NextAgency Pricing Overview

NextAgency saves your life and health agency time, money and clients with CRM, business analytics, marketing, and optional commission management tools. Designed specifically for agencies selling benefits, senior, and life policies.

NextAgency provides a powerful, intuitive agency management system with CRM, business analytic and marketing tools.
Designed for agencies selling benefits, senior and life polices. Easily customized for your agency
Includes free support and training.
Automated workflows and checklists.
Personalized to-do lists and agendas for each member of your team.
Insightful reports and dashboard.
Email and drip-marketing campaigns.
Auto-route emails and texts to your clients' records.
Generate compensation disclosure and consent to contact forms.
Manage call recordings required when marketing Medicare Advantage and Part D policies.
Integrations include Ease, BerniePortal, Intulse and Zapier.
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The NextCommission add-on extends the NextAgency platform to help you manage and track commissions. Includes support for sub-agents, split commissions, and a host of insightful reports. Ideal for GAs and FMOs.

Track, manage, and analyze commissions, overrides, fees and bonuses.
Manage sub-agents and generate commission statements for them.
Easily import commission statements from spreadsheets.
Simplified entry of commission statements on paper or PDFs.
Split commissions by percentage, PEPM or flat amount.
Insightful reports help you get what you have earned.
Generate reports to better understand your revenue and production.
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NextCommission Solo is the stand-alone version of the NextCommission add-on for those not using NextAgency. Both enable you to track compensation, manage sub-agents, and gain insights into your business.

Track, manage, and analyze commissions, overrides, fees and bonuses.
Manage sub-agents and generate commission statements for them.
Easily import commission statements from spreadsheets.
Simplified entry of commission statements on paper or PDFs.
Split commissions by percentage, PEPM or flat amount.
Generate reports to better understand your revenue and production.
* Pricing is per five seats. So 1-5 seats = $160/month. 6-10 seats = $320/month. Etc.
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