NextAgency

Pros: The accessibility and ease of the program allows me to work from anywhere at any time. Everything I need is one place. I also really like the note section. This allows you to keep track of what you were working on all at a glance.

Cons: I wish there was a way to move things from one file to another file without having to delete the uploaded document and then re-upload it to the new location.

Pros: It's easy to manage policies, create task lists, saved notes, and run customized reporting

Cons: data import was a bit cumbersome to get our data into the form they needed but once transferred, it's been awesome! I wish a few things were more customizable like having [sensitive content hidden] names appear as preferred name when searching, fewer clicks to add and save notes.

Pros: Customer Service is fantastic. We have always had quick response to our questions and issues. The system is fairly customizable so we have been able to tailor it fit our company's needs.

Cons: We had some issues with the NextMail system being buggy. There are also a couple tabs that are not customizable yet which would help us organize our information better.

Pros: Great customer service! Representatives are responsive in a timely manner. They listen to comments in enhancing the program.

Cons: There's nothing to dislike about NextAgency.

Pros: Ease of use and customer service. The videos and how to section is excellent. The quick response time when we are stuck is unbelievable!

Cons: Anytime you adopt a new system there is a learning curve. Overall, this one has been a road less bumpy.

Pros: Next Agency is very easy to use and contains areas for any and all of the details for account/lead management

Cons: folders to import or sort things in to could be less confusing. There are times it is not clear where to put a file

Pros: It started with the ability to easily track commissions and split amongst our agents. Then when we found out how easily we could run a report and sort out clients based on plans, zip codes, and other preferred features..

Cons: I would like to have an option on how to view commissions received - would prefer on a spreadsheet where months are side by side, not each on individual line

Pros: Easy of use makes the system something that is simple to incorporate into a daily routine.

Cons: There is a limited ability to customize beyond what is already available.

Pros: in our search for a comprehensive system to manage our employee benefits business the ease of use and commission tracking were the major selling points. And that it is designed for employee benefits in mind.

Cons: There is not a lot I can say about any cons to this system. Sometimes there are glitches but the team jumps right on them and gets the corrected. Usually in reporting.

Pros: Next was an easy jump from the management system I had before for alot less money

Cons: Next is adding so many things I can never keep up with it.

Pros: The ease of use. My entry person loves the quick turn around to make it better or fix something!!

Cons: My email having to upload a lot. Seems to loose some of my tracking for source/tags.

Pros: I run all of my contact and case management from NextAgency. All I have to do is login and see what I'm up to for the day!

Cons: Commission tracking has been a little buggy.

Pros: I recently had the pleasure of working with Next Agency and I couldn’t be happier with the experience. I vetted 3 other competitors and Next Agency was at the top. It is simple yet robust at the same time. I am still in my trial Period but I am so excited to delve deeper and learn what all the system has to offer.The team at Next Agency is incredibly professional, knowledgeable, and dedicated to providing top-notch service. They went above and beyond to ensure that all of my needs were met and that I was completely satisfied with the outcome. I highly recommend Next Agency to anyone in need of their services. Thank you, Next Agency, for a job well done!

Cons: I would like for there to be more prefilled fields for some of the different products for instance include a Guarantee Issue field for Vol life insurance versus me having to create it on my own. But the fact that I am able to create and customize however I want makes this not even an issue.

Pros: The team helped us out a lot in transition from old software. NextAgency was easier to use, had more reporting options, was cleaner and had a lot of the flexibility that we needed.

Cons: Certain features were buggy to begin with but the team at Next are good at fixing things once they are aware.

Pros: A simplified benefits platform that can organize renewals from small, large to individual based on whatever criteria you want, the documentation of the renewal process, syncing with EASE platform, commission tracking, notification system and tasking is in an easy format. You can learn quickly and be up and running in a reasonable amount of time.

Cons: A group that has a dual open enrollment event dates the system did not support the multiple enrollment event. The Lookup of the plans gives a view of all the plans that the group has ever had.

Pros: Ease of setting up new clients Data at my fingertips Constant Updates/Enhancements Great Customer Support

Cons: Reports could be improved by adding different fields.

Pros: The commission management feature is excellent. Easy to use and a great way to manage all client and payer information.

Cons: Nothing in particular. Everything was positive.

Pros: Very easy to use. Customer service is very quick to respond to any questions or problems. They will even schedule 1 on 1 to address any issues

Cons: I would like to have more control over the default settings, but this is a very minor issue.

Pros: Easy to use and developers are Easy to work with!

Cons: I would like more integration with my email accounts.

Pros: The system is intuitive and flexible. It is easy to use and maintain and the reminders have been very helpful.

Cons: There is so much that this system can do and I have probably just scratched the surface. I have not had any issues that haven't been quickly resolved by their great service team.

Pros: I like the ease of uploading documents into Next. I like creating reports for mailing lists.

Cons: I do not like editing records from cases/policy screen. The reason is you can be on page 50 and edit a client, once done it will revert back to page 1 and you must click back through on page you were on.

Pros: The ability to customize fields and the customer service was excellent.

Cons: Integration with email was difficult.

Pros: I have been using this program for just a short period of time but it performs beyond expectations. I have needed some assistance getting things lined up and I am very pleased with the high level of customer service. I would recommend this system to anyone.

Cons: Nothing to speak of at this time. Still learning the system.