# NextAgency Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is NextAgency the right Insurance solution for you? Explore 41 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/171245/NextAgency/reviews --- NextAgency 4.9 (41) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 18th, 2026 # Reviews of NextAgency Ease of use 4.8 Customer Service 4.9 ## Pros and Cons in Reviews AJ Amy J Administrative AssistantInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “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.“ May 7, 2024 MM Miranda M brokerInsurance, Self-employedUsed the software for: 6-12 months. “Next Agency is very easy to use and contains areas for any and all of the details for account/lead management“ January 17, 2024 DT Diane T Office SupportInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “Pros: The ease of use, being able to create customized tasks and procedures, reminder system, quick response and support from the NextAgency team“ February 3, 2021 ## Showing most helpful reviews Showing 1-25 of 41 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Steven G. President Insurance Used the software for: 6-12 months ### "Excellent tool for small benefit agency management" December 31, 2018 5.0 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. Review Source Response from Take44 May 5, 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 CE Charisse E. Agent Insurance Used the software for: 2+ years ### "A CMR to Replace Excel" February 1, 2024 5.0 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. Alternatives considered [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/) Reason for choosing NextAgency Customer Service is 10/10 with Next Agency! Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Our book became too big to manage on spreadsheet. Review Source RB Rachel B. owner agent Insurance Used the software for: 6-12 months ### "Thorough & Complete Platform" March 31, 2026 5.0 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 SW Sarah W. Business Development Insurance Used the software for: 1-2 years ### "M&A" July 21, 2021 4.0 Customer service support made use of NA easy. Pros The ability to customize fields and the customer service was excellent. Cons Integration with email was difficult. Review Source Response from Take44 February 17, 2022 Hi Sarah. Thank you for your review of NextAgency. Our custom fields make it easy to personalize NextAgency for the way you work. I'm glad you're enjoying them. And we've greatly improved our mail integration. I hope you're seeing a substantial improvement. DH Debbie H. COO Agency Manager Insurance Used the software for: 2+ years ### "Next Agency" January 16, 2024 5.0 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/) Reason 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 Response from Take44 April 2, 2026 It is always terrific to hear that an agency shopped the market, choose NextAgency, and after all this time is still a happy user. Thank you for the five star review. Thank you for taking the time to leave a review, Debbie. JP Jill P. Owner Insurance Used the software for: 2+ years ### "BEST Agency Management System" January 25, 2024 5.0 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. Alternatives considered [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/) Reason 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). 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. Review Source JW John W. Owner Producer Insurance Used the software for: 2+ years ### "Next Agency is best value I could find for my Anency" January 16, 2024 5.0 Been what we needed from the very beginning. Pros Next was an easy jump from the management system I had before for alot less money Cons Next is adding so many things I can never keep up with it. Switched from [AMS Software](https://www.capterra.com/p/85310/AMS/) Cost. Next did the same thing for a whole lot less money. Review Source Response from Take44 April 2, 2026 You've been with us a long time, John, and I'm very happy to here we're still delivering for you. You touched on all the key elements we try to deliver on: value for the money; customer support, ease of use; and overall quality. This is all great to hear. Thank you for the review. MH Michael H. Manager Insurance Used the software for: 2+ years ### "NextAgency keeps us on track" January 28, 2022 5.0 Overall my experience has been Outstanding. Pros Very easy to use. Customer service is very quick to respond to any questions or problems. They will even schedule 1 on 1 to address any issues Cons I would like to have more control over the default settings, but this is a very minor issue. Switched from [Zywave Agency Management](https://www.capterra.com/p/209983/Agency-Management-AMS-Sales-Cloud/) Zywave was NON responsive to problems and expensive. Review Source Response from Take44 March 3, 2022 Hi Michael. Thank you for the wonderful, five star review. I'm delighted NextAgency was able to save you money while providing you with outstanding customer service. We'll look into giving more control over default settings. In the meantime, I hope you're enjoying the new features we've recently added. HS Howard S. Broker Insurance Used the software for: 2+ years ### "Complete Insurance CRM" January 16, 2024 5.0 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 Response from Take44 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. AJ Amy J. Administrative Assistant Insurance Used the software for: 2+ years ### "Using NA to Document New Hires " May 7, 2024 5.0 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 LB Lisa B. Owner | President Insurance Used the software for: 2+ years ### "OCB loves NextAgency! " December 11, 2021 5.0 NextAgency has become and integral part Owners Choice Benefits. Our newest team member loves it and picked it up quickly! Pros Easy to use and developers are Easy to work with! Cons I would like more integration with my email accounts. Review Source Response from Take44 March 2, 2022 Hi Lisa. Thank you for the five starts. We proud to be a part of OCB. And it's terrific to hear how your new employee quickly picked up on how to use NextAgency. Please remember, our training is free. So if you'd like to schedule some sessions, we'll set something up. Also, please let us know what additional integration you'd like with email. We already automatically route emails you receive to the appropriate clients. If you'd like something more we're happy to consider to it. DT Diane T. Office Support Insurance Used the software for: 2+ years ### "Excellent Product" February 3, 2021 5.0 Pros Pros: The ease of use, being able to create customized tasks and procedures, reminder system, quick response and support from the NextAgency team Cons Cons: Not integrated with Employee Navigator at this time Review Source Response from Take44 June 29, 2021 Thank you for the great review Diane. We really appreciate it and have enjoyed working with you. We are eager to integrate with Employee Navigator -- as we do with Ease. We'll move forward as soon as they make their API available. TG Tom G. President Insurance Used the software for: 6-12 months ### "Great System" December 15, 2018 5.0 Great people to work with and very service oriented. 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. Review Source Response from Take44 May 5, 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 MS Michael S. President Insurance Used the software for: 1-2 years ### "NextAgency is awesome" October 17, 2018 5.0 overall experience is very good! 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. Review Source Response from Take44 May 5, 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 RA Ruth A. Executive Assistant to Owner Insurance Used the software for: I used a free trial ### "Life Changes " August 17, 2023 5.0 Our Agency was lacking in organization of our files and we recently had some staff changes. I was finding that it was taking us hours to find information that we should have already had in the first please but I was also looking for a solution that could house everything all in one places versus us having to search our server, emails, or recall conversations. Next Agency checks ALL my boxes and I am so please. Pros I recently had the pleasure of working with Next Agency and I couldn’t be happier with the experience. I vetted 3 other competitors and Next Agency was at the top. It is simple yet robust at the same time. I am still in my trial Period but I am so excited to delve deeper and learn what all the system has to offer.The team at Next Agency is incredibly professional, knowledgeable, and dedicated to providing top-notch service. They went above and beyond to ensure that all of my needs were met and that I was completely satisfied with the outcome. I highly recommend Next Agency to anyone in need of their services. Thank you, Next Agency, for a job well done! Cons I would like for there to be more prefilled fields for some of the different products for instance include a Guarantee Issue field for Vol life insurance versus me having to create it on my own. But the fact that I am able to create and customize however I want makes this not even an issue. Reason for choosing NextAgency The "color" stages, Ease of use, the fact that we can integrate our emails and create automatic workflows and checklists. Review Source Response from Take44 February 1, 2024 Thank you for the terrific review of NextAgency, Ruth. We very much appreciate it -- and the opportunity to work with you. We'll take a look at creating more system templates for policy types (like voluntary life insurance). And I'm glad you find our customization tools easy to use. You and your team have been a pleasure to work with. We look forward to doing so for a long time to come. CL Christy L. VP Insurance Used the software for: 2+ years ### "Highly recommend NextAgency!" January 16, 2024 5.0 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 Reason 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 SF Sarah F. Advisor Insurance Used the software for: 2+ years ### "Next for small health insurance agency " May 16, 2023 5.0 Great Pros The team helped us out a lot in transition from old software. NextAgency was easier to use, had more reporting options, was cleaner and had a lot of the flexibility that we needed. Cons Certain features were buggy to begin with but the team at Next are good at fixing things once they are aware. Alternatives considered [Ease](https://www.capterra.com/p/156433/EaseCentral/) Reason for choosing NextAgency Cost and our custom needs Review Source Response from Take44 January 28, 2024 Thank you for the five star review, Sarah. We appreciate it -- and we appreciate the opportunity to work with you and your team. We're delighted you find NextAgency easy to use. And given that our competitors are raising prices, I'm glad we have been able to keep our fees stable and affordable. AM Alyshia M. Broker Insurance Used the software for: 1-2 years ### "Using NextAgency has allowed us to serve our clients better!" February 2, 2024 5.0 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 MA Mike A. Broker Owner Insurance Used the software for: 2+ years ### "NextAgency is Awesome!" January 12, 2024 5.0 Very good and I highly recommend. We wouldn't be able to serve our clients at the high level we do without NextAgency. Pros I run all of my contact and case management from NextAgency. All I have to do is login and see what I'm up to for the day! Cons Commission tracking has been a little buggy. Review Source Response from Take44 April 2, 2026 Hi Mike. Thanks for your great review. I'm delighted to hear you are finding NextAgency so helpful. So you know, in the past few months we've invested heavily in building out NextCommission, our commission tracking tool. You'll find it much more stable and robust. I think you'll also like the additional reporting tools we've added. Thanks again. Alan DS Debbie S. Senior Client Executive Insurance Used the software for: 2+ years ### "Very affordable and robust CRM software for independent agencies. " June 21, 2021 5.0 Having all client data in one, centralized place helped us work together, whether in the office or remote. Pros The product was so easy to use. And, all of our client information was in one central location. Cons Initially, the commissions tracking/upload was very sensitive and needed to be entered very carefully to accept. This was continuously improved over time to make it very easy to upload, drag and drop. Review Source Response from Take44 June 29, 2021 Thank you for the terrific review Debbie. We have enjoyed working with you. And thank you for your feedback. It has helped make NextAgency an even greater value for all the insurance agencies using our software. We are very excited about the enhancements to the commissions module. It is more flexible, easier to use, and saves our agencies even more time. JK Janice K. President Insurance Used the software for: 2+ years ### "Can’t do my job without this program " January 15, 2024 5.0 Very good- glad I choose this program . Like the videos to show how to do things to fix stuff Pros The ease of use. My entry person loves the quick turn around to make it better or fix something!! Cons My email having to upload a lot. Seems to loose some of my tracking for source/tags. Review Source Response from Take44 April 2, 2026 Thanks for the five star review, Janice. We put a lot of effort into making NextAgency easy to use and I'm glad to see that's working for you. And hearing that we're saving your team time is music to our ears. That's what we aim for at NextAgency and I'm glad we're hitting the mark. JO John O. Producer Insurance Used the software for: 2+ years ### "Great Product" May 31, 2022 5.0 Streamlined files and reduced paper. We can now work remotely and keep track of things real-time. We are learning more capabilities for this software to help us work smarter. Pros Ease of setting up new clients Data at my fingertips Constant Updates/Enhancements Great Customer Support Cons Reports could be improved by adding different fields. Review Source Response from Take44 August 25, 2022 Hey John. Thank you for the great review. We're delighted you're finding NextAgency valuable. It's especially gratifying to read you find it easy to set-up new clients. We've worked hard to make that as straightforward and simple as possible. And thank you for the feedback concerning our reporting tools. Reports are a powerful and popular feature in NextAgency. Still, we're always looking to improve them. Please let us know what additional fields you'd like us to add and we'll make them available. JS Jacqueline S. Senior Sales Consultant Insurance Used the software for: 1-2 years ### "Ease of Use and Great Service" November 24, 2021 5.0 It is helping me provide quicker more accurate service to the GA's and brokers that I work with. I am also better able to track commissions payable to each. Pros The system is intuitive and flexible. It is easy to use and maintain and the reminders have been very helpful. Cons There is so much that this system can do and I have probably just scratched the surface. I have not had any issues that haven't been quickly resolved by their great service team. Review Source Response from Take44 March 2, 2022 Thank you for the great review Jacqueline. We work hard to make NextAgency as easy to use as possible. I'm glad that work is paying off for you. We'd be happy to help you get even more value from NextAgency. Just let us know when you're available and we'll schedule some free training. We've added a host of new features lately so there's a lot to show you. EP Elijah P. President Insurance Used the software for: 1-2 years ### "Very intuitive, excellent support!" July 1, 2021 5.0 Pros The sales workflow and design for tracking households compared to companies/employees is very helpful. Cons There have been a few bugs with the software, as with any, but the support process to resolve them has been the best of any CRM I've ever experienced or heard of. Alternatives considered [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/) Reason for choosing NextAgency More intuitive and better customer service. Review Source Response from Take44 February 17, 2022 Thank you for the great review, Elijah.All of us at NextAgency enjoy working with you. I'm delighted you enjoy our customer service. We work hard to make it the best among all the health and life insurance agency management systems. VC Virgie C. Individual Account Manager Insurance Used the software for: 2+ years ### "Great Customer Service !!" January 26, 2024 5.0 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. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.