Will My Team Actually Use NextAgency?
Yes. Because NextAgency was built from the ground up for life and health insurance agencies like yours.
NextAgency: CRM and Agency Management Software That’s Easy to Use and Easy to Administer
CRM and agency management software becomes shelfware when it doesn’t fit the way your agency works, when it takes too long to figure out, or takes too much time to manage. Your team stops using it. You’re back to inefficient spreadsheets and sticky notes.
NextAgency is different. It gets used because the CRM, marketing, compliance, business analytics, and optional commission tools are all designed specifically for agencies selling benefits, senior, and life policies. Yet it’s easy to personalize for the way your agency works. Best of all, those tools come together in one, commonsense, integrated platform. That’s why so many agencies call it “intuitive” and “easy to learn.”
When questions do come up, NextAgency’s help desk has dozens of how-to articles and videos. Or contact our highly-rated support team.
Whether you’re switching from another system or moving off spreadsheets, getting your data into NextAgency is straightforward. Free training and ongoing support assure you and your team will use the software. No new shelving needed.
NextAgency Earns High Praise for Ease of Use
Life and health insurance agencies like yours rate NextAgency highly for usability:
G2 Ratings:
| Overall | 4.8 of 5 |
| Ease of Use | 9.3 of 10 |
| Ease of Administration | 9.5 of 10 |
| Quality of Support | 9.9 of 10 |
Capterra Ratings:
| Overall | 4.9 of 5 |
| Ease of Use | 4.8 of 5 |
| Value for Money | 4.9 of 5 |
| Customer Service | 4.9 of 5 |
What life and health insurance agencies say about NextAgency:
“The system is intuitive and flexible. It is easy to use and maintain and the reminders have been very helpful.” — Jacqueline S., Capterra
“NextAgency was an easy jump from the management system I had before for a lot less money.” — John W., Capterra
“We needed very minimal training and were able to figure things out on our own.”
A Few Questions:
Does NextAgency provide free training?
Yes. Training is free for all NextAgency users, both during the 30-day free trial and afterward. Our help desk also contains dozens of how-to articles and videos. We recommend agencies schedule a training session when they start their trial, although many agencies find NextAgency so intuitive they don’t need it.
What if I need support after the free trial? Is customer support free?
Yes and customer support is free. As our customer service scores on G2 and Capterra demonstrate, NextAgency’s support team is highly regarded and greatly valued by agencies using our agency management system and CRM.
What if migrating my insurance agency’s data from another CRM or agency management system — or from spreadsheets — is especially complicated. Can NextAgency help?
Absolutely. Our NextConcierge service is designed for complex migrations. You send your data via our private and secure file sharing platform. Our onboarding specialists take it from there, organizing and “cleaning” your data, all subject to your approval. NextConcierge is the affordable way to onboard quickly and easily.
See NextAgency in action at a free, personal demonstration for you and your team.
Use NextAgency for free for 30-days. No long-term contracts required.
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