--- 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: '2026-08-11' parent\_category: name: Insurance url: https://www.g2.com/categories/insurance --- # NextAgency Reviews & Product Details Visit Website 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. * * * Product Website NextAgency Seller [Take 44, Inc.](https://www.g2.com/sellers/take-44-inc) Discussions [NextAgency Community](https://www.g2.com/products/nextagency/discuss) Languages Supported English Solution Type Best-of-Breed Overview by Alan Katz Show More ## Pricing Pricing provided by NextAgency. ### NextAgency $85.00 1 Seats Per Month [ View More Pricing Information ](https://www.g2.com/products/nextagency/pricing) ## NextAgency Integrations (5) What do users say about integrations? Verified by NextAgency [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") BerniePortal ](https://www.g2.com/products/bernieportal/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Ease ](https://www.g2.com/products/ease-2026-02-26/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Employee Navigator ](https://www.g2.com/products/employee-navigator/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") GReminders ](https://www.g2.com/products/greminders/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Intulse ](https://www.g2.com/products/intulse/reviews) Show More ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") AI 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. Show More Response from Alan Katz of NextAgency [Editedit](https://www.g2.com/survey_responses/nextagency-review-12726424/official_response/edit) 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.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Satish L.") SL 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. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Laura B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Laura B.") LB 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. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic LB 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. 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. Review collected by and hosted on G2.com. Show More Response from Alan Katz of NextAgency [Editedit](https://www.g2.com/survey_responses/nextagency-review-10743339/official_response/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. Current UserValidated ReviewerIncentivizedSource: Seller invite KA 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. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") AI 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. 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. Review collected by and hosted on G2.com. Show More Response from Alan Katz of NextAgency [Editedit](https://www.g2.com/survey_responses/nextagency-review-10741295/official_response/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. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Tammy C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tammy C.") TC 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. What problems is NextAgency solving and how is that benefiting you? Customer management, automation, policy tracking Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite AM 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. 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. Review collected by and hosted on G2.com. Show More Response from Alan Katz of NextAgency [Editedit](https://www.g2.com/survey_responses/nextagency-review-9182937/official_response/edit) 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. Current UserValidated ReviewerSource: Organic ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA 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. 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. Review collected by and hosted on G2.com. Show More Response from Alan Katz of NextAgency [Editedit](https://www.g2.com/survey_responses/nextagency-review-10563173/official_response/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). Validated ReviewerIncentivizedSource: G2 invite CE 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. What problems is NextAgency solving and how is that benefiting you? More customization! It allows us to better fit our business and client needs Review collected by and hosted on G2.com. Show More Response from Alan Katz of NextAgency [Editedit](https://www.g2.com/survey_responses/nextagency-review-9182044/official_response/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. Validated ReviewerSource: Organic ## Questions about NextAgency? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about NextAgency ](https://www.g2.com/products/nextagency/discussions/new) AK Alan Katz • Last activity 13 days ago Is NextAgency for life and health insurance agencies or P&C 1 Upvote 0 [ Join the conversation ](https://www.g2.com/discussions/is-nextagency-for-life-and-health-insurance-agencies-or-p-c) GU Guest User • Last activity over 1 year ago What is NextAgency used for? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/what-is-nextagency-used-for) [ View all Discussions ](https://www.g2.com/products/nextagency/discuss) ## Pricing Options Pricing provided by NextAgency. ### NextAgency $85.00 1 Seats Per Month ### NextCommission Add-on $120.00 1 Agency Per Month ### NextCommission Solo $160.00 1 Agency Per Month [ View More Pricing Information ](https://www.g2.com/products/nextagency/pricing) NextAgency Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c05f447effdaef5199c74dbf45920e07/agencybloc-ams.png "Product Avatar Image") AgencyBloc AMS+ 4.7/5(42) [ Compare Now ](https://www.g2.com/compare/agencybloc-ams-vs-nextagency) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_cc9e6bb284c507b6f607f2ecfd6d9c02/agencysmart.jpg "Product Avatar Image") AgencySmart 4.8/5(39) [ Compare Now ](https://www.g2.com/compare/agencysmart-vs-nextagency) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Product Avatar Image") Applied Epic 4.4/5(1,800) [ Compare Now ](https://www.g2.com/compare/applied-epic-vs-nextagency) ##### ##### NextAgency Features Administration Contact Management Commissions Sales Tools Insurance Documentation Insurance Policy Management Platform Administration Task Management Email Integration Sales Tools Platform Basics Reporting [ View More Features ](https://www.g2.com/products/nextagency/features) ## Top-Rated Alternatives [ ![AgencySmart](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "AgencySmart") AgencySmart 4.8/5(39) ](https://www.g2.com/products/agencysmart/reviews) [ ![AgencyBloc AMS+](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "AgencyBloc AMS+") AgencyBloc AMS+ 4.7/5(42) ](https://www.g2.com/products/agencybloc-ams/reviews) [ ![Applied Epic](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Applied Epic") Applied Epic 4.4/5(1,800) ](https://www.g2.com/products/applied-epic/reviews) [ View All Alternatives ](https://www.g2.com/products/nextagency/competitors/alternatives) ##### Categories on G2 [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)[Life & Health Insurance Agency Management](https://www.g2.com/categories/life-health-insurance-agency-management)[Health Insurance Software](https://www.g2.com/categories/health-insurance-software) ##### Explore More [Which CLM platforms deliver a streamlined workflow without an expensive implementation or the need for outside consulting?](https://www.g2.com/discussions/which-clm-platforms-deliver-a-streamlined-workflow-without-an-expensive-implementation-or-the-need-for-outside-consulting)[What is the most affordable meeting room booking software?](https://www.g2.com/discussions/what-is-the-most-affordable-meeting-room-booking-software)[Leading loyalty management platforms for e-commerce](https://www.g2.com/discussions/leading-loyalty-management-platforms-for-e-commerce) [Best platforms for integrating continuous delivery with CI](https://www.g2.com/discussions/best-platforms-for-integrating-continuous-delivery-with-ci)[Which food safety management solutions that customers recommend deliver measurable ROI within six months?](https://www.g2.com/discussions/which-food-safety-management-solutions-that-customers-recommend-deliver-measurable-roi-within-six-months)[Pros and Cons Details](https://www.g2.com/products/nextagency/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)