Take44

NextAgency Commissions Tracking for Insurance


4.5 / 5
11 reviews

Who Uses This Software?

Health and life insurance agencies serving individuals and groups with from one-to-100 agents and staff committed to sales and service and growing their business.


Average Ratings

11 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $133.33/month
    See pricing details
  • Pricing Details
    First user: $133; additional users $33.33 per month with annual license.
  • 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 Commissions Tracking for Insurance

Commission tracking is a part of NextAgency Premier, a powerful agency management system with CRM tools for benefit and life agencies. Simply track -- and share -- commissions, bonuses and overrides. Sub-agents may be in or outside your agency. NextAgency Insightful reports help you manage and grow your business. NextAgency does more than track commissions; we help you grow. Please note: NextAgency is not financial software. We help you manage and track commissions, not generate and pay them.


NextAgency Commissions Tracking for Insurance Features

  • Affiliate Management
  • Agency Commission
  • Commission Calculations
  • Commission Scheduling
  • Commission Tracking
  • Compliance Management
  • Flat Commissions
  • Incentive Programs
  • Multi-Tiered Commissions
  • Percentage Commissions
  • Sliding Scale Commissions
  • Split Commissions

NextAgency Commissions Tracking for 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!!

Vendor Response

by Take44 on May 05, 2019

Hi John. Thanks for the great review and the high recommendation. I'm delighted NextAgency has worked so well for you and your team. And we'll keep those enhancements coming.
Alan

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.

Vendor Response

by Take44 on May 05, 2019

Hi Monika. Thanks for the kind words and recommendation. I hope you've seen how we've vastly improved our email synchronization since you posted here. NextMail now automatically routes emails to the appropriate client record. And it's easier to use than ever.

We very much enjoy working with your agency and look forward to bringing you new features in the months ahead.
Alan.

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.

Vendor Response

by Take44 on May 05, 2019

Hi Tom. Thank you for the terrific review and the great recommendation.We've worked hard to improve the initial set-up and have significantly expanded our NextConcierge team. All of which means it's never been easier for life, health and senior agencies to load their data and start getting the benefits of NextAgency. And we'll keep those improvements coming.

Thanks again for your support.
Alan

Thoughts on NextAgency

May 16, 2019
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The ability to manage all cases and employers in one place and monitor tasks is very helpful. It is also nice to be able to view task as a "team", meaning one person may be primary on a task but other members of the team can also monitor the progress and jump in as needed.

Cons: There are some end-user upgrades that would be nice to see, such as having the "save" button at both the top and bottom of a screen. Also, it would be very nice to see an upgrade that would allow for files within NextAgency to be moved by a click-drag-drop method rather than having to upload within NextAgency.

Overall: Overall, the flexibility within NextAgency is very nice. This is not a "canned" software that leaves you with no options. You are able to select which fields to display and add in unlimited custom fields.

The support staff are very responsive and incredible to work with. They are open to feedback (such as the end-user items I mentioned above).

basic review of NextAgency

May 07, 2019
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: This is a great agency management software for small agencies.

Cons: Maybe a few to many steps. This is not much of a con.

Overall: Perfect agency management system for a small agency.

Vendor Response

by Take44 on May 08, 2019

Hi Alan C. Thank you for the terrific review of NextAgency's agency management system We're delighted you're delighted. And we're committed to maintaining the high standards you've identified.
Alan K.

Small Business Perfection

May 07, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The ability to have everything in one place for our agency. We are able to communicate within the business about clients and have all notes and information in one place.

Cons: There are a lot of different options they may not be necessary. I like to keep it simple and our business just doesn't need to utilize some of the options, which doesn't mean that others might not find them helpful!

Overall: They have been great to work with and have been very detailed on walking us through the program.

Vendor Response

by Take44 on May 08, 2019

Hi Cori. Thank you for your great review of NextAgency. We're delighted you're pleased with the value we offer health and life agencies, large and small.

We do have a lot of features and not every one is useful to every agency. We recognize that every agency is different and will use different tools. We'll take a look at making it even easier to hide some of them.

Thanks again,
Alan

Amazing Experience with NextAgency

May 20, 2019
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: Everything has been a wonderful experience! From the support from the team (very responsive) to the user interface, it is very easy to find things. We needed very minimal training and were able to figure things out on our own. Not mention the price is affordable!

Cons: Not too much to complain about, at first it was difficult to upload clients and prospects, but now we have the hang of it.

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.

Vendor Response

by Take44 on May 05, 2019

Hi Steven. Thanks for the very great review and the high recommendation. We very much appreciate. As you note, NextAgency is designed for insurance agencies focusing on benefits, senior and life products, as opposed P&C operations. We're ideal for a benefits department within a P&C agency, but as you noted, that's not what you were looking for.

It was a pleasure working with you and we wish you the best.
Alan

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

Vendor Response

by Take44 on May 05, 2019

Hello. We're glad to hear you're getting such great value out of NextAgency. And thank you for the comments about adding new contacts. The good news is we recently did a major upgrade of our contact management tools. You'll find they're much more intuitive, less repetitive, and even more powerful.

Thanks for the feedback. And we hope you enjoy the enhancements.
Alan

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

Vendor Response

by Take44 on May 05, 2019

Hello. Thank you for the outstanding review and the 10/10 recommendation score. We're very pleased you're enjoying NextAgency.

Since your review we've added a number of tools to help you customize customer fields, policies, and more. So while we designed NextAgency for benefit, senior and life agencies, it's never been easier to customize it for your agency.

Thanks for the feedback and we hope you enjoy the new features.
Alan

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!

Vendor Response

by Take44 on May 05, 2019

Thank you for the 10/10 recommendation and we're delighted you're enjoying NextAgency. I hope you've enjoyed the many new features we've added since your review. And we'll keep them coming.
Alan