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NextAgency delivers a modern, powerful agency management system featuring CRM, marketing, and commission management tools for agencies selling benefits, senior, and life policies.

Please join us at one of our weekly multi-agency demonstrations. Just complete the form and click on the orange “Get a Free Demo Today” button. Or, if you prefer, schedule a one-on-one demonstration by emailing us with a time that’s convenient for you.

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See how NextAgency
can help you:

  • Grow sales
    with powerful CRM tools
  • Focus your team
    with shared notes and tasks
  • Improve customer service
    with reports and reminders
  • Sync your agency’s emails
    with clients and prospects’ records
  • Keep commitments
    with personalized to-do lists
  • Get what you’ve earned
    with commission management
  • Save time, money, and clients
    with automated workflows, email campaign tools and much more
  • No long-term contract required
    our monthly license is month-to-month — we don’t lock you in for a year or more like others do

For a limited time, save 25% on your license fees for the next 24 months. Use promo code 2-SAVE-25 when starting your free trial.

See Why NextAgency Is So Highly Rated

Commission Management Tools
Commission Management Tools

“All your client information organized in one place and up to date.”

AMS Insurance Software
AMS Insurance Software

“Dependable CRM provided by real people you can work with.”

Agency Portal Software
Agency Portal Software

“Built and run like a next-gen SaaS (Software as a Service) platform, because it is.”

A Powerful Agency Management System for You.
Straightforward Benefit Management for Your Clients.

Organization Made Easy

  • Keep your agency information in one place
  • Generate workflows and implement checklists automatically
  • Share personalized agendas with each team member
  • Sync emails, calendar events, and contacts with your desktop
  • Track prospects progress through our pipelines or create your own
  • Keep commitments with checklists and automated workflows

Marketing Tools with Impact

  • Implement drip marketing campaigns
  • Launch targeted email campaigns and newsletters
  • Capture leads with a free web widget
  • Send texts for faster responses
  • Track and report on lead sources
  • Automate renewal communication
  • Generate service reports
  • Track prospects through our pipelines or create your own

Get What You’ve Earned

  • Upload and audit commissions, overrides, fees, and bonuses
  • Manage sub-agents, their splits, and their production
  • Generate sub-agent commission statements
  • Produce and customize insightful reports
  • Find missed payments
  • Save time uploading commissions
  • Control who has access to your commission information

Easy to Learn and Use

  • Enjoy an intuitive look and feel
  • Find what you need fast with advanced search tools
  • Focus on what’s important with powerful filters
  • Benefit from a platform designed for insurance agencies selling benefits, senior and life policies
  • Use as-is or easily customize NextAgency for the way you work

Become a Power User – Fast

  • View dozens of tutorial videos on every aspect of the software
  • Read articles on how the software can help your agency
  • Receive patient, helpful training targeted to your needs
  • Provide feedback and enjoy new features
  • See why our service is a key reason NextAgency is so highly rate

Safe and Secure

  • Stay HIPAA compliant with NextAgency’s security tools
  • Set limits on what each user can see and do in NextAgency
  • Protect your data with two-factor authorization
  • Own your data
  • Enjoy the same security and protection only a cloud-provider like Amazon can deliver

NextAgency and NAHU




NextAgency is built for you, the professional benefits broker. And because we’re a NAHU Affinity Partner,
NAHU members save 20% on their license fees. Plus they support the association.