Health Insurance Agency Management Software
The way you'd design software for health, senior, and life insurance agencies.
The Tools You Need to Grow Your Agency
Insurance agencies are awash in data. Which explains all the files, Post-Its, spreadsheets, and paper scraps scattered around your office. Or worse, they use an agency management system that overcomplicates, well, everything.
NextAgency’s health insurance agency management and CRM software helps health, senior, and life insurance agencies stay organized, be more efficient, and extract value from your agency’s data. We help you keep it secure and HIPAA safe. And we make sure you have the information you need when and where you need it. Plus, think of what you’ll save on Post-Its.
Client and Policy Management
Clients, policies, and the people around every case — organized the way a health agency actually works.
NextAgency gives every client and prospect a single case record: their policies and coverage, the carriers, the contacts who matter to the case, plus notes, tasks, files, and the emails and texts you’ve exchanged. Pull up the record and you’re looking at the full picture instead of piecing it together from your inbox, a spreadsheet, and memory. Add your own fields to track what your agency cares about, and lean on records, tags, and pipelines already built for health, senior, and life policies — so you’re customizing a system that fits, not forcing a generic one into shape.
Workflow and Renewal Automation
Automate routine tasks to make time for the important ones
NextAgency can run workflows automatically when a case meets conditions you set, such as an approaching renewal date, a stage change, a status update, or a client’s birthday. Those workflows can create and assign tasks and send clients an email or text. You can build checklists into a workflow so a multi-step process — like a client renewal — follows the same steps every time. Each person’s assigned tasks appear on their own to-do list. Insurance agencies need more time in the day; NextAgency’s workflows create it.
Document Management
Store, organize, and share your insurance agency’s files.
Life and health insurance agencies generate lots of files. NextAgency simplifies management of your agency’s documents. All your files live in NextAgency with no limit on how many. And NextAgency makes it easy to share those you want to share, and only the ones you want to share.
Other documents are just for you. So NextAgency makes it easy to keep them private. With NextAgency, you’re in control.
All documents need to be organized and easy to find. With NextAgency you use a directory structure you’re familiar with. And each case record shows the portion of your library that holds that client’s files.
Compliance and Disclosures
Automatically generate forms, get them signed, and filed.
Compliance is serious business for insurance agencies, but it doesn’t have to be a hassle. NextAgency’s automated workflows — including digital signatures — make it easier and faster to complete Medicare Scope of Appointment and ACA Consent to Contact forms, so you can get back to helping your clients get the coverage they need. Once a form is signed, NextAgency routes it automatically to the right client’s record, so it’s filed where you’d expect to find it. NextAgency also generates compensation disclosure forms for each of your group clients. To learn more, visit our Compliance and Disclosure page.
Business Analytics and Reporting
Turn your data into decisions.
NextAgency’s dashboards let you see the status of your business at a glance. Create multiple dashboards to organize your insights around sales, service, commissions, and more. For a deeper look, NextAgency’s reports help you discover cross-selling opportunities, track your agency’s growth, find unpaid commissions, and surface uncompleted tasks — so the decisions you make are backed by what your data is actually telling you.
Commissions Tracking and Sub-Agent Management
Track what you’re owed, and manage sub-agents as easily as you manage clients.
Optional NextCommission tools track commissions, splits, overrides, and bonuses, and flag missing payments carriers owe you. Run reports to see production across your own book and your downstream agents. Manage sub-agents and sub-agencies with the same depth as clients — tasks, notes, files, carrier appointments, and licenses, not just contact and sales details — and generate their commission statements directly from NextAgency. For more, see our Commission Tracking page.
More Than a CRM
NextAgency includes everything an insurance agency CRM should, and a great deal more.
A CRM keeps track of your relationships with clients and prospects: their contact details, the calls and emails you exchange, and the notes and follow-ups that keep things moving. NextAgency does all of that — contact records, email syncing, call logging, custom fields, and email and drip-marketing campaigns — with a CRM built specifically for agencies selling health, senior, and life policies rather than a generic one bent to fit. But where a CRM stops, NextAgency keeps going: commission tracking, compliance, policy management, and business analytics are all part of the same platform. That’s the difference between a CRM and an agency management system — and why generic CRMs rarely fit a life and health agency without costly customization.
A Few Quick Questions
What is health insurance agency management software?
Health insurance agency management software is a platform built specifically built to help agencies selling health, senior, and life insurance policies better run their operations. Some do more than others. NextAgency is a complete system, featuring CRM, marketing, business analytics, compliance, and optional commission tracking tools. Agency management systems replace spreadsheets, scraps of paper, and hard to find physical files. Unlike generic agency management systems, or those designed for property and casualty agencies, health insurance agency management software is pre-configured for the way life and health insurance agencies work.
Are the tools in the NextAgency agency management system integrated?
Yes, and that’s a huge benefit. Our tools were built from the ground up to work together, unlike what can happen when companies add features through acquisition. So in NextAgency, cases, contacts, benefits all work together. So does the file management, notes and Timeline. This means you’re not constantly switching between systems, which saves you time, eliminates hassle, and is simply easier.
Is NextAgency built for teams or individuals?
Both. NextAgency is built for health insurance, senior, and life insurance agencies, whether a solo practice or an agency of dozens. Small agencies especially like NextAgency’s automated workflows and the organization the software delivers. Larger agencies find value in the ability to assign colleagues to cases by role, see team tasks, and control who has access to what information. Agencies large and small enjoy having everyone in the office working from the same information and the ability to easily customize NextAgency for the way they work.
Is NextAgency easy to learn and use?
Yes. NextAgency consistently earns top ratings for ease of use on the G2 and Capterra review sites. The system is intuitive and help is close at hand. The help desk includes dozens of useful articles and videos. And NextAgency is rated #1 for quality of support among life and health insurance agency management systems on G2. Getting started with NextAgency is straightforward, too. See our onboarding page to learn more.
How does NextAgency compare to other health insurance agency management systems?
Quite well. Thank you for asking. For example, G2 names NextAgency the Best Life and Health Insurance Management Software on their site. We’ve earned a 4.9 out of 5 overall rating on Capterra where we achieve a 5 out 5 rating for Value for Money.
You can compare NextAgency to other health insurance agency management systems using our interactive comparison tool where you can select the features important to your decision.
Can I add commission tracking to the NextAgency insurance agency management software?
Yes. NextCommission is a powerful compensation management platform. It tracks commissions, overrides, fees, and bonuses. Enables you to find missed payments and project future revenue. Plus you can manage sub-agents, including generating their commission statements. You can learn more on the Commission Tracking page.