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NextAgency

nextagency.com

From $70.83/mo Free trial WebiOSAndroid
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Spec score 7.7 #23 of 31 in Insurance CRM Software

What it is

NextAgency is agency management and CRM software for agencies selling benefits, senior, and life insurance policies. It combines customer records, marketing, business analytics, and compliance tools, with optional commission tracking through NextCommission. Teams can tailor policy records and sales pipelines, automate workflows, assign tasks, and run drip marketing campaigns. Compliance features manage Medicare Scope of Appointment and ACA Consent to Contact forms, including digital signatures. Connections include Employee Navigator, BerniePortal, Intulse, CarrierConnect, PerfectQuote, Zapier, and Outlook. The service runs on Android, iOS, and the web, with mobile access for field work. Listed core rates cover agencies with up to 10 users; enterprise rates require contacting sales. The monthly subscription is $85 per user per month, and the annual subscription is billed at $850 per user annually, or $70.83 per user per month. Both start after a 30-day trial; there is no free plan. The company offers onboarding, training, and ongoing support.

Spec sheet

Purpose
NextAgency is agency management and CRM software built for agencies selling benefits, senior, and life insurance policies.Read 29 Sep 2026 · nextagency.com
Integrations
Listed connections include Employee Navigator, BerniePortal, Intulse, CarrierConnect, PerfectQuote, Zapier, and Outlook.Read 29 Sep 2026 · nextagency.com
Security
NextAgency says data is stored on AWS and protected with 256-bit SSL encryption, TLS, two-factor authentication, and access controls.Read 29 Sep 2026 · nextagency.com
Compliance
The system can generate and manage Medicare Scope of Appointment and ACA Consent to Contact forms, including digital signatures.Read 29 Sep 2026 · nextagency.com
Support
The company offers free onboarding, training, and ongoing support, plus a help desk with articles and videos.Read 29 Sep 2026 · nextagency.com
Founded
2018Read 28 Sep 2026 · nextagency.com
Audience limit
The displayed core subscription rates apply to agencies with up to 10 users; enterprise rates require contacting sales.Read 29 Sep 2026 · nextagency.com
Commission tracking
The optional NextCommission add-on tracks commissions, overrides, fees, bonuses, and sub-agent production.Read 29 Sep 2026 · nextagency.com
Core tools
The platform combines CRM, marketing, business analytics, compliance tools, and optional commission tracking.Read 29 Sep 2026 · nextagency.com
Mobile access
NextAgency says users can access their data in the field using its mobile app.Read 29 Sep 2026 · nextagency.com
Not for P&C agencies
The company says NextAgency is not currently an agency management system for property and casualty agencies.Read 29 Sep 2026 · nextagency.com
Workflow features
Users can customize policy records and pipelines, automate workflows, assign tasks, and run drip marketing campaigns.Read 29 Sep 2026 · nextagency.com

Plans and prices

Monthly Subscription $85 a month $85 per user per month, billed monthly Displayed rate for agencies with up to 10 users · paid subscription starts after 30-day free trial · no long-term commitment Read 29 Sep 2026 · nextagency.com
Annual Subscription $850 a year $70.83 per user per month, billed annually at $850 Displayed rate for agencies with up to 10 users · paid subscription starts after 30-day free trial · 17% savings Read 29 Sep 2026 · nextagency.com

Every NextAgency plan and price →

Strong points and limits

Strong points

  • Custom policy records and sales pipelines
  • Digital signatures for specified compliance forms
  • Optional commission tracking add-on
  • Android, iOS, and web access
  • Free onboarding, training, and ongoing support

Limits

  • No free plan
  • 30-day trial before paid subscription
  • Core rates apply only up to 10 users
  • Not for property and casualty agencies

Who it suits

It suits benefits, senior, and life insurance agencies that need CRM, marketing, compliance, and policy workflow tools. Property and casualty agencies are outside its stated scope.

Verdict

NextAgency brings agency CRM, marketing, analytics, and compliance capabilities together, with commission tracking available as an add-on. Agencies should note the user limit on displayed rates and the exclusion of property and casualty work.

Where Specifiction places it

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