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First Time Shopping for an Insurance Agency Management System?

NextAgency is the user-friendly, affordable solution

Saving Time, Money, and Clients Made Easier

What Is Insurance Agency Management Software? It’s your agency’s operating system, delivering the tools you need to efficiently run your business in a single platform. NextAgency provides customer relationship management (CRM), marketing, business analytics, and optional commission tracking tools. All ready to use as is or to customize for how you work.

“Once we got our data transferred from Excel to NextAgency it was so easy to use! We use this CRM every day.”

                                                                                                                                                                   — Charisse E., Agency Co-owner

A Few Quick Questions

What can an agency management system do for me?

The right agency management system can save you time and help you stay organized, all with less stress. NextAgency was built specifically for agencies selling benefits, senior, and life policies. We help you:

  • Find client and policy information in seconds
  • Accurately track commissions and sub-agent splits
  • Stay on top of renewals
  • Identify cross-selling opportunities
  • Stay organized with tasks, notes, and tickets
  • Manage and obtain individual and Medicare compliance—includes e-signatures—and automate compensation disclosure forms
  • See what’s driving revenue in your book of business

Do I need an agency management system or a CRM?

NextAgency delivers a CRM within an agency management system. So with NextAgency you get the benefits of a customer relationship management system plus the other tools you need to grow your agency. Better still, NextAgency is more affordable than many stand-alone CRMs. In short, with NextAgency you get the benefits of a CRM and a lot more in a single, integrated package.

Why should I choose NextAgency for my agency?

We’re the agency management system life and health agencies going digital for the first time choose because:

  • We’re easy to use and easy to learn so you get started fast
  • G2 rates us the #1 Life & Health Agency Management Software with a 4.8 out of 5 overall rating 
  • Our top-rated customer support team (9.9 out of 10 on G2) is there for you with the training, advice, and answers you need
  • We’re affordable (leading competitors cost 28% more) and don’t require a long-term commitment so you’re not locked in
  • We’re flexible, so we’re great to use out-of-the-box or to personalize for the way your agency works

How hard is it to get started with NextAgency?

Not as hard as you think. We provide guided onboarding, training videos, and outstanding support. You’re never alone even if you migrate your agency data on your own. If your situation is especially complex—or you want someone to do the work for you—our NextConcierge service is there for you. You securely and privately send us your spreadsheets; we get the information into NextAgency for you.

Can I try NextAgency for free? Am I locked into a contract?

We provide you with an industry-leading 30-day free trial. And NextAgency doesn’t require a long-term contract. Our monthly subscription is truly month-to-month.