Can NextAgency Help Insurance Agencies Sell More?

Yes. NextAgency is the insurance agency management system integrating tools Life & Health agencies need to sell more, service better, and reduce administration.

The Agency Management System You'd Design

NextAgency is the fully integrated agency management system built specifically for agencies selling benefits, senior, and life policies. These insurance agencies need to do more than manage their policies. They are following up on leads, staying on top of renewals, tracking commissions, sending marketing emails, and tracking their agency’s progress. Too often, they’re using an assortment of tools or a rigid management system that simply fails to deliver.

NextAgency brings together CRM, marketing, business analytics, compliance and commission tools into one platform that’s easy to customize to the way your insurance agency works, not how some software vendor thinks you should run your business. And NextAgency makes it simple, with an intuitive interface backed by top-rated support.

Agencies using NextAgency spend less time with paperwork and managing software, and more time growing their book of business by closing more sales and providing superior service.

Here’s what agencies like yours say about NextAgency:

“We wouldn’t be able to do everything we do for our clients without it. It helps us manage our clients, tasks and communication so we don’t drop the ball or miss an opportunity.” – Mike A., G2

“An amazing program we could not live without. Keeps you on point with tasks, follow-up, and so much more. The team at NextAgency are extremely responsive. They are always innovative with new things throughout the year to make our lives easier.” – Julie R., Capterra

“I appreciate that most everything I need is included. I especially appreciate that I can list policy details, making things easier during open enrollment.” – Tammy C., G2

“NextAgency is easy to use and easy to customize to our agency. Customer support is excellent. We use it all day long internally.” – Jill P., G2

“The accessibility and ease of the program allows me to work from anywhere at any time. Everything I need is in one place.” – Alyshia M., Capterra

NextAgency for Health & Life Insurance Reviews

See NextAgency in action at a free, personal demonstration for you and your team.

Use NextAgency for free for 30-days. No long-term contracts required.

Just a Few Questions:

Is NextAgency built for agencies that sell benefits, Medicare, and life policies, or just one of these lines?

NextAgency is built for insurance agencies selling health, senior, and life policies, not just one of them. And unlike property and casualty agency management systems, NextAgency has the tools, fields, and structure that life and health insurance agencies need to manage individual and group clients, track commissions and manage sub-agents, and process federal compliance and disclosure forms.

Is NextAgency a health insurance CRM?

Yes, and much more. NextAgency’s CRM is built to help health insurance agencies grow their business. But the CRM tools help senior and life agencies as well. Then NextAgency goes further, delivering the tools these insurance agencies need to track prospects through the sales cycle, track commissions, analyze their business, and fulfill compliance requirements.

What do independent rating sites say about NextAgency’s insurance agency management system?

NextAgency earns high marks from both G2 and Capterra, the two leading review sites. G2 names NextAgency “The Best Life and Health Insurance Agency Management Software.” NextAgency earns a 4.8 (out of 5) stars on G2 to go along with its 9.3 (out of 10) rating for Ease of Use, 9.5 for Ease of Administration, and 10 out of 10 rating for Product Direction.

On Capterra life and health insurance agencies give NextAgency scores of 4.9 overall, 4.9 for Value-for-Money, 4.8 for Ease of Use, and 4.9 for Customer Service.

Learn More About NextAgency

Value

Is an insurance agency management system worth it? NextAgency is.

Usability

Will we actually use NextAgency?

Proof

Can I depend on NextAgency?