What is NextAgency?
NextAgency is a comprehensive agency management system built specifically for insurance agencies selling benefits, senior, and life policies. The platform integrates essential tools including customer relationship management (CRM), marketing automation, business analytics, and optional commission tracking through NextCommission. Designed with flexibility in mind, NextAgency allows agencies to customize pipelines, policy templates, views, and reports to match their specific workflows.
The system includes built-in security and compliance features such as HIPAA-compliant safeguards, access controls, and automated tools for required disclosures. NextAgency offers seamless integration with popular software through NextMarket, including Outlook, Gmail, benefit administration platforms, and thousands of other solutions via Zapier. With transparent pricing starting at $85 per seat per month and a 30-day free trial, NextAgency provides an affordable alternative to more expensive agency management systems without requiring long-term contracts.
Features
- Client and Policy Management: Track clients and policies with intuitive CRM tools and records that save time
- Marketing Automation: Automated workflows and drip marketing tools to nurture leads and engage clients
- Compensation Intelligence: Optional NextCommission add-on helps track commissions and manage sub-agents
- Business Analytics: Insightful reports and dashboard for data-driven decision making
- Security and Compliance: Built-in HIPAA-compliant safeguards, access controls, and automated compliance tools
- Integration Capabilities: Connect with Outlook, Gmail, benefit administration platforms, and thousands of apps via Zapier
Use Cases
- Managing client relationships and policy information for insurance agencies
- Automating marketing campaigns and lead nurturing processes
- Tracking commissions and compensation for insurance agents and sub-agents
- Generating business reports and analytics for agency performance evaluation
- Ensuring compliance with insurance industry regulations and requirements
- Migrating from other agency management systems to a more affordable solution
FAQs
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Does NextAgency connect to other software I use?
Yes, NextAgency connects to various software through NextMarket integrations including Outlook, Gmail, Employee Navigator, Ease, BerniePortal, Intulse, and thousands of other solutions through Zapier. -
Is NextAgency a CRM for Life and Health Insurance agencies?
Yes, NextAgency includes customer relationship management software specifically designed for agencies selling health, senior, and life policies, along with marketing tools, business analytics, and optional commission tracking. -
Can I get commission tracking on its own?
Yes, commission tracking is available as a standalone tool called NextCommission Solo or as an add-on to NextAgency. -
I'm new to agency management software—will NextAgency work for me?
Yes, NextAgency is built specifically for agencies selling benefits, senior, and life policies with much of the setup already done, plus it provides outstanding support and training resources. -
I'm thinking of dropping my current CRM. Is NextAgency a good alternative?
Yes, agencies switch to NextAgency from other systems because it's more affordable, doesn't require long-term commitments, is easier to customize, and provides excellent support.
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NextAgency Uptime Monitor
Average Uptime
100%
Average Response Time
185.37 ms
