Don’t just take our word for it …
“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 Life And Health 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. Bring them all together in one place. NextAgency offers an API and other integration tools so you can work with the apps and platforms you need to succeed.
With NextAgency you’re in control.
You’ve built your agency’s success doing things your way. Why change all that for your software? Instead, choose an agency management system that adapts to the way you work. Whether your clients are individuals or groups. And whether you sell health, life. senior or other coverage. We built NextAgency to be flexible. Which makes it the right agency management system for you.
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 expert 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 NAHU
NextAgency is built for professional benefits brokers. NAHU exists to promote your success. No surprise then that NAHU selected NextAgency as a National Association Of Health Underwriters 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 NAHU members the software is even more affordable: 20% more affordable.