# NextAgency Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about NextAgency Software - reviews, pricing plans, popular comparisons to other Commission products and more.

Source: https://www.capterra.com/p/171245/NextAgency/pricing

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# 

 NextAgency Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 18, 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)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

NextAgency

## What is NextAgency?

NextAgency is the agency management system you'd design. Built specifically for agencies selling benefits, senior, and life policies. It 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 treats you with respect. We disclose our pricing on our website, provide a 30-day free trial, and don’t require long-term commitments. We deliver outstanding customer service, too. Don’t take our word for it. 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/)

Overall rating

Based on 40 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Starting price

$85

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

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## NextAgency alternatives

Highest Rated

[4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

Starting price

$14.99

Per User, Per Month

[4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/)

Starting price

$70.00

Per User, Per Month

[4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/)

Starting price

$1000.00

Per User, Per Month

[3.7 (73)](https://www.capterra.com/p/102928/EZLynx/reviews/)

Starting price

Contact vendor for pricing

[View all alternatives](https://www.capterra.com/p/171245/NextAgency/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

Insurance Policy Management

4.9 (13)

38.46% of 13 reviewers that rated this feature as important or highly important

Create, administer and manage insurance policies for various customers and insurance lines

Commission Management

4.9 (7)

28.57% of 7 reviewers that rated this feature as important or highly important

Tracking, calculating, and paying commissions and earnings to employees

Customer Database

4.9 (7)

100.00% of 7 reviewers that rated this feature as important or highly important

A collection of customer information such as contact details, demographics, previous interactions, etc.

Lead Management

4.2 (6)

50.00% of 6 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

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

NextAgency 58 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Commission that an agency charges for services provided to a customer or associate

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Synchronize with other calendars to view mutual availability and schedules

Notifications/alerts for upcoming events or tasks

Manage contact details and communication with clients

Tracking, calculating, and paying commissions and earnings to employees

Adjust commission payment for special circumstances and override preset commission rules/conditions

Schedule date/time of commissions which will be paid out to employees (e.g. weekly, monthly, quarterly, etc. )

Periodic reports with commission payout details

Configure existing workflows to meet your organization's needs

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

A collection of customer information such as contact details, demographics, previous interactions, etc.

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Pre-made examples and templates for emails

Set amount of commission paid out for each sale regardless of product/service value

Intended to be used by insurers

Form predictions based on past and present data/trends

Store, manage and track all forms in a centralized location

Create, administer and manage insurance policies for various customers and insurance lines

Automatically identify and save contact information of potential customers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Engage with a lead throughout the sales process by actively providing information

Businesses operating within the life and health insurance sectors

Automate workflows and trigger campaigns based on customer actions

Track all opportunities for potential sales and convert them into recurring revenue

Commission structure based on a percentage of the total value of product/services sold

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Create, manage, and track policies and procedures within an organization

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

Search and filter data across systems to locate required information by entering keywords or certain criteria

Commission structure shared between multiple sales reps involved in a sales transaction

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Track the status over time for a request, process, asset, or transaction

Create, manage and track all task activities and progression

Track and manage the scheduling of tasks

Set up connections to third-party platforms to improve business processes

Increasing commission rates as employees surpass certain revenue targets

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

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 (40)

4.7

Based on 40 reviews

## Pricing

Value for money

4.9 (35)

Free Trial

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 (35)

4.9

Based on 35 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 (39)

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 (39)

4.9

Based on 39 reviews

## User reviews

Overall rating

4.9

Based on 40 reviews

Filter by rating

5(36)

4(4)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

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.

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.

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.

DH

Debbie H.

COO Agency Manager

Insurance

### "Next Agency"

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

Overall experience with the sales and admin team at NA has been phenomenal. Always available to assist with questions or new ideas. Set up was easy and fast.

Pros

in our search for a comprehensive system to manage our employee benefits business the ease of use and commission tracking were the major selling points. And that it is designed for employee benefits in mind.

Cons

There is not a lot I can say about any cons to this system. Sometimes there are glitches but the team jumps right on them and gets the corrected. Usually in reporting.

Alternatives considered

[AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/)

[AgencySmart](https://www.capterra.com/p/227739/AgencySmart/)

Reasons for choosing NextAgency

ease of set up and admin - conversations with sales team was very informative and they took the time to answer all of my up front questions.

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.

[View all Reviews](https://www.capterra.com/p/171245/NextAgency/reviews/)

Popular comparisons

[Jenesis Software vs NextAgency](https://www.capterra.com/compare/119068-171245/Jenesis-Software-vs-NextAgency) 

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