--- description: Learn more about NextAgency price, benefits, and disadvantages for businesses in Australia. Read reviews from verified users and discover similar tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: NextAgency Cost & Reviews - Capterra Australia 2026 --- Breadcrumb: [Home](/) > [Insurance CRM Software](/directory/32554/insurance-crm/software) > [NextAgency](/software/171245/nextagency) # NextAgency Canonical: https://www.capterra.com.au/software/171245/nextagency Page: 1 / 3\ Next: [Next page](https://www.capterra.com.au/software/171245/nextagency?page=2) > NextAgency: the agency management system you'd design. Built for Life \& Health agencies. Easy to customize and use. With great support. > > Verdict: Rated **4.9/5** by 41 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses NextAgency? Agencies selling benefits, senior, and life policies needing agency management software with CRM, marketing, compliance, automation, and commission tools. Used by agencies of all sizes nationwide. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 41 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.9/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Take44 - **Location**: Simi Valley, US - **Founded**: 2015 ## Commercial Context - **Starting Price**: USD 85.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Transparent Pricing. Outstanding Value. NextAgency publishes its pricing openly — no calls required, no surprises. Capterra users rate NextAgency 4.9 out of 5 for Value for Money. CORE PLATFORM: $85 per user per month Includes CRM, marketing, business analytics, workflow automation, compliance tools, and document management. Built specifically for agencies selling benefits, senior, and life policies. ANNUAL SUBSCRIPTION: $850 per user per year (save 17%) Equivalent to $70.83 per user per month, billed upfront. NEXTCOMMISSION ADD-ON: $120 per agency per month ($1,200 per year) Tracks commissions, catches missing payments, manages sub-agent splits, and generates sub-agent commission statements. Seamlessly integrated with the NextAgency core platform. NEXTCOMMISSION SOLO: $160 per agency per month ($1,600 per year) The standalone version of NextCommission for agencies that don't need the full NextAgency platform. Covers up to five seats. Each additional set of five seats is $160 per month or $1,600 per year. FEE GUARANTEE: All licensing fees are guaranteed for a minimum of 12 months. All fees are pre-paid and non-refundable. NO LONG-TERM COMMITMENT REQUIRED: Monthly subscriptions are truly month-to-month and can be cancelled at any time. 30-DAY FREE TRIAL: Try NextAgency free for 30 days. SWITCHING ASSISTANCE PROGRAM: If you're locked into a contract with a competing agency management system, NextAgency can help you escape. We'll reduce our Core Platform and NextCommission monthly fees by 50% for the remainder of your existing commitment for up to six months. ENTERPRISE PRICING: Rates shown are for up to 10 users. Enterprise pricing is available for larger agencies. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop) - **Supported Languages**: English - **Available Countries**: United States ## Features - Activity Dashboard - Alerts/Notifications - Calendar Management - Calendar/Reminder System - Commission Management - Commission Statements - Contact Management - Customizable Reports - Data Import/Export - Document Management - Email Management - For Insurance Industry - Insurance Policy Management - Lead Capture - Lead Management - Marketing Automation - Pipeline Management - Policy Management - Reporting/Analytics - Sales Pipeline Management - Task Management - Third-Party Integrations - Workflow Management ## Integrations (8 total) - BerniePortal - Ease - Employee Navigator - Gmail - Greminders - Intulse - Microsoft Outlook - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Insurance CRM Software](https://www.capterra.com.au/directory/32554/insurance-crm/software) ## Related Categories - [Insurance CRM Software](https://www.capterra.com.au/directory/32554/insurance-crm/software) - [Sales Tracking Software](https://www.capterra.com.au/directory/32744/sales-tracking/software) - [Insurance Software](https://www.capterra.com.au/directory/20035/insurance-agency/software) - [Commission Software](https://www.capterra.com.au/directory/30200/commission/software) - [Online CRM Software](https://www.capterra.com.au/directory/30072/online-crm/software) ## Alternatives 1. 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[Bitrix24](https://www.capterra.com.au/software/113540/bitrix24) — 4.2/5 (984 reviews) ## Reviews ### "Thorough & Complete Platform" — 5.0/5 > **Rachel** | *31 March 2026* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: Next Agency is a very in depth and intuitive platform for Life \& Health agencies - I was able to manage my clients with clarity and clear direction of my goals. > > **Cons**: The lettering is very small and light in color - I found it a little hard to read at times but overall it worked great for me. > > My overall experience was amazing ~ I was able to input all the necessary data for my clients with ease of use and it was always at my fingertips ----- ### "Using NA to Document New Hires" — 5.0/5 > **Amy** | *7 May 2024* | Insurance | Recommendation rating: 9.0/10 > > **Pros**: I like the ease of entering the information when I start a New Task. The fields are relevant and uploading any supporting documents takes only a second. I like the space allowed to write a description of the action or an explanation of the task. It is then simple to archive and review what you have entered. > > **Cons**: This may be on me. I have not been able to figure out how to delete a duplicate task from the system. Also, I need to find out if I can print a report consisting solely of client names and their addresses. I'm not sure where to find the instructions for doing this. > > As I've said, I find Next Agency exceptionally easy to navigate. The various tabs contain much relevant info, like the benefits a certain group or person has or the waiting period a group has for its employees' benefits. It is very organized. Keep in mind I only use Next Agency for New Hires or to check an individual's benefits, but it has proven to be very straightforward and quick. ----- ### "Customization and Reporting Cababilities a Plus" — 4.0/5 > **Monika** | *10 September 2019* | Insurance | Recommendation rating: 9.0/10 > > **Pros**: The reporting customization capabilities and ability to capture client's detailed benefits data is a plus. > > **Cons**: Many frequent updates and software enhancements can slow down the flow of entering in data at times, because the view might look different. > > We have not utilized this functionality yet, but will start to next quarter. ----- ### "Excellent tool for small benefit agency management" — 5.0/5 > **Steven** | *31 December 2018* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: Built and run like a next-gen SaaS (Software as a Service) platform, because it is. A refreshing departure from the enterprise-grade overkill of most agency management systems on the market, this is ideal for the small benefits-centric agency that just wants to track and manage their clients and sales pipeline within a well-designed, nimble system. Frequent updates to features and functionality. The company is excellent at taking client feedback and implementing it. > > **Cons**: This is not a ding against NextAgency, but it wasn't the right fit for our agency (we are P\&C heavy and just switched to a much larger software suite, and my benefits person didn't want to update two CRMs). If we were benefits-only I'd hardly have anything to complain about. ----- ### "A CMR to Replace Excel" — 5.0/5 > **Charisse** | *1 February 2024* | Insurance | Recommendation rating: 8.0/10 > > **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. > > Satisfied\! Happy to have a system to keep us organized. ----- Page: 1 / 3\ Next: [Next page](https://www.capterra.com.au/software/171245/nextagency?page=2) ## Links - [View on Capterra](https://www.capterra.com.au/software/171245/nextagency) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | ----- ## Structured Data