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.

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..

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.