NextAgency

C tier on Insurance CRM SoftwareScore 6.0 · #13 of 27

Android app: Yes
Free plan: Trial only
Paid plans from: $5.90/mo
Runs on: Android, iOS, Web

nextagency.com

Summary

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. Plans start at $85 per user per month, with a 30-day trial and no free plan. Free onboarding, training, and ongoing support are offered, alongside a help desk with articles and videos.

Who it is for

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.

What is 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

What to know first

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

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.

NextAgency plans and pricing

All plans

Annual Subscription $70.83/yr $70.83 per user per month, billed annually at $850 Displayed rate for agencies with up to 10 users · paid subscription starts after 30-day free trial · 17% savings nextagency.com · 29 Sept 2026

Monthly Subscription $85/mo $85 per user per month, billed monthly Displayed rate for agencies with up to 10 users · paid subscription starts after 30-day free trial · no long-term commitment nextagency.com · 29 Sept 2026

Compared on insurance CRM software

Free plan: Nonextagency.com
Paid from: $85/user/monextagency.com
Sales pipelines: Yesnextagency.com
Renewal tracking: Yesnextagency.com
Agent management: Yesnextagency.com
Email automation: Yesnextagency.com
Mobile apps: Yesnextagency.com

Facts

Purpose: NextAgency is agency management and CRM software built for agencies selling benefits, senior, and life insurance policies.nextagency.com · 29 Sept 2026
Core tools: The platform combines CRM, marketing, business analytics, compliance tools, and optional commission tracking.nextagency.com · 29 Sept 2026
Workflow features: Users can customize policy records and pipelines, automate workflows, assign tasks, and run drip marketing campaigns.nextagency.com · 29 Sept 2026
Commission tracking: The optional NextCommission add-on tracks commissions, overrides, fees, bonuses, and sub-agent production.nextagency.com · 29 Sept 2026
Integrations: Listed connections include Employee Navigator, BerniePortal, Intulse, CarrierConnect, PerfectQuote, Zapier, and Outlook.nextagency.com · 29 Sept 2026
Security: NextAgency says data is stored on AWS and protected with 256-bit SSL encryption, TLS, two-factor authentication, and access controls.nextagency.com · 29 Sept 2026
Compliance: The system can generate and manage Medicare Scope of Appointment and ACA Consent to Contact forms, including digital signatures.nextagency.com · 29 Sept 2026
Support: The company offers free onboarding, training, and ongoing support, plus a help desk with articles and videos.nextagency.com · 29 Sept 2026
Audience limit: The displayed core subscription rates apply to agencies with up to 10 users; enterprise rates require contacting sales.nextagency.com · 29 Sept 2026
Mobile access: NextAgency says users can access their data in the field using its mobile app.nextagency.com · 29 Sept 2026
Not for P&C agencies: The company says NextAgency is not currently an agency management system for property and casualty agencies.nextagency.com · 29 Sept 2026