# NextAgency Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about NextAgency Software - reviews, pricing plans, popular comparisons to other Insurance products and more. Source: https://www.capterra.com/p/171245/NextAgency --- # 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 41 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... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## 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 (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 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. 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 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 Workflow Management 5.0 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks 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 (41) 4.7 Based on 41 reviews ## Pricing Value for money 4.9 (36) 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 (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. 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. 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/) Popular comparisons [Jenesis Software vs NextAgency](https://www.capterra.com/compare/119068-171245/Jenesis-Software-vs-NextAgency)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. 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