NextAgency

NextAgency is agency management and CRM software for agencies selling benefits, senior, and life insurance policies. It combines CRM, marketing, business analytics, compliance tools, and optional commission tracking. Users can customize policy records and pipelines, automate workflows, assign tasks, and run drip marketing campaigns. Compliance tools can generate and manage Medicare Scope of Appointment and ACA Consent to Contact forms with digital signatures. The optional NextCommission add-on tracks commissions, overrides, fees, bonuses, and sub-agent production. Listed connections include Employee Navigator, BerniePortal, Intulse, CarrierConnect, PerfectQuote, Zapier, and Outlook. The service is available on Android, iOS, and web, with mobile access for field use. Rates shown apply to agencies with up to 10 users; enterprise rates require contacting sales. Annual Subscription is billed annually at $70.83 per user per month, billed annually at 850 USD; Monthly Subscription is $85 per user per month. Both start after a 30-day free trial, and there is no free plan. The company offers onboarding, training, ongoing support, and a help desk.

NextAgency brings CRM, marketing, analytics, and insurance compliance workflows into one platform, with optional commission tracking. It is focused on benefits, senior, and life insurance agencies; review the user limit and trial-to-paid terms when considering its plans.

It suits agencies selling benefits, senior, or life insurance policies that need policy workflows, marketing, compliance tools, and CRM. The listed rates cover agencies with up to 10 users; the company says it is not currently an agency management system for property and casualty agencies.