NextAgency
Reviews
Star rating
Rank in Life & Health Insurance Agency Management
Pros and cons
Pros
- Customer Support
- Ease of Use
- Policy Management
- Efficiency
- Easy Access
- Client Management
Cons
- Workflow Inefficiency
- Lack of User-Friendliness
- Complex Process
- Update Issues
- Difficulty
Traffic & LLM citations
Source: G2 review data
Winning from
Losing to
Key stats
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 89.2% |
| Mid-Market | 10.8% |
| Enterprise | 0.0% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|---|---|
| 2024 Q4 | 2 | 4.5 |
| 2025 Q1 | 4 | 4.9 |
| 2025 Q3 | 1 | 5.0 |
| 2025 Q4 | 1 | 4.5 |
| 2026 Q2 | 1 | 5.0 |
Satisfaction ratings
What reviewers say
NextAgency Makes Client and Policy Management Easier
“NextAgency is its ability to efficiently consolidate all client, policy, and commission information in one central location. The platform’s intuitive design and clear navigation make it straightforward to monitor leads, manage renewals, and handle daily tasks with ease..”
Happy with NextAgency
“We liked the user-friendly layout of NextAgency. The next best part was that if we did get stuck, the customer support team was quick to respond and very helpful. NextAgency made it easy to set up recurring reminders that were group specific. It also allowed for easy customizatio”
ALWAYS there! ALWAYS proactive!
“NextAgency is a comprehensive CRM system that helps me stay organized and prepared. Having this all inclusive system allows me to maintain complete and readily available client and agent information. I recommend this for individual agents as well as agencies that have multiple a”