Freedom251 › Insurance CRM Software
NextAgency
What NextAgency is
NextAgency is agency management and CRM software for agencies selling benefits, senior, and life insurance policies. It brings together customer records, marketing, business analytics, and compliance tools, with optional commission tracking. Agencies can customize policy records and sales pipelines, automate workflows, assign tasks, and run drip campaigns. Compliance features manage Medicare Scope of Appointment and ACA Consent to Contact forms, including digital signatures. The optional NextCommission add-on tracks commissions, overrides, fees, bonuses, and sub-agent production. Connections listed include Employee Navigator, BerniePortal, Intulse, CarrierConnect, PerfectQuote, Zapier, and Outlook. The service is available on Android, iOS, and the web, including mobile access for field use. NextAgency says it uses AWS storage with encryption, two-factor authentication, and access controls. Free onboarding, training, and ongoing support are offered. The 30-day trial precedes a paid subscription. Displayed core rates are for agencies with up to 10 users; enterprise rates require contacting sales.
Who it suits
It suits benefits, senior, and life insurance agencies that need policy records, sales workflows, compliance forms, and optional commission tracking. It is not currently an agency management system for property and casualty agencies.
What it does well
- Custom policy records and sales pipelines
- Compliance forms support digital signatures
- Optional commission tracking add-on
- Android, iOS, and web access
- Free onboarding, training, and ongoing support
What to know first
- No free plan
- Starts at $85 per user per month
- Displayed rates apply to agencies with up to 10 users
- Not for property and casualty agencies
Limits
There is no free plan, and the paid subscription starts after the 30-day trial. Displayed core subscription rates apply to agencies with up to 10 users; enterprise rates require contacting sales.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Monthly Subscription | $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 | $85 a month |
| Annual Subscription | $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 | $850 a year |
As nextagency.com lists them, read 29 Sept 2026. The maker's own page has the final word.
Getting started
- Visit the NextAgency website.
- Start the 30-day free trial.
- Choose Android, iOS, or web access.
- Contact sales for enterprise rates if your agency has more than 10 users.
- Use the free onboarding and training offered by the company.
Verdict
NextAgency combines agency CRM, marketing, analytics, and compliance capabilities, with commission tracking available as an add-on. Consider the user limit on displayed core rates and the stated exclusion of property and casualty agencies before choosing it.
Questions
How much does NextAgency cost?
The Annual Subscription is listed at $70.83 a year, with details stating $70.83 per user per month, billed annually at $850. The Monthly Subscription is $85 a month, billed monthly.
Is there a free plan or trial?
There is no free plan. NextAgency offers a 30-day free trial, after which the paid subscription starts.
Which platforms can I use?
NextAgency is available on Android, iOS, and the web. The company says its mobile app lets users access data in the field.
Who is NextAgency for?
It is built for agencies selling benefits, senior, and life insurance policies. The company says it is not currently an agency management system for property and casualty agencies.
What integrations are listed?
Connections include Employee Navigator, BerniePortal, Intulse, CarrierConnect, PerfectQuote, Zapier, and Outlook.
What does NextCommission track?
The optional add-on tracks commissions, overrides, fees, bonuses, and sub-agent production.
Facts from NextAgency's own pages
- 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
- Commission tracking
- The optional NextCommission add-on tracks commissions, overrides, fees, bonuses, and sub-agent production. · 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
- Core tools
- The platform combines CRM, marketing, business analytics, compliance tools, and optional commission tracking. · nextagency.com, 29 Sept 2026
- Founded
- 2018 · nextagency.com, 28 Sept 2026
- Integrations
- Listed connections include Employee Navigator, BerniePortal, Intulse, CarrierConnect, PerfectQuote, Zapier, and Outlook. · 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
- Purpose
- NextAgency is agency management and CRM software built for agencies selling benefits, senior, and life insurance policies. · 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
- Support
- The company offers free onboarding, training, and ongoing support, plus a help desk with articles and videos. · 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
Where NextAgency stands on Freedom251
- Insurance CRM Software#19 of 31