About NextAgency
What Makes Us Different
The Agency Management Software You'd Design.
NextAgency is an agency management system built specifically for agencies selling benefits, senior, and life policies. It delivers CRM, marketing automation, business analytics, compliance tools, and optional commission tracking in one platform that’s easy to use and easy to customize for the way your agency works.
NextAgency launched in 2018, after our founders — insurance industry veterans with over 100 years of combined experience, including two past presidents of NABIP — set out to build the agency management system they wished had existed. Today NextAgency is used by agencies across 37 states and is named the Best Life & Health Insurance Agency Management System by G2.
“The accessibility and ease of the program allows me to work from anywhere at any time. Everything I need is in one place. I really enjoy using this system. It helps with productivity. I also think the customer service is amazing.”
— Alyshia M., Broker
What Sets NextAgency Apart
- Straightforward Pricing. No hidden fees. No surprises. No long-term commitments required. Competitors can cost nearly 30% more.
- Independently Owned. We’re not beholden to private equity firms or venture capitalists. We’re a private company that answers to our customers.
- Top-Rated Support. We rank #1 for Quality of Service on G2 and earned a 4.9 (out of 5) rating on Capterra.
- Outstanding Reviews. We may not have the most reviews among our peers — they’ve been around longer — but ours are overwhelmingly positive. Like our 5 out of 5 for Value for Money on Capterra.
- Made for Agencies Like Yours. Whether you’re a solo agent or a 20-person team selling benefits, senior products, or life insurance, NextAgency is designed for you. And our extraordinary customization makes it easy to adapt the software to your way of working.
- Your Clients. Your Data. We sign a mutual NDA with every customer confirming you own your client data and we won’t market to your contacts. That’s not an industry standard — it’s ours.
- Built to Be Secure. NextAgency is hosted, encrypted and protected by AWS, the same cloud infrastructure trusted by banks, hospitals, and major streaming services. We enable two-factor authentication, automatic log-off, and role-based access controls. Unlike other platforms, our support team can’t access your information without your express permission.
“The features to manage our agency are all there! This is our daily go to for client service and support, client management and planning. It’s easy and powerful!”
— Verified G2 review