The Insurance Agency Management System and CRM You'd Design
Built specifically for health, senior, and life insurance agencies.
A Platform Built the Way You’d Build It
The NextAgency agency management system and CRM is designed specifically for agencies selling health, senior, and life policies. The software features CRM, marketing, business analytics, and optional commission tracking tools already customized for your agency. And it’s easy to personalize for how your agency works. And it’s backed by top-rated customer service. NextAgency is the all-in-one package growing agencies rely on, with no long-term contract required and a 30-day free trial.
“NextAgency is both easy to use and inexpensive. Anytime I have had questions, the support team is quick to respond. We love it.”
— Michael S., President
G2 Rates NextAgency the #1 Life & Health Insurance
Agency Management Software
Built for Agencies That Value Ease and Flexibility
Any Size. Any Type
Health Insurance Agencies:
- Medical (Individual and Group)
- Ancillary (Individual and Group)
Senior Insurance Agencies:
- Medicare
- Long Term Care
Life Insurance Agencies:
- Life Insurance
- Disability Insurance
Flexible:
- Designed for agencies selling benefits, senior and life policies
- Terrific as-is
- Easy to personalize for how your agency works
- Create your own pipelines, policy templates, views, reports and more
Affordable:
- Transparent pricing
- Only $85 per seat per month for the core platform
- Some competitors charge nearly 30% more
- Save 17% on annual subscriptions
- No long term commitment required
Outstanding Service:
- Free onboarding, training and on-going support from our experts
- #1 rated Quality of Service on G2
- Ratings: G2: 9.9 out of 10
Capterra: 4.9 out of 5 - Help Desk with scores of articles and videos
NextAgency is the Insurance Agency Management System That
Life and Health Insurance Agencies Like Yours Trust
I highly recommend NextAgency. We wouldn’t be able to serve our clients at the high level we do without it. I run all of my contact and case management from NextAgency. All I have to do is login and see what I’m up to for the day!
— Ruth A., Executive Assistant to Owner
Powerful CRM, Business Analytics, and Marketing Tools
Because User-Friendly Insurance Agency Management Software Is More Than Just Easy To Use
Client and Policy Management
No more clunky systems. Track clients and policies with CRM tools and intuitive records that actually save you time—and clients.
Compensation Intelligence
Get what you’ve earned. Optional NextCommission helps you stay on top of your commissions and manage sub-agents.
Marketing Automation
Save time. Grow sales. Boost retention. Automated workflows and drip marketing tools nurture leads and engage clients.
30-Day Free Trial
No Long Term Contract Required
Whether You’re Switching From a Competitor or Starting Fresh, NextAgency Makes Sense
Looking for an alternative to your current agency management system?
We hear it all the time. Agencies tired of incessant fee increases. Frustrated by inflexible systems. Disappointed by poor customer service. It’s time for a change.
Switch to NextAgency and get:
- segment leading customer service
- a steady flow of enhancements
- fully integrated, CRM
- a system designed by insurance professionals for life and health insurance agencies
- helpful migration tools and support
Looking for your first agency management software?
The life and health insurance world is changing … fast. Carriers are slashing commissions on some products while offering new, more complex options for your clients. Being organized, efficient, and nimble is important not just to succeed, but to survive.
For agencies adopting an agency management system for the first time, NextAgency is ideal. You get:
- a modern platform that grows with you
- a system built specifically for agencies selling benefits, senior and life policies — no consultants required
- the flexibility to customize NextAgency to the way your agency works
- a generous 30-day free trial
- a monthly subscription that is truly month-to-month; an annual subscription that saves you 17%
- customer service that gets you up-and-running, trains your teams, and free, ongoing, top-rated support
Onboard Your Way
Whether you prefer to move your data to NextAgency yourself or want us to take the lead, we’ve got you covered. Most agencies use our proven onboarding tools and unlimited support to do it themselves. If you have a more complicated situation, however, hand the work over to us. Either way, you’re up-and-running with NextAgency fast.
Built-in Security and Compliance
You protect your clients’ personal and financial health. We protect their data—and yours. NextAgency includes HIPAA-compliant safeguards, access controls, 2FA and other safety tools, and automated tools to support required form completion and disclosures. With NextAgency, security and compliance aren’t add-ons; they’re built in.
A Few Quick Questions
Is NextAgency a CRM for Life and Health insurance agencies?
Yes, NextAgency includes customer relationship management software specifically designed for agencies selling health, senior, and life insurance policies, and more. In addition to CRM tools, NextAgency also deliver marketing, business analytics, compliance, and, optionally, commission tracking tools —all geared to the way life and health insurance agencies work.
Is NextAgency an agency management system for P&C agencies?
No, not at this time. P&C and L&H agency management systems are very different because property and casualty agencies and life and health insurance agencies have very different needs and requirements. No platform adequately serves both types of insurance as of now … but stay tuned.
Does NextAgency connect to other software I use?
Probably. Check out the NextMarket page to see all our integrations. They include Outlook and Gmail, Employee Navigator and Ease (benefit administration), BerniePortal (HR administration), Intulse (VoIP phone system), and thousands of other solutions through Zapier.
Is NextAgency a generic CRM like Salesforce or HubSpot?
No. NextAgency is a CRM built specifically for health, senior and life insurance agencies. Generic CRMs require expensive customization to work for insurance agencies. NextAgency comes pre-built with the fields, templates, workflows, and compliance support that life and health insurance agencies use.
Can I get commission tracking on its own?
Yes. NextCommission Solo is the same powerful commission tools as our optional add-on to NextAgency, but on a standalone basis. It saves you hours of time while helping you accurately track your compensation: commissions, overrides, bonuses, and fees. It also helps you manage your sub-agents, track their production, and manage their compensation.
Other agency management and CRM systems require a one-year contract. Does NextAgency?
No. We believe in fair and transparent pricing, so the NextAgency monthly subscription is truly month-to-month. We do offer an annual subscription that provides two-months free (a 17% discount). NextCommission Solo, our standalone commission management platform, is priced the same way — no long-term contract required.
I’m new to agency management software—will NextAgency work for me?
Yes. NextAgency is built specifically for agencies selling benefits, senior, and life policies—so a lot of your set-up is already done. Plus, we provide outstanding support and plenty of training videos and articles, and are highly rated for being easy to use. This makes us a great way to move online. Learn why agencies new to agency management systems choose NextAgency.
I’m not satisfied with my current CRM. Is NextAgency a good alternative?
Yes. Agencies switch to NextAgency from AgencyBloc, BenefitsGuide, Gen4, Zywave, and others because we’re more affordable and don’t require a long-term commitment. They like that we’re easier to customize and provide great support, too. And for those locked into contracts, our Switching Assistance Program can help make the move more affordable. Learn why agencies switch to NextAgency.
A few more questions to consider:
Performance
Will NextAgency help my insurance agency grow?
Proof
Can my insurance agency depend on NextAgency?
Usability
Will my team actually use NextAgency?
Value
Is insurance agency software worth it?