After over a year of research looking for an insurance agency CRM system I happened to find NextAgency. I looked at a lot of good systems and at widely divergent price points. Several things eventually drove me to send hard on hard-earned money to NextAgency, and agree to do that every month.
1. Learning curve - They provided detailed tutorials (in real person language incidentally) on virtually everything you can think of that you can review before you sign up with them. And they actually welcome your questions and provide you answers.
2. Personal accessibility - If you send an email to Alan Katz, he gets right back to you. How many cyber based companies have you ever dealt with that that happened for you.
3. Compensation download - Initially the deciding factor was that I could literally download my commissions from insurance companies directly into my NextAgency account and track them. Several systems (expensive ones) offer that to property-casualty companies but this is the only one I’m aware of that actually works for a life and health agency.
4. Constant candor - every other system I contacted had some overly exuberant salesperson promising the moon the stars and everything else. If anything, NextAgency underplayed the amazing capability of their system. There is no hype, there is no overpromising, there are just people you would like as friends and neighbors providing a high-quality service, at an excellent price point.
Every CRM system promises you can put all your contacts, and your clients, in the system and that it’s going to be easy. Any of you who have done this realize it is never easy and has a long and frequently complicated learning curve. As I have begun to put information into my NextAgency system the most striking aspect has been that every time I think “why doesn’t it do this” I find that it does do that. For example, today I thought it would be nice to have all of my entries alphabetized. And there it was at the top of the page, a single click on an arrow and everything was instantly alphabetized.
If you want more details, I welcome calls from anybody interested in why I chose the system. Simply contact NextAgency and say “get me in touch with Bill Weaver”. Review collected by and hosted on G2.com.
Not much but now and then an entry point freezes. It happened today and I submitted a question. I had a response in under 10 minutes. Compared to my Microsoft issues and the non existent service with Nuance, I see this as a very small issue that is to be expected in any computer based system. Review collected by and hosted on G2.com.
33 out of 34 Total Reviews for NextAgency
Overall Review Sentiment for NextAgency
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NextAgency is a comprehensive CRM system that helps me stay organized and prepared. Having this all inclusive system allows me to maintain complete and readily available client and agent information. I recommend this for individual agents as well as agencies that have multiple agents. Individual agents are in need of the amazing customer support that NA provides. The system and the customer support representatives make easily adaptable to my specific needs. Review collected by and hosted on G2.com.
There truly are no 'dislikes.' Whenever I have had any issues or needs they have been responsive and helpful and never let me down. Review collected by and hosted on G2.com.
Easy to use. Customer service is great. I always get a response quickly. I love that there are no contracts and the price is more than reasonable. I use Next Agency daily. Review collected by and hosted on G2.com.
I wish the tasks reminders would show up on my phone. Remembering to assign tags Review collected by and hosted on G2.com.
The features to manage our agency are all there! We are transitioning from paper, file storage and another system - so excited to have all the information in one place and integrated with our benadmin system. This is our daily go to for client service and support, client management and planning. It's easy and powerful! Review collected by and hosted on G2.com.
It's so powerful, we have only tapped a small percentage of available resources. Review collected by and hosted on G2.com.
I appreciate that most everything I need is included. I especially appreciate that I can list policy details making things easier during open enrollment. I also feel that their service is top notch. Review collected by and hosted on G2.com.
I do wish things were easier to see on a smaller screen, such as my MS Surface. Review collected by and hosted on G2.com.
NextAgency is easy to use and is user freindly. Using the program has allowed us to have access to the information for our clients anywhere. When we have had questions or problems that have come up customer support is quick to respond. The program is intuitive which also makes it easy for new hires use the system. I use this program daily. Tracking the work that I have done with my clients in one location has allowed me to serve my clients more effectively. Review collected by and hosted on G2.com.
It is a struggle to not be able to move a file from folder to folder. Having to go and re-upload is an extra task. Review collected by and hosted on G2.com.
Its very easy to use! Everything is lined out in front of you in a way thats very comprehensive. The program also has lots of resourses to help you along the way. Customer Support is also extremely helpful. Review collected by and hosted on G2.com.
Updates are a bit off. Some availabilities are inacurate to what is actually listed. Review collected by and hosted on G2.com.
Their customer service is top notch!! The platform has limitations but anytime we need help doing a complication task they are helpful with quick replies and video how to's customized to our needs and not a generic video. They also take feedback for improvement seriously! It's awesome to have a CMR that can run custom reports, create check lists, tasks, track appointment notes, policy status, and so much more! Once we got our data transferreed from Excel to Next Agengy it was so easy to use! We use this CMR every day. Review collected by and hosted on G2.com.
I wish there was a bit more customization to fit your specific insurance lines. We work with Individual Health and Life so some features that work for group or commerical just dont work for us. We have folks who go by different names but we cant search by that info. The auto update for policies isnt as good as it could be. If something goes effective 1/1 it would be cool if it would auto change status from pending to active. Review collected by and hosted on G2.com.
Customer Service is fantastic and will work with you to make sure your experience with the system is a positive one. It is fairly customizable which has been helpful in utilizing the tools to fit our company's organizational needs and quite user friendly. Review collected by and hosted on G2.com.
Not every system tab is able to be customized at this point in time. We also some issue with the NextMail sync. Review collected by and hosted on G2.com.
The pricing is great for our agency, but the custom service we get is the best! Startup / upload of initial book of business was very easy to use and we use it every day! My main use is commission tracking and running reports with the ability to sort by various features - while other agents in our office like the ability to keep up with leads Review collected by and hosted on G2.com.
I would like my commission report that I run to come in a different format Review collected by and hosted on G2.com.
