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NexLife CRM
What NexLife CRM is
NexLife CRM is a web CRM and client-intake toolkit for licensed life insurance agents. Its workspace includes contacts, deals, pipeline stages, tasks, notes, and reminders for managing a book of business. Agents can send secure, expiring intake links by SMS; clients complete them on a phone through an encrypted flow that handles protected health information with scoped access. A dashboard tracks packets as sent, opened, submitted, and delivered, then updates when a carrier acknowledges delivery. NexLife says every major life insurance carrier is included without per-carrier fees or add-ons. Intake data is held in a short-lived vault and purged after carrier delivery or scheduled expiry. Traffic uses TLS 1.2 or higher, while database and object storage use AES-256 encryption at rest. Named connections include Stripe webhook verification, agent-authorized webhooks such as GoHighLevel, and SMS providers GoHighLevel and Twilio. The Monthly plan costs $300 a month per agent, billed monthly, and includes priority support.
Who it suits
It is intended for licensed life insurance producers who need CRM pipelines and secure client intake. NexLife states that it is not an insurance company or insurance agency.
What it does well
- Secure, expiring SMS intake links
- Protected health information intake flow
- Packet status tracking through carrier delivery
- Major carriers included without add-on fees
- AES-256 encryption at rest
What to know first
- No free plan
- Monthly plan costs $300 per agent
- Multi-factor authentication is planned
- Formal penetration testing is listed as a gap
Limits
The Monthly plan is billed per agent at $300 a month. Annual and Agency plans use separate pricing, while the listed plan features determine access such as team tools, unlimited SMS intake links, and custom workflows.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Annual | billed yearly per agent; page says two months free and $600 off · Full CRM · secure intake · unlimited SMS intake links · team center · carrier matching · calendar and text automation · priority support | Free |
| Monthly | billed monthly per agent; cancel anytime · Full CRM · secure client-intake toolkit · all major carriers · calendar and text automation · priority support | $300 a month |
| Agency plan | custom volume or per-agent pricing · Multiple agents · hierarchy · agency branding · custom workflows · white-glove onboarding | On request |
As nexlifecrm.org lists them, read 21 Oct 2026. The maker's own page has the final word.
Getting started
- Open the NexLife CRM website
- Choose the Monthly, Annual, or Agency plan
- Sign up for the web platform
- Connect supported SMS gateways or webhooks
- Send secure intake links to clients by SMS
- Track packets through the pipeline dashboard
Verdict
NexLife CRM combines insurance-focused relationship management with temporary encrypted intake handling and packet tracking. Consider its stated security limitations and per-agent pricing when evaluating it.
Questions
How much does NexLife CRM cost?
The Monthly plan costs $300 a month per agent, billed monthly. Annual and Agency plans use pricing that is handled separately.
Is there a free plan?
No. NexLife CRM is a paid service.
Who is NexLife CRM for?
It provides software tools to licensed life insurance producers and is not an insurance company or insurance agency.
Which platforms does it support?
NexLife CRM is available on the web.
Which carriers are included?
NexLife says every major life insurance carrier is included without per-carrier fees or add-ons.
What integrations are named?
The security information names Stripe webhook verification and agent-authorized outbound webhooks such as GoHighLevel. GoHighLevel and Twilio are also named as SMS gateway providers.
Facts from NexLife CRM's own pages
- Accessibility limitations
- The company reports incomplete accessibility for some proposal previews, generated PDFs and edge cases in the client intake wizard. · nexlifecrm.org, 21 Oct 2026
- Accessibility target
- NexLife targets WCAG 2.1 Level AA but says it has not completed a formal third-party audit. · nexlifecrm.org, 21 Oct 2026
- Agency customization
- The agency tier offers branding, custom workflows, multiple agents and onboarding assistance. · nexlifecrm.org, 21 Oct 2026
- API connectivity
- The security page confirms that NexLife serves API endpoints over HTTPS and supports webhook connections. · nexlifecrm.org, 21 Oct 2026
- Appointments and texting
- The plans include calendars, appointments and text automation. · nexlifecrm.org, 21 Oct 2026
- Backup limitation
- Backups are provider-managed point-in-time recovery, and NexLife says it does not currently maintain independent out-of-region backups. · nexlifecrm.org, 21 Oct 2026
- Carrier coverage
- The product advertises inclusion of every major life-insurance carrier without per-carrier add-ons. · nexlifecrm.org, 21 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
- Consent records
- TCPA consent records include timestamp, IP address, user agent and the exact consent text, retained for at least four years or longer if required by law. · nexlifecrm.org, 21 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
- 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
- Encryption at rest
- Managed Postgres and object storage use AES-256 encryption, while sensitive intake fields use AES-256-GCM field encryption. · nexlifecrm.org, 21 Oct 2026
- Full CRM
- The CRM includes contacts, deals, pipelines, tasks, notes and reminders. · nexlifecrm.org, 21 Oct 2026
- Headquarters
- Michigan, USA · nexlifecrm.org, 28 Sept 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
- 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
- Legal status
- NexLife describes itself as a technology platform rather than an insurer, producer, broker, agency, underwriter or fiduciary. · nexlifecrm.org, 21 Oct 2026
- LinkedIn address
- That LinkedIn profile gives 260 Newport Center Drive, Newport Beach, California 92660 as its primary location. · linkedin.com, 21 Oct 2026
- LinkedIn company size
- That LinkedIn profile lists the Newport Beach Nexlife company at 11–50 employees. · linkedin.com, 21 Oct 2026
- LinkedIn founded year
- That LinkedIn profile states the Newport Beach Nexlife company was founded in 2025. · linkedin.com, 21 Oct 2026
- LinkedIn industry
- That LinkedIn profile categorizes the Newport Beach Nexlife company under Wellness and Fitness Services. · linkedin.com, 21 Oct 2026
- LinkedIn legal type
- That LinkedIn profile labels the Newport Beach Nexlife company as privately held. · linkedin.com, 21 Oct 2026
- LinkedIn profile identity
- A LinkedIn profile named Nexlife describes a privately held wellness and fitness company headquartered in Newport Beach, California, rather than a Michigan CRM company. · linkedin.com, 21 Oct 2026
- Maker location
- The website identifies Nex Life CRM as being in Michigan, USA and lists a toll-free phone number and email contact. · nexlifecrm.org, 21 Oct 2026
Where NexLife CRM stands on Freedom251
- Insurance CRM Software#25 of 31