# NextAgency Reviews **Vendor:** Take 44, Inc. **Category:** [Life & Health Insurance Agency Management Software](https://www.g2.com/categories/life-health-insurance-agency-management) **Average Rating:** 4.8/5.0 **Total Reviews:** 37 ## About NextAgency NextAgency is the agency management system its customers would design. As a result, NextAgency ranks as the Best Life & Health Insurance Agency Management Software on the G2 Grid — and is the only platform in the Leaders quadrant of the G2 Grid® for Life & Health Insurance Agency Management. NextAgency is an agency management system built specifically for agencies selling benefits, senior, and life policies. It brings together CRM, marketing, business analytics, compliance tools, and optional commission tracking in a single platform. NextAgency is designed for the way life and health agencies work, not the way generic software assumes they do. Yet it is easy to customize for the way each specific agency works. Agencies use NextAgency to manage the full scope of their day-to-day work: - CRM and policy management: track prospects and clients, manage policies, and build sales pipelines customized for benefits, Medicare, and life insurance - Marketing and communication: send email campaigns and newsletters, launch drip marketing campaigns, sync with Gmail, Outlook and other email clients, and automate renewal reminders and follow-up tasks - Business analytics: over two dozen built-in reports covering book of business, policy renewals, agent activity, and commission reconciliation; understand pipelines through the pipeline view; and use the dashboard to quickly check the current status of key business items like open tasks, case status, and more - Compliance and document management: generate, collect, and store e-signatures on commission disclosure forms, ACA consent forms, and Medicare-required documentation - Commission tracking: import carrier statements, manage sub-agent splits, and generate producer commission reports through the optional NextCommission add-on The platform serves agencies from mom-and-pop shops to regional leaders and is in use across 37 states. NextAgency was launched in 2018 by a team of long-time industry leaders, including two past presidents of NABIP (formerly NAHU). NextAgency is privately owned, independently operated, and answers to its customers. NextAgency respects its customers. That is why it publishes its pricing on its website, provides a 30-day free trial, and offers a month-to-month subscription with no long-term contract required. The company enters into a mutual NDA with each customer. The NDA makes explicit that its customers own their clients’ data and that NextAgency will not market to agencies' prospects and clients. NextAgency’s effort to design the agency management platform its customers would build themselves is reflected in its reviews on rating sites. For instance, on G2, NextAgency earns 4.8 out of 5 overall, with customer support rated 9.9 out of 10 — the highest in the life and health insurance agency management category. Across G2 and Capterra, NextAgency’s ratio of positive to negative reviews is 6.2 to 1, a ratio greater than those of its peers. The platform integrates with Employee Navigator, BerniePortal, Ease, Intulse, Zapier, GReminder, and others. An interactive comparison tool at nextagency.com allows agencies to evaluate features and pricing alongside leading competitors based on the factors users deem important. ## NextAgency Pros & Cons **What users like:** - Users appreciate the **excellent customer support** of NextAgency, consistently noting quick responses and adaptability to needs. (3 reviews) - Users value the **efficient consolidation** of client information in NextAgency, enhancing management and daily operations. (2 reviews) - Users highlight the **ease of use** of NextAgency, appreciating its intuitive design and straightforward navigation for daily tasks. (2 reviews) - Users love the **easy access** to client and agent information with NextAgency, enhancing organization and efficiency. (2 reviews) - Users love the **efficiency** of NextAgency, seamlessly consolidating client and policy information in one central location. (2 reviews) - Policy Management (2 reviews) - Users appreciate the **comprehensive information** provided by NextAgency, enhancing organization and accessibility for client and agent data. (1 reviews) - Features (1 reviews) - Helpful (1 reviews) - Intuitive (1 reviews) **What users dislike:** - Users find the **complex process** of navigating features in NextAgency can be challenging and time-consuming at first. (1 reviews) - Users find **implementation challenging** , indicating that it complicates the overall experience with NextAgency. (1 reviews) - Users find the **lack of user-friendliness** in NextAgency frustrating, especially on smaller screens like MS Surface. (1 reviews) - Users experience **update issues** with inaccurate availabilities causing confusion and affecting reliability. (1 reviews) - Users find **workflow inefficiency** due to complex features that can hinder effective navigation and customization. (1 reviews) ## NextAgency Reviews ### 1. Flexible system with excellent customer support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about NextAgency?** I like the flexibility compared to our old system, especially the way it helps us visually organize and present client details instead of relying only on reports or spreadsheets. The pipeline view is a good example, and we’ve also been able to tweak parts of the system to better fit how we work. Most of all, I appreciate the people behind the product. Samuel Osei and Vinil have been very responsive whenever we reach out, and they’ve done a great job providing customer support. When we suggested a new integration with GReminders they worked with them to help make it happen. We take advantage of the NABIP pricing and pay annually. It does save us a bit over the system we used before per seat. However, our overall spend has increased because we can use more features that are the pay as you go kinda things like email marketing or we use the concierge service to help with our initial data migration or monthly commission statements. Generally speaking, the system performs well and we haven't had many system outages or things like that that I can remember. **What do you dislike about NextAgency?** Every system has quirks or limitations or limitations which anyone who has done software development knows that there is a balance between pushing new features and keeping the production system running. I think the biggest challenge is more around bandwidth for them to implement all of the "great ideas" that come their way which is really code for "features that person wants custom built." In a perfect world, they would be able to have two development teams. One who review existing features and optimize, refine or improve them and the other team develops new ideas from concept to creation. But who knows - maybe they do or have an even better way of working on the backend. **What problems is NextAgency solving and how is that benefiting you?** Who do we serve, how are we serving them, how are the finances, and how do we best serve them? We never ran commissions before because the AMS system required us to figure out how to map the carriers' spreadsheet, which is always a challenge since every carrier has its own unique way of reporting. Having a concierge service that already knows their software makes it possible. Yes, it's a paid service, but it helps us track where the carriers' payments are and ensures there are no missing policies to add. ### 2. NextAgency Makes Client and Policy Management Easier **Rating:** 4.5/5.0 stars **Reviewed by:** Satish L. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2025 **What do you like best about NextAgency?** NextAgency is its ability to efficiently consolidate all client, policy, and commission information in one central location. The platform’s intuitive design and clear navigation make it straightforward to monitor leads, manage renewals, and handle daily tasks with ease.. **What do you dislike about NextAgency?** NextAgency offers robust functionality, but some features may be initially complex and require time to navigate effectively. Enhancing customization options would allow users to better tailor the platform to their individual workflow needs **What problems is NextAgency solving and how is that benefiting you?** NextAgency addresses the challenge of juggling multiple systems by centralizing client, policy, commission, and communication management onto one platform, reducing manual data entry and making important information more accessible. ### 3. Happy with NextAgency **Rating:** 5.0/5.0 stars **Reviewed by:** Laura B. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2025 **What do you like best about NextAgency?** We liked the user-friendly layout of NextAgency. The next best part was that if we did get stuck, the customer support team was quick to respond and very helpful. NextAgency made it easy to set up recurring reminders that were group specific. It also allowed for easy customization of the information displayed on each screen. **What do you dislike about NextAgency?** We found the integrations with other software to be clunky with Next Agency. We struggled to connect our Office365 accounts. **What problems is NextAgency solving and how is that benefiting you?** NextAgency made it possible for us to maintain client data for the whole agency in a central place. We moved from paper folders to NextAgency about 10 years ago. We've tripled our revenue while maintaining a similar sized staff. ### 4. ALWAYS there! ALWAYS proactive! **Rating:** 5.0/5.0 stars **Reviewed by:** LISA B. | Agency Owner/President, Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2025 **What do you like best about NextAgency?** NextAgency is a comprehensive CRM system that helps me stay organized and prepared. Having this all-inclusive system allows me to maintain complete and readily available client and agent information. I recommend this for individual agents as well as agencies that have multiple agents. Individual agents are in need of the amazing customer support that NA provides. The system and the customer support representatives make it easily adaptable to my specific needs. **What do you dislike about NextAgency?** There truly are no 'dislikes.' Whenever I have had any issues or needs they have been responsive and helpful and never let me down. **What problems is NextAgency solving and how is that benefiting you?** NextAgency provides a single location to store all of my agency and client information from every line of business that I sell. **Official Response from Alan Katz:** > Thank you Lisa. We greatly appreciate the outstanding review. And please know, all of us at NextAgency enjoy working with you and your team. And I'm especially pleased you're especially pleased with our customer support. ### 5. Great CRM and business management tools **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly A. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2025 **What do you like best about NextAgency?** Easy to use. Customer service is great. I always get a response quickly. I love that there are no contracts and the price is more than reasonable. I use Next Agency daily. **What do you dislike about NextAgency?** I wish the tasks reminders would show up on my phone. Remembering to assign tags **What problems is NextAgency solving and how is that benefiting you?** i would not be able to serivce my clients and keep my leads organized without it. It is a cruicial part of my business. ### 6. Perfect Agency Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2025 **What do you like best about NextAgency?** The features to manage our agency are all there! We are transitioning from paper, file storage and another system - so excited to have all the information in one place and integrated with our benadmin system. This is our daily go to for client service and support, client management and planning. It's easy and powerful! **What do you dislike about NextAgency?** It's so powerful, we have only tapped a small percentage of available resources. **What problems is NextAgency solving and how is that benefiting you?** The number one issue we are we benefiting from is having all client information in one place and being able to collaborate and share in a 100% remote enviroment. **Official Response from Alan Katz:** > Thank you for the five star review. We're honored. I'm glad you're finding NextAgency helpful in keeping your data organized and increasing your ability to collaborate. When you're ready to learn about what additional value NextAgency can deliver, please let us know. There's a lot of tools and functionality in NextAgency. Our support and training is free and ready to help. ### 7. Great features for my agency **Rating:** 4.5/5.0 stars **Reviewed by:** Tammy C. | Agency Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2025 **What do you like best about NextAgency?** I appreciate that most everything I need is included. I especially appreciate that I can list policy details making things easier during open enrollment. I also feel that their service is top notch. **What do you dislike about NextAgency?** I do wish things were easier to see on a smaller screen, such as my MS Surface. **What problems is NextAgency solving and how is that benefiting you?** Customer management, automation, policy tracking ### 8. NextAgency has allowed me to serve my clients from anywhere **Rating:** 5.0/5.0 stars **Reviewed by:** Alyshia M. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2024 **What do you like best about NextAgency?** NextAgency is easy to use and is user freindly. Using the program has allowed us to have access to the information for our clients anywhere. When we have had questions or problems that have come up customer support is quick to respond. The program is intuitive which also makes it easy for new hires use the system. I use this program daily. Tracking the work that I have done with my clients in one location has allowed me to serve my clients more effectively. **What do you dislike about NextAgency?** It is a struggle to not be able to move a file from folder to folder. Having to go and re-upload is an extra task. **What problems is NextAgency solving and how is that benefiting you?** Our agency recently moved to an electronic system. We are excited that using NextAgency allows us to go paperless. As an agent in the field I have access to all the information I need at a touch of a button. **Official Response from Alan Katz:** > Thank you for the great review, Alyshia. We appreciate it and enjoy working with you and your agency. That you find us easy to use is especially great to hear. And good news: you can easily move files from one folder to another without reloading them. I've asked our support team to reach out to show you how. If you have any other suggestions, please let us know. We're always working to make NextAgency an even better value for you. ### 9. Makes work way easier **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 25, 2024 **What do you like best about NextAgency?** Its very easy to use! Everything is lined out in front of you in a way thats very comprehensive. The program also has lots of resourses to help you along the way. Customer Support is also extremely helpful. **What do you dislike about NextAgency?** Updates are a bit off. Some availabilities are inacurate to what is actually listed. **What problems is NextAgency solving and how is that benefiting you?** I no longer am having to scower the internet for information. Its all listed where and how I need it. **Official Response from Alan Katz:** > Thank you for the terrific review. I'm glad you find NextAgency easy to use. I'll pass along your compliments to the customer service team. I also hope you enjoy the new features we've added (compliance tools, integrations, and more). ### 10. You need this CMR if you're still using Excel **Rating:** 4.5/5.0 stars **Reviewed by:** Charisse E. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2024 **What do you like best about NextAgency?** Their customer service is top notch!! The platform has limitations but anytime we need help doing a complication task they are helpful with quick replies and video how to's customized to our needs and not a generic video. They also take feedback for improvement seriously! It's awesome to have a CMR that can run custom reports, create check lists, tasks, track appointment notes, policy status, and so much more! Once we got our data transferreed from Excel to Next Agengy it was so easy to use! We use this CMR every day. **What do you dislike about NextAgency?** I wish there was a bit more customization to fit your specific insurance lines. We work with Individual Health and Life so some features that work for group or commerical just dont work for us. We have folks who go by different names but we cant search by that info. The auto update for policies isnt as good as it could be. If something goes effective 1/1 it would be cool if it would auto change status from pending to active. **What problems is NextAgency solving and how is that benefiting you?** More customization! It allows us to better fit our business and client needs **Official Response from Alan Katz:** > Thank you for this great review, Charisse. I'm glad NextAgency is delivering for you. And good news. Customizing NextAgency for your specific insurance lines is quick and easy. We'll reach out to show you how. And we'll take a look at your other suggestions, too. We're very proud of the new features and functions we constantly add -- most suggested by agencies using our software. It's part of our commitment to deliver ever increasing value. ### 11. Great Company to Work With **Rating:** 5.0/5.0 stars **Reviewed by:** Joy W. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2024 **What do you like best about NextAgency?** Customer Service is fantastic and will work with you to make sure your experience with the system is a positive one. It is fairly customizable which has been helpful in utilizing the tools to fit our company's organizational needs and quite user friendly. **What do you dislike about NextAgency?** Not every system tab is able to be customized at this point in time. We also some issue with the NextMail sync. **What problems is NextAgency solving and how is that benefiting you?** NextAgency has been helpful in getting our company data online and organized. We did not have a system like it before and they have worked with us to make sure our experience was, and is, a positive one. **Official Response from Alan Katz:** > Hi Joy. Thank you for the positive review. We appreciate it -- and working with you. And thank you for the high praise of our customer service team. We're very proud of their professional, timely, and friendly responses. NextAgency is one of the most customizable agency management systems around for agencies selling benefits, senior and life policies. But we're not resting on our laurels. For example, you'll find there are more tabs on which you can customize the fields shown and we're working on even more tabs. Again, thank you for taking the time to rate NextAgency. ### 12. Payroll Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 24, 2024 **What do you like best about NextAgency?** It is very much user friendly and easy to follow. **What do you dislike about NextAgency?** It is not easy to implement as a software. **What problems is NextAgency solving and how is that benefiting you?** It solve the problem of life and health insurance. **Official Response from Alan Katz:** > Thank you for the great review. We work hard to be user friendly and I'm glad to see that's paid off for you. As you're listed as Payroll Manager I assume you're using our NextCommission tool. I hope you are enjoying the new features we recently added. There's more on the way. ### 13. Best customer services - would definitely recommend! **Rating:** 5.0/5.0 stars **Reviewed by:** Christy L. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2024 **What do you like best about NextAgency?** The pricing is great for our agency, but the custom service we get is the best! Startup / upload of initial book of business was very easy to use and we use it every day! My main use is commission tracking and running reports with the ability to sort by various features - while other agents in our office like the ability to keep up with leads **What do you dislike about NextAgency?** I would like my commission report that I run to come in a different format **What problems is NextAgency solving and how is that benefiting you?** Tracking and posting of commissions for purposes of distributing by rep. Ability to run reports we could not run before **Official Response from Alan Katz:** > Thank you for the review, Christy. And thank you for the high praise on our pricing and customer service. We work hard to keep NextAgency affordable. And we're very proud of the high marks our support team earns. We'll be reaching out to see what format you'd like for commission statements. If it's something we can build for you we will. ### 14. Excellent Agency Management Software for Insurance Agency **Rating:** 5.0/5.0 stars **Reviewed by:** Jill P. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2024 **What do you like best about NextAgency?** Ease of use with the ability to customize to your agency. Customer support is excellent. We use it all day long internally. Next Agency is constantally adding features. **What do you dislike about NextAgency?** I can't think of anything. Every program has speed bumps but i am very satisfied with Next Agency. **What problems is NextAgency solving and how is that benefiting you?** Next Agency is our data management for all of our clients (groups and individuals) and we also use it to post our commissions each month. **Official Response from Alan Katz:** > Thank you Jill. We really enjoy working with you and your team. We're proud to be one of the most customizable agency management systems on the market and it's great to hear that's working for you. And I'm glad you're enjoying the commission module. We're making it even better in the weeks ahead. Alan ### 15. NextAgency Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Debbie H. | COO/Agency Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2024 **What do you like best about NextAgency?** The fact that it works for employee benefit agency management was the best I saw in the market **What do you dislike about NextAgency?** There is not a lot I dislike about it. Sometimes there are glitches in reporting but they fix them right away **What problems is NextAgency solving and how is that benefiting you?** We needed an employee benefits system not p & c. Most systems are geared more towards P&C and dont work for us. **Official Response from Alan Katz:** > Thank you for the great review, Debbie. I'm delighted NextAgency is the solution you were looking for. And it's always good to know that, after an agency like yours searches the market, NextAgency rises to the top. We're constantly adding features (like the new pipeline view). Our goal is to make NextAgency an even better solution for you. ### 16. easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2024 **What do you like best about NextAgency?** easy to use and contains fields to input any and all information **What do you dislike about NextAgency?** the folders/files feature seems repetetive and its not clear (to a new user) which folder a file should be uploaded to. **What problems is NextAgency solving and how is that benefiting you?** I am simply a user that is a part of a large agency using this as a CRM. I have no problems at this point and no input regarding any issues that it solved for me **Official Response from Alan Katz:** > Thank you for the five star review. We appreciate it. I'm very pleased you commented on how easy we are to use. We're take feedback from users seriously and make changes in response. That's one of the reasons you likely find us easier to use -- feedback from you and others have shown us where even little tweaks can make a big difference. ### 17. Easy to use Insurance CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Howard S. | Owner / Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2024 **What do you like best about NextAgency?** The product is designed for insurance agents & agencies to have a easy to use CRM to maximize customer interactions. **What do you dislike about NextAgency?** Not much to dislike about the product. The reporting function could be a little more user friendly with clear instructions on creating custom reports **What problems is NextAgency solving and how is that benefiting you?** The solution makes it easier to use a CRM on a daily basis to better keep track and interact with clients. **Official Response from Alan Katz:** > Thank you for the five star review Howard. And I'm glad you find it easy to work into your daily activities. That's our goal. Alan ### 18. We love NextAgency! **Rating:** 5.0/5.0 stars **Reviewed by:** Brandi D. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2024 **What do you like best about NextAgency?** Easy to use and the customer support team is always on point. **What do you dislike about NextAgency?** There are no downsides to using nextagency **What problems is NextAgency solving and how is that benefiting you?** Saving important documents and commission statements **Official Response from Alan Katz:** > Thank you, Brandi. We put a lot of effort into making NextAgency easy to use and we're delighted it's working for you. ### 19. Great Customer Service !! **Rating:** 5.0/5.0 stars **Reviewed by:** Virgie C. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2024 **What do you like best about NextAgency?** Great customer service! Representatives are responsive in a timely manner. They listen to comments in enhancing the program. Assistance via Youtube are great help me. **What do you dislike about NextAgency?** There's nothing to dislike about NextAgency. **What problems is NextAgency solving and how is that benefiting you?** There's no problem at this moment. **Official Response from Alan Katz:** > Thank you for the five star review, Virgie, and for singling out our stellar customer service team. As you mentioned, we're constantly enhancing NextAgency. There's some exciting new features coming soon. Stay tuned. ### 20. NextAgency is Awesome! **Rating:** 5.0/5.0 stars **Reviewed by:** Mike A. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2024 **What do you like best about NextAgency?** We wouldn't be able to do everthing we do for out clients without it. It helps us manager our clients, tasks and communciaton so we don't drop the ball or miss an opportuntiy. **What do you dislike about NextAgency?** Commissions can be buggy and diffictult to use **What problems is NextAgency solving and how is that benefiting you?** Communciation, task managment, opportunity management and client management / renewal flow **Official Response from Alan Katz:** > Hi Mike. Thank you for the five stars. We're delighted NextAgency is an integral part of your agency. And you'll be glad to hear we're in the process of implementing a host of new commission features to make those tools easier to use and more powerful. We're confident you'll like what you see. ### 21. Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Patricia K. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2023 **What do you like best about NextAgency?** Ease of use, adaptable and personalized. **What do you dislike about NextAgency?** Font size is quite small and can be difficult to see. **What problems is NextAgency solving and how is that benefiting you?** Client data management. **Official Response from Alan Katz:** > Hi Patricia. Thank you for the great rating. We appreciate you and all five stars. I'm glad you find NextAgency easy to use and personalize. We put a lot of effort into both. Feedback like yours lets us know we're on the right track. We're constantly adding new features. I hope you're enjoying those as well. ### 22. Best AMS w/ Outstanding customer service to support it! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2020 **What do you like best about NextAgency?** As long as I am near Wifi and have my laptop, I can login anywhere and access client data since Next Agency is cloud based. Perfect for a busy individual on the go! **What do you dislike about NextAgency?** Staying on top of the updates can be challenging. **Recommendations to others considering NextAgency:** Ease (formerly Ease Central) appears to be another popular AMS, but I hear it works better for larger companies and comes at a high price. If you are a small to mid-size company then I would certainly give Next Agency a chance due it the superiority in how well it functions, excellent and very responsive customer service and the fair price. **What problems is NextAgency solving and how is that benefiting you?** It saves time as our prospect, client and carrier information are on the system which allows our fim to work more efficiently since we are not pulling files as often. This also allows us to focus on increasing sales and growing. Although we currently do not use it at the moment, Next Agency also that has a feature that reviews commission statements which also saves times. This is very nice since most insurance agents I talk to dread doing this task. **Official Response from Alan Katz:** > Hello. Thank you for the great review and five star rating. We appreciate it. I am especially glad you enjoy our customer service. We work hard to make it the best in the CRM/agency management system market. Concerning Ease, they are really an enrollment platform. We integrate with them which saves agencies using both systems a lot of time. We realize we are adding a lot of new features all the time. While we send out notices about them (most including a short video) it can be difficult to keep track of them all. Let's set up a training session. We'll show you around the site and all the new things you can do with NextAgency. ### 23. Excellent communication and strong automated solution for insurance commissions **Rating:** 5.0/5.0 stars **Reviewed by:** Rui T. | Business Consultant, Human Resources, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2021 **What do you like best about NextAgency?** One of the best things you can do as a business owner is being able to communicate effectively with a prospective partner who's able to listen to your needs and being able to resolve them. I've called and spoken to 20+ commission automation companies, none comes close to clear, transparent communication and willingness to work with you. You can tell the teammates enjoy their roles and work towards the same goal. If you're an insurance principal or an owner who either acquired an agency or is looking to improve their commission practices, this is wonderful as you create custom fields for reporting, and easily pull reporting on policy numbers and group numbers. At minimum, you will do good by getting their trial and seeing if it's a good fit for your needs. It is most definitely worth a shot and your time. Oh, before I forget, their pages are fast and you don't have to wait a bunch of time like other commission reporting softwares out there. **What do you dislike about NextAgency?** I can't say there was something I disliked. I wish there was more awareness to this company. Whereas other ranked higher on google searches and reviews, this one stood out significantly in communication, SPEED (not waiting for pages to load), and more. **Recommendations to others considering NextAgency:** Highly recommend NextAgency if you're an agency principal or owner looking to automate commission reports based on policy number, group number, and having the ability to customize your reports for your reps. Their communication is by far superior to any other company I've reached out to regarding automating commissions. It's super important to communicate well and be able to express what your needs are to someone who's attentive and will work with you. Their platform is pretty speedy too compared to the others I tried. **What problems is NextAgency solving and how is that benefiting you?** Saves quite a good amount of time and provides me the ability to easily gather commission and reporting. Ultimately it helps us keep track of our referral partner's payouts monthly and when we want to. **Official Response from Alan Katz:** > Thank you for the great review and rating, Rui. We appreciate it. I know you've looked at other systems and I'm delighted you are delighted with NextAgency. We work hard to be easy to use and responsive. I'm glad we're succeeding. I've shared your comments about our strong communication and customer service with the team. They send their best as well. ### 24. Great support and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2021 **What do you like best about NextAgency?** The system is quite intuitive and easy to maintain. When I do run into a question or problem, the service team is quick to help. **What do you dislike about NextAgency?** I haven't found anything I dislike. Typically it I run into a roadblock it is a learning opportunity as there is a lot to learn and I am probably just skimming the surface. **What problems is NextAgency solving and how is that benefiting you?** I am better able to track the groups that I am working on, and it provides me with a place to go when needed for problem resolution. It is much quicker than sifting through a year's worth of email. **Official Response from Alan Katz:** > Thank you for pointing out NextAgency's strong support and ease of use. We strive hard to exceed expectations in both areas and I am glad we have for you. We would be delighted to help you make even more use of the NextAgency. Please let us know some good times for you and we will set up some as many free training sessions as you need. ### 25. Great Company! **Rating:** 5.0/5.0 stars **Reviewed by:** Belinda M. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2021 **What do you like best about NextAgency?** They are very easy to work with and very responsive. **What do you dislike about NextAgency?** The only unresolved issue we have had (and NextAgency is working on this) is that there is no field in the detail area for a client's middle initial. **Recommendations to others considering NextAgency:** if you are looking for a responsive team and an excellent client database, this is the company to use **What problems is NextAgency solving and how is that benefiting you?** Workflow is easier. It has eliminated the use of paper in the office that we for a new client set up. We love the task assignment. **Official Response from Alan Katz:** > Hi Belinda. Thank you for the five star review. I appreciate it. As you know, you can now select the fields you want to see in the detail section --including middle initial. Please keep the feedback coming. We're constantly making NextAgency an even greater value based on suggestions from users like you. ### 26. NextAgency is the BEST **Rating:** 5.0/5.0 stars **Reviewed by:** Sierra C. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2021 **What do you like best about NextAgency?** I LOVE NextAgency for all of my CRM requirements. This is exceptionally useful to keep track of tasks, and other things required of this job in health insurance on the daily. **What do you dislike about NextAgency?** There is't anything that comes to mind that I dislike about Next Agency. **What problems is NextAgency solving and how is that benefiting you?** We are now able to collectively have a shared space where we can all reach the same tasks and files together in one system. I use it several times a day. **Official Response from Alan Katz:** > Thank you for the great review and rating, Sierra. I am glad you are getting great value from NextAgency. Since your review we have added a host of new functions and features to the agency management system -- many in the CRM section. Please let us know a good time and we be happy to review the new tools with you. ### 27. Easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** lauren l. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2021 **What do you like best about NextAgency?** I love the support they provide. Whenever I have questions they respond within 15 minutes and the response is always clear and concise! **What do you dislike about NextAgency?** Sometimes I feel overwhelmed by the amount they offer which is not really a dislike **Recommendations to others considering NextAgency:** One stop shop for all your business organizational needs!! They never leave you hanging with questions and support **What problems is NextAgency solving and how is that benefiting you?** keeping everything organized in one spot. Being able to reach multiple people using the work flow **Official Response from Alan Katz:** > Thank you for the five star review Lauren. I've passed your complements along to the customer service folks. It's a real strength of NextAgency. We aim to respond quickly, but also thoroughly. That's why most responses include a quick screencast so we're not just describing the answer to your question, we're showing you the solution, too. Thank you for pointing out how we keep all of an insurance agency's data "organized in one spot." We're all about saving folks time, money, and clients. This is one of the ways we do that. ### 28. Next Agency is a Plus **Rating:** 4.5/5.0 stars **Reviewed by:** Fran F. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2020 **What do you like best about NextAgency?** This is not a "canned" platform that does not allow for versatility, yet it is easy to learn and navigate. The leadership is willing to listen to and implement new ideas that make the platform even more versatile. It is obvious that this platform was created with the broker in mind! The NextAgency customer service is exceptional via email, phone or online meeting . They listen and seek to understand what your end goal is so they can best address your questions. The online videos and articles are well-written and have thorough instructions that equip the end-user for success. **What do you dislike about NextAgency?** There are some minor "tweaks" that could be made to improve navigation for the end-user. Like having a "save" button at both the top and bottom of a page. Being able to review detailed notes on a case without having to adjust the window size. Simple things that eliminate key strokes and scrolling for the end user. I know these are coming based on conversations I have had with NextAgency. **What problems is NextAgency solving and how is that benefiting you?** One of the struggles we were facing was steps were being missed on new group implementations or renewals. The workflows and checklists within NextAgency allowed us to set up tasks that take the Account Managers sequentially through all the steps required for implementations and renewals. We are currently implementing the commission module and anticipate that it will help us identify commission payments that are due to us but have not been paid. It will also allow for reporting of the value of the book of business for each broker in the agency. **Official Response from Alan Katz:** > Hi Fran. Thank you for your kind words. We put a lot of effort into making it easy to customize NextAgency for the way your agency does things. I'm glad that's working for you. ### 29. NextAgency is very intuitive **Rating:** 5.0/5.0 stars **Reviewed by:** Eric F. | Employee Benefit and Health Insurance Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 29, 2020 **What do you like best about NextAgency?** We were able to build our CRM tool all by ourselves and did not require outside consultants to built it out saving much time and money. You also get a very nice discount for being a NAHU member which is great. **What do you dislike about NextAgency?** There are individual, small group and large group but does not have a button separate for medicare. As the medicare space is so different from the individual market it would be nice have them separate as well. **Recommendations to others considering NextAgency:** Worth a look, very clean system, I don't know how to use everything but I know if I want to I can figure it out quickly. **What problems is NextAgency solving and how is that benefiting you?** Better communication and organization within the agency. Our agency can better pass along information about clients. **Official Response from Alan Katz:** > Hi Eric. We're delighted you're delighted with NextAgency. We strive to make our agency management system easy-to-use and intuitive. Thank you for mentioning that. And yes, NAHU members receive a 20% discount on our already low licensing fees. Thank you for bringing that up, too. You comment about the need for a separate Medicare button was great. That button will be added soon. In fact, insurance agencies using NextAgency will soon be able to define their own market segments. Please keep the suggestions coming. We're always looking to make NextAgency an even greater value. ### 30. Dependable CRM provided by real people you can work with **Rating:** 5.0/5.0 stars **Reviewed by:** Bill W. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2019 **What do you like best about NextAgency?** After over a year of research looking for an insurance agency CRM system I happened to find NextAgency. I looked at a lot of good systems and at widely divergent price points. Several things eventually drove me to send hard on hard-earned money to NextAgency, and agree to do that every month. 1. Learning curve - They provided detailed tutorials (in real person language incidentally) on virtually everything you can think of that you can review before you sign up with them. And they actually welcome your questions and provide you answers. 2. Personal accessibility - If you send an email to Alan Katz, he gets right back to you. How many cyber based companies have you ever dealt with that that happened for you. 3. Compensation download - Initially the deciding factor was that I could literally download my commissions from insurance companies directly into my NextAgency account and track them. Several systems (expensive ones) offer that to property-casualty companies but this is the only one I’m aware of that actually works for a life and health agency. 4. Constant candor - every other system I contacted had some overly exuberant salesperson promising the moon the stars and everything else. If anything, NextAgency underplayed the amazing capability of their system. There is no hype, there is no overpromising, there are just people you would like as friends and neighbors providing a high-quality service, at an excellent price point. Every CRM system promises you can put all your contacts, and your clients, in the system and that it’s going to be easy. Any of you who have done this realize it is never easy and has a long and frequently complicated learning curve. As I have begun to put information into my NextAgency system the most striking aspect has been that every time I think “why doesn’t it do this” I find that it does do that. For example, today I thought it would be nice to have all of my entries alphabetized. And there it was at the top of the page, a single click on an arrow and everything was instantly alphabetized. If you want more details, I welcome calls from anybody interested in why I chose the system. Simply contact NextAgency and say “get me in touch with Bill Weaver”. **What do you dislike about NextAgency?** Not much but now and then an entry point freezes. It happened today and I submitted a question. I had a response in under 10 minutes. Compared to my Microsoft issues and the non existent service with Nuance, I see this as a very small issue that is to be expected in any computer based system. **Recommendations to others considering NextAgency:** Take the time to learn about data entry and consider getting the spreadsheet of entrees to their team. I just started putting things in and now I have to make corrections. Corrections are simple but would have been limited had I taken their advice. **What problems is NextAgency solving and how is that benefiting you?** All my problems have been of my own making as I learn the system. Benefits? OMG - clients are already asking if alien's abducted Bill because they are getting answers faster and in better detail. **Official Response from Alan Katz:** > Thank you for your terrific -- and thorough -- review of NextAgency, Bill. It is a pleasure to work with you and we're delighted you are enjoying our insurance agency software. We're especially proud that your clients are noticing how organized you've become. That's a home run for you and us. ### 31. Good software for the insurance industry **Rating:** 4.5/5.0 stars **Reviewed by:** Jack D. H. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2020 **What do you like best about NextAgency?** Always updating to meet the needs of our industry. This is designed for insurance agencies. **What do you dislike about NextAgency?** Not as flashy as some of the bit name CRMs. **What problems is NextAgency solving and how is that benefiting you?** Able to track clients, tickets in the office and commissions. **Official Response from Alan Katz:** > Thank for mentioning that NextAgency is designed for insurance agencies, Jack. You are right, we're not as flashy as some of the big name CRMs. But we do have an intuitive interface. And because we focus on the needs of agencies like yours our substance trumps their flash. I should also note that, at the end of the day, they are just customer service relationship management platforms. NextAgency is an agency management system with CRM tools. So they may have bells we don't, but we deliver a lot more than they do. You and Jackie have been great about suggesting improvements. Please keep the ideas coming. We're constantly adding features and functions to make NextAgency an even greater value. ### 32. NextAgency Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2020 **What do you like best about NextAgency?** NextAgency has helped to keep our company extremely organized. It is very detailed and gives lots of customization options to help fit your needs best. If you are an insurance agency looking for a CRM, NextAgency will probably be a great fit just like it was for us! **What do you dislike about NextAgency?** The main thing I dislike is that at this time they don't have "required" fields in the system. So, when employees are adding information in sometimes things get missed. **What problems is NextAgency solving and how is that benefiting you?** Having all of your data in one place is such a valuable tool and makes everyone's lives easier. **Official Response from Alan Katz:** > Hello. And thank you for your great review of NextAgency. We strive to help agencies become more organized, effective and efficient. It is wonderful to hear you confirm we succeed. We'll take a look at your suggestion about enabling you to set some fields as required. We have a very exciting development roadmap to make our agency management system an even greater value. I'm confident you'll like the new functions and features being added. I'll see if we can get to this one sooner rather than later. Please keep the feedback coming. NextAgency is one of the leading insurance agency management systems because of input from users like you. ### 33. Excellent purpose-built small benefits agency management system **Rating:** 4.5/5.0 stars **Reviewed by:** Steven G. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** December 31, 2018 **What do you like best about NextAgency?** Built and run like a next-gen SaaS system, not a bulky, designed-by-committee enterprise platform like its competitors. Speedy, feature-rich and a very clean interface. Features consistently being added and improved. **What do you dislike about NextAgency?** As our (P&C heavy) agency just onboarded with a larger software suite, our benefits person didn't want to have to maintain two data sets so we had to unfortunately discontinue using NextAgency. **Recommendations to others considering NextAgency:** Highly recommended if you are benefits-focused and looking for something quick and easy to implement (near instant onboarding) and with tremendous support. **What problems is NextAgency solving and how is that benefiting you?** Made management of existing book and tracking opportunities very easy, especially considering we were running off a complicated spreadsheet earlier. **Official Response from Alan Katz:** > Thank you Steven. It has been a pleasure working with you. I'm glad you pointed out our focus on our only customers: insurance agencies. NextAgency is not designed by a committee, but by people who have made a living selling and servicing insurance policies. And most of our new features and functions are the direct result of requests from agencies using the system. NextAgency is not a generic platform. That's one of the many reasons we -- and our agencies -- think we're better. ### 34. Great experience with NextAgency **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2019 **What do you like best about NextAgency?** The user interface, flexibility, workflows and customer service has been top notch! **What do you dislike about NextAgency?** Not really much to dislike. At first, it was a bit tedious to implement new customers in the system but we now have the hang of it. **What problems is NextAgency solving and how is that benefiting you?** Increasing transparency into workflows and client benefit plans! **Official Response from Alan Katz:** > We are honored to earn your five star rating. And thank you for commenting on some of NextAgency's core strengths: an intuitive interface, flexibility, automated workflows, and outstanding customer service. You will be happy to learn we have made it even easier and straightforward to add new prospects and clients into our agency management system. I hope you are enjoying the improvements. ### 35. Great agency management system **Rating:** 5.0/5.0 stars **Reviewed by:** Alan C. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2019 **What do you like best about NextAgency?** Clean and crisp system. Good layout. Great file cabinet **What do you dislike about NextAgency?** Maybe a few to many steps. Commission tracking doesn't work well for me. **Recommendations to others considering NextAgency:** For a small agency it works great. **What problems is NextAgency solving and how is that benefiting you?** This is a great electronic filing cabinet. **Official Response from Alan Katz:** > Hi Alan. Thanks for the five stars. And for the feedback. We've greatly improved NextAgency's commission management tools since 2019. The tools are now much more powerful. Getting statements into the system is fast and easy. You can split commissions with sub-agents more flexibly. And we have new and more insightful reports. I hope you'll take a look. Thank you for being a long-time user -- and allowing us to use you as a reference. We very much appreciate you. All the best, Alan ### 36. Nothing can beat this value for an agency managment system!! **Rating:** 4.5/5.0 stars **Reviewed by:** J. Tal W. | Owner/ Producer, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2018 **What do you like best about NextAgency?** Ease of use and no worries about getting their help!! **What do you dislike about NextAgency?** Not sure if I have a dislike yet. They have everything at your finger tips to find the answer. I am older and use to having a book to go to. BUT it is working and really just a learning curve. **Recommendations to others considering NextAgency:** Don't wait!! **What problems is NextAgency solving and how is that benefiting you?** My old software was really cumbersome. It was a P&C driven software. I had no place to put my LA&H clients. Next combines all in one!! **Official Response from Alan Katz:** > Thank you for the great review. We're glad you're enjoying NextAgency. And thank you for highlighting our support. We're proud to be there for you before and after the sale. ### 37. Easy simple setup and Use **Rating:** 4.5/5.0 stars **Reviewed by:** Erin S. | Manager of Client Services, Medical Practice, Mid-Market (51-1000 emp.) **Reviewed Date:** May 03, 2018 **What do you like best about NextAgency?** Very visual - easy for all with high to low computer skills, Great customer support **What do you dislike about NextAgency?** There are no help videos attached to the help button **Recommendations to others considering NextAgency:** We have gone through several CRMs and this has been the easiest and most helpful so far. **What problems is NextAgency solving and how is that benefiting you?** Workflows keep everyone on track, ability to offer groups the Next Hr component adds value to us, very customizable to do what we need/want **Official Response from Alan Katz:** > Thank you for the great review of NextAgency, Erin. We appreciate it. So you know, dozens of video tutorials are now just a click away. At the bottom of every page is a link to the Help Desk. Click on that, select video tutorials and you have an entire library of helpful screen casts. Again, we're delighted you are enjoying NextAgency. ## NextAgency Discussions - [What is NextAgency used for?](https://www.g2.com/discussions/what-is-nextagency-used-for) - 1 comment - [View NextAgency pricing details and edition comparison](https://www.g2.com/products/nextagency/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-06-03+04%3A02%3A02+-0500&secure%5Bsession_id%5D=7a5fce27-bc0c-4672-b4ff-a213859e2bf2&secure%5Btoken%5D=bdbc25f6988a3ce567e6e7295082aba618567011a6e78ae826cee7aab32fd625&format=llm_user) ## NextAgency Integrations - [BerniePortal](https://www.g2.com/products/bernieportal/reviews) - [GReminders](https://www.g2.com/products/greminders/reviews) - [Intulse](https://www.g2.com/products/intulse/reviews) ## NextAgency Features **Platform Data** - Platform Search - Dashboard - Alerts and Notifications **Platform Administration** - Task Management - Email Integration - Sales Tools - Commissions - Contact Management **Administration** - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - Email Integration - Task Management **Platform Interoperability** - Pre-Built Connectors **Platform Basics** - Reporting **Insurance Documentation** - Policy Management **Platform Additional Functionality** - Cloud - Payment - Portal **Platform Documentation** - Policy Management **Platform Content** - Automation ## Top NextAgency Alternatives - [AgencySmart](https://www.g2.com/products/agencysmart/reviews) - 4.8/5.0 (38 reviews) - [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) - 4.7/5.0 (42 reviews) - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,552 reviews)