NextAgency
NextAgency is agency management and CRM software for agencies selling benefits, senior, and life insurance policies.
What NextAgency is
NextAgency is agency management and CRM software for agencies selling benefits, senior, and life insurance policies. It brings together customer records, marketing, business analytics, compliance tools, and optional commission tracking. Users can customize policy records and sales pipelines, automate workflows, assign tasks, and run drip marketing campaigns. Its 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. Connections include Employee Navigator, BerniePortal, Intulse, CarrierConnect, PerfectQuote, Zapier, and Outlook. The service offers Android, iOS, and web access, including a mobile app for field use. Listed core subscription rates are for agencies with up to 10 users; enterprise rates require contacting sales. Free onboarding, training, and ongoing support are offered, alongside a help desk with articles and videos.
Good
- Customizable policy records and sales pipelines
- Automated workflows, tasks, and drip campaigns
- Compliance forms support digital signatures
- Mobile app supports field access
- Onboarding, training, and ongoing support are offered
Watch out
- No free plan; trial lasts 30 days
- Core rates apply to agencies with up to 10 users
- Commission tracking requires an optional add-on
- Not designed for property and casualty agencies
Who it suits
NextAgency suits benefits, senior, and life insurance agencies that need policy pipelines, marketing and compliance tools in one system. It is not currently an agency management system for property and casualty agencies.
Verdict
NextAgency combines insurance-focused CRM, workflow, marketing, and compliance features with mobile access. Agencies should note the user limit on displayed core rates and that commission tracking is optional.
Plans and prices
From NextAgency's own pricing page, checked 29 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Monthly Subscription | $85 a month | Displayed rate for agencies with up to 10 users · paid subscription starts after 30-day free trial · no long-term commitment · $85 per user per month, billed monthly |
| Annual Subscription | $850 a year | Displayed rate for agencies with up to 10 users · paid subscription starts after 30-day free trial · 17% savings · $70.83 per user per month, billed annually at $850 |
The facts
Each one read from NextAgency's own pages, with the date it was checked.
What it does
- Audience limit
- The displayed core subscription rates apply to agencies with up to 10 users; enterprise rates require contacting sales.checked 29 Sep 2026
- Commission tracking
- The optional NextCommission add-on tracks commissions, overrides, fees, bonuses, and sub-agent production.checked 29 Sep 2026
- Compliance
- The system can generate and manage Medicare Scope of Appointment and ACA Consent to Contact forms, including digital signatures.checked 29 Sep 2026
- Core tools
- The platform combines CRM, marketing, business analytics, compliance tools, and optional commission tracking.checked 29 Sep 2026
- Integrations
- Listed connections include Employee Navigator, BerniePortal, Intulse, CarrierConnect, PerfectQuote, Zapier, and Outlook.checked 29 Sep 2026
- Mobile access
- NextAgency says users can access their data in the field using its mobile app.checked 29 Sep 2026
- Not for P&C agencies
- The company says NextAgency is not currently an agency management system for property and casualty agencies.checked 29 Sep 2026
- Purpose
- NextAgency is agency management and CRM software built for agencies selling benefits, senior, and life insurance policies.checked 29 Sep 2026
- Security
- NextAgency says data is stored on AWS and protected with 256-bit SSL encryption, TLS, two-factor authentication, and access controls.checked 29 Sep 2026
- Support
- The company offers free onboarding, training, and ongoing support, plus a help desk with articles and videos.checked 29 Sep 2026
- Workflow features
- Users can customize policy records and pipelines, automate workflows, assign tasks, and run drip marketing campaigns.checked 29 Sep 2026
The company
- Founded
- 2018checked 28 Sep 2026
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