Jack D. H.
JH
Jack D. H.
President
Small-Business (50 or fewer emp.)
"Good software for the insurance industry"
4.5/5
What do you like best about NextAgency?

Always updating to meet the needs of our industry. This is designed for insurance agencies. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

Not as flashy as some of the bit name CRMs. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

Thank for mentioning that NextAgency is designed for insurance agencies, Jack. You are right, we're not as flashy as some of the big name CRMs. But we do have an intuitive interface. And because we focus on the needs of agencies like yours our substance trumps their flash.

I should also note that, at the end of the day, they are just customer service relationship management platforms. NextAgency is an agency management system with CRM tools. So they may have bells we don't, but we deliver a lot more than they do.

You and Jackie have been great about suggesting improvements. Please keep the ideas coming. We're constantly adding features and functions to make NextAgency an even greater value.

Verified User in Insurance
AI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"NextAgency Review"
4/5
What do you like best about NextAgency?

NextAgency has helped to keep our company extremely organized. It is very detailed and gives lots of customization options to help fit your needs best. If you are an insurance agency looking for a CRM, NextAgency will probably be a great fit just like it was for us! Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

The main thing I dislike is that at this time they don't have "required" fields in the system. So, when employees are adding information in sometimes things get missed. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

Hello. And thank you for your great review of NextAgency. We strive to help agencies become more organized, effective and efficient. It is wonderful to hear you confirm we succeed.

We'll take a look at your suggestion about enabling you to set some fields as required. We have a very exciting development roadmap to make our agency management system an even greater value. I'm confident you'll like the new functions and features being added. I'll see if we can get to this one sooner rather than later.

Please keep the feedback coming. NextAgency is one of the leading insurance agency management systems because of input from users like you.

Steven G.
SG
Steven G.
President
Small-Business (50 or fewer emp.)
"Excellent purpose-built small benefits agency management system"
4.5/5
What do you like best about NextAgency?

Built and run like a next-gen SaaS system, not a bulky, designed-by-committee enterprise platform like its competitors. Speedy, feature-rich and a very clean interface. Features consistently being added and improved. Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

As our (P&C heavy) agency just onboarded with a larger software suite, our benefits person didn't want to have to maintain two data sets so we had to unfortunately discontinue using NextAgency. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

Thank you Steven. It has been a pleasure working with you. I'm glad you pointed out our focus on our only customers: insurance agencies. NextAgency is not designed by a committee, but by people who have made a living selling and servicing insurance policies. And most of our new features and functions are the direct result of requests from agencies using the system.

NextAgency is not a generic platform. That's one of the many reasons we -- and our agencies -- think we're better.

Verified User in Insurance
EI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Great experience with NextAgency"
5/5
What do you like best about NextAgency?

The user interface, flexibility, workflows and customer service has been top notch! Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

Not really much to dislike. At first, it was a bit tedious to implement new customers in the system but we now have the hang of it. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

We are honored to earn your five star rating. And thank you for commenting on some of NextAgency's core strengths: an intuitive interface, flexibility, automated workflows, and outstanding customer service.

You will be happy to learn we have made it even easier and straightforward to add new prospects and clients into our agency management system. I hope you are enjoying the improvements.

AC
Alan C.
Owner
Small-Business (50 or fewer emp.)
"Great agency management system"
5/5
What do you like best about NextAgency?

Clean and crisp system. Good layout. Great file cabinet Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

Maybe a few to many steps. Commission tracking doesn't work well for me. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

Hi Alan. Thanks for the five stars. And for the feedback. We've greatly improved NextAgency's commission management tools since 2019. The tools are now much more powerful. Getting statements into the system is fast and easy. You can split commissions with sub-agents more flexibly. And we have new and more insightful reports. I hope you'll take a look.

Thank you for being a long-time user -- and allowing us to use you as a reference. We very much appreciate you.

All the best,

Alan

J. Tal W.
JW
J. Tal W.
Owner/ Producer
Insurance
Small-Business (50 or fewer emp.)
"Nothing can beat this value for an agency managment system!!"
4.5/5
What do you like best about NextAgency?

Ease of use and no worries about getting their help!! Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

Not sure if I have a dislike yet. They have everything at your finger tips to find the answer. I am older and use to having a book to go to. BUT it is working and really just a learning curve. Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

Thank you for the great review. We're glad you're enjoying NextAgency. And thank you for highlighting our support. We're proud to be there for you before and after the sale.

Erin S.
ES
Erin S.
Manager of Client Services
Medical Practice
Mid-Market (51-1000 emp.)
"Easy simple setup and Use"
4.5/5
What do you like best about NextAgency?

Very visual - easy for all with high to low computer skills, Great customer support Review collected by and hosted on G2.com.

What do you dislike about NextAgency?

There are no help videos attached to the help button Review collected by and hosted on G2.com.

Response from Alan Katz of NextAgency

Thank you for the great review of NextAgency, Erin. We appreciate it. So you know, dozens of video tutorials are now just a click away. At the bottom of every page is a link to the Help Desk. Click on that, select video tutorials and you have an entire library of helpful screen casts. Again, we're delighted you are enjoying NextAgency.