Joy W.
JW
Joy W.
Small-Business (50 or fewer emp.)
"Great Company to Work With"
5/5
What do you like best about NextAgency?

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.

What do you dislike about NextAgency?

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.

Response from Alan Katz of NextAgency
Edit edit

Hi Joy. Thank you for the positive review. We appreciate it -- and working with you. And thank you for the high praise of our customer service team. We're very proud of their professional, timely, and friendly responses. NextAgency is one of the most customizable agency management systems around for agencies selling benefits, senior and life policies. But we're not resting on our laurels. For example, you'll find there are more tabs on which you can customize the fields shown and we're working on even more tabs. Again, thank you for taking the time to rate NextAgency.

Verified User in Accounting
UA
Verified User in Accounting
Mid-Market (51-1000 emp.)
"Payroll Manager"
4.5/5
What do you like best about NextAgency?

It is very much user friendly and easy to follow. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

It is not easy to implement as a software. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency
Edit edit

Thank you for the great review. We work hard to be user friendly and I'm glad to see that's paid off for you. As you're listed as Payroll Manager I assume you're using our NextCommission tool. I hope you are enjoying the new features we recently added. There's more on the way.

CL
Christy L.
Small-Business (50 or fewer emp.)
"Best customer services - would definitely recommend!"
5/5
What do you like best about NextAgency?

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.

What do you dislike about NextAgency?

I would like my commission report that I run to come in a different format Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency
Edit edit

Thank you for the review, Christy. And thank you for the high praise on our pricing and customer service. We work hard to keep NextAgency affordable. And we're very proud of the high marks our support team earns. We'll be reaching out to see what format you'd like for commission statements. If it's something we can build for you we will.

JP
Jill P.
Small-Business (50 or fewer emp.)
"Excellent Agency Management Software for Insurance Agency"
5/5
What do you like best about NextAgency?

Ease of use with the ability to customize to your agency. Customer support is excellent. We use it all day long internally. Next Agency is constantally adding features. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

I can't think of anything. Every program has speed bumps but i am very satisfied with Next Agency. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency
Edit edit

Thank you Jill. We really enjoy working with you and your team. We're proud to be one of the most customizable agency management systems on the market and it's great to hear that's working for you. And I'm glad you're enjoying the commission module. We're making it even better in the weeks ahead.

Alan

DH
Debbie H.
COO/Agency Manager
Small-Business (50 or fewer emp.)
"NextAgency Experience"
5/5
What do you like best about NextAgency?

The fact that it works for employee benefit agency management was the best I saw in the market Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

There is not a lot I dislike about it. Sometimes there are glitches in reporting but they fix them right away Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency
Edit edit

Thank you for the great review, Debbie. I'm delighted NextAgency is the solution you were looking for. And it's always good to know that, after an agency like yours searches the market, NextAgency rises to the top. We're constantly adding features (like the new pipeline view). Our goal is to make NextAgency an even better solution for you.

Verified User in Insurance
UI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"easy to use"
5/5
What do you like best about NextAgency?

easy to use and contains fields to input any and all information Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

the folders/files feature seems repetetive and its not clear (to a new user) which folder a file should be uploaded to. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency
Edit edit

Thank you for the five star review. We appreciate it. I'm very pleased you commented on how easy we are to use. We're take feedback from users seriously and make changes in response. That's one of the reasons you likely find us easier to use -- feedback from you and others have shown us where even little tweaks can make a big difference.

Howard S.
HS
Howard S.
Owner / Broker
Small-Business (50 or fewer emp.)
"Easy to use Insurance CRM"
5/5
What do you like best about NextAgency?

The product is designed for insurance agents & agencies to have a easy to use CRM to maximize customer interactions. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

Not much to dislike about the product. The reporting function could be a little more user friendly with clear instructions on creating custom reports Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency
Edit edit

Thank you for the five star review Howard. And I'm glad you find it easy to work into your daily activities. That's our goal.

Alan

BD
Brandi D.
Small-Business (50 or fewer emp.)
"We love NextAgency!"
5/5
What do you like best about NextAgency?

Easy to use and the customer support team is always on point. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

There are no downsides to using nextagency Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency
Edit edit

Thank you, Brandi. We put a lot of effort into making NextAgency easy to use and we're delighted it's working for you.

VC
Virgie C.
Small-Business (50 or fewer emp.)
"Great Customer Service !!"
5/5
What do you like best about NextAgency?

Great customer service! Representatives are responsive in a timely manner. They listen to comments in enhancing the program. Assistance via Youtube are great help me. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

There's nothing to dislike about NextAgency. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency
Edit edit

Thank you for the five star review, Virgie, and for singling out our stellar customer service team. As you mentioned, we're constantly enhancing NextAgency. There's some exciting new features coming soon. Stay tuned.

Mike A.
MA
Mike A.
Small-Business (50 or fewer emp.)
"NextAgency is Awesome!"
5/5
What do you like best about NextAgency?

We wouldn't be able to do everthing we do for out clients without it. It helps us manager our clients, tasks and communciaton so we don't drop the ball or miss an opportuntiy. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

Commissions can be buggy and diffictult to use Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency
Edit edit

Hi Mike. Thank you for the five stars. We're delighted NextAgency is an integral part of your agency. And you'll be glad to hear we're in the process of implementing a host of new commission features to make those tools easier to use and more powerful. We're confident you'll like what you see.