NextAgency

NextAgency, developed by Take 44, Inc., is a comprehensive insurance agency management platform tailored for agencies selling life, health, senior, and benefits policies. It was created to address the inefficiencies and frustrations many agencies face with outdated or overly complex systems. At its core, NextAgency is designed to save agencies time, money, and clients by streamlining operations and enhancing client engagement. The platform integrates several essential tools into one cohesive system. These include a powerful CRM for managing client and policy data, commission tracking to ensure accurate compensation, and marketing automation to nurture leads and improve retention. Agencies can track clients, policies, and commissions with ease, thanks to intuitive digital records and customizable workflows. This flexibility allows agencies to personalize the platform to fit their unique processes, whether they’re managing individual health plans, Medicare policies, or group benefits. One of NextAgency’s standout features is its commission intelligence system. It helps agencies catch payment errors, manage sub-agent payouts, and reconcile carrier payments efficiently. This ensures that agencies are paid accurately and on time, which is critical for maintaining financial health and agent satisfaction. NextAgency also places a strong emphasis on user experience. The platform is known for its ease of use, with a clean interface and logical navigation that reduces the learning curve. Onboarding is flexible—agencies can either set up the system themselves using built-in tools or opt for the NextConcierge service, where experts handle the transition. This dual approach ensures that agencies of all sizes and technical capabilities can get started quickly and confidently. Security and compliance are also top priorities. NextAgency includes HIPAA-compliant safeguards, access controls, and automated tools to support regulatory disclosures. This makes it a reliable choice for agencies handling sensitive client data. Customer support is another area where NextAgency excels. The company offers free onboarding, training, and ongoing support, earning high marks from users on platforms like G2 and Capterra. With ratings of 9.9/10 on G2 and 4.9/5 on Capterra, the platform is widely praised for its service quality and responsiveness. Pricing is transparent and competitive. The core platform is available for $75 per seat per month, with discounts for annual subscriptions. Unlike many competitors, NextAgency does not require long-term contracts, giving agencies the flexibility to scale or adjust as needed.

NextAgency distinguishes itself in the crowded insurance agency management software market through a combination of flexibility, affordability, and exceptional user experience. While many platforms offer similar core functionalities, NextAgency’s competitive edge lies in how it delivers these features and supports its users. First, the platform is purpose-built for agencies selling life, health, and senior insurance products. This specialization allows NextAgency to offer tools and workflows that align closely with the day-to-day needs of these agencies. From Medicare and long-term care to group benefits and life insurance, the platform is adaptable and relevant across a wide range of policy types. One of its most significant advantages is its commission tracking and intelligence system. Unlike generic CRM platforms, NextAgency includes built-in tools to manage commission splits, sub-agent payouts, and carrier reconciliation. This ensures accurate compensation and reduces administrative overhead—an area where many competitors fall short or require third-party integrations.

• Small Businesses (1-99)
• Mid Market (100-500)
• Enterprise (500+)