Agency Management Software System

Insurance agency management software for you. Employee management tools for your clients.


Insurance Agency Software

Saving you time, money and clients

You Provide the High-Touch. We’ll Deliver the High-Tech.

Insurance agencies face new client expectations and new competitors. It’s time for a new approach.
Welcome to NextAgency.

Agency Management Software with CRM ToolsRobust CRM, insurance agency and commission management tools.

Employee Management ToolsSimplify your insurance clients’ HR and benefit administration.

Coming soon: NextMarketSave time and money with affordable products and resources.

NextAgency is a suite of powerful software for insurance brokers with two components. NextBroker, a modern agency management system with powerful CRM tools; and NextHR, a basic employee management system you can give your clients for free.

With  footer-next-agency you’re in control.

NextAgency Control

NextAgency is powerful and flexible. Because we know you built your agency’s success by doing what you do best the way you work best. Our goal is simply to help you and your team work do what you do faster and easier. With support for group and individual, benefits, life, senior, P&C, and more. NextAgency’s NextBroker agency management system with CRM tools will save you time, money and clients.

Painless set-up — for free — with NextConcierge

The fun part of using NextAgency is building your business. We make it simple to set up your agency in the system with templates and an intuitive process. But there’s an even easier way: let us do it for you — for free for now. Our expert success specialists get your data into NextAgency for you … for free. It is the fast, secure, and the easiest way to set-up NextAgency.

Oh yeah. About that elephant in the room.


Zenefits. Maybe you’ve heard of them? Maybe your clients have? Perhaps they’ve heard of Namely or Gusto? They’re pretty much the same: insurance agencies exchanging free HR admin software for your client’s Broker of Record. With NextAgency you can fight back … and win. Because on a level-playing field, with our tech and your value, they don’t stand a chance.

Protected privacy.

NextAgency Privacy

Your clients depend on you and NextAgency to keep their sensitive insurance and financial data private and secure. That’s why we use powerful encryption and limit access to sensitive information. Privacy and data security aren’t afterthoughts at NextAgency. They’re built in.

NextAgency and NAHU.

NextAgency and NAHU

NextAgency is built for you, the professional benefits broker. Given that two of NextAgency’s founders, Trei Wild and Alan Katz are past NAHU presidents, that’s not a surprise.

The result: powerful insurance agency management software with CRM tools, combined with straightforward and free employee management software. NextAgency is already a great value. And because we’re a NAHU Affinity Partner, NAHU members save 20% on their license fees and support the association when they sign-on with NextAgency.