Summary
NextAgency feedback trends very positive, especially for life/health agencies: flexible fields, lots of customization, and extremely strong support reviews. Weaknesses are less loudly complained about in public sources, but the usual “you’ll still need to configure it to match your agency” shows up, and it’s primarily praised in the benefits/life context more than commercial P&C-heavy ops.
Scorecard
Strategic Strengths
Marketing strength
4
Automation / AI strength
3
Openness / data portability
4
Analytics strength
4
Capability Completeness
API completeness
Standard
Comparative rater completeness
None
Email completeness
Standard
Renewal management completeness
Standard
Integrations
VoIP integration
Via API
Self-service portal integration
Via API
Email marketing integration
Built-in
Accounting, Billing, Commissions
Vendor Quality
Third-party ecosystem friendliness
4
