--- description: Review of NextAgency Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: NextAgency | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Online CRM Software](/directory/387/online-crm/software) > [NextAgency](/software/347022/nextagency) # NextAgency Canonical: https://www.softwareadvice.co.nz/software/347022/nextagency Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.nz/software/347022/nextagency?page=2) > If you run a life and health insurance agency, you know the pain of tracking down information. Maybe your current software is too rigid, too expensive, or you're juggling too many systems that don't talk to each other. Or maybe you're still running on sticky notes, scraps of paper, and a few static spreadsheets. Either way, NextAgency was built for you. NextAgency is an agency management system built specifically for agencies selling benefits, senior, and life policies. It gathers up all that paper into one easy-to-use digital platform. One that’s easy to customize to the way you work. NextAgency in one platform but it contains a lot of tools. It features CRM, marketing automation, compliance tools, business analytics, and optional commission tracking. Go from the big picture view of your agency with the NextAgency dashboard, to a detailed view of each prospect, client, sub-agent, or policy. Or use the Timeline as your personal to-do list, bringing together all your tasks and notes for the day. Or week. Or whenever. You can automate workflows that create tasks, emails, sends texts, or launches checklists for you. Keep track of sales and service pipelines with the aptly named Pipeline view. And launch email or drip marketing campaigns all within one, intuitive platform. Getting started is straightforward. NextAgency comes pre-configured for life and health workflows, so your team can start using it right away. Most agencies upload their own data using NextAgency's built-in tools, step-by-step guidance, and onboarding support — all included free. Agencies with complex data migrations can use NextConcierge if they choose, an affordable option where our migration specialists do the heavy lifting. When you have a question, you get an answer — fast. NextAgency's support team is rated 4.9 out of 5 on Capterra, and it's easy to see why. Instead of sending you a paragraph of instructions, they'll typically send a short screencast showing you exactly what to do. Training is free and available whenever your team needs it — whether that's your first week or years later. NextAgency is affordable — Capterra users rate it 4.9 out of 5 for Value for Money. Start with a 30-day free trial, then subscribe month to month with no long-term contract required. Agencies that commit annually save even more. Which is why agencies across 37 states — from solo producers to regional operations — already use NextAgency. Your agency data stays secure. NextAgency is hosted on AWS — the same cloud infrastructure trusted by banks, hospitals, and major streaming services — with encryption, role-based access controls, and two-factor authentication. The support team cannot view your information unless you give them explicit permission. NextAgency also executes a mutual NDA with you confirming you own your client data and NextAgency won’t market to your contacts. The platform connects to tools many agencies already rely on, including Employee Navigator, BerniePortal, Ease, Intulse, GReminder, and Zapier. Gmail and Outlook sync keeps all email communication inside the system. For agencies with custom needs, NextAgency offers an API. > > Verdict: Rated **4.9/5** by 41 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 41 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.9/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Take44 - **Location**: Simi Valley, US - **Founded**: 2015 ## Commercial Context - **Starting Price**: US$85.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Transparent Pricing. Outstanding Value. NextAgency publishes its pricing openly — no calls required, no surprises. Capterra users rate NextAgency 4.9 out of 5 for Value for Money. CORE PLATFORM: $85 per user per month Includes CRM, marketing, business analytics, workflow automation, compliance tools, and document management. Built specifically for agencies selling benefits, senior, and life policies. ANNUAL SUBSCRIPTION: $850 per user per year (save 17%) Equivalent to $70.83 per user per month, billed upfront. NEXTCOMMISSION ADD-ON: $120 per agency per month ($1,200 per year) Tracks commissions, catches missing payments, manages sub-agent splits, and generates sub-agent commission statements. Seamlessly integrated with the NextAgency core platform. NEXTCOMMISSION SOLO: $160 per agency per month ($1,600 per year) The standalone version of NextCommission for agencies that don't need the full NextAgency platform. Covers up to five seats. Each additional set of five seats is $160 per month or $1,600 per year. FEE GUARANTEE: All licensing fees are guaranteed for a minimum of 12 months. All fees are pre-paid and non-refundable. NO LONG-TERM COMMITMENT REQUIRED: Monthly subscriptions are truly month-to-month and can be cancelled at any time. 30-DAY FREE TRIAL: Try NextAgency free for 30 days. SWITCHING ASSISTANCE PROGRAM: If you're locked into a contract with a competing agency management system, NextAgency can help you escape. We'll reduce our Core Platform and NextCommission monthly fees by 50% for the remainder of your existing commitment for up to six months. ENTERPRISE PRICING: Rates shown are for up to 10 users. Enterprise pricing is available for larger agencies. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop) - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Agency Commission - Alerts/Notifications - Calendar Management - Calendar Sync - Calendar/Reminder System - Client Management - Commission Management - Commission Overrides - Commission Scheduling - Commission Statements - Configurable Workflow - Contact Database - Contact Management - Customer Database - Customisable Reports - Customisable Templates ## Integrations (8 total) - BerniePortal - Ease - Employee Navigator - Gmail - Greminders - Intulse - Microsoft Outlook - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Online CRM Software](https://www.softwareadvice.co.nz/directory/387/online-crm/software) ## Related Categories - [Online CRM Software](https://www.softwareadvice.co.nz/directory/387/online-crm/software) - [Insurance CRM Software](https://www.softwareadvice.co.nz/directory/342/insurance-crm/software) - [Insurance Agency Software](https://www.softwareadvice.co.nz/directory/4506/insurance/software) - [Claims Management Software](https://www.softwareadvice.co.nz/directory/3405/claims-management/software) - [Sales Tracking Software](https://www.softwareadvice.co.nz/directory/3590/sales-tracking/software) ## Alternatives 1. [Vanillasoft](https://www.softwareadvice.co.nz/software/122131/vanilla-soft) — 4.6/5 (233 reviews) 2. [Ricochet360](https://www.softwareadvice.co.nz/software/183895/ricochet360) — 4.8/5 (82 reviews) 3. [Less Annoying CRM](https://www.softwareadvice.co.nz/software/5759/less-annoying-crm) — 4.8/5 (651 reviews) 4. [HubSpot CRM](https://www.softwareadvice.co.nz/software/1854/hubspot) — 4.5/5 (4458 reviews) 5. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18782 reviews) ## Reviews ### "Customization and Reporting Cababilities a Plus" — 4.0/5 > **Monika** | *10 September 2019* | Insurance | Recommendation rating: 9.0/10 > > **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. > > We have not utilized this functionality yet, but will start to next quarter. ----- ### "Highly recommend NextAgency\!" — 5.0/5 > **Christy** | *16 January 2024* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: It started with the ability to easily track commissions and split amongst our agents. Then when we found out how easily we could run a report and sort out clients based on plans, zip codes, and other preferred features.. > > **Cons**: I would like to have an option on how to view commissions received - would prefer on a spreadsheet where months are side by side, not each on individual line > > Any time that we have had questions, NextAgency has been VERY quick to respond ----- ### "Thoughts on NextAgency" — 4.0/5 > **Fran** | *16 May 2019* | Insurance | Recommendation rating: 8.0/10 > > **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. > > 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). ----- ### "Next for small health insurance agency" — 5.0/5 > **Sarah** | *16 May 2023* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: The team helped us out a lot in transition from old software. NextAgency was easier to use, had more reporting options, was cleaner and had a lot of the flexibility that we needed. > > **Cons**: Certain features were buggy to begin with but the team at Next are good at fixing things once they are aware. > > Great ----- ### "Using NA to Document New Hires" — 5.0/5 > **Amy** | *7 May 2024* | Insurance | Recommendation rating: 9.0/10 > > **Pros**: I like the ease of entering the information when I start a New Task. The fields are relevant and uploading any supporting documents takes only a second. I like the space allowed to write a description of the action or an explanation of the task. It is then simple to archive and review what you have entered. > > **Cons**: This may be on me. I have not been able to figure out how to delete a duplicate task from the system. Also, I need to find out if I can print a report consisting solely of client names and their addresses. I'm not sure where to find the instructions for doing this. > > As I've said, I find Next Agency exceptionally easy to navigate. The various tabs contain much relevant info, like the benefits a certain group or person has or the waiting period a group has for its employees' benefits. It is very organized. Keep in mind I only use Next Agency for New Hires or to check an individual's benefits, but it has proven to be very straightforward and quick. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.nz/software/347022/nextagency?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/347022/nextagency) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data