NextAgency

Agency management software that respects you.

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Overview

NextAgency is a cloud-based agency management system with powerful CRM, marketing, and commission tracking tools. It is designed for agencies selling benefits, senior, and life policies, and can be customized to fit the way your agency works. NextAgency helps agencies be more efficient and effective, stay organized, and keep track of promises.

✨ Key Features

  • CRM
  • Client and Policy Management
  • Commission Tracking
  • Marketing Automation
  • Business Analytics
  • HIPAA-compliant safeguards

🎯 Key Differentiators

  • User-friendly and customizable interface.
  • Transparent and affordable pricing.
  • Strong focus on customer support.

Unique Value: Provides a simple, affordable, and customizable agency management system for life and health agencies, backed by strong customer support.

🎯 Use Cases (4)

Tracking prospects and clients through a sales and service pipeline. Managing commissions and sub-agents. Automating workflows and client communication. Ensuring HIPAA compliance.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Not designed for P&C agencies.

🏆 Alternatives

AgencyBloc InsuredMine

Offers a more user-friendly and flexible solution with transparent pricing compared to some of the larger, more complex platforms.

💻 Platforms

Web

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support

🔒 Compliance & Security

✓ HIPAA ✓ BAA Available

💰 Pricing

$75.00/mo

✓ 30-day free trial

Visit NextAgency Website →