NextAgency and NAHU:
A Powerful Combination

Working Together To Save You Time, Money and Clients

NAHU Affiliate Program Partner

We’re proud to be a NAHU Affiliate Program Partner.

This relationship reflects our core principles: focus on benefit brokers; empower choice; be adaptable; and protect your data. Our support of NAHU is no surprise. Two of our founders are past NAHU presidents. And we make our support tangible: NAHU members save 20% on our already affordable license fees.

Unlock Membership Savings

NAHU Members save 20% on their NextAgency license fee.

And it gets better. Our current promotion saves you another 25% on your first year subscription fees. And every subscription comes with a free, 14-day free trial. NextAgency requires no long-term contract either. Our month-to-month license is truly on a monthly basis, not like other platforms that lock you in for years.

Featuring CRM, marketing and commission tools

  • Whether your agency is large or small, grow with NextAgency
  • Organize your data in one system, with documents, emails, calendar events and even texts all in one place.
  • Focus your team with shared notes and tasks that sync with your calendar.
  • Improve customer service and keep your commitments with automated workflows and our unique customer service report.
  • Get what you’ve earned with powerful commission management tools — including support for sub-agents.

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Built for life and health agencies, but easy to personalize for your agency

  • Use NextAgency as-is or customize it for your agency. Either way you’ll save time, money, and clients.
  • Deploy custom fields, build your own pipelines, customize policy records, and more — all in minutes
  • Sync emails, calendar events, and contacts between NextAgency and your agency’s system.
  • Link your custom software to NextAgency with our API
  • Pull data from thousands of software tools like like Google Forms, Mailchimp, and Quickbooks through Zapier
  • Import data from Ease, the benefit administration system

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To see NextAgency in action, please join us
at one of our no-obligation webinars.

Not yet a NAHU member.  Join today!

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