Customer Relationship Management (CRM)

The tools you need to grow your business

Sell More, Retain More. Service Better. 

Successful agencies know what is happening with each prospect and client. They are communicating constantly. And effectively. They keep their commitments. They maintain relationships. NextAgency’s powerful CRM tools help you do all this and more. Our automated workflows make you more productive. Personalized to-do lists keep you on track. NextMail and NextText keep you in touch. Yes, NextAgency is an agency management system. But we are an AMS with the tools you need to grow.

Track Your Business

Information you need front-and-center. 
Successful agencies know what is happening with each lead, prospect and client. That way when someone calls, everyone in the office knows how to respond. And that means your agency provides outstanding service and closes more sales. NextAgency makes all this simple, with pipelines you  can customize to the way you work. So you and your team always know where you stand. 

Learn More

Insurance Agency CRM Tools
Sync With NextMail

Sync With NextMail

Easily share emails with NextAgency.
Friends don’t keep emails from their agency management system with CRM tools. Which is why we make it simple to synchronize your email accounts with NextAgency. Email to or received from your prospects and clients are routed directly into their case record. Emails about them, but not to or from them, can be associated with their records in seconds. NextMail works with most email accounts, including Outlook, ProtonMail, Gmail or IMAP/POP accounts like Yahoo, 


Learn More

Texting Made Convenient

Communicate with impact.
Texts get read. They get responded to, as well. With NextText, you can send texts to prospects and clients from within NextAgency. Which means you can build even stronger relationships with leads and clients. Better still, you can type texts using all ten fingers.

Texting Made Convenient
Manage Your Clients’ Benefits

Manage Clients’ Benefits

Whatever you sell, track it.
Benefits, life, senior, ancillary products. Individual or group policies. You need to keep track of who has what — and their past coverage, too. That’s exactly what we built NextAgency to do with templates built-in for the most common policy types. Sell something out of the ordinary? Want to track information not in the template? Create new benefit templates in minutes and custome existing ones in seconds. And keep all your policy data in one place: forms, files, notes and more. You sell policies. We help you keep manage them.

Fast-Track Sales

Selling gets easier.
Keeping tracks of all the quotes, proposals and enrollment kits your agency generates can be daunting. However, it doesn’t have to be. Not with NextAgency. We keep all that information organized and available. And with our integrations, you can share data between NextAgency and some of your favorite sales tools.

Fast-Track Sales

Ready to Learn More?