NextAgency and NABIP:
A Powerful Combination
Working Together To Save You Time, Money and Clients
NABIP Affiliate Program Partner
We’re proud to be a NABIP Affiliate Program Partner.
This relationship reflects our core principles: focus on benefit brokers; empower choice; be adaptable; and protect your data. Our support of NABIP is no surprise. Two of our original founders were NABIP presidents.
Unlock Membership Savings
NABIP Members save 5% on their NextAgency License Fees.
NABIP members also save 50% on optional NextConcierge fees. And NextAgency requires no long-term contract. Our monthly license fees are truly month-to-month. That’s after our 14-day free trial, of course.
Featuring CRM, marketing and commission tools
- 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.
- Generate compensation disclosure forms and manage required recordings.
Built for life, senior 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
- Import data from Ease, the benefit administration system