Work Smarter. Sell More. Stress Less

Save time, money, and clients with NextAgency

Your Insurance Agency Management Command Center

NextAgency is the agency management software you’d design: user-friendly with integrated CRM, marketing, business analytics, compliance, and optional commission tracking tools. All in a single integrated system. Built specifically for agencies selling benefits, senior and life policies, NextAgency is powerful as-is and easy to customize for how you work.

Organize, Manage, and Share Your Insurance Agency’s Data

No more digging through papers scattered across your desk for that one scribbled note you need. Or outthinking your old, clunky software to find that online document.

With NextAgency, everything lives in one place—policies, contacts, documents, communications, and tasks. Information flows across modules and integrations, eliminating double entry. Which means you get the answers you need, fast, whether you’re in the office or in the field with the NextAgency mobile app.

CRM for Life and Health Insurance Agencies Because It’s a Relationship Business

NextAgency’s CRM tools keep your client information in one place—easy to find, easy to act on. You’ll always know what you did, why you did it, and what you need to do next. Unlike rigid CRMs, ours adapts to how you work. Customize policy records. Automate workflows, set tasks and launch drip marketing campaigns. This isn’t just a tool to manage contacts—it’s tools for getting things done.

Visualize Your Business Flow with the Pipeline View

Lists are good, but sometimes you need to see how your sales or service issues move through your pipelines, one step at a time. Your agency management system should help you see your business the way you want to look at it.

NextAgency’s pipeline view turns case lists into drag-and-drop tiles that flow through your defined stages on topics you care about: sales; renewals; or service. It’s an intuitive way to stay organized, keep your team on track, and better understand your business.

“I couldn’t be happier with NextAgency. I vetted three other competitors and NextAgency was at the top. It is simple yet robust. The team at NextAgency is incredibly professional, knowledgeable, and dedicated to providing top-notch service.”

Ruth A. Executive Assistant to the Owner

Communication and Marketing: Outreach That Works While You Work

Emails and Texts and Calls, Oh My! Communication is all about building relationships. Too often, however, it feels like a distraction. Not with NextAgency agency management software.

You focus on sales and service—we’ll handle the birthday greetings, renewal reminders, and drip marketing campaigns.

And when you do connect, keep a record of what you’ve discussed and need to do next with notes and tasks. Keep track of your calls with our call logs. Track emails and texts. It’s easier than you think.

Commission Tracking: Manage Your Compensation and Sub-Agents

Track commissions, overrides, fees, and bonuses. Know what you should have received; and what you actually got. Analyze the sources of your insurance agency’s revenue by carrier, client, general agency, and product.

Work with sub-agents? No problem. Track their production, generate their commission statements, track their appointments, and stay in touch.

Whether switching systems or starting fresh, adding the optional NextCommission add-on will make sure you save time and get what you’ve earned.

“The features to manage our agency are all here! We are transitioning from paper, file storage and another system – so excited to have all the information in one place. This is our daily go to for client service and support, client management and planning. It’s easy and powerful!”

Verified User, G2.com

NextAgency Plus, Well, What Do You Have in Mind?

NextAgency connects directly to tools like the Ease and Employee Navigator benefits platforms, and to BerniePortal’s HR software. Easily import commission data from CarrierConnect or export census information to PerfectQuote. Or elevate your calling, texting, video conferencing, and team chat through NextComm via Intulse.

NextAgency is part of the Zapier community, which connects you to thousands of other platforms. There’s a good chance the software you want to connect to NextAgency is already connected. Have proprietary platforms? The odds are good our API can work with that, too.

Easier Compliance. Less Stress.

NextAgency helps your meet you obligations to disclose group commissions, obtain Medicare scope of appointment and permission to contact, and ACA consent to contact forms.

Quickly populate the forms from case records. Automatically send them through Workflows, obtain e-signatures, store them for easy retrieval and track calls. With NextComm via Intulse you can easily record those calls as required by federal regulation as well.

Enable Sub-Agents to Access Their Information, But Just the Information You Permit

NextAgency enables you to empower outside producers you work with to view (but not change) their case and commission information. This greatly reduces their follow-up calls and emails to you and your team while providing them with access to the information they want when they want it. Just add them as External Users for $30 per seat per month or less based on how many External Users you sign up. Then select the information you want to share with them, including client summaries, notes, tasks, files, commission statements. You decide.