NextAgency Reviews & Product Details

NextAgency is the insurance agency management system and CRM 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 and CRM 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 www.NextAgency.com allows agencies to evaluate features and pricing alongside leading competitors based on the factors users deem important.

Seller

Take 44, Inc.

Discussions

NextAgency Community

Languages Supported

English

Solution Type

Best-of-Breed

Overview by

Alan Katz

Pricing

Pricing provided by NextAgency.

NextAgency

$85.00

Per User Per Month

View More Pricing Information

NextAgency Integrations

(6)

Verified by NextAgency

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Christy L.

Small-Business (50 or fewer emp.)

Updated 11/6/2026

Originally submitted 1/16/2024

"Easiest to use and most affordable software!"

5/5

What do you like best about NextAgency?

The pricing is great, but more importantly the software allows me to track commissions for the brokers and download and sort data at the end of the month to pay my agents. Software is amazingly simple to use and large blocks of information can be uploaded or updated easily! This has saved me so much time over the way I used to handle! The employees/support has been great no matter what we are trying to accomplish. Software I'm sure will do way more than I'm using it for, but for me the performance is 100% perfect. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

I wish that I could design my commissions report to print in a spreadsheet by client by month, but that I just so that I could easily scan a report and see what is missing. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

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.

Current UserValidated ReviewerSource: Organic

LISA B.

Agency Owner/President

Small-Business (50 or fewer emp.)

Updated 10/30/2026

Originally submitted 1/17/2025

"ALWAYS there! ALWAYS proactive!"

5/5

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 easily adaptable to my specific needs. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

There truly are no 'dislikes.' Whenever I have had any issues or needs they have always been responsive and helpful and never let me down. They have made sure they met our needs. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

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.

Current UserValidated ReviewerIncentivizedSource: Seller invite

Patricia K.

Account Manager

Small-Business (50 or fewer emp.)

Updated 10/30/2026

Originally submitted 2/3/2023

"Time-Saving Integrations, Easy Client Access, and Excellent Support"

5/5

What do you like best about NextAgency?

I find the integration with our enrollment platforms, Ease and Employee Navigator, really helpful and time-saving. Client data is easily accessible, so I can assist clients faster because the information is quickly available and reliable. I also use the commission feature to track our income. Using NextAgency is easy, and they provide excellent customer service. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

Nothing comes to mind, been easy with no issues. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

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.

Current UserValidated ReviewerIncentivizedSource: G2 invite

Verified User

Small-Business (50 or fewer emp.)

10/30/2026

"User-Friendly CRM with Powerful Automation and Great Support"

5/5

What do you like best about NextAgency?

I like how easy NextAgency is to navigate and use. I can find my clients, keep their information up to date, and keep everything organized. It’s a robust, clean system for managing my customers and clients, and I think it’s a great CRM. I also like the workflows that automatically email clients on their birthdays or when they turn 65, so I can help them with their Medicare plans and stay in front of them. The support is really good; the tech staff help with things and go above and beyond. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

Getting set up took a lot of work. I had to import all our clients and do a little manual work. I might add some AI automation, but it’s not something we need in our business. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

Thanks for the great review. We're glad you find NextAgency to use and navigate. We put a lot of effort into making the software intuitive, starting with listening and using to feedback from users like you. NextAgency is all about helping you stay organized and efficient. We're delighted it's working for you.

Validated ReviewerIncentivizedSource: Seller invite

Virgie C.

Individual Account Manager

Small-Business (50 or fewer emp.)

Updated 11/6/2026

Originally submitted 1/26/2024

"Awesome Customer Service !!"

5/5

What do you like best about NextAgency?

Great customer service and very friendly! Representatives are responsive in a timely manner. They listen to comments in enhancing the program. Assistance via Youtube are great help me. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

There's nothing to dislike about NextAgency. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

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.

Current UserValidated ReviewerSource: OrganicAI Translated

David P.

Agent

Small-Business (50 or fewer emp.)

11/2/2026

"Very Organized and Detailed System Once You’re Up to Speed"

4/5

What do you like best about NextAgency?

Very organized and detailed system once you get acclimated to it. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

Not having mobile access is a major issue Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

Hi David. Thanks for your great review. We're pleased to hear you're using NextAgency to stay organized and up-to-date with your clients. We strive to make that easy.

And good news. The NextAgency mobile app is now live for both iPhones and Androids. It's available for free on both their app stores. . Please check it out and let us know how you like it.

See how NextAgency improved

Current UserValidated ReviewerIncentivizedSource: Seller invite

Verified User in Insurance

Small-Business (50 or fewer emp.)

4/30/2026

"Flexible system with excellent customer support"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

Thank you for your five star review — and for pointing out NextAgency's flexibility and customer service. We're very proud that we lead the market in both categories. And you're right, we are constantly pushing out new features and enhancements. These are driven by users like you and are a key contributor to our success. Our uptime and response time has long been strong. We're currently investing in some upgrades that will not only improve the user experience but enable us to implement some AI tools in an appropriate, responsible, and managed way. We think you'll like what you see.

Thanks again.

Current UserValidated ReviewerSource: Organic

Satish L.

Account Manager

Mid-Market (51-1000 emp.)

11/18/2025

"NextAgency Makes Client and Policy Management Easier"

4.5/5

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.. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

Thanks for the great review Satish. We're glad you're happy with how NextAgency helps your agency manage all that information. And hearing that you find the design intuitive with clear navigation made our day. We're constantly adding new ways to customize the system to help tailor NextAgency to your specific needs. If there's anything specific you're looking for, please let us know. Again, thanks.

Validated ReviewerIncentivizedSource: G2 invite

Laura B.

Principal

Small-Business (50 or fewer emp.)

7/16/2025

"Happy with NextAgency"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

Thank you Larua. We're delighted to hear you're thrilled about our customer service. It's one of our top priorities. And that you find the NextAgency user-friendly is great. We pride ourself on NextAgency's customization features, so that you find them useful is terrific. And we continue to simplify integrations. I hope you're enjoying the improved system.

Thanks again, Alan

Current UserValidated ReviewerSource: Organic

Kimberly A.

Owner

Small-Business (50 or fewer emp.)

1/15/2025

"Great CRM and business management tools"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

I wish the tasks reminders would show up on my phone. Remembering to assign tags Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

Thank you Kimberly. We're glad NextAgency earned a five star review. We put a lot of resources into providing an easy-to-use insurance agency management system that's backed by outstanding customer service. I'm glad to see it's paying off for you. It's a pleasure working with you and again, thanks for the five stars.

Current UserValidated ReviewerIncentivizedSource: Seller invite