Find Your Ideal Agency Management System
Compare Life & Health insurance agency management and CRM 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, and Zywave. Which agency management software 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.
Frequently Asked Questions about the Life and Health Insurance
Agency Management System Comparison Tool
How is the Overall Score for each platform determined?
The overall score for each platform included in this insurance agency management system comparison tool is based on the scores they receive on each item in each of the categories listed in “The evidence” section. Each item and each category is weighted. By default the weighting is “Balanced.” You can select another weighting scheme (Price-led, Feature-led, or Reputation-led). Or click on the Custom link to enter your own weights. Generally, the scores for each platform for each item is assigned on a curve. For more details, see the scoring explanation here.
Can I ignore an item I don't care about? Can I add a feature to the list?
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. However, let us know what additional items you’d like included in the insurance agency management software comparison tool 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?
Great question. Yes, we are one of the platforms being compared. That’s why we’ve tried to be exceptionally fair. You don’t need to accept the information provided here at face value. You just need to trust transparency, feedback, and math.
Transparency: We explain how we calculate the scores here and to see the source of the raw data just click the “Show Sources” button.
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.
This life and health insurance agency management comparison tool is rendered in javascript. Not all search and AI bots can access the contents when provided in this format. A machine-readable version of the data tables are here.