About Us
Over a century of insurance and benefits domain experience.

NextAgency’s Purpose
Help Brokers Win
The benefits world is changing. New legislation. New competitors. New responsibilities and expectations. Never has the market demanded as much from benefit brokers. Never has it demanded greater efficiency.
That’s why we created NextAgency: to help you build the agency of your dreams. And that’s why we’re constantly enhancing NextAgency: to provide you with the tools you need to succeed.
NextAgency’s Approach
Flexible Support for the Way You Work
The way you work works for you. We recognize that. We respect that. We’re not one of those software companies asking you to change what you do or who you work with. On the contrary.
We built NextAgency for agencies selling benefits, senior and life policies. But our industry leading custom fields make it easy to customize the software to the way you work. We simply help you work better.
Founders and Principals
Experienced insurance, technology and benefits executives.
The company behind NextAgency is Take 44, Inc. Formed in 2015, Take 44 provides cutting-edge tools
to brokers and their clients to help them improve and grow their businesses.

Alan Katz
Alan served as SVP for Individual and Small Group Sales at WellPoint (now Anthem) and Chief Sales Officer at SeeChange Health. Alan entered the insurance industry in 1983 and is a past President of the National Associations of Health Underwriters (now NABIP). He received NABIP’s “Person of the Year” award in 2013. Alan was an attorney with the U.S. Securities and Exchange Commission and Chief of Staff to California’s Lt. Governor. He has written and spoken extensively on sales, marketing, technology, and business planning.

Mark Gastineau
