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.

Learn More

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

Learn More

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

Not yet a NABIP member?  Join today!

Ready to Learn More?