NextAgency Reviews

Pros

Starting a new task is very easy because the information is simple to enter and the fields all feel relevant. Uploading supporting documents only takes a moment and there is plenty of space to add a clear description of the action or explain the task in detail. Once everything is entered it is effortless to archive it and go back later to review it.

Cons

This could just be user error on my part but I still have not figured out how to remove a duplicate task from the system. I also need to see whether there is a way to print a report that only includes client names and addresses and I am not sure where the instructions for that are located.

Pros

Managing policies is very easy and it also works really well for creating task lists, saving notes and running customized reports.

Cons

Getting our data imported into the format they required was a little inconvenient at first but once everything was transferred it's been awesome. I do wish a few areas offered more customization like showing preferred names in search results and reducing the number of clicks needed to add and save notes.

Pros

Being able to access the program so easily means I can get work done anytime and from just about anywhere. Everything I need is kept in one place which makes staying organized much simpler. The notes section is especially helpful because it lets me quickly see what I was working on and keep track of everything at a glance.

Cons

Something I'd still like to see is an option to move items from one file to another without having to delete the uploaded document first and then upload it again in the new location.

Pros

It initially caught our attention because it made commission tracking and agent splits really simple. Once we dug in more it was even more useful being able to run reports and organize clients by plan types, zip codes and other preferred criteria.

Cons

I would appreciate a different way to view commissions received. I'd rather see it in more of a spreadsheet format with the months shown side by side instead of having each one listed on a separate line.

Pros

Everything related to my contacts and case management runs through this software. I just log in and I can immediately see everything I need to handle that day.

Cons

The commission tracking feature has been a bit buggy at times.

Pros

Using this software has been very easy and the user on my team who handles data entry really appreciates how quickly updates, improvements or fixes get done.

Cons

A frustration is that my email seems to need frequent uploading and it occasionally loses some of my source or tag tracking.

Pros

While looking for a full system to run our employee benefits business the biggest advantages were how simple it is to use and how well it handles commission tracking. It also helps that the platform was clearly built with employee benefits in mind.

Cons

Don't have many complaints about this system. Every now and then there are small glitches usually in the reporting area but the team responds quickly and gets them fixed right away.

Pros

It is easy to use and the customer service has been outstanding. The training videos and how to resources are excellent and whenever we get stuck the response time is unbelievably fast.

Cons

Like with any new system it takes some time to figure out at the start. That said the transition with this one has been far less bumpy than expected.

Pros

Switching to this softwae from the management system I used before was a simple transition and it costs a lot less too.

Cons

It keeps rolling out so many new features that it's hard to stay caught up with everything.

Pros

After comparing it with three other options this one clearly came out on top. It manages to feel simple while still offering a lot of depth which was a big plus for me. I'm still in the trial phase but I'm already excited to keep exploring and see everything the platform can do. The team has been professional, well informed and genuinely committed to delivering excellent service. They really went the extra mile to make sure my needs were covered and that I was happy with the results. I'd absolutely recommend the software to anyone considering their services. They did an outstanding job.

Cons

Having more prefilled fields available for certain products would make it even better. For example it would help to have a Guarantee Issue field already included for voluntary life insurance instead of needing to build it myself. That said since the system lets me create and customize things however I want it's honestly a very minor issue.

Pros

Switching over from our old system was a big job and the team was incredibly helpful throughout the transition. This software felt much more user friendly, offered stronger reporting, had a cleaner interface and gave us the flexibility we were looking for.

Cons

A few features were buggy at first but the support team has been very responsive about fixing issues once they know about them.

Pros

Getting new clients up and running is easy and having the data readily available whenever I need it makes daily work much more efficient. The platform keeps improving with regular updates and enhancements and the customer support team has been consistently helpful whenever questions come up.

Cons

The reporting could be stronger if it included more field options.

Pros

Managing commissions with this platform has been excellent. It's simple to use and does a really good job of keeping all client and payer information organized in one place.

Cons

I didn't run into any particular issues. Everything about my experience was positive.

Pros

Very easy to start off with. The customer support team replies quickly whenever questions or issues come up and they'll even set up one on one sessions to help work through anything that needs attention.

Cons

I'd appreciate a bit more control over the default settings but it's a very minor concern overall.

Pros

Right from the start the system has felt user friendly and flexible. It's simple to use, easy to maintain and the reminders have been especially useful.

Cons

This platform can handle a lot more than I've probably explored so far and I've only scratched the surface of what it offers. Any issue that has come up has been resolved quickly by their excellent support team.

Pros

Starting off with the product was very easy and having all of our client information stored in one central place made everyday work much more convenient.

Cons

At the beginning the commission tracking and upload process was pretty sensitive so everything had to be entered very carefully for it to go through. Over time though that was improved a lot and became much simpler with upload and 'drag and drop' support.

Pros

Easy to use from the beginning and the platform is very user friendly. On top of that the team has been quick to respond whenever needed.

Cons

One thing I'd still want is the option to send to more than just a single primary contact.

Pros

One of the biggest advantages is how customizable the reporting is, along with the ability to capture detailed client benefits data really well.

Cons

Frequent updates and ongoing software changes can sometimes interrupt data entry especially when the layout looks different than before.

Pros

Having all cases and employers managed in one place makes a big difference and the task tracking is especially useful. I also appreciate the team task view where one person can be assigned as the primary owner while others on the team are still able to follow progress and step in when needed.

Cons

A few end user improvements would make the experience better like placing the "save" button at both the top and bottom of the screen. It would also be really helpful if files inside it could be moved with a simple click and drag action instead of needing to be uploaded within the system.

Pros

It has been an excellent agency management solution especially for smaller agencies. It really suits the way small teams work.

Cons

There may be a few more steps than necessary in some places but honestly it's a very minor issue.