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NextAgency Logo

Agency management software for life & health agencies.

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NextAgency - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: February 2026

NextAgency overview

What is NextAgency?

NextAgency saves you time, money and clients by delivering a modern Insurance Agency Management System with powerful CRM, marketing, and commission tracking tools.

Supports benefits, life, senior and other products for groups and individuals. While designed for life and health agencies, NextAgency is simple to personalize for your agency.

NextAgency brings all your client data in one place, including files, emails, notes, policy information and contacts.

NextAgency helps agencies be more efficient and effective, stay organized, keep track of promises and get the compensation they have earned. The software is ideal for agencies looking to grow without losing the personal touch that makes them successful.

Key benefits of using NextAgency

  • Commission tracking tools ensure clients receive the compensation they have earned.

  • Save time with tools to help upload your commission statements.

  • Manage commission splits and generating commission statements for sub-agents on shared cases.

  • NextAgency supports individual and group health products, as well as life and senior products, and more.

  • Better understand your agency with insightful reports. Find client information and files in seconds. Keep track of tasks and notes..
  • Starting price

    85per user /
    per month
    view pricing plans
    try for free

    NextAgency’s user interface

    Ease of use rating:

    NextAgency pros, cons and reviews insights

    To determine these pros and cons insights, we analyzed responses from 

    Overall rating

    Reviews sentiment

     
     
    3-4(4)
    5(36)

    What do users say about NextAgency?

    Overall our company experience with NextAgency has been a good one. As mentioned before the customer service is fantastic and made the integration process in the beginning and moving forward a much easier thing.

    Select to learn more


    Who uses NextAgency?

    Based on 40 verified user reviews.

    Company size

    Small Businesses

    Enterprises

    Midsize Businesses

    Top industries

    Insurance
    Hospital & Health Care

    Use cases

    Insurance
    Insurance CRM
    Commission
    Online CRM
    Sales Tracking

    NextAgency's key features

    Most critical features, based on insights from NextAgency users:

    Contact management
    Customer database
    Activity tracking
    Insurance policy management
    Lead management
    Sales pipeline management

    All NextAgency features

    Features rating:

    Opportunity management
    Data import/export
    Customizable reports
    Reporting/Analytics
    Contact database
    Task management
    Commission statements
    Search/Filter
    Workflow management
    Document management
    Policy management
    Commission management
    Lead capture
    Lead nurturing
    Life & health
    Marketing automation
    Percentage commissions
    Pipeline management
    Reminders
    User management
    Reporting & statistics
    Tiered commissions
    Third-Party integrations
    Task scheduling
    Role-Based permissions
    Status tracking
    Sales reports
    SSL security
    Split commissions
    Access controls/permissions
    Activity dashboard
    Agency commission
    Alerts/Notifications
    API
    Calendar management
    Calendar sync
    Calendar/Reminder system
    Client management
    Commission overrides
    Commission scheduling
    Configurable workflow
    Customizable fields
    Customizable templates
    Document storage
    Drag & drop
    Email management
    Email marketing
    Email templates
    Flat commissions
    For insurance industry
    Forecasting
    Forms management

    NextAgency alternatives

    NextAgency logo
    visit website

    Starting from

    85

    /user

    Per month

    Free trial
    Free version
    Ease of Use
    Features
    Value for Money
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    Starting from

    Empty state illustration for "No pricing info"

    No pricing info

    Free trial
    Free version
    Ease of Use
    Features
    Value for Money
    Customer Support

    NextAgency pricing

    Value for money rating:

    Pricing plans

    Pricing details:

    Free plan
    Free trial
    Subscription

    NextAgency

    85

    /user

    Per month

    NextCommission Solo

    160

    Per month

    User opinions about NextAgency price and value

    Value for money rating:

    To see what individual users think of NextAgency's price and value, check out the review snippets below.

    “Very good- glad I choose this program. Like the videos to show how to do things to fix stuff.”
    JK

    Janice K.

    President

    “The commission management feature is excellent. Easy to use and a great way to manage all client and payer information.”
    KC

    Kirk C.

    Principal

    NextAgency integrations (8)

    Integrations rated by users

    We looked at 40 user reviews to identify which products are mentioned as NextAgency integrations and how users feel about them.

    Ease logo
    Ease

    Integration rating: 5.0 (1)

    Integration rating: 5.0 (1)

    NextAgency support options

    Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Knowledge Base
    Email/Help Desk
    Phone Support
    Chat
    FAQs/Forum

    Training options

    Webinars
    Live Online
    Videos
    Documentation

    NextAgency FAQs

    Q. Who are the typical users of NextAgency?

    NextAgency has the following typical customers:
    Freelancers, Small Business


    Q. What languages does NextAgency support?

    NextAgency supports the following languages:
    English


    Q. Does NextAgency offer an API?

    Yes, NextAgency has an API available for use.


    Q. What level of support does NextAgency offer?

    NextAgency offers the following support options:
    Knowledge Base, Email/Help Desk, Phone Support, Chat, FAQs/Forum

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