NextAgency Reviews & Product Details

NextAgency is a modern agency management system featuring CRM, marketing and optional commission tools. Designed for agencies selling benefits, senior and life policies, NextAgency is remarkably easy to customize for your agency. NextAgency saves these agencies time, money, and clients by helping them: - grow sales and deliver strong client service with powerful CRM tools - focus your team and increase their efficiency with shared notes and tasks - gain insights into your insurance business with reports and the dashboard - sync your agency's emails. contacts and calendar events with NextAgency - keep the promises your agency makes with personalized to-do lists - integrate with Ease, BerniePortal and other critical tools - share data with thousands of other tools through Zapier - send newsletters and emails through our email campaign tool - generate commission disclosure forms - manage Medicare-required call recordings Agencies extend the power of NextAgency with the NextCommission Add-on. This suite of compensation and sub-agent management tools helps them get what they've earned and more easily manage sub-agents. NextCommission is also available as a stand-alone product (NextCommission Solo). NextAgency understands that your insurance agency data is your data. With NextAgency, you own it. NextAgency enters into an NDA which, among other commitments, prevents them from marketing to your prospects and clients. Whether your insurance agency is large or small. Whether you focus on health, Medicare or life policies. NextAgency can help you save time, money, and clients. Schedule a private demonstration to see how NextAgency can help your agency succeed. Visit NextAgency.com and click on the GET DEMO button.

Product Website

Seller

Take 44, Inc.

Languages Supported

English

Product Description

NextAgency is a suite of software for insurance brokers designed with an easy-to-use insurance agency management system and an employee management software.

Overview by

Victor Young (CEO and Founder, General Partner at X Fund)

Discussions

NextAgency Community

Pricing

Pricing provided by NextAgency.

NextAgency

$75.00

1 Users Per Month

View More Pricing Information

NextAgency Integrations

(3)

Verified by NextAgency

NextAgency Media

This view lists your prospects and clients. You can also choose to view your block of business by policy.

NextAgency creates a personalized to-do list for each person in your agency. Everyone is on the same page and nothing falls through the cracks.

NextAgency Demo - NextAgency Group Case Record

All you prospect and client information in one place, accessible from wherever you have an Internet connection. This case record is for a small group prospect and reflects group information (e.g., SIC code). Our individual case records presents slightly different information, for instance, date o...

NextAgency Demo - NextAgency Email Campaigns

NextAgency makes sending a newsletter or email to your clients simple and fast. Select your audience through easy-to-use tools. Choose a date for the email to go out. Get responses.

NextAgency Demo - NextAgency Agency Library

Keep all your forms and documents organized. Create your own folders and choose to make them shared or private.

Over two dozen built-in reports helps you analyze your business, track sales, generate lists, and find missing commissions.

NextAgency Reviews (36)

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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.

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.

LISA B.

Agency Owner/President

Small-Business (50 or fewer emp.)

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 it 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 been responsive and helpful and never let me down. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

edit

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.

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.

Verified User in Insurance

Small-Business (50 or fewer emp.)

1/16/2025

"Perfect Agency Management"

5/5

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! Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

It's so powerful, we have only tapped a small percentage of available resources. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

edit

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.

Tammy C.

Agency Principal

Small-Business (50 or fewer emp.)

1/14/2025

"Great features for my agency"

4.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

I do wish things were easier to see on a smaller screen, such as my MS Surface. Review collected by and hosted on G2.com.

Alyshia M.

Small-Business (50 or fewer emp.)

2/1/2024

"NextAgency has allowed me to serve my clients from anywhere"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

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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.

Verified User in Accounting

Mid-Market (51-1000 emp.)

11/25/2024

"Makes work way easier"

4.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

Updates are a bit off. Some availabilities are inacurate to what is actually listed. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

edit

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).

Charisse E.

Small-Business (50 or fewer emp.)

2/1/2024

"You need this CMR if you're still using Excel"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

edit

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.

Joy W.

Small-Business (50 or fewer emp.)

1/30/2024

"Great Company to Work With"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

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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.