--- description: NextAgency : avantages et inconvénients. Lisez les avis clients, consultez les prix et découvrez les fonctionnalités. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: NextAgency - Avis, notes, prix et abonnements - Capterra Canada 2026 --- Breadcrumb: [Accueil](/) > [Logiciels de CRM pour assureurs](/directory/32554/insurance-crm/software) > [NextAgency](/software/171245/nextagency) # NextAgency Canonical: https://fr.capterra.ca/software/171245/nextagency Page : 1/3\ Suivant: [Page suivante](https://fr.capterra.ca/software/171245/nextagency?page=2) > Système de gestion de compagnie d'assurance-vie et d'assurance-maladie qui inclut des outils de CRM et de commission pour les courtiers avec un logiciel de gestion des prestations gratuit pour leurs clients. > > Conclusion : 41 utilisateurs lui ont donné la note de **4.9/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**. ----- ## Présentation ### Qui utilise NextAgency? Les compagnies d'assurance-vie et d'assurance-maladie en pleine croissance qui proposent des produits pour particuliers ou des assurances collectives avec entre 1 et 500 agents ou employés des ventes et services. ## Statistiques et notes | Métrique | Notation | En détail | | **Note globale** | **4.9/5** | 41 Avis | | Simplicité | 4.8/5 | D'après l'ensemble des avis | | Support client | 4.9/5 | D'après l'ensemble des avis | | Rapport qualité-prix | 4.9/5 | D'après l'ensemble des avis | | Fonctionnalités | 4.7/5 | D'après l'ensemble des avis | | Pourcentage de recommandation | 100% | (10/10 Probabilité de recommander le produit) | ## À propos du vendeur - **Entreprise**: Take44 - **Pays**: Simi Valley, É.-U. - **Fondé**: 2015 ## Contexte commercial - **À partir de**: 85,00 $ US - **Type de licence**: (Version d’essai gratuite) - **Public cible**: Travailleur autonome, 2–10, 11–50, 51–200 - **Déploiement et plateformes**: Cloud, SaaS, web, Mac (ordinateur), Windows (ordinateur), Linux (ordinateur) - **Langues**: anglais - **Pays disponibles**: États-Unis ## Fonctionnalités - Alertes/Notifications - Automatisation du marketing - Déclarations de commissions - Fonctions pour secteur de l'assurance - Gestion des calendriers - Gestion des commissions - Gestion des contacts - Gestion des courriels - Gestion des documents - Gestion des flux de travail - Gestion des leads - Gestion des pipelines - Gestion des polices d'assurance - Gestion des stratégies - Gestion des tâches - Gestion du pipeline de ventes - Importation et exportation de données - Rapports et analyses - Rapports personnalisables - Saisie de leads - Système de calendrier et de rappel - Tableau de bord d'activités - Third-Party Integrations ## Intégrations (8 au total) - BerniePortal - Ease - Employee Navigator - Gmail - Greminders - Intulse - Microsoft Outlook - Zapier ## Ressources d'aide - Service client/courriel - FAQ/forums - Base de connaissances - Support téléphonique - Chat/Clavardage ## Category - [Logiciels de CRM pour assureurs](https://fr.capterra.ca/directory/32554/insurance-crm/software) ## Catégories connexes - [Logiciels de CRM pour assureurs](https://fr.capterra.ca/directory/32554/insurance-crm/software) - [Logiciels de suivi commercial](https://fr.capterra.ca/directory/32744/sales-tracking/software) - [Logiciels pour compagnie d'assurance](https://fr.capterra.ca/directory/20035/insurance-agency/software) - [Logiciels de gestion des commissions](https://fr.capterra.ca/directory/30200/commission/software) - [Logiciels CRM en ligne](https://fr.capterra.ca/directory/30072/online-crm/software) ## Logiciels similaires 1. [Applied Epic](https://fr.capterra.ca/software/70671/applied-epic) — 4.2/5 (141 reviews) 2. [Jenesis Software](https://fr.capterra.ca/software/119068/jenesis-software) — 4.7/5 (283 reviews) 3. [AgencyBloc AMS+](https://fr.capterra.ca/software/105829/agencybloc-for-health-life-insurance) — 4.7/5 (129 reviews) 4. [EZLynx](https://fr.capterra.ca/software/102928/ezlynx) — 3.7/5 (73 reviews) 5. [EngageBay CRM](https://fr.capterra.ca/software/178819/engagebay-marketing) — 4.7/5 (907 reviews) ## Avis ### "Excellent tool for small benefit agency management" — 5.0/5 > **Steven** | *31 décembre 2018* | Assurance | Taux de recommandation : 10.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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 février 2024* | Assurance | Taux de recommandation : 8.0/10 > > **Avantages**: It's easy to manage policies, create task lists, saved notes, and run customized reporting > > **Inconvénients**: 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. ----- ### "Thorough & Complete Platform" — 5.0/5 > **Rachel** | *31 mars 2026* | Assurance | Taux de recommandation : 10.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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 ----- ### "M\&A" — 4.0/5 > **Sarah** | *21 juillet 2021* | Assurance | Taux de recommandation : 7.0/10 > > **Avantages**: The ability to customize fields and the customer service was excellent. > > **Inconvénients**: Integration with email was difficult. > > Customer service support made use of NA easy. ----- ### "Next Agency" — 5.0/5 > **Debbie** | *16 janvier 2024* | Assurance | Taux de recommandation : 10.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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. > > Overall experience with the sales and admin team at NA has been phenomenal. Always available to assist with questions or new ideas. Set up was easy and fast. ----- Page : 1/3\ Suivant: [Page suivante](https://fr.capterra.ca/software/171245/nextagency?page=2) ## Liens - [Afficher sur Capterra](https://fr.capterra.ca/software/171245/nextagency) ## Cette page est disponible dans les langues suivantes. | Langue | 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 | | ----- ## Données structurées