G2 Vendor Directory

AIM vs. NextAgency

A side-by-side comparison based on G2 review data.

MetricAIM

by Vertafore

NextAgency

by Take 44, Inc.

Overall rating3.84.8
Review count1837
Ease of use7.79.4
Ease of setup7.18.9
Quality of support8.69.9
Meets requirements9.09.3
NPS5.55555697.297297
Small Business50.0%89.2%
Mid-Market50.0%10.8%
Enterprise0.0%0.0%
Total page views188296
Total LLM citations3061,653

AIM

For over 50 years, Vertafore, the leader in modern insurance technology, has been modernizing and simplifying insurance distribution so that our customers can focus on what matters most: people. Agencies, MGAs, and carriers rely on Vertafore solutions to provide end-to-end connectivity, improve client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies and carriers.

Pros

  • Accounting Features
  • Ease of Use
  • Accounting
  • Helpful
  • Customer Support
  • Organization

NextAgency

NextAgency is the insurance agency management system and CRM its customers would design. As a result, NextAgency ranks as the Best Life & Health Insurance Agency Management Software on the G2 Grid — and is the only platform in the Leaders quadrant of the G2 Grid® for Life & Health Insurance Agency Management. NextAgency is an agency management system built specifically for agencies selling benefits, senior, and life policies. It brings together CRM, marketing, business analytics, compliance tools, and optional commission tracking in a single platform.

Pros

  • Customer Support
  • Ease of Use
  • Policy Management
  • Efficiency
  • Easy Access
  • Client Management