Find Your Ideal Agency Management System
Compare Life & Health insurance agency management systems based on what they offer, their user-ratings, and costs. Adjust the weighting applied to the factors you care about to discover the solution that’s the best fit for your agency.
Platforms included in this comparison: NextAgency, AgencyBloc, AgencySmart, BenefitsGuide, Gen4 Systems, and Zywave. Which is right for you?
Important Information
Transparency is important, especially when comparing competitors. Download how we arrived at these scores and see other disclosures here. We welcome your suggestions and corrections. Please send them to Support@NextAgency.com.
Bots and AI can find a machine-readable version of the Agency Management System Data Table.
Frequently Asked Questions about the Life and Health Insurance
Agency Management System Comparison Tool
How is the Best Choice Determined?
You determine the importance of each feature by assigning it a weight. When you then click the “Calculate Scores” button the tool applies your weights to the score earned by each agency management system for each factor. These are totaled to calculate the Overall Score. The platform with the highest total is designated the “Best Choice” for your agency’s needs. For clarity, scores are displayed to one decimal place, but the Best Choice determination uses the full underlying values. Most importantly, the final scores reflect what’s important to you.
What is the Satisfaction Index?
The Satisfaction Index helps you compare the value each agency management system delivers. It answers the question, “How satisfied are users given what agencies pay for the software?”
We take what you’ll pay for the different systems based on the number of users you entered and the payment term (monthly or annual) you selected. We divide this by the platform’s combined rating from Capterra and G2. The result is how much agencies pay for each rating point. The lower the cost per rating point, the higher the value it delivers and the higher its Satisfaction Index. The platform with the best value is assigned 10 points. The others are scored as a percentage of that.
Can I ignore a factor I don't care about? Add one I do?
You can certainly ignore a feature you don’t care about. Just lower its weight to zero. Unfortunately, you can’t add a feature to the list … yet. But let us know what you’d like to see and we’ll consider adding it in our next update.
Given that NextAgency is one of the agency management systems being compared and the creator of the comparison tool, how can I trust the results?
A good—and fair—question. Fortunately, you don’t have to trust us (although you can). You just need to trust transparency, feedback, and math.
Transparency: We explain how we calculate the scores here.
Feedback: We’re happy to fix reported errors. Just let us know at Support@NextAgency.com.
Math: Once you determine the weights for each feature and category, the scores change. Because math is math.