NextAgency

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Output—per 1M tokens

Context—tokens

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About

NextAgency is ranked #14 of 27 in insurance CRM software on Inferse. It runs on Android, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $5.90/mo.

Compared on insurance CRM software

Free plan: Nonextagency.com
Paid from: $85/user/monextagency.com
Sales pipelines: Yesnextagency.com
Renewal tracking: Yesnextagency.com
Agent management: Yesnextagency.com
Email automation: Yesnextagency.com
Mobile apps: Yesnextagency.com

Facts

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