Ready to Move Up To a Better Agency Management System?
More affordable. Easier to use. Outstanding support. That’s NextAgency.
NextAgency Delivers What Others Promise
Is your current agency management system too rigid? Too expensive? Lacking in support? Failing to innovate? Agencies switching to NextAgency tell us that’s why they made the move. With NextAgency they got the CRM, marketing, business analytics, compliance, and commission tracking tools they need —built specifically for life and health insurance agencies — plus the flexibility, value, highly-rated support, and constant improvements they were promised.
“The team helped us out a lot in transition from old software. NextAgency was easier to use, had more reporting options, was cleaner and had a lot of the flexibility that we needed.”
— Sara F. Agent
The NextAgency Switching Assistance Program
Locked into a long-term contract with your current agency management system? NextAgency doesn’t require them but our competitors do. We can’t get you out of your contract with them, but we can make leaving them easier. NextAgency will reduce our Core Platform and NextCommission monthly subscriptions fees by 50% for the rest of your contract commitment, for up to six months. Just let us know during your free demonstration or when you sign up. Your discounted fees kick in at the end of your 30-day free trial.
A Few Quick Questions
How do I move my data from my current AMS or CRM to NextAgency?
NextAgency has years of experience helping agencies move from other agency management systems. The vast majority of agencies make the move themselves using our straightforward tools along with the training and support we provide. When data is especially complex our optional NextConcierge service is there to do the heavy lifting. Learn more on our Onboarding page.
Who Owns My Data In NextAgency?
You do. Always. NextAgency enters into a mutual NDA with you confirming that you own your client data and that we will never market to your prospects or clients. Your data is safe, too, with our HIPAA-compliant security.
Is NextAgency an alternative to AgencyBloc?
- NextAgency is a better value. Our monthly subscription fee is $85 per seat; AgencyBloc’s is $109 per seat—that’s 28% more.
- We don’t require long-term contracts. Our monthly subscription is truly month-to-month. They require a year’s commitment
- NextAgency is more intuitive and easy to use.
- Our higher-rated customer service.
How can I compare NextAgency other Life & Health competition?
Some ways to compare agency management systems and CRMs for life and health agencies are:
- Check out our interactive Agency Management System Comparison Tool that compares NextAgency to five competitors.
- Check reviews from actual users on G2.com and Capterra.
- You already know what your current system can—and can’t—do. Sign-up for a 30-day free trial or schedule a demonstration to see how NextAgency compares.
The integrations I have with my current CRM are important, can I keep them with NextAgency?
Most likely, yes. We have deep integrations through APIs with benefit administration platforms (Employee Navigator and Ease), an HR administration system (BerniePortal), the Intulse VoIP systems, and the GReminders transcription software. We have add-ons for Outlook and Gmail, and connect to thousands of other platforms through Zapier. We’re adding more integrations all the time. You can see the current list on the NextMarket page.