--- title: "NextAgency Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about NextAgency Software - reviews, pricing plans, popular comparisons to other Insurance products and more." source_url: "https://www.capterra.com/p/171245/NextAgency/" page_type: "product" language: "en" --- # NextAgency Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) NextAgency ## What is NextAgency? NextAgency is the agency management system and CRM you'd design. Built specifically for agencies selling benefits, senior, and life policies, NextAgency brings together CRM, marketing, business analytics, compliance, and optional commission tracking tools in a single platform. NextAgency is intuitive and, because it's easy to customize, adapts to how you work. NextAgency respects you. We disclose our pricing on our website, provide a 30-day free trial, and don’t require long-term commitments. Our customer service is highly rated. And mobile apps mean your data is always close at hand.. This is why Capterra users rate NextAgency 4.9 out of 5 for Value for Money, 4.8 for Ease of Use, 4.9 for Customer Service. NextAgency even enters into a mutual NDA with each agency to confirm you own your clients' data and that we won’t market to your prospects and clients. NextAgency works well with other tools you use, too, like BerniePortal, Employee Navigator, Intulse, Zapier and more. ## What is NextAgency used for? [Insurance](https://www.capterra.com/insurance-agency-software/)[Insurance CRM](https://www.capterra.com/insurance-crm-software/)[Online CRM](https://www.capterra.com/online-crm-software/) Top alternative Featured Overall rating Based on 41 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $85 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for NextAgency?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://nextagency.com&name=NextAgency) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### NextAgency 4.9 (41) VS. [4.7 (284)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting Price $85 Per User, Per Month Starting Price $70 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (41) Ease Of Use 4.7 (284) Value For Money 4.9 (36) Value For Money 4.7 (240) Customer Service 4.9 (40) Customer Service 4.9 (278) ## NextAgency alternatives [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) [4.2 (142)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/70671/Applied-Epic/) [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/) [4.7 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) Starting price $109.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/) [EZLynx](https://www.capterra.com/p/102928/EZLynx/) [3.7 (75)](https://www.capterra.com/p/102928/EZLynx/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 63% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/102928/EZLynx/) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.6 (910)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/178819/EngageBay-Marketing/) [View all alternatives](https://www.capterra.com/p/171245/NextAgency/alternatives/) ## FAQs about NextAgency Overview ### Which roles and teams benefit most from NextAgency? NextAgency is most used by insurance agency owners, presidents, principals, and brokers who need visibility into sales pipelines, client relationships, and agency performance. Agents, account managers, and administrative staff benefit from streamlined policy tracking, renewal follow-up, commission management, and day-to-day office workflows that keep client service organized. Answer based on 41 reviews Overview ### What company size and specific industries is NextAgency built for? NextAgency is designed for agencies of all sizes nationwide, especially those selling benefits, senior, and life insurance policies. It fits agencies in the insurance sector that need tools for CRM, marketing, compliance, automation, and commission management. Features and Usability ### What are the key features of NextAgency? NextAgency offers data management and EDI, plus CRM, client and contact management, and insurance policy management. It includes commission management with flat, split, tiered, and percentage commissions, along with commission statements and overrides. Other features include workflow management, task scheduling, reporting and analytics, document storage, and role-based permissions. Pricing ### How much does it cost and what fees or limitations are included? NextAgency starts at $160 per month for NextCommission Solo, billed as a flat rate for 1–5 seats, or $1,600 per year. The 6–10 seat tier costs $320 per month. A 30-day free trial is available, and monthly subscriptions are month-to-month with no long-term commitment. Answer based on 1 reviews Integrations ### Which third-party tools and platforms does NextAgency integrate with? NextAgency integrates with 8 third-party tools, including Ease, Microsoft Outlook, Gmail, Zapier, Employee Navigator, BerniePortal, Greminders, and Intulse. These connections cover benefits administration, email, workflow automation, and communication tools, giving NextAgency a broad integration set for agency operations. Answer based on 6 reviews Getting Started and Support ### What training and onboarding options does NextAgency offer? NextAgency provides live online sessions, webinars, documentation, and videos to support team training. Live online sessions and webinars can cover guided instruction, videos support self-paced learning, and documentation offers written reference material for setup and feature review. Answer based on 2 reviews Getting Started and Support ### What customer support options does NextAgency offer? NextAgency provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users describe customer service as helpful and quick to respond, with support that makes setup and ongoing use easier. The interface is often called user-friendly, and assistance is frequently described as high quality. Answer based on 5 reviews Ease of use ### How easy is NextAgency to use? NextAgency feels easy to learn and navigate for most insurance and employee benefits teams. It keeps client, lead, policy, and commission details in one place, which helps daily work move faster. Some users mention a learning curve with data imports, email integration, and a few extra clicks for certain tasks. Answer based on 12 reviews ## Features AI summary Based on 467 Insurance reviews Capterra data shows that buyers of insurance software rank the following features as their top priorities: - **Insurance Policy Management** (**57%** of reviewers rated this feature as critical) - **Policy Management** (**52%**) - **Document Management** (**54%**) NextAgency supports all three features that reviewers rate most highly: **Insurance Policy Management**, **Policy Management**, and **Document Management**. Together, these capabilities help businesses manage policy details accurately, keep coverage records organized, and store important documents in one place, allowing teams to handle client information more efficiently and maintain smoother day-to-day insurance operations. Insurance Policy Management 4.9 (14) 42.86% of 14 reviewers that rated this feature as important or highly important Create, administer and manage insurance policies for various customers and insurance lines Policy Management 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Create, manage, and track policies and procedures within an organization Document Management 5.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Activity Tracking 3.8 (5) 40.00% of 5 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems Contact Management 4.9 (15) 66.67% of 15 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Customer Database 4.9 (8) 100.00% of 8 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. NextAgency 58 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Agency Commission: Commission that an agency charges for services provided to a customer or associate - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Client Management: Manage contact details and communication with clients - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Commission Overrides: Adjust commission payment for special circumstances and override preset commission rules/conditions - Commission Scheduling: Schedule date/time of commissions which will be paid out to employees (e.g. weekly, monthly, quarterly, etc. ) - Commission Statements: Periodic reports with commission payout details - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Flat Commissions: Set amount of commission paid out for each sale regardless of product/service value - For Insurance Industry: Intended to be used by insurers - Forecasting: Form predictions based on past and present data/trends - Forms Management: Store, manage and track all forms in a centralized location - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Life & Health: Businesses operating within the life and health insurance sectors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Percentage Commissions: Commission structure based on a percentage of the total value of product/services sold - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Policy Management: Create, manage, and track policies and procedures within an organization - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Split Commissions: Commission structure shared between multiple sales reps involved in a sales transaction - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Tiered Commissions: Increasing commission rates as employees surpass certain revenue targets - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.7 (41) 4.7 Based on 41 reviews ## Pricing Value for money 4.9 (36) Free Trial [View pricing plan details](https://www.capterra.com/p/171245/NextAgency/pricing/) NextAgency $85.00 Per User,Per Month NextCommission Solo $160.00 Flat Rate,Per Month It includes: - Track commissions, fees, bonuses, and overrides - Compensation reporting - Identify unpaid commissions you've earned - Sub-Agent management - Generate sub-agent commission statements - Customizable for your agency - 30-day free trial - No long-term contract required Value for money 4.9 (36) 4.9 Based on 36 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Employee Navigator](https://www.capterra.com/p/135330/Employee-Navigator/)[ Ease](https://www.capterra.com/p/156433/EaseCentral/)[ Intulse](https://www.capterra.com/p/161865/Intulse/)[ BerniePortal](https://www.capterra.com/p/147193/BerniePortal/)[ GReminders](https://www.capterra.com/p/185763/Greminders/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (40) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (40) 4.9 Based on 40 reviews ## User reviews Overall rating 4.9 Based on 41 reviews Filter by rating 5(37) 4(4) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent RB Rachel B. owner agent Insurance ### "Thorough & Complete Platform" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 31, 2026 My overall experience was amazing ~ I was able to input all the necessary data for my clients with ease of use and it was always at my fingertips Pros Next Agency is a very in depth and intuitive platform for Life & Health agencies - I was able to manage my clients with clarity and clear direction of my goals. Cons The lettering is very small and light in color - I found it a little hard to read at times but overall it worked great for me. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AJ Amy J. Administrative Assistant Insurance ### "Using NA to Document New Hires " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 May 7, 2024 As I've said, I find Next Agency exceptionally easy to navigate. The various tabs contain much relevant info, like the benefits a certain group or person has or the waiting period a group has for its employees' benefits. It is very organized. Keep in mind I only use Next Agency for New Hires or to check an individual's benefits, but it has proven to be very straightforward and quick. Pros I like the ease of entering the information when I start a New Task. The fields are relevant and uploading any supporting documents takes only a second. I like the space allowed to write a description of the action or an explanation of the task. It is then simple to archive and review what you have entered. Cons This may be on me. I have not been able to figure out how to delete a duplicate task from the system. Also, I need to find out if I can print a report consisting solely of client names and their addresses. I'm not sure where to find the instructions for doing this. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AM Alyshia M. Broker Insurance ### "Using NextAgency has allowed us to serve our clients better!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 2, 2024 I really enjoy using this system. It helps with productivity. I also think the customer service is amazing. If you have questions, they are quick to respond. Pros The accessibility and ease of the program allows me to work from anywhere at any time. Everything I need is one place. I also really like the note section. This allows you to keep track of what you were working on all at a glance. Cons I wish there was a way to move things from one file to another file without having to delete the uploaded document and then re-upload it to the new location. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CE Charisse E. Agent Insurance ### "A CMR to Replace Excel" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 1, 2024 Satisfied! Happy to have a system to keep us organized. Pros It's easy to manage policies, create task lists, saved notes, and run customized reporting Cons data import was a bit cumbersome to get our data into the form they needed but once transferred, it's been awesome! I wish a few things were more customizable like having \[sensitive content hidden\] names appear as preferred name when searching, fewer clicks to add and save notes. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Our book became too big to manage on spreadsheet. Alternatives considered [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/) Reasons for choosing NextAgency Customer Service is 10/10 with Next Agency! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JW Joy W. Office Manager Insurance ### "Great Company to Work With" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 30, 2024 Overall our company experience with NextAgency has been a good one. As mentioned before the customer service is fantastic and made the integration process in the beginning and moving forward a much easier thing. Pros Customer Service is fantastic. We have always had quick response to our questions and issues. The system is fairly customizable so we have been able to tailor it fit our company's needs. Cons We had some issues with the NextMail system being buggy. There are also a couple tabs that are not customizable yet which would help us organize our information better. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VC Virgie C. Individual Account Manager Insurance ### "Great Customer Service !!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 26, 2024 Pros Great customer service! Representatives are responsive in a timely manner. They listen to comments in enhancing the program. Cons There's nothing to dislike about NextAgency. Switched from [Advisors Assistant](https://www.capterra.com/p/199043/Advisors-Assistant/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JP Jill P. Owner Insurance ### "BEST Agency Management System" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 25, 2024 Excellent. Very knowledgeable on insurance and the needs of an agency. Pros Ease of use and customer service. The videos and how to section is excellent. The quick response time when we are stuck is unbelievable! Cons Anytime you adopt a new system there is a learning curve. Overall, this one has been a road less bumpy. Switched from [Gen4 Agency Management](https://www.capterra.com/p/118392/Gen4-Agency-Management/) We didn't like the system and found the reporting difficult. Alternatives considered [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/) Reasons for choosing NextAgency Pricing and the ability to semi-customize our data. AgencyBloc is very rigid with how you enter your data (at the time). Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MM Miranda M. broker Insurance ### "easy to use" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 January 17, 2024 overall I use it for lead management and CSR and it is easy to use Pros Next Agency is very easy to use and contains areas for any and all of the details for account/lead management Cons folders to import or sort things in to could be less confusing. There are times it is not clear where to put a file Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor July 19, 2026 Hi Miranda. Thank you for the positive review. We put a lot of effort into making NextAgency an agency management system/CRM that is intuitive and easy-to-use, backed by top-rated customer service (which explains why NextAgency earns G2 ratings of 9.5 out of 10 on Ease of Administration, 9.3 for Ease of Use and 9.9 rating for Quality of Support. We're glad you're seeing the results of that effort. Thanks again. CL Christy L. VP Insurance ### "Highly recommend NextAgency!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 16, 2024 Any time that we have had questions, NextAgency has been VERY quick to respond Pros It started with the ability to easily track commissions and split amongst our agents. Then when we found out how easily we could run a report and sort out clients based on plans, zip codes, and other preferred features.. Cons I would like to have an option on how to view commissions received - would prefer on a spreadsheet where months are side by side, not each on individual line Reasons for choosing NextAgency The pricing was very reasonable where with other options we were looking at $30,000-$40,000 over a 2-4 year period Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor July 19, 2026 Thank you for your five star rating, Christy. It's a pleasure to work with you and your team. We work hard to deliver an agency management system and CRM that our users find valuable. I'm glad that's coming through for you. HS Howard S. Broker Insurance ### "Complete Insurance CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 16, 2024 They have been very accessible to access when I have needed support. Pros Easy of use makes the system something that is simple to incorporate into a daily routine. Cons There is a limited ability to customize beyond what is already available. Switched from [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) The old system was too complicated to use. So it had a long learning curve. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor April 2, 2026 Thank you for the five star review, Howard. We appreciate it. We work hard to make NextAency easy to use and I'm glad we succeeded for you. And the five stars on Value for Money is nice, too. Thanks again. [View all Reviews](https://www.capterra.com/p/171245/NextAgency/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Jenesis Software vs NextAgency](https://www.capterra.com/compare/119068-171245/Jenesis-Software-vs-NextAgency) [AgencyBloc AMS+ vs NextAgency](https://www.capterra.com/compare/105829-171245/AgencyBloc-for-Health-Life-Insurance-vs-NextAgency)