NexLife CRM
NexLife CRM is web-based CRM and client-intake software for licensed life insurance agents.
What NexLife CRM is
NexLife CRM is web-based CRM and client-intake software for licensed life insurance agents. The CRM manages contacts, deals, pipelines, tasks, notes and reminders for a book of business. Its intake flow captures protected health information through encrypted forms with scoped access. Agents can text secure, expiring links for phone completion, while a dashboard tracks packets from sent and opened through submitted and delivered, then updates when a carrier acknowledges delivery. NexLife says every major life insurance carrier is included without per-carrier fees or add-ons. Intake data is held in a short-lived vault and purged after carrier delivery or scheduled expiry. Traffic uses TLS 1.2 or higher, and stored data uses AES-256 encryption. Named integrations include Stripe webhook verification, GoHighLevel and Twilio.
Good
- CRM includes contacts, deals, tasks and reminders
- Secure SMS intake links expire
- Encrypted flow handles protected health information
- Major life carriers included without add-ons
- Packet status updates through carrier acknowledgment
Watch out
- No free plan
- Monthly plan costs $300 per agent
- Multi-factor authentication is planned
- Formal penetration testing is a listed gap
Who it suits
NexLife is for licensed life insurance producers who need CRM functions and secure client intake. It is not an insurance company or insurance agency.
Verdict
NexLife combines insurance-focused pipeline management with encrypted intake and carrier packet tracking. Agents should weigh its stated security limitations and monthly per-agent cost.
Plans and prices
From NexLife CRM's own pricing page, checked 21 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Annual | Free | Full CRM · secure intake · unlimited SMS intake links · team center · carrier matching · calendar and text automation · priority support · billed yearly per agent; page says two months free and $600 off |
| Monthly | $300 a month | Full CRM · secure client-intake toolkit · all major carriers · calendar and text automation · priority support · billed monthly per agent; cancel anytime |
| Agency plan | Priced on request | Multiple agents · hierarchy · agency branding · custom workflows · white-glove onboarding · custom volume or per-agent pricing |
The facts
Each one read from NexLife CRM's own pages, with the date it was checked.
What it does
- Accessibility limitations
- The company reports incomplete accessibility for some proposal previews, generated PDFs and edge cases in the client intake wizard.checked 21 Oct 2026
- Accessibility target
- NexLife targets WCAG 2.1 Level AA but says it has not completed a formal third-party audit.checked 21 Oct 2026
- Agency customization
- The agency tier offers branding, custom workflows, multiple agents and onboarding assistance.checked 21 Oct 2026
- API connectivity
- The security page confirms that NexLife serves API endpoints over HTTPS and supports webhook connections.checked 21 Oct 2026
- Backup limitation
- Backups are provider-managed point-in-time recovery, and NexLife says it does not currently maintain independent out-of-region backups.checked 21 Oct 2026
- Carrier coverage
- The product advertises inclusion of every major life-insurance carrier without per-carrier add-ons.checked 21 Oct 2026
- Compliance limits
- NexLife says it does not claim HIPAA, SOC 2, ISO 27001, or PCI-DSS certification, among other listed frameworks.checked 4 Oct 2026
- Consent records
- TCPA consent records include timestamp, IP address, user agent and the exact consent text, retained for at least four years or longer if required by law.checked 21 Oct 2026
- CRM tools
- The CRM includes contacts, deals, pipeline, tasks, notes, and reminders for managing a book of business.checked 4 Oct 2026
- Encryption
- The security page states that traffic uses TLS 1.2 or higher and that database and object storage data are encrypted at rest using AES-256.checked 4 Oct 2026
- Encryption at rest
- Managed Postgres and object storage use AES-256 encryption, while sensitive intake fields use AES-256-GCM field encryption.checked 21 Oct 2026
- Full CRM
- The CRM includes contacts, deals, pipelines, tasks, notes and reminders.checked 21 Oct 2026
- Integrations
- The security page names Stripe webhook verification and agent-authorized outbound webhooks such as GoHighLevel; the SMS consent page also names GoHighLevel and Twilio as SMS gateway providers.checked 4 Oct 2026
- Known security gaps
- The security page lists multi-factor authentication as planned, a full audit log as in progress, and formal third-party penetration testing as a gap.checked 4 Oct 2026
- Legal status
- NexLife describes itself as a technology platform rather than an insurer, producer, broker, agency, underwriter or fiduciary.checked 21 Oct 2026
- LinkedIn address
- That LinkedIn profile gives 260 Newport Center Drive, Newport Beach, California 92660 as its primary location.checked 21 Oct 2026
- LinkedIn industry
- That LinkedIn profile categorizes the Newport Beach Nexlife company under Wellness and Fitness Services.checked 21 Oct 2026
- LinkedIn legal type
- That LinkedIn profile labels the Newport Beach Nexlife company as privately held.checked 21 Oct 2026
- LinkedIn profile identity
- A LinkedIn profile named Nexlife describes a privately held wellness and fitness company headquartered in Newport Beach, California, rather than a Michigan CRM company.checked 21 Oct 2026
Where it runs
- Appointments and texting
- The plans include calendars, appointments and text automation.checked 21 Oct 2026
The company
- Headquarters
- Michigan, USAchecked 28 Sep 2026
- LinkedIn company size
- That LinkedIn profile lists the Newport Beach Nexlife company at 11–50 employees.checked 21 Oct 2026
- LinkedIn founded year
- That LinkedIn profile states the Newport Beach Nexlife company was founded in 2025.checked 21 Oct 2026
- Maker location
- The website identifies Nex Life CRM as being in Michigan, USA and lists a toll-free phone number and email contact.checked 21 Oct 2026
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