--- title: NextAgency Reviews meta_title: 'NextAgency Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 37 reviews by the users' company size, role or industry to find out how NextAgency works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 37 scale: '5' date_modified: '2026-08-04' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # 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 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. ## NextAgency Pros & Cons **What users like:** - Users highlight the **exceptional customer support** provided by NextAgency, making it highly adaptable for individual and agency needs. (4 reviews) - Users find NextAgency's interface **easy to use** , appreciating its user-friendly design and helpful resources. (4 reviews) - Users love the **efficient consolidation of client information** in NextAgency, making management and service seamless and effective. (2 reviews) - Users appreciate the **comprehensive information** provided by NextAgency, enhancing organization and accessibility for agents. (2 reviews) - Users value the **easy access** to organized information and responsive customer support with NextAgency's comprehensive CRM system. (2 reviews) - Users love the **efficiency** of NextAgency, seamlessly consolidating client and policy information in one central location. (2 reviews) - Intuitive (2 reviews) - Policy Management (2 reviews) - Features (1 reviews) - Helpful (1 reviews) **What users dislike:** - Users find some features of NextAgency **initially complex** , making navigation and customization challenging at first. (1 reviews) - Users find the **implementation process challenging** , complicating their overall experience with NextAgency software. (1 reviews) - Users find the **lack of user-friendliness** on smaller screens frustrating, hindering their overall experience with NextAgency. (1 reviews) - Users experience **inaccurate availability updates** that can lead to confusion and disrupt scheduling effectiveness. (1 reviews) - Users find **workflow inefficiency** due to the initial complexity of features and a lack of customization options. (1 reviews) ## 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?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+09%3A22%3A43+-0500&secure%5Bsession_id%5D=6354fec8-6711-4c0f-8666-a0ea284d61ec&secure%5Btoken%5D=19a82f2d027f2642448e7a6605e76f90e0651ccd05241a6646ceef03180b421a&format=llm_user) ## NextAgency Integrations - [BerniePortal](https://www.g2.com/products/bernieportal/reviews) - [Ease](https://www.g2.com/products/ease-2026-02-26/reviews) - [Employee Navigator](https://www.g2.com/products/employee-navigator/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 - Third-Party Integrations - Accounting Integration - Alerts/Notifications - Calendar Management - Pipeline Management - Commission Management - Email Management - User Management - Forms Management - Invoice Management - Workflow Management - Document Management **Platform Interoperability** - Pre-Built Connectors **Platform Basics** - Reporting - Real-Time Reporting **Insurance Documentation** - Policy Management - Client Management - Lead Management **Platform Additional Functionality** - Cloud - Payment - Portal **Platform Documentation** - Policy Management **Additional Functionality** - Client Portal - Access Controls/Permissions - AI Copilot - Audit Trail - Search/Filter - Commission Calculations - Insurance Rating - Activity Tracking - API - Customizable Templates - Customizable Branding - Document Storage - Property & Casualty - Configurable Workflow - Life & Health - Monitoring - Status Tracking - Customizable Forms - Generative AI - Document Templates - Self Service Portal - Reminders - Customizable Reports - SSL Security - Customizable Fields - Referral Tracking - Quotes/Estimates - Risk Assessment - Email Marketing **Additional Functionality** - Client Portal - Access Controls/Permissions - AI Copilot - Audit Trail - Search/Filter - Commission Calculations - Insurance Rating - Activity Tracking - API - Customizable Templates - Customizable Branding - Document Storage - Property & Casualty - Configurable Workflow - Life & Health - Monitoring - Status Tracking - Customizable Forms - Generative AI - Document Templates - Self Service Portal - Reminders - Customizable Reports - SSL Security - Customizable Fields - Referral Tracking - Quotes/Estimates - Risk Assessment - Email Marketing **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 (1,774 reviews)