small-Business (89.2% of reviews) | 
| **Entry Level Price** | No pricing available | $85.00 1 Seats Per Month | 

---
## Top Pros & Cons

### Agency Matrix

Pros:
- Data Management (1 reviews)
- Organization (1 reviews)


### NextAgency

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

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

---
## Ratings Comparison
| Rating | Agency Matrix | NextAgency | 
|---|---|---|
  | **Meets Requirements** | 7.5 (18 reviews) | 9.2 (35 reviews) | 
  | **Ease of Use** | 7.7 (18 reviews) | 9.3 (36 reviews) | 
  | **Ease of Setup** | 8.1 (7 reviews) | 8.8 (23 reviews) | 
  | **Ease of Admin** | 8.3 (6 reviews) | 9.5 (18 reviews) | 
  | **Quality of Support** | 7.5 (18 reviews) | 9.9 (35 reviews) | 
  | **Has the product been a good partner in doing business?** | 7.5 (6 reviews) | 9.8 (17 reviews) | 
  | **Product Direction (% positive)** | 6.8 (18 reviews) | 10.0 (32 reviews) | 

---
## Pricing

### Agency Matrix

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### 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 |
|---|---|---|
| **Agency Matrix** | N/A | N/A |
| **NextAgency** | N/A | N/A |

#### Platform Data

| Feature | Agency Matrix | NextAgency | 
|---|---|---|
| **Platform Search** | Not enough data | Not enough data | 
| **Dashboard** | Not enough data | Not enough data | 
| **Alerts and Notifications** | Not enough data | Not enough data | 

#### Platform Interoperability

| Feature | Agency Matrix | NextAgency | 
|---|---|---|
| **Pre-Built Connectors** | Not enough data | Not enough data | 

#### Platform Additional Functionality

| Feature | Agency Matrix | NextAgency | 
|---|---|---|
| **Cloud** | Not enough data | Not enough data | 
| **Payment** | Not enough data | Not enough data | 
| **Portal** | Not enough data | Not enough data | 

#### Platform Content

| Feature | Agency Matrix | NextAgency | 
|---|---|---|
| **Automation** | Not enough data | Not enough data | 

### Life & Health Insurance Agency Management

| Product | Score | Reviews |
|---|---|---|
| **Agency Matrix** | N/A | N/A |
| **NextAgency** | 9.0/10 | 24 |

#### Platform Administration

| Feature | Agency Matrix | NextAgency | 
|---|---|---|
| **Payment Processing** | Not enough data | Feature Not Available | 
| **Task Management** | Not enough data | 9.1 (20 reviews) | 
| **Email Integration** | Not enough data | 8.3 (18 reviews) | 
| **Sales Tools** | Not enough data | 8.8 (20 reviews) | 
| **Commissions** | Not enough data | 8.6 (16 reviews) | 
| **Accounting** | Not enough data | Feature Not Available | 
| **Contact Management** | Not enough data | 9.4 (23 reviews) | 

#### Platform Basics

| Feature | Agency Matrix | NextAgency | 
|---|---|---|
| **Reporting** | Not enough data | 9.3 (23 reviews) | 

#### Platform Documentation

| Feature | Agency Matrix | NextAgency | 
|---|---|---|
| **Electronic Signature** | Not enough data | Feature Not Available | 
| **Invoicing & Receipts** | Not enough data | Feature Not Available | 
| **Policy Management** | Not enough data | 9.4 (22 reviews) | 
| **Claims Management** | Not enough data | Feature Not Available | 

### Insurance Agency Management Systems

| Product | Score | Reviews |
|---|---|---|
| **Agency Matrix** | 7.7/10 | 13 |
| **NextAgency** | 8.9/10 | 16 |

#### Administration

| Feature | Agency Matrix | NextAgency | 
|---|---|---|
| **Accounting** | 7.5 (6 reviews) | Feature Not Available | 
| **Contact Management** | 8.5 (11 reviews) | 9.4 (16 reviews) | 
| **Commissions** | 7.3 (5 reviews) | 7.7 (11 reviews) | 
| **Sales Tools** | 8.1 (8 reviews) | 9.1 (13 reviews) | 
| **Reporting & Dashboards** | 8.1 (9 reviews) | 9.2 (13 reviews) | 
| **Payment Processing** | Not enough data | Feature Not Available | 
| **Email Integration** | 7.8 (9 reviews) | 7.6 (12 reviews) | 
| **Task Management** | 7.6 (9 reviews) | 9.4 (15 reviews) | 

#### Insurance Documentation

| Feature | Agency Matrix | NextAgency | 
|---|---|---|
| **Claims Management** | 6.0 (5 reviews) | Feature Not Available | 
| **Policy Management** | 7.5 (10 reviews) | 9.3 (15 reviews) | 
| **Invoicing & Receipts** | Not enough data | Feature Not Available | 
| **Electronic Signatures** | 8.1 (7 reviews) | Feature Not Available | 

---
## Categories
**Shared Categories (1):** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)


**Unique to NextAgency (2):** [Life & Health Insurance Agency Management Software](https://www.g2.com/categories/life-health-insurance-agency-management), [Health Insurance Software](https://www.g2.com/categories/health-insurance-software)


---
## Reviewer Demographics

### By Company Size

| Segment | Agency Matrix | NextAgency | 
|---|---|---|
| **Small-Business** | 83.3% | 89.2% | 
| **Mid-Market** | 12.5% | 10.8% | 
| **Enterprise** | 4.2% | 0% | 

### By Industry

#### Agency Matrix

- **Insurance:** 70.8%
- **Automotive:** 8.3%
- **Political Organization:** 4.2%
- **Information Technology and Services:** 4.2%
- **Hospital & Health Care:** 4.2%
- **Graphic Design:** 4.2%
- **Accounting:** 4.2%

#### NextAgency

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

---
## Alternatives

### Alternatives to Agency Matrix

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (951 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (715 reviews)
- [Applied Epic](https://www.g2.com/products/applied-epic/reviews) — 4.4/5 stars (1571 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (610 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)
- [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) — 4.7/5 stars (78 reviews)
- [Bridge Insure](https://www.g2.com/products/bridge-insure/reviews) — 4.6/5 stars (83 reviews)

### Alternatives to NextAgency

- [AgencySmart](https://www.g2.com/products/agencysmart/reviews) — 4.8/5 stars (39 reviews)
- [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 (951 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (610 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (715 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)

---
## Top Discussions

### Agency Matrix

- Title: [What insurance company uses ITC Agency Matrix?](https://www.g2.com/discussions/what-insurance-company-uses-itc-agency-matrix) — 1 comment
  > **Top comment:** "I work for The Rice Insurance & Financial Group, which is an independent agency out of Richmond, VA. We use Agency Matrix. To my knowledge, there are lots of..."

### 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/zywave-agency-matrix-vs-nextagency)