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 Ratings

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

Product Details

  • 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

Vendor Details

  • Take44
  • http://nextagency.com
  • 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 Features

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

NextAgency for Health & Life Insurance Most Helpful Reviews

NEXT is great!!

Reviewed on 18/12/2018
John W.
Owner
Insurance, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source 
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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

CRM for Health & Life Insurance Producers

Reviewed on 18/10/2018
Monika B.
Operations Manager
Insurance, 2-10 Employees
Used the Software for: 1+ year
Reviewer Source 
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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.

Great System

Reviewed on 15/12/2018
Tom G.
President
Insurance, 13-50 Employees
Used the Software for: 6-12 months
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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

Customization and Reporting Cababilities a Plus

Reviewed on 10/09/2019
Monika B.
Operations Manager
Insurance, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source 
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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.

Thoughts on NextAgency

Reviewed on 16/05/2019
Fran F.
Account Manager
Insurance, 2-10 Employees
Used the Software for: 1-5 months
Reviewer Source 
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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.

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