Take44

NextAgency for Health & Life Insurance


4.5 / 5
7 reviews

Who Uses This Software?

Health and life agencies serving individuals and groups with from 1-to-500 agents and staff committed to sales and service and growing their business.


Average Ratings

7 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $90.00/month
    See pricing details
  • Pricing Details
    First user: $90; additional users $30 per month during promotion.
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Take44
  • nextagency.com
  • Founded 2015
  • United States

About NextAgency for Health & Life Insurance

NextAgency saves you time, money and clients with software that helps your team work smarter while reminding clients of your value every day. How? We deliver a modern agency management system with powerful CRM tools and enable you to give basic benefits management software to your clients - for free. Supports individual and group health, life and senior products along with P&C and other coverage. Includes commission tracking, an agency library, email syncing, workflows, and much more.


NextAgency for Health & Life Insurance Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Life & Health
  • Policy Management
  • Property & Casualty
  • Quote Management

NextAgency for Health & Life Insurance Reviews Recently Reviewed!


NEXT is great!!

Dec 18, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This management system is evolving continuously. The great thing about that these guys are there to explain step by step and show the value of the system. I am sure we mad ethe right choice to move to this Agency Management System

Cons: I have found nothing that I dislike about this software. The only thing is that they are working so hard to make this product better that I can not keep up. I think it is a good thing just to have a review with them once every few months.

Overall: I finally have one place that is very user friendly to keep all of my clients information. I am a one stop shop for all lines. This system, even though it is mainly for an L!&H agency they have been able to adapt to me so that I can also service my P&C clients all I one!!

CRM for Health & Life Insurance Producers

Oct 18, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Ease of use and the help button for quick troubleshooting.

Cons: Function of email synchronization is spotty at times.

Overall: One stop CRM for managing prospects and clients; running reports to assist with sales tracking and accountability; commissions management.

Great System

Dec 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: NextAgency is very user friendly and ultimately does what we need. Their developers were very flexible with customizing certain features to fit our specific needs.

Cons: The initial set up was a bit challenging, but their ability and flexibility to enhance and improve the mechanics made it worthwhile.

Overall: Great people to work with and very service oriented.

Capterra loader

Excellent tool for small benefit agency management

Dec 31, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Built and run like a next-gen SaaS (Software as a Service) platform, because it is. A refreshing departure from the enterprise-grade overkill of most agency management systems on the market, this is ideal for the small benefits-centric agency that just wants to track and manage their clients and sales pipeline within a well-designed, nimble system. Frequent updates to features and functionality. The company is excellent at taking client feedback and implementing it.

Cons: This is not a ding against NextAgency, but it wasn't the right fit for our agency (we are P&C heavy and just switched to a much larger software suite, and my benefits person didn't want to update two CRMs). If we were benefits-only I'd hardly have anything to complain about.

Great client organization system

Dec 21, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: All your client information organized in one place and up to date, including the latest servicing issues, policu numbers, and benefit outlines, key contacts and phone #s

Cons: I had to put the address in each time I added a new contact. It would be nice if it would populate the address field automatically

NextAgency for Health & Life Insurance

Nov 14, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: User-friendly interface, quick response for customer support

Cons: More room to customize and tailor platform

NextAgency is awesome

Oct 17, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: NextAgency is both Easy to use and inexpensive. Anytime I have had issues, IT is quick to respond. We love it.

Cons: We have not had any issues so far. I really have nothing to compare it to either.

Overall: overall experience is very good!