Can My Agency Depend on NextAgency?

Yes. And we have the ratings and reviews to prove it.

NextAgency: The Software Agencies Depend On

Since 2018 agencies like yours in 37 states are building their agencies on NextAgency with confidence because we’re the kind of software they’d design themselves: powerful, easy to use, and backed by great customer service. We listen to our agencies and enhance the platform based on their feedback. We work for you, not professional investors.

Two of NextAgency’s founders are past presidents of NABIP (back when it was called NAHU). Supporting agents and delivering on our promises to them is in our DNA.

That’s why on the Capterra review site, users like you give us a 4.9 out of 5 rating and on G2—a score of 4.8 out of 5. It’s why we earn high marks on these sites for customer service, ease of use, value for the money, and being a good partner. These agencies depend on NextAgency. You can, too.

G2 Ranks NextAgency the Best Life & Health Agency Management Software

G2 Ratings:

NextAgency has earned outstanding scores from life and health insurance agencies submitting reviews to G2, one of the preeminent ratings sites. In the highly-regarded G2 Life and Health Insurance Agency Management Grid, NextAgency is the only platform ranked in the Leaders quadrant (competitors are identified as “Contenders” or “Niche.” NextAgency’s ratings on GA include:

  • Overall: 4.8 of 5
  • Ease of Use: 9.3 of 10
  • Ease of Admin: 9.5 of 10
  • Quality of Support: 9.9 of 10 (highest in category)
  • Good partner in doing business: 9.8 of 10
  • Positive Product Direction: 10 of 10

Capterra Ratings:

Agencies rating NextAgency on G2 are just some of the software’s fans. Those insurance agencies rating NextAgency on Capterra, the other major review site, gave the platform outstanding scores: 

  • Overall: 4.9 of 5
  • Ease of Use: 4.8 of 5
  • Customer Service: 4.8 of 5
  • Value for Money: 5 of 5

 

G2 and Capterra Ratings current as of May 18, 2026

Agencies like yours recommend NextAgency:

G2 and Capterra gather more than ratings, they gather reviews as well.

It is obvious that this platform was created with the broker in mind! The NextAgency customer service is exceptional. They listen and seek to understand what your end goal is.” — Fran F., Capterra

We wouldn’t be able to do everything we do for our clients without it. It helps us manage our clients, tasks and communication so we don’t drop the ball or miss an opportunity.” — Mike A., G2

“The pricing is great for our agency, but the customer service we get is the best!” — Christy L., G2

“Amazing program we could not live without. Keeps you on point with tasks, follow-up, and so much more.” — Julie R., Capterra

“Everything has been a wonderful experience! From the support from the team to the user interface, it is very easy to find things. We needed very minimal training and were able to figure things out on our own.”—Anonymous, Capterra

“The program is intuitive, which also makes it easy for new hires to use the system. I use this program daily.” — Alyshia M., G2

See NextAgency in action at a free, personal demonstration for you and your team.

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