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

Chief Executive Officer

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

Chief Operating Officer

Mark has extensive experience leading health plan operations for carriers both large and small. He served as CEO and CFO of Blue Shield of California’s Individual, Small Group and Government Businesses Unit. Beginning in 1992, Mark held several financial and operational positions with WellPoint, Inc. including as general manager of its Unicare subsidiary’s Individual and Small Group division. Mark is a member of the State Bar of California and was a certified public accountant.

Victor Young

Chief Technology Officer

Victor founded Enet, one of the nation’s largest cloud insurance CRM / e-Application platforms for Fortune 100 insurance companies, building and managing a work force of 500+ employees and contractors nationwide. Enet was the 2nd largest producer by volume of individual health products nationwide. A programmer by trade, he has been a pioneer in creating new technologies within the insurance space over the past decade. Victor is also a General Partner at X Fund which invests in early stage logistics companies.