NextAgency for Health & Life Insurance
by Take444.7 / 5 12 reviews
Who Uses This Software?
Health and life agencies serving individuals and groups with from 1-to-500 agents and staff committed to sales and service and growing their business.
Average Ratings12 reviews
- Overall 4.7 / 5
- Ease of Use 4.5 / 5
- Customer Service 4.8 / 5
- Features 4.5 / 5
- Value for Money 4.8 / 5
- Starting Price US$90.00/month
- Pricing Details First user: $90; additional users $30 per month during promotion.
- Free Version No
- Free Trial Yes
Cloud, SaaS, Web
- Founded 2015
About NextAgency for Health & Life Insurance
NextAgency saves you time, money and clients with software that helps your team work smarter while reminding clients of your value every day. How? We deliver a modern agency management system with powerful CRM tools and enable you to give basic benefits management software to your clients - for free. Supports individual and group health, life and senior products along with P&C and other coverage. Includes commission tracking, an agency library, email syncing, workflows, and much more.
NextAgency for Health & Life Insurance Most Helpful Reviews
Reviewed on 18/12/2018
NEXT is great!!
Comments: I finally have one place that is very user friendly to keep all of my clients information. I am a one stop shop for all lines. This system, even though it is mainly for an L!&H agency they have been able to adapt to me so that I can also service my P&C clients all I one!!
Pros: This management system is evolving continuously. The great thing about that these guys are there to explain step by step and show the value of the system. I am sure we mad ethe right choice to move to this Agency Management System
Cons: I have found nothing that I dislike about this software. The only thing is that they are working so hard to make this product better that I can not keep up. I think it is a good thing just to have a review with them once every few months.
by Take44 on 05/05/2019
Hi John. Thanks for the great review and the high recommendation. I'm delighted NextAgency has worked so well for you and your team. And we'll keep those enhancements coming.
Reviewed on 18/10/2018
CRM for Health & Life Insurance Producers
Comments: One stop CRM for managing prospects and clients; running reports to assist with sales tracking and accountability; commissions management.
Pros: Ease of use and the help button for quick troubleshooting.
Cons: Function of email synchronization is spotty at times.
by Take44 on 05/05/2019
Hi Monika. Thanks for the kind words and recommendation. I hope you've seen how we've vastly improved our email synchronization since you posted here. NextMail now automatically routes emails to the appropriate client record. And it's easier to use than ever.
We very much enjoy working with your agency and look forward to bringing you new features in the months ahead.
Reviewed on 15/12/2018
Comments: Great people to work with and very service oriented.
Pros: NextAgency is very user friendly and ultimately does what we need. Their developers were very flexible with customizing certain features to fit our specific needs.
Cons: The initial set up was a bit challenging, but their ability and flexibility to enhance and improve the mechanics made it worthwhile.
by Take44 on 05/05/2019
Hi Tom. Thank you for the terrific review and the great recommendation.We've worked hard to improve the initial set-up and have significantly expanded our NextConcierge team. All of which means it's never been easier for life, health and senior agencies to load their data and start getting the benefits of NextAgency. And we'll keep those improvements coming.
Thanks again for your support.
Reviewed on 10/09/2019
Customization and Reporting Cababilities a Plus
Comments: We have not utilized this functionality yet, but will start to next quarter.
Pros: The reporting customization capabilities and ability to capture client's detailed benefits data is a plus.
Cons: Many frequent updates and software enhancements can slow down the flow of entering in data at times, because the view might look different.
Reviewed on 16/05/2019
Thoughts on NextAgency
Comments: Overall, the flexibility within NextAgency is very nice. This is not a "canned" software that leaves you with no options. You are able to select which fields to display and add in unlimited custom fields. The support staff are very responsive and incredible to work with. They are open to feedback (such as the end-user items I mentioned above).
Pros: The ability to manage all cases and employers in one place and monitor tasks is very helpful. It is also nice to be able to view task as a "team", meaning one person may be primary on a task but other members of the team can also monitor the progress and jump in as needed.
Cons: There are some end-user upgrades that would be nice to see, such as having the "save" button at both the top and bottom of a screen. Also, it would be very nice to see an upgrade that would allow for files within NextAgency to be moved by a click-drag-drop method rather than having to upload within NextAgency.