Act By December 15th: Double Your Free Trial
You’re busy during Q4. Get more time to explore all NextAgency can do for your agency. Enjoy a 30-day when you sign-up for NextAgency by December 15, 2023.
There’s a reason we’re one of the highest rated agency management systems …
“All your client information organized in one place and up to date.”
“Dependable CRM provided by real people you can work with.”
“Built and run like a next-gen SaaS (Software as a Service) platform, because it is.”
Saving Benefits, Senior and Life Agencies Time, Money and Clients
Better manage your agency with CRM, marketing and business tools.
Get what you’ve earned with powerful and flexible commission tools.
Keep commitments with checklists, workflows and personalized timelines.
Integrates with your favorite tools
An agency management system helps you be more effective and efficient. But you probably use other tools as well. NextAgency integrates with the Ease benefit management software and the Intulse VOIP system. We offer an API and can share data with thousands of other platforms through Zapier. All of which means you can use NextAgency to get more out of the apps and platforms you need to succeed.
With NextAgency you work your way …
just more easily
You’ve worked hard to make your agency a success. Why settle for software that forces you to change your approach? Use an agency management system that’s easy to customize. With NextAgency it’s simple to add custom fields, choose your home page, create reports, and control notifications. And that’s just a partial list. Whether you serve individuals or groups, offer benefits, life, or senior policies, NextAgency is powerful as-is and a breeze to personalize.
Painless set-up with NextConcierge
We make it simple to set up your agency in the system with templates and an intuitive process. Plus you have the option to use our NextConcierge service to get your existing data into NextAgency. Our experienced success specialists get you up-and-running fast.
Your clients depend on you to keep their insurance and financial data private and secure. And you rely on NextAgency to do the same. That’s why we use powerful encryption and limit access to sensitive information. Privacy and data security are built into NextAgency.
NextAgency and NABIP
NextAgency is built for professional benefits brokers. NABIP (formerly NAHU) exists to promote your success. No surprise then that NABIP selected NextAgency as a National Association of Benefits & Insurance Professionals Affinity Program Partner.
NextAgency is already a great value, delivering a powerful agency management system with CRM and commission tools at an affordable price. For NABIP members the software is even more affordable: 5% more affordable.