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.
Product Website
Seller
Take 44, Inc.Discussions
NextAgency CommunityLanguages Supported
English
Overview by
Victor Young (CEO and Founder, General Partner at X Fund)
