NextAgency Pricing: No Surprises
Yes, even our pricing is user-friendly.
NextAgency respects you. Which is why we offer insurance agency management system pricing that is transparent, affordable, and fair. It’s pricing that delivers great value, yet requires no long-term commitment.
Delivering Value
At $85 per seat per month for the core platform, NextAgency costs significantly less than other agency management platforms charging $109 or more. And we don’t require long-term contracts.
After your 30-Day Free Trial
$85
Per User Per Month. Billed Monthly
Subscription months start after your 30-day free trial. At the end of any subscription month you may convert to an annual subscription or cancel your account. All fees are pre-paid and non-refundable.
$70.83
Per User Per Month. Billed Annually at $850.
Subscription years start after your 30-day free trial. At the end of any subscription year you may convert to a monthly subscription or cancel your account. All fees are pre-paid and non-refundable.
Licensing fees for the NextAgency core platform and the NextCommission add-on are guaranteed for a minimum of 12 months.
Displayed rates are for agencies with up to 10 users. Please contact Sales@NextAgency.com for Enterprise rates.
Paid subscriptions begin automatically after the 30-day free trial period unless you cancel before the trial ends.
“NextAgency is the best value I could find for my agency. It was an easy jump from the management system I had before and for a lot less money.“
— Janice K., President
The NextAgency Core Platform
NextAgency integrates the essential tools agencies selling medical, senior, and life policies need to grow.
Pipeline view to visualize sales and service progress
Policy management
Contact management
Sub-Agent Management
File management
Automated and customizable workflows
Checklists (auto-created lists of tasks)
Personalized Timelines (user-specific to-do lists)
Insightful Reports and Dashboard
Call logging and recording (with Intulse)
NextAgency Doesn’t Play Pricing Games
Choice: Monthly or Annual subscriptions
Transparent: No hidden fees, just a pricing list
No Risk: 30-day Free Trial
No Lock-in:
Core Platform: CRM, marketing and business analytics
NextCommission Add-on: Powerful compensation and sub-agent management tools
Communication Add-ons:
Locked Into A Competitor’s Contract? NextAgency Can Help.
Still have payments on the platform you want to leave? Our Switching Assistance Program can help.
NextAgency will reduce our Core Platform and NextCommission monthly subscriptions fees by 50% for the rest of your contract with a competitor for up to six months. And our monthly subscription is truly month-to-month.
For details, please contact Sales@NextAgency.com.
Sign-up for Only the Integrated Add-ons You Need
NextCommission Add-on
Get what you’ve earned with NextCommission.
per agency
Annual: $1,200 per agency
NextCommission is available as a stand-alone tool.
Get details at .
We’ll enter the statements. You grow your business.
Securely send us your commission statements and we’ll input them. It’s like adding a commission specialist to your team. Fast, accurate, and one less thing on your plate.
$100 per agency base fee plus
$5.00 per commission statement plus
$0.08
NextMail
Connect every conversation.
Emails flow to the right case or sub-agent record automatically using IMAP, the same technology that syncs your email client with your phone.
Also available: Outlook and Gmail free add-ons enabling you to quickly assign emails to case and sub-agent records.
Monthly: $5.00 for each additional email license
Annual: $50
NextText
Professional texting that protects your privacy.
Text clients directly from NextAgency using your agency’s dedicated number—not your personal phone. Choose your own area code, and incoming texts automatically flow to the right client records. Uses SMS texting.
Access Fee: $5.00 per phone number per month*
Per Text: $0.03 Paid per month based on texts sent.
* Includes telephone number in the area code you choose.
Reach more people. Close more business.
Per Email: $0.02
Paid per month based on emails sent each month.
Share what matters, protect what doesn’t.
Zapier Integration
Connect to thousands of apps.
Transfer data between NextAgency and thousands of applications through Zapier.
Monthly: $12.50 per agency
Annual: $125 per agency
(Unlimited users and data transfers. Separate Zapier and third-party subscriptions required).
Build your perfect tech stack.
One-Time Connection Fee: $50
First 10,000 requests per month: Free
10,000-100,000 requests per month: $25
Each additional 100,000 calls per month: $25
Paid per month based on monthly requests made
“Easy to use. Customer service is great. I always get a response quickly. I love that there are no contracts and the price is more than reasonable. I use NextAgency daily.”
— Kimberly A., Owner
Migrating your data is easier than you think.
Most agencies moving to NextAgency handle onboarding themselves using our intuitive tools, helpful training, and free support. For agencies with complex data, there’s NextConcierge—our optional done-for-you data migration service. You securely provide your data; we upload it into NextAgency. Pricing is based on your data’s complexity (NABIP members save 33%). NextConcierge is optional and proceeds only with your approval, so you’re never locked into help you don’t need.