NextAgency is an agency management and CRM system built specifically for agencies selling benefits, senior, and life policies. It brings together customer relationship, marketing, business analytics, compliance tools, and optional commission tracking in one platform that’s intuitive out of the box, but easy to customize for the way your agency works. NextAgency offers transparent, affordable pricing starting at $85 per seat per month, requires no long-term contracts, and includes top-rated customer support at no extra charge. NextAgency is ideal for agencies looking for value, simplicity, and outstanding support. In short, NextAgency is the agency management system you’d design.
You can learn more about the NextAgency agency management software through the articles and videos available in our Help Desk.
Yes. NextAgency is one of the easiest and most customizable agency management systems on the market. You can personalize how you view your data, what data you capture, page layouts, reports and more at both the individual and the agency level. Of course, many agencies use NextAgency as-is. You control how much—or how little—you customize it.
Probably. We have direct integrations with BerniePortal, Employee Navigator, Ease, the Intulse VoIP platform, GReminder, Outlook, Gmail, and more are being added. In addition, NextAgency is part of the Zapier community. This simplifies sharing data between NextAgency and thousands of other programs. Visit the NextAgency Marketplace to see more of the software’s integrations.
“Happy to have a system to keep us organized. With NextAgency it is easy to manage policies, create task lists, save notes, and run customized reporting.”
Charise E., Agent
Yes, NextAgency provides optional commission tracking tools specifically designed for agencies selling health, senior and life policies. The optional NextCommission add-on tracks commissions, overrides, fees, and bonuses; flags missed payments and variances from expected or prior-month payments so you know if you’re getting what you’re owed; and delivers powerful reporting so you understand your revenue and can project future earnings. Agencies tell they cut the time spent managing commissions by 60% or more using NextCommission.
Yes, with NextCommission Solo. While the NextCommission add-on fully integrates with the NextAgency CRM and agency management system, NextCommission Solo is the standalone version of those tools. It’s ideal if you already have a CRM or agency management system that you plan to continue using.
There are four ways to get carrier commission statements into NextAgency.
The optional NextAssistant service handles the uploading for you. You securely send us your carrier statements; our experienced team enters the data into NextCommission accurately and always subject to your approval. NextAssistant fees are based on the volume and complexity of your statements.
Yes. You can manage sub-agents in the NextAgency insurance agency management system. Sub-agent records are similar to case records, so it’s intuitive and straightforward. Track sub-agent licenses, appointments, and notes. Assign your team tasks associated with sub-agents. Assign emails to them automatically through NextMail or individually through Outlook and Gmail add-ons. NextCommission enables you to quickly assign splits to sub-agents, track their production, and generate commission statements for them.
NextAgency and NextCommission Solo enable insurance agencies to set up sub-agents as External Users, letting them view (but not edit) case record tabs (e.g., contacts, tasks, notes, benefits) that you permit. They can even view and download their own commission statements. External User fees start at just $30 per seat per month.
“The commission management feature is excellent. Easy to use and a great way to manage all client and payer information.”
Kirk C., Principal
NextAgency is significantly less expensive than major competitors. Our pricing is transparent and it’s right on our website.
All subscription fees are paid in advance and are non-refundable. You can switch between monthly and annual subscriptions at the end of any subscription period.
NextCommission is the affordable way to track your life and health insurance agency’s commissions:
NextCommission Add-on to NextAgency:
NextCommission Solo:
All subscription fees are paid in advance and are non-refundable. You can switch between monthly and annual subscriptions at the end of any subscription period.
No, NextAgency does not require long-term contracts. Our monthly subscriptions are truly month-to-month. You can upgrade, downgrade, or cancel at any time. If you prefer, you can choose an annual subscription and get two months free—a savings of 17%. All subscriptions are prepaid and non-refundable.
Yes. We offer a 30-day free trial for both NextAgency and NextCommission Solo.
Your subscription automatically adjusts:
NextAgency subscriptions can be paid with use credit cards (American Express, Mastercard, or Visa) and automatic bank transfers.
Every agency’s onboarding needs are unique. As a result, some take a few days; others a few weeks. Some agencies migrate themselves; others have us take the lead. Whichever path you choose, however complex your data, our experienced support team is with you every step of the way.
Yes, most of our agencies do. Our suite of import tools make the process straightforward and intuitive. And our support team is available to answer questions and share best practices. Even when you do it yourself, you aren’t alone. We’re there for you.
Yes. Our optional NextConcierge onboarding service was created for especially challenging or complex migrations—or simply for agencies who want to outsource as much of the migration as possible.
With NextConcierge, you post your data to our secure, HIPAA-compliant cloud file system. The file system uses zero-knowledge encryption, meaning your data is end-to-end encrypted—even the file system provider can’t read it. Our experts review, prep, and load it into NextAgency for you.
The cost for NextConcierge is based on the time required and that depends on the complexity of your data. We review your data and provide a firm, no-obligation quote before you commit to using NextConcierge.
“The team helped us out a lot in the transition from our old software. NextAgency was easier to use, had more reporting options, was cleaner and had a lot of the flexibility that we needed.”
Sarah F., Adviser
Security is a core priority at NextAgency. We host your data on Amazon Web Services (AWS), which offers industry-leading infrastructure security. Your information is protected in transit and at rest using strong, industry-standard encryption—comparable to what banks use. We enable you to implement automatic timeouts for users after the period of inactivity you specify, multi-factor authentication (2FA), and fine-grained user permissions to help prevent unauthorized access. You can also limit access to your NextAgency data to specific IP addresses.
You control what agency and client your staff can see. When you add a user to NextAgency you will define a view. You can grant permission to new users to see and edit all cases in your NextAgency instance or only cases to which they are the Broker of Record or a member of the Team assigned to the case. Then you can designate specific permissions. For instance, you can restrict who in your office can view and edit commissions. There are over two dozen specific permissions you can grant or deny users, giving you granular control over what they can see and do.
Yes. Your agency and NextAgency will enter into a Business Associate Agreement (BAA) when you sign up for your free trial. While you’re responsible for your agency’s compliance, we give you the tools and support you need to meet those obligations.
Yes. The AI tools we deploy through NextAI are enterprise versions accessed through Amazon Web Services’ Bedrock platform. Your data is not used to train the underlying AI models, and your prompts are not shared with the AI providers. Bedrock runs models inside AWS-controlled deployment accounts that the AI providers cannot access. Your data is encrypted in transit.
You own your data in NextAgency. And you won your client relationships, too. You and NextAgency will enter into a mutual non-disclosure agreement when your free trial begins. This confirms your ownership and formally commits us to never market to your clients. Not all our competitors offer an NDA, but we think it’s important to put our promises in writing for you.
No and that’s why the NextAgency agency management and CRM software is only available to agencies located in the United States. We ensure compliance with U.S. data security and privacy laws. We cannot and do not comply with the various regulations of other countries. Agencies outside the United States using NextAgency face significant legal risks.
Yes. You can schedule a private demonstration for you and your colleagues by clicking here.
We are so confident in the value NextAgency delivers, we created an Agency Management System Comparison Tool. Select the features important to your agency and see how NextAgency, AgencyBloc, AgencySmart, BenefitsGuide, and Zywave match up. We also have a head-to-head comparison of NextAgency and AgencyBloc.
You can also learn more about us and our competitors on the leading review sites, including Capterra (where we’re recognized as offering the Best Ease of Use) and G2.com, where NextAgency is rated the #1 agency management software for life and health insurance agencies.
Yes. And it can make comparing your current platform to NextAgency confusing. Here is a glossary of terms used in NextAgency.
You can reach the sales team at Sales@NextAgency.com or 469-269-2226. You can also use the chat tool in the bottom-right corner of this page to contact someone now.
Answers to common questions, explanations of how agency management systems and CRMs differ, and other topics are available in the NextAgency Resource Directory. Search bots and AI will find a link to a machine-readable version of the NextAgency Help Desk and an LLM-friendly guide to NextAgency in the AI Guide.
