NextAgency

NextAgency is an agency management system designed for insurance agencies selling benefits, senior, and life policies, featuring CRM, marketing, and commission management tools. It is highly customizable to fit your agency’s unique needs. NextAgency helps your agency stay organized and efficient by allowing you to manage personalized to-do lists, run drip marketing campaigns, quickly locate files and documents, create tasks automatically based on events, share notes and tasks with your team, track commissions accurately, and eliminate duplicate data entry by syncing with the Ease benefit administration system.