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NextAgency Review

NextAgency
Our score: 8.0 User satisfaction: 97%

What is NextAgency?

NextAgency is a flexible and customizable agency management software that enhances how life and health insurance agencies work and serve their clients. This business process management solution delivers capabilities that assist them in saving time and money while being able to emphasize their value as they sell insurance coverage and engage with clients.

The agency management software enables users to easily access all the information, files, and documents they need so they can work faster and maintain smooth interactions with clients, prospects, carriers, and agency employees. Moreover, the software permits them to automatically execute processes and tasks using triggers.

NextAgency is built with features that make it easy for users to keep their promises and commitments such as the capability to delegate tasks and send out task reminders, create to-do lists, and set up pipelines. It also lets them handle and monitor compensations and commissions as well as share descriptions and details of insurance benefits with clients effortlessly.

Overview of NextAgency Benefits

Save More Time

NextAgency provides features that help insurance agencies reduce the time they spend on important processes and tasks, allowing them to focus more on selling insurance coverage and serving their clients. Among these features is the ability to access information clients, prospects, carriers, and employees from one place.

With this feature, agency staff can easily find and get whatever information, files, forms, or documents they need when they need them. NextAgency also enables users to easily keep track of email communications with clients. The software lets them access emails directly from the clients’ records.

Gain Financial Control

The agency management software makes sure that life and health insurance agencies are able to track and receive the revenues they have earned as well as understand how they are earning revenues. It provides commission tracking and reporting tools that aid them when it comes to entering, verifying, and analyzing different types of insurance revenues which include commissions, fees, bonuses, and overrides.

NextAgency allows users to quickly upload commission information and make it easily accessible for auditing. As a result, they will be able to verify if they are being underpaid. This capability also permits them to keep track of clients whose insurance policy might lapse due to their failure to make premium payments on time or other reasons. They can reach out to these clients immediately and avoid getting the burden of reinstating lapsed insurance policies.

The software makes it possible to generate reports out of commission data and spot trends in the agency’s previous transactions. Here, users can find out how much money they are earning based on the client, product line, carrier, broker, representative, or sub-agent involved and make revenue projections.

Optimize Client Engagement

Engagements with clients using NextAgency are optimized. This is because the software is packed with CRM tools and automated features. For example, the agency management software enables users to create workflows where specific events or actions trigger the automatic generation and launching of tasks. So, if users want to send out emails to clients when it’s their birthday or remind them if their insurance policy renewal date is near, they can design workflow for that.

Users, furthermore, are provided with the capability to create their own personalized to-do lists so they can ensure that any important activities and tasks they need to do for their clients are not missed. These to-do lists show what tasks should be performed, which staff these tasks are assigned to, and when the deadlines are. In addition, they can add notes and documents to tasks as well as create and send notifications to the persons in charge, helping them easily fulfill commitments with clients.

Overview of NextAgency Features

  • Commission Tracking & Auditing
  • CRM
  • Triggered Workflows
  • Task Tools
  • Multiple Reminders
  • To-Do Lists
  • Notes
  • Pipelines
  • Benefit Portals
  • Data Security

What Problems Will NextAgency Solve?

Problem #1: Customer Service

With NextAgency, insurance agency staff can immediately respond to clients who are raising issues, even if they are not directly involved with these issues. The software makes sure that all the information they need is within their reach. They don’t have to put a client on hold just to find out which person is in charge of handling the issue and search for any important notes or files associated with it. All of this information and resources are accessible from the client’s record, enabling the insurance agency staff to quickly provide whatever information, answer, or update the client needs.

Problem #2: Keep Promises and Commitments

Clients will enjoy doing business with an insurance agency if it’s able to keep its promises and commitments. NextAgency is equipped with features that prevent insurance agencies from missing important events, activities and tasks. The agency management software allows users to automatically execute tasks that are triggered by specific events or actions. They will also be able to prepare to-do lists that aid them in determining what promise or commitment has been made, who’s responsible for it, and when and how it is supposed to be fulfilled. Sending out task reminders, adding notes, and enabling calendar integration are made possible as well.

Problem #3: Adapts to Your Insurance Agency

NextAgency is flexible and highly customizable. With this software, insurance agencies don’t need to change the way they work as it can seamlessly adapt to their own unique work processes. Thus, if they are selling a specific type of insurance coverage, need to create benefit templates relevant to their agency, or serving the needs of a particular group of clients (for instance, veterans), that’s not a problem.

Awards & Quality Certificates

An award given to products that have recently entered the market but are already becoming very popular
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

NextAgency Position In Our Categories

Since businesses have distinct business requirements, it is only rational that they avoid seeking an all-encompassing, “perfect” system. Needless to say, it is difficult to stumble on such a software solution even among widely used software systems.
The logical thing to undertake would be to jot down the different major aspects which require examination including essential features, price plans, skill ability of the employees, company size, etc. The second step is, you must follow through the product research through and through. Have a look at some NextAgency evaluations and look into the other software programs in your shortlist more closely. Such detailed product research ascertains you stay away from poorly fit applications and buy the system that delivers all the features you require business requires.

Position of NextAgency in our main categories:

TOP 200

NextAgency is one of the top 200 Business Process Management Software products

If you are interested in NextAgency it may also be a good idea to examine other subcategories of Business Process Management Software gathered in our database of B2B software reviews.

There are trendy and widely used applications in each software category. But are they essentially the best fit for your enterprise’s special needs? A market-leading software application may have thousands of customers, but does it present what you need? For this reason, do not blindly spend on popular systems. Read at least a few NextAgency Business Process Management Software reviews and think about the elements that you desire in the software such as the cost, main features, available integrations etc. Then, select a few solutions that fit your wants. Try out the free trials of these platforms, read online reviews, get explanations from the seller, and do your investigation systematically. This exhaustive groundwork is sure to aid you select the most excellent software application for your organization’s special needs.

How Much Does NextAgency Cost?

NextAgency Pricing Plans:

Free Trial

NextAgency Essential

$112.50/month

NextAgency Premium

$150/month

NextAgency doesn’t provide any enterprise pricing plan, as it’s built only for small and medium-sized insurance agencies. Instead, it offers two SMB pricing plans that you can avail through monthly or annual licensing.

In addition, you can buy either of the plans at a lower price if you’re a member of the National Association of Health Underwriters (NAHU). Here are the details:

NextAgency Essential – $112.50/month or $1,125/year

  • NAHU members: $90/month or $900/year
  • Prospect & Client Tracking
  • Task & Notes Tracking
  • Cloud Agency Library
  • Business Insights
  • Benefit Information Sharing
  • Free Benefit Management For Clients
  • Integration with Office 365, Outlook, or Gmail

NextAgency Premium – $150/month or $1,500/year

  • NAHU members: $120/month or $1,200/year
  • All NextAgency Essential Features Plus:
  • Commission Tracking
  • Commission Statement Import
  • Sub-Agent Management
  • Commission Reporting
  • Identify Missing Commissions

User Satisfaction

Positive Social Media Mentions 136
Negative Social Media Mentions 4

We realize that when you make a decision to buy Business Process Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and NextAgency reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with NextAgency. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are NextAgency pricing details?

NextAgency Pricing Plans:

Free Trial

NextAgency Essential

$112.50/month

NextAgency Premium

$150/month

NextAgency doesn’t provide any enterprise pricing plan, as it’s built only for small and medium-sized insurance agencies. Instead, it offers two SMB pricing plans that you can avail through monthly or annual licensing.

In addition, you can buy either of the plans at a lower price if you’re a member of the National Association of Health Underwriters (NAHU). Here are the details:

NextAgency Essential – $112.50/month or $1,125/year

  • NAHU members: $90/month or $900/year
  • Prospect & Client Tracking
  • Task & Notes Tracking
  • Cloud Agency Library
  • Business Insights
  • Benefit Information Sharing
  • Free Benefit Management For Clients
  • Integration with Office 365, Outlook, or Gmail

NextAgency Premium – $150/month or $1,500/year

  • NAHU members: $120/month or $1,200/year
  • All NextAgency Essential Features Plus:
  • Commission Tracking
  • Commission Statement Import
  • Sub-Agent Management
  • Commission Reporting
  • Identify Missing Commissions

What integrations are available for NextAgency?

NextAgency integrates with the following:

  • Gmail
  • Outlook
  • Office 365
  • Google Calendar
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Reviewed By Louie Andre
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