NextAgency

6.6easy start · #8 of 27
in Insurance CRM Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you workyes

Runs on Android, iOS, Web. Paid plans from $5.90/mo.

NextAgency is ranked #8 of 27 in insurance CRM software on The Geeks Club. It runs on Android, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $5.90/mo.

NextAgency plans and pricing

All plans

Annual Subscription $70.83/yr $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 nextagency.com · 29 Sept 2026

Monthly Subscription $85/mo $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 nextagency.com · 29 Sept 2026

Compared on insurance CRM software

Free plan: No
Paid from: $85/user/mo
Sales pipelines: Yes
Renewal tracking: Yes
Agent management: Yes
Email automation: Yes
Mobile apps: Yes

Best NextAgency alternatives

See all 20

Bitrix24 CRM 0 of 4 in the starter kit Lesson 17.9 Zoho CRM 0 of 4 in the starter kit Lesson 27.9 Freshsales 0 of 4 in the starter kit Lesson 37.8 Caspian 0 of 4 in the starter kit Lesson 47.4 Creatio CRM 0 of 4 in the starter kit Lesson 56.8 AgencyZoom 0 of 4 in the starter kit Lesson 66.7

The record

Purpose: NextAgency is agency management and CRM software built for agencies selling benefits, senior, and life insurance policies.
Core tools: The platform combines CRM, marketing, business analytics, compliance tools, and optional commission tracking.
Workflow features: Users can customize policy records and pipelines, automate workflows, assign tasks, and run drip marketing campaigns.
Commission tracking: The optional NextCommission add-on tracks commissions, overrides, fees, bonuses, and sub-agent production.
Integrations: Listed connections include Employee Navigator, BerniePortal, Intulse, CarrierConnect, PerfectQuote, Zapier, and Outlook.
Security: NextAgency says data is stored on AWS and protected with 256-bit SSL encryption, TLS, two-factor authentication, and access controls.
Compliance: The system can generate and manage Medicare Scope of Appointment and ACA Consent to Contact forms, including digital signatures.
Support: The company offers free onboarding, training, and ongoing support, plus a help desk with articles and videos.
Audience limit: The displayed core subscription rates apply to agencies with up to 10 users; enterprise rates require contacting sales.
Mobile access: NextAgency says users can access their data in the field using its mobile app.
Not for P&C agencies: The company says NextAgency is not currently an agency management system for property and casualty agencies.
Founded: 2018
Price from: $5.90/mo

Where it ranks on The Geeks Club

Best Insurance CRM Software in 2026#8 of 27

Is NextAgency yours?

Claim it for free: prove the domain, then correct facts, plans and screenshots. An editor reviews every change.

Claim it free Promote NextAgency

Sources

nextagency.com/nextagency-overview/· checked 29 Sept 2026
nextagency.com/nextmarket/· checked 29 Sept 2026
nextagency.com/security/· checked 29 Sept 2026
nextagency.com/agency-management-system/· checked 29 Sept 2026
nextagency.com· checked 29 Sept 2026
nextagency.com/nextagency-pricing/· checked 29 Sept 2026