Save Time, Money, and Clients

NextAgency is an agency management system with CRM, marketing, and commission management tools for life and health agencies like yours. Agencies that want to succeed.

Agency Management

NextAgency helps you be the effective and efficient agency you need to succeed

Organize, Manage and Share Agency Data

When you need information you need it now, whether the topic is prospects, clients, carriers, policies or even sub-agents. With NextAgency, that information is where you need, when you need.

Documents Always at Hand

NextAgency’s easy-to-use directly makes it easy to quickly drill down to the files and forms you need. Generate links to share files with others.

Reports With Insight
There is value in your information. NextAgency’s dozens of built-in reports help you analyze, understand and act on what is important.

Customer Relationship Management (CRM)

Because sales and service drive your agency

Insurance Agency CRM Tools

Know your prospects and clients. Build relationships. How? Through NextAgency’s communication tools. By keeping your commitments. With pipelines you can personalize for the way your agency works.

Keep in Touch. Easily and Automatically.

NextAgency’s automated workflows enable you to generate a flow of emails based around birthdays, renewals dates and more. Send newsletters to targeted lists with our email campaign tool. Make emails and texts part of your prospects’ and clients’ records with NextMail and NextText.

Manage Client Benefits

With NextAgency’s powerful customization tools you can capture, track, and report on all the benefits you sell. Medicare plans? No problem. Group benefits? Covered. Individual plans? Of course. Use our templates, create and add your own.

Keep Your Commitments

Notes and tasks make sure your entire team is on the same page — even if you’re a team of one. Workflows automate tasks. Checklists implement your agency’s procedures. Our timeline provides a personalized agenda for everyone in your agency. Because keeping your promises matter.

Marketing and Communications

Grow Your Business

Automated Email Routing to Case Records

NextMail syncs with your email accounts, automatically routing emails send to or received from your prospects and clients to their record. Other emails can be assigned to them in seconds.

Email Campaigns Made Simple

Need to blast out an email or important message? NextAgency can get that done. Select your audience, create your message, and set a date. Our email campaign tool helps you comply with anti-spam regulations, too.

Help Leads Find You

Our free lead widget can be easily embedded in your web site. Visitors complete the form and the come directly into NextAgency. Quickly respond and assign the lead to close the deal.

Text Within NextAgency

Texts get read faster than emails and responded to more often. NextText enables your agency to text directly to your prospects and clients. Best of all, you can use all 10 fingers to type your texts. Now that’s helpful!

Commission Tracking

The Fast and Easy Way to Make Sure You Get What You’ve Earned

Track and Audit Your Compensation

Trust, but verify. Mistakes happen. Sometimes you do not receive the compensation you should. NextAgency’s optional commission tools help you manage your commissions and make sure it’s right. And we make it simpler to import and enter your data, too.

Analyze Your Commissions

Commission statements hold a lot of useful information. NextAgency’s commission tools and reports enable you to analyze your compensation. Idnetify trends. See what you’re earning by carrier, product, sub-agent and more. Because knowing about your revenue helps you grow it.

Prevent Lapses

Reinstating clients who forgot to pay their premium is a less than ideal use of your and your team’s time. That’s why we help you identify those clients falling behind on their premiums before they lapse.

Manage Your Downstream Agents

NextAgency makes it easy to share your commissions with both colleagues and external sub-agents. Split commissions by percentage, PEPM or with a flat amount. Set up schedules to make entering the splits easier. Plus, sub-agents each have their own records. Add files, make notes, track tasks and more.

NextAgency plus, well, what do you have in mind?

Expand the platform

NextAgency’s is in the Zapier community. Share nformation between NextAgency and any of 2,000+ other software applications.

Custom integration? No problem.

Add custom integrations and automate agency workflows with NextAgency’s APIs. Ideal for agency’s with proprietary software.

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Don’t just take our word for it

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“All your client information organized in one place and up to date.”

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AMS Insurance Software

“Dependable CRM provided by real people you can work with.”

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Agency Portal Software

“Built and run like a next-gen SaaS (Software as a Service) platform, because it is.”

Testimonials

Real reviews from real brokers like you

– JW

Nothing can beat this value for an agency management system. What do I like best? Ease of use and no worries about getting their help. Don’t wait. My old software was really cumbersome. NextAgency is the one. 4.5 stars.

– Tom G.

Great System. NextAgency is very user friendly and ultimately does what we need. Great people to work with and very service oriented. 5 stars.

– Alan C.

Great agency management system. What do I like best? Clean and crisp system. Good layout. Great file cabinet. This is great. 5 Stars.

– John W.

NextAgency  is great!! I am sure we made the right choice to move to this Agency Management System. I finally have one place that is very user friendly to keep all of my clients’ information. I am a one stop shopt for all lines. This system, even though it is mainly for L&H agencies, have been able to adapt to me so that I can also service my P&C clients!  5 stars.

– Verified reviewer

Amazing Experience with NextAgency. Everything has been a wonderful experience! From the support from the team (very responsive) to the user interface, it is very easy to find things. We needed very minimal training and were able to figure things out on our own. Not to mention, the price is affordable!  5 Stars.

– Cori H.

Small Business Perfection. The ability to have everything in one place for our agency. We are able to communicate within the business about clients and have all notes and information in one place. They have been great to work with and have been very detailed on walking us through the program. 5 Stars.

– Steven G

Built and run like a next-gen SaaS (Software as a Service) platform, because it is. A refreshing departure from the enterprise-grade overkill of most agency management systems on the market, this is ideal for the benefits-centric agency that wants to track and manage their clients and sales pipeline within a well-designed, nimble system. Frequent updates to features and functionality. The company is excellent at taking client feedback and implementing it. 5 Stars.

– Bill W.

Dependable CRM provided by real people you can work with. After over a year of research looking for an insurance agency CRM system I happened to find NextAgency. Several things made me choose NextAgency. Easy to learn. Personal accessibility. Great commission management. And constant candor. Every other system I contacted had some overly exuberant salesperson promising the moon. NextAgency underplayed the amazing capability of their system. There is no hype, there are just people providing a high-quality service, at an excellent price.  5 stars.

– Fran F.

The ability to manage all cases and employers in one place and monitor tasks is very helpful. It is also nice to be able to view task as a “team”, meaning one person may be primary on a task but other members of the team can also monitor the progress and jump in as needed. The flexibility within NextAgency is very nice. This is not “canned” software that leaves you with no options. You are able to select which fields to display and add in unlimited custom fields. The support staff are very responsive and incredible to work with. 4 stars.

– Eric F

NextAgency is very intuitive. We were able to build out CRM tool by ourselves and did not require outside consultants to build it, saving much time and money. You also get a very nice discount for being a NAHU member which is great. NextAgency is simple setup and use. It's a very clean system. With NextAgency we have better communication and organization within our agency.  5 Stars.

– Erin S

Easy simple setup and use. What do I like best? Very visual — easy for all with high to low computer skills. Great customer support. We have gone through several CRMs and this has been the easiest and most helpful so far. Workflows keep everyone in our agency on track. The system is very customizable to do what we need and want. 4.5 Stars.

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