Work Smarter. Sell More. Stress Less

Save Time, Money, and Clients with NextAgency

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

Insurance Agency Management

Your Health, Senior, or Life Agency's Central Command

Organize, Manage, and Share Agency 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.

Customer Relationship Management

Know What You Did. Do What’s Next.

Keep in Touch. Easily and Automatically

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.

The Pipeline View

Easily Track Sales and Service Progress

Visualize Your Business Flow

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.

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.

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

Make Sense of Your Dollars

Manage Compensation and Sub-Agents

Track what you’ve earned. Know what you’ve received. Keep an eye on commissions, fees, bonuses and overrides with ease. Work with sub-agents? NextAgency makes it easy to manage them as well.

Whether you’re switching systems or starting fresh, setup is straightforward and the payoff is immediate.

Integrations

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

Work With What You Already Use

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. And if it’s not, we’re happy to explore how to make it happen.

Compliance

Easier Compliance. Less Stress.

Create, complete, and store the forms you need to show you’re in compliance.

The Forms You Need:

Commission Disclosures (Group)
Medicare: Scope of Appointments (Medicare)
Permission to Contact (Medicare)
Consent to Contact (Individual ACA)
Create or post state mandated forms

The Tools You Need:

Quickly populate forms from case records
Automatically send forms through Workflows
Store documents for easy retrieval
Stay ahead of deadlines
Track calls (and record them with Intulse)

Share Information With Sub-Agents

NextAgency enables you empower outside producers you work with to view (but not change) their case and commission information. This greatly reducing 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.

Insurance Agencies Like Yours Trust NextAgency

“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 Owner

“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 G2 User