Tech riderRev. 4 Oct 2026

NexLife CRM

Ch 216.1of 27 Insurance CRM Software

1Runs onWeb
2Costspaid from $300/mo
3Sales pipelinesYes
4Agent managementYes
5Email automationYes

5 lines stated Written from the maker's own pages: nexlifecrm.org

Overview

NexLife CRM is ranked #21 of 27 in insurance CRM software on Specifiction. It runs on Web. There is no free plan. Paid plans start at $300/mo.

NexLife CRM plans and pricing

All plans

Monthly $300/mo Per agent, billed monthly; cancel anytime Full CRM · secure client intake · major carriers included · calendar, appointments and text automation · priority support nexlifecrm.org · 4 Oct 2026

Annual Not published Per agent, billed yearly · two months free Full CRM · unlimited secure SMS intake links · major carriers included · team center · calendar, appointments and text automation · insurance toolkit · priority support nexlifecrm.org · 4 Oct 2026

Agency plan Not published Custom pricing; book a meeting Multiple agents and team hierarchy · agency branding and custom workflows · volume/per-agent pricing · white-glove onboarding nexlifecrm.org · 4 Oct 2026

Compared on insurance CRM software

Free plan: Nonexlifecrm.org
Sales pipelines: Yesnexlifecrm.org
Agent management: Yesnexlifecrm.org
Email automation: Yesnexlifecrm.org

Facts

Purpose: NexLife describes itself as a CRM and client-intake toolkit for licensed life insurance agents.nexlifecrm.org · 4 Oct 2026
CRM tools: The CRM includes contacts, deals, pipeline, tasks, notes, and reminders for managing a book of business.nexlifecrm.org · 4 Oct 2026
Secure intake: The client-intake toolkit captures protected health information through an encrypted intake flow with scoped access.nexlifecrm.org · 4 Oct 2026
SMS intake: Agents can send clients secure, expiring intake links by SMS for completion on a phone.nexlifecrm.org · 4 Oct 2026
Pipeline tracking: The dashboard tracks deal states including sent, opened, submitted, and delivered, and updates when the carrier acknowledges a packet.nexlifecrm.org · 4 Oct 2026
Sensitive data handling: The security page says sensitive intake data is encrypted and held in a short-lived vault that is purged after carrier delivery or scheduled expiry.nexlifecrm.org · 4 Oct 2026
Encryption: The security page states that traffic uses TLS 1.2 or higher and that database and object storage data are encrypted at rest using AES-256.nexlifecrm.org · 4 Oct 2026
Integrations: The security page names Stripe webhook verification and agent-authorized outbound webhooks such as GoHighLevel; the SMS consent page also names GoHighLevel and Twilio as SMS gateway providers.nexlifecrm.org · 4 Oct 2026
Carrier coverage: The features page says every major life insurance carrier is included without per-carrier fees or add-ons.nexlifecrm.org · 4 Oct 2026
Compliance limits: NexLife says it does not claim HIPAA, SOC 2, ISO 27001, or PCI-DSS certification, among other listed frameworks.nexlifecrm.org · 4 Oct 2026
Known security gaps: The security page lists multi-factor authentication as planned, a full audit log as in progress, and formal third-party penetration testing as a gap.nexlifecrm.org · 4 Oct 2026
Support: The pricing section lists priority support, and the site provides [email protected] as its support email.nexlifecrm.org · 4 Oct 2026
Who it is for: NexLife says its platform provides software tools to licensed life insurance producers and is not an insurance company or insurance agency.nexlifecrm.org · 4 Oct 2026