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- AgencySmart-vs-NextAgency
Compare AgencySmart and NextAgency 
At a Glance
Market Segments
Small-Business (94.7% of reviews)
Small-Business (91.2% of reviews)
Entry-Level Pricing
$49.00
$75.00 1 Users Per Month
AgencySmart
Star Rating
(39)4.8 out of 5
Market Segments
Small-Business (94.7% of reviews)
Entry-Level Pricing
$49.00
Browse all 13 pricing plansNextAgency
Star Rating
(34)4.8 out of 5
Market Segments
Small-Business (91.2% of reviews)
Entry-Level Pricing
$75.00 1 Users Per Month
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that NextAgency excels in its Quality of Support with a score of 9.9, while AgencySmart follows closely with a score of 9.6. Reviewers mention that NextAgency's support team is highly responsive and knowledgeable, making it a reliable partner for small businesses.
- Reviewers mention that AgencySmart shines in Reporting & Dashboards, achieving a perfect score of 10.0, compared to NextAgency's score of 9.3. Users on G2 appreciate the intuitive and customizable reporting features that AgencySmart offers, allowing for better data visualization and insights.
- Users say that NextAgency has a slight edge in Task Management with a score of 9.1, while AgencySmart scores 9.4. However, reviewers mention that AgencySmart's task management features are more user-friendly and integrated, making it easier to track tasks and deadlines.
- G2 users report that AgencySmart outperforms NextAgency in Policy Management, scoring 10.0 compared to NextAgency's 9.4. Reviewers highlight AgencySmart's comprehensive policy management tools that streamline the process of managing insurance policies effectively.
- Users on G2 mention that NextAgency's Email Integration is less robust, scoring 8.3, while AgencySmart scores 8.5. Reviewers say that AgencySmart's email integration allows for better communication tracking and management, enhancing overall productivity.
- Reviewers mention that both platforms have strong Platform Interoperability with a score of 9.5, but users report that NextAgency's pre-built connectors are more extensive, allowing for easier integration with other tools and systems, which is crucial for small businesses looking to streamline operations.
Pricing
Entry-Level Pricing
AgencySmart
Basic Quoting
$49.00
30-Day Free Trial Available
($44 for NAHU Members)
- Unlimited Quotes
- Renewal Notification Dashboard
- Carrier Plan Designs & SBCs
NextAgency
NextAgency
$75.00
1 Users Per Month
NextAgency saves your life and health agency time, money and clients with CRM, business analytics, marketing, and optional commission management tools. Designed specifically for agencies selling benefits, senior, and life policies.
- NextAgency provides a powerful, intuitive agency management system with CRM, business analytic and marketing tools.
- Designed for agencies selling benefits, senior and life polices. Easily customized for your agency
- Includes free support and training.
Free Trial
AgencySmart
Free Trial is available
NextAgency
Free Trial is available
Ratings
Meets Requirements
9.8
27
9.3
32
Ease of Use
9.8
28
9.3
33
Ease of Setup
9.5
18
8.8
20
Ease of Admin
9.5
18
9.5
17
Quality of Support
9.6
31
9.9
32
Has the product been a good partner in doing business?
9.9
18
9.8
16
Product Direction (% positive)
10.0
27
10.0
30
Features by Category
Platform Data
9.5
7
Not enough data
9.7
6
Not enough data
9.0
7
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Additional Functionality
9.7
5
Not enough data
7.7
5
Not enough data
Not enough data
Not enough data
Platform Content
9.3
5
Not enough data
Platform Administration
Feature Not Available
Feature Not Available
9.4
17
9.3
18
8.5
17
8.6
15
8.8
18
8.9
17
9.7
17
8.8
13
9.2
12
Feature Not Available
9.6
19
9.5
20
Platform Basics
9.5
18
9.5
21
Platform Documentation
8.5
13
Feature Not Available
Feature Not Available
Feature Not Available
9.8
19
9.5
20
8.6
16
Feature Not Available
Administration
Not enough data
Feature Not Available
9.5
7
9.4
16
9.7
6
7.7
11
9.5
7
9.1
13
10.0
6
9.2
13
Not enough data
Feature Not Available
8.9
6
7.6
12
8.8
7
9.4
15
Insurance Documentation
Not enough data
Feature Not Available
10.0
7
9.3
15
Not enough data
Feature Not Available
8.0
5
Feature Not Available
Categories
Categories
Shared Categories
AgencySmart and NextAgency are categorized as Insurance Agency Management Systems and Life & Health Insurance Agency Management
Unique Categories
AgencySmart is categorized as Health Insurance Software and Life Insurance Policy Administration Systems
NextAgency has no unique categories
Reviews
Reviewers' Company Size
AgencySmart
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
NextAgency
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Insurance
92.1%
Health, Wellness and Fitness
2.6%
Financial Services
2.6%
Airlines/Aviation
2.6%
‐
Other
0.0%
Insurance
91.2%
Accounting
5.9%
Medical Practice
2.9%
‐
‐
Other
0.0%
Most Helpful Reviews
AgencySmart
Most Helpful Favorable Review
Christopher W.
Verified User in Insurance
User friendly, simple. Our team loves it and makes life easier.
Most Helpful Critical Review
Verified User in Financial Services
Not sure how to answer this question other than a large learning curve and other than groups individual business and insurance coverage needs to be as easy as group.
NextAgency
Most Helpful Favorable Review
Verified User in Accounting
It is very much user friendly and easy to follow.
Most Helpful Critical Review
Verified User in Insurance
It's so powerful, we have only tapped a small percentage of available resources.
Christopher W.
Verified User in Insurance
User friendly, simple. Our team loves it and makes life easier.
Verified User in Accounting
It is very much user friendly and easy to follow.
Verified User in Financial Services
Not sure how to answer this question other than a large learning curve and other than groups individual business and insurance coverage needs to be as easy as group.
Verified User in Insurance
It's so powerful, we have only tapped a small percentage of available resources.
Discussions
What is AgencySmart used for?
1 comment
Official Response from AgencySmart
AgencySmart is the only true all-in-one agency management platform for insurance brokers and general agencies. We offer CRM, Quoting, Online Enrollment,...Read more
AgencySmart has no more discussions with answers
What is NextAgency used for?
1 comment
Official Response from NextAgency
NextAgency is used by life and health insurance agencies to operate more efficiently and effectively, keep their teams on the same page, improve their...Read more
NextAgency has no more discussions with answers
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