NextAgency for Health & Life Insurance

NextAgency for Health & Life Insurance

by Take44

Who Uses NextAgency for Health & Life Insurance?

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.

What Is NextAgency for Health & Life Insurance?

NextAgency, the Nation's Leading Agency Management System, helps save you time, money and clients by delivering a modern agency management system with powerful CRM workflow automation tools, while enabling you to give benefits management software to your clients - for free. Supports individual/group health, life, medicare along with other products. Also includes commission tracking, an agency library, SMS, email syncing, workflows, activity logging, integration with 3rd party apps, + much more.

NextAgency for Health & Life Insurance Details

Take44

http://nextagency.com

Founded 2015

NextAgency for Health & Life Insurance Pricing Overview

NextAgency for Health & Life Insurance does not have a free version but does offer a free trial. NextAgency for Health & Life Insurance paid version starts at US$90.00/month.

Starting Price

US$90.00/month

Pricing Details

First user: $90; additional users $30 per month during promotion.

Free Version

No

Free Trial

Yes

Deployment

Cloud, SaaS, Web

Training

Live Online

Webinars

Documentation

Support

Business Hours

Online

NextAgency for Health & Life Insurance Features

Insurance Brokerage Software
Claims Management
Commission Management
Contact Management
Document Management
Insurance Policy Management
Insurance Rating
Life & Health
Property & Casualty
Quote Management

NextAgency for Health & Life Insurance Reviews for UK Users

Showing 5 of 12 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
Steven G.
President
Insurance, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 31/12/2018

"Excellent tool for small benefit agency management"

Pros: Built and run like a next-gen SaaS (Software as a Service) platform, because it is. A refreshing departure from the enterprise-grade overkill of most agency management systems on the market, this is ideal for the small benefits-centric agency that just wants to track and manage their clients and sales pipeline within a well-designed, nimble system. Frequent updates to features and functionality. The company is excellent at taking client feedback and implementing it.

Cons: This is not a ding against NextAgency, but it wasn't the right fit for our agency (we are P&C heavy and just switched to a much larger software suite, and my benefits person didn't want to update two CRMs). If we were benefits-only I'd hardly have anything to complain about.

Vendor Response

by Take44 on 05/05/2019

Hi Steven. Thanks for the very great review and the high recommendation. We very much appreciate. As you note, NextAgency is designed for insurance agencies focusing on benefits, senior and life products, as opposed P&C operations. We're ideal for a benefits department within a P&C agency, but as you noted, that's not what you were looking for.

It was a pleasure working with you and we wish you the best.
Alan

  • Reviewer Source 
  • Reviewed on 31/12/2018
John W.
Owner
Insurance, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    4/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • 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.

Vendor Response

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.
Alan

  • Reviewer Source 
  • Reviewed on 18/12/2018
Fran F.
Account Manager
Insurance, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
    4/5
  • Ease of Use
    3/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • 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.

Vendor Response

by Take44 on 12/05/2020

Hi Fran. Thank you for the great review. We're delighted you're enjoying NextAgency. We put a lot of effort into making NextAgency easy to customize for the way your agency works. I'm glad that is working for you.
Alan

  • Reviewer Source 
  • Reviewed on 16/05/2019
Monika B.
Operations Manager
Insurance, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
    4/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • 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.

Vendor Response

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.
Alan.

  • Reviewer Source 
  • Reviewed on 18/10/2018
Tom G.
President
Insurance, 13-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 15/12/2018

"Great System"

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.

Vendor Response

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.
Alan

  • Reviewer Source 
  • Reviewed on 15/12/2018