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Patricia K.

Account Manager

Small-Business (50 or fewer emp.)

2/3/2023

"Great CRM"

5/5

What do you like best about NextAgency?

Ease of use, adaptable and personalized. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

Font size is quite small and can be difficult to see. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

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Hi Patricia. Thank you for the great rating. We appreciate you and all five stars. I'm glad you find NextAgency easy to use and personalize. We put a lot of effort into both. Feedback like yours lets us know we're on the right track. We're constantly adding new features. I hope you're enjoying those as well.

AI

Verified User in Insurance

Small-Business (50 or fewer emp.)

3/11/2020

"Best AMS w/ Outstanding customer service to support it!"

5/5

What do you like best about NextAgency?

As long as I am near Wifi and have my laptop, I can login anywhere and access client data since Next Agency is cloud based. Perfect for a busy individual on the go! Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

Staying on top of the updates can be challenging. Review collected by and hosted on G2.com.

Recommendations to others considering NextAgency:

Ease (formerly Ease Central) appears to be another popular AMS, but I hear it works better for larger companies and comes at a high price. If you are a small to mid-size company then I would certainly give Next Agency a chance due it the superiority in how well it functions, excellent and very responsive customer service and the fair price. Review collected by and hosted on G2.com.

What problems is NextAgency solving and how is that benefiting you?

It saves time as our prospect, client and carrier information are on the system which allows our fim to work more efficiently since we are not pulling files as often. This also allows us to focus on increasing sales and growing. Although we currently do not use it at the moment, Next Agency also that has a feature that reviews commission statements which also saves times. This is very nice since most insurance agents I talk to dread doing this task. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

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Hello. Thank you for the great review and five star rating. We appreciate it. I am especially glad you enjoy our customer service. We work hard to make it the best in the CRM/agency management system market.

Concerning Ease, they are really an enrollment platform. We integrate with them which saves agencies using both systems a lot of time.

We realize we are adding a lot of new features all the time. While we send out notices about them (most including a short video) it can be difficult to keep track of them all. Let's set up a training session. We'll show you around the site and all the new things you can do with NextAgency.

RT

Rui T.

Business Consultant

Human Resources

Small-Business (50 or fewer emp.)

12/15/2021

"Excellent communication and strong automated solution for insurance commissions"

5/5

What do you like best about NextAgency?

One of the best things you can do as a business owner is being able to communicate effectively with a prospective partner who's able to listen to your needs and being able to resolve them. I've called and spoken to 20+ commission automation companies, none comes close to clear, transparent communication and willingness to work with you. You can tell the teammates enjoy their roles and work towards the same goal. If you're an insurance principal or an owner who either acquired an agency or is looking to improve their commission practices, this is wonderful as you create custom fields for reporting, and easily pull reporting on policy numbers and group numbers. At minimum, you will do good by getting their trial and seeing if it's a good fit for your needs. It is most definitely worth a shot and your time. Oh, before I forget, their pages are fast and you don't have to wait a bunch of time like other commission reporting softwares out there. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

I can't say there was something I disliked. I wish there was more awareness to this company. Whereas other ranked higher on google searches and reviews, this one stood out significantly in communication, SPEED (not waiting for pages to load), and more. Review collected by and hosted on G2.com.

Recommendations to others considering NextAgency:

Highly recommend NextAgency if you're an agency principal or owner looking to automate commission reports based on policy number, group number, and having the ability to customize your reports for your reps. Their communication is by far superior to any other company I've reached out to regarding automating commissions. It's super important to communicate well and be able to express what your needs are to someone who's attentive and will work with you. Their platform is pretty speedy too compared to the others I tried. Review collected by and hosted on G2.com.

What problems is NextAgency solving and how is that benefiting you?

Saves quite a good amount of time and provides me the ability to easily gather commission and reporting. Ultimately it helps us keep track of our referral partner's payouts monthly and when we want to. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

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Thank you for the great review and rating, Rui. We appreciate it. I know you've looked at other systems and I'm delighted you are delighted with NextAgency. We work hard to be easy to use and responsive. I'm glad we're succeeding. I've shared your comments about our strong communication and customer service with the team. They send their best as well.

UI

Verified User in Insurance

Small-Business (50 or fewer emp.)

11/24/2021

"Great support and easy to use"

5/5

What do you like best about NextAgency?

The system is quite intuitive and easy to maintain. When I do run into a question or problem, the service team is quick to help. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

I haven't found anything I dislike. Typically it I run into a roadblock it is a learning opportunity as there is a lot to learn and I am probably just skimming the surface. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

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Thank you for pointing out NextAgency's strong support and ease of use. We strive hard to exceed expectations in both areas and I am glad we have for you. We would be delighted to help you make even more use of the NextAgency. Please let us know some good times for you and we will set up some as many free training sessions as you need.

BM

Belinda M.

Director of Operations

Small-Business (50 or fewer emp.)

11/23/2021

"Great Company!"

5/5

What do you like best about NextAgency?

They are very easy to work with and very responsive. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

The only unresolved issue we have had (and NextAgency is working on this) is that there is no field in the detail area for a client's middle initial. Review collected by and hosted on G2.com.

Recommendations to others considering NextAgency:

if you are looking for a responsive team and an excellent client database, this is the company to use Review collected by and hosted on G2.com.

What problems is NextAgency solving and how is that benefiting you?

Workflow is easier. It has eliminated the use of paper in the office that we for a new client set up. We love the task assignment. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

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Hi Belinda. Thank you for the five star review. I appreciate it. As you know, you can now select the fields you want to see in the detail section --including middle initial. Please keep the feedback coming. We're constantly making NextAgency an even greater value based on suggestions from users like you.

SC

Sierra C.

Account Manager

Small-Business (50 or fewer emp.)

6/15/2021

"NextAgency is the BEST"

5/5

What do you like best about NextAgency?

I LOVE NextAgency for all of my CRM requirements. This is exceptionally useful to keep track of tasks, and other things required of this job in health insurance on the daily. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

There is't anything that comes to mind that I dislike about Next Agency. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

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Thank you for the great review and rating, Sierra. I am glad you are getting great value from NextAgency. Since your review we have added a host of new functions and features to the agency management system -- many in the CRM section. Please let us know a good time and we be happy to review the new tools with you.

LL

lauren l.

COO

Small-Business (50 or fewer emp.)

3/24/2021

"Easy to use!"

5/5

What do you like best about NextAgency?

I love the support they provide. Whenever I have questions they respond within 15 minutes and the response is always clear and concise! Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

Sometimes I feel overwhelmed by the amount they offer which is not really a dislike Review collected by and hosted on G2.com.

Recommendations to others considering NextAgency:

One stop shop for all your business organizational needs!! They never leave you hanging with questions and support Review collected by and hosted on G2.com.

What problems is NextAgency solving and how is that benefiting you?

keeping everything organized in one spot. Being able to reach multiple people using the work flow Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

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Thank you for the five star review Lauren. I've passed your complements along to the customer service folks. It's a real strength of NextAgency. We aim to respond quickly, but also thoroughly. That's why most responses include a quick screencast so we're not just describing the answer to your question, we're showing you the solution, too.

Thank you for pointing out how we keep all of an insurance agency's data "organized in one spot." We're all about saving folks time, money, and clients. This is one of the ways we do that.

FF

Fran F.

Small-Business (50 or fewer emp.)

2/28/2020

"Next Agency is a Plus"

4.5/5

What do you like best about NextAgency?

This is not a "canned" platform that does not allow for versatility, yet it is easy to learn and navigate. The leadership is willing to listen to and implement new ideas that make the platform even more versatile. It is obvious that this platform was created with the broker in mind!

The NextAgency customer service is exceptional via email, phone or online meeting . They listen and seek to understand what your end goal is so they can best address your questions. The online videos and articles are well-written and have thorough instructions that equip the end-user for success. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

There are some minor "tweaks" that could be made to improve navigation for the end-user. Like having a "save" button at both the top and bottom of a page. Being able to review detailed notes on a case without having to adjust the window size. Simple things that eliminate key strokes and scrolling for the end user. I know these are coming based on conversations I have had with NextAgency. Review collected by and hosted on G2.com.

What problems is NextAgency solving and how is that benefiting you?

One of the struggles we were facing was steps were being missed on new group implementations or renewals. The workflows and checklists within NextAgency allowed us to set up tasks that take the Account Managers sequentially through all the steps required for implementations and renewals.

We are currently implementing the commission module and anticipate that it will help us identify commission payments that are due to us but have not been paid. It will also allow for reporting of the value of the book of business for each broker in the agency. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

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Hi Fran. Thank you for your kind words. We put a lot of effort into making it easy to customize NextAgency for the way your agency does things. I'm glad that's working for you.

EF

Eric F.

Employee Benefit and Health Insurance Specialist

Small-Business (50 or fewer emp.)

2/29/2020

"NextAgency is very intuitive"

5/5

What do you like best about NextAgency?

We were able to build our CRM tool all by ourselves and did not require outside consultants to built it out saving much time and money. You also get a very nice discount for being a NAHU member which is great. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

There are individual, small group and large group but does not have a button separate for medicare. As the medicare space is so different from the individual market it would be nice have them separate as well. Review collected by and hosted on G2.com.

Recommendations to others considering NextAgency:

Worth a look, very clean system, I don't know how to use everything but I know if I want to I can figure it out quickly. Review collected by and hosted on G2.com.

What problems is NextAgency solving and how is that benefiting you?

Better communication and organization within the agency. Our agency can better pass along information about clients. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

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Hi Eric. We're delighted you're delighted with NextAgency. We strive to make our agency management system easy-to-use and intuitive. Thank you for mentioning that.

And yes, NAHU members receive a 20% discount on our already low licensing fees. Thank you for bringing that up, too.

You comment about the need for a separate Medicare button was great. That button will be added soon. In fact, insurance agencies using NextAgency will soon be able to define their own market segments. Please keep the suggestions coming. We're always looking to make NextAgency an even greater value.

BW

Bill W.

Small-Business (50 or fewer emp.)

12/5/2019

"Dependable CRM provided by real people you can work with"

5/5

What do you like best about NextAgency?

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.

What do you dislike about NextAgency?

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.

Recommendations to others considering NextAgency:

Take the time to learn about data entry and consider getting the spreadsheet of entrees to their team. I just started putting things in and now I have to make corrections. Corrections are simple but would have been limited had I taken their advice. Review collected by and hosted on G2.com.

What problems is NextAgency solving and how is that benefiting you?

All my problems have been of my own making as I learn the system.

Benefits? OMG - clients are already asking if alien's abducted Bill because they are getting answers faster and in better detail. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

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Thank you for your terrific -- and thorough -- review of NextAgency, Bill. It is a pleasure to work with you and we're delighted you are enjoying our insurance agency software. We're especially proud that your clients are noticing how organized you've become. That's a home run for you and us.