The NextAgency Resource Center
Offering information life and health insurance agencies need to grow in a changing world
The NextAgency Resource Center Directory
LIFE AND HEALTH INSURANCE AGENCY RESOURCE CENTER
Practical information and guides on running and growing agencies selling health, senior, and life policies.
Growing Your Agency
Resources for insurance agency owners looking to build and retain their book of business.
Marketing and Communication
Real world guidance on reaching prospects and staying connected with clients.
Technology and Insurance Agencies
Addressing questions and concerns life and health insurance agency owners have about technology and their business.
Insurance Agency Buyer’s Guides
Helping life and health insurance agency owners evaluate and select software and hardware for their agencies.
SPECIAL AI REALITY CHECK SERIES
An in-depth examination of what AI can — and can’t — do for your life and health insurance agency, written by two AI and a human.
Note: some articles were written, co-written, or edited edited by artificial intelligence. AI makes mistakes. Double check any recommendations or suggestions. Humans also wrote, co-wrote, or edited these articles. They make mistakes, too, but for some reason it’s more frustrating when AI makes one.
MORE EDUCATIONAL ARTICLES
Additional general articles and tools of interest when shopping for an insurance agency management system or CRM.
Questions and Answers Concerning CRM and Agency Management Software for Life and Health Insurance Agencies
What Is Agency Management Software?
What are Agency Management Systems? Are they the same as CRMs? Do I need both types of software?
Compare Agency Management Systems
Compare the five most frequently shopped for Life & Health Insurance agency management platforms.
NEXTAGENCY RESOURCES
Information for when you’re ready to learn more about the NextAgency insurance agency management software.
Answers to questions about the NextAgency agency management system for life and health agencies.
NextAgency versus P&C AMS Platforms
What is the difference between NextAgency and similar software built for P&C agencies?
NextAgency versus Generic CRMs
Why generic customer relationship management software isn’t adequate for Life & Health insurance agencies.