G2 Vendor Directory

NextAgency vs. AgencySmart

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

MetricNextAgency

by Take 44, Inc.

AgencySmart

by AgencySmart

Overall rating4.84.8
Review count3739
Ease of use9.49.8
Ease of setup8.99.6
Quality of support9.99.7
Meets requirements9.39.8
NPS97.29729789.473684
Small Business89.2%94.9%
Mid-Market10.8%2.6%
Enterprise0.0%2.6%
Total page views296343
Total LLM citations1,653918

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

AgencySmart

AgencySmart is an “all-in-one” cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related products (payroll, HR and consulting) to the commercial and individual marketplace. From data management to on-boarding and benefit enrollment, AgencySmart solves the problem of using multiple systems to manage your business. AgencySmart saves time, reduces labor cost and adds efficiencies that can make your agency more profitable.

Pros

  • Ease of Use
  • Training Support
  • Activities Management
  • Tracking
  • Navigation Ease
  • Simple