NextAgency vs PolicyTek

NextAgency

6.6 #8 in Insurance CRM Software

About NextAgency

PolicyTek

6.1 #18 in Insurance CRM Software

About PolicyTek
NextAgencyPolicyTek
Free planNoNo
Free trialYesNo
Paid from$5.90/mo—
Open sourceNoNo
PlatformsAndroid, iOS, Webapi, Web
Free planNo—
Paid from85 /user/mo—
Sales pipelinesYesYes
Renewal trackingYesYes
Agent managementYesYes
Email automationYesYes
Mobile appsYes—
Policyholder portal—Yes

Both are listed in Best Insurance CRM Software. On The Geeks Club, NextAgency scores higher on our published basis.