NextAgency review: pricing, downloads and accounting
NextAgency is an agency management system with a built-in CRM for health, benefits, Medicare, life and disability agencies. Each client or group is a case with its contacts, policies and compliance forms.
It costs $85 a user per month, or $70.83 billed yearly, with a 30-day free trial. Commission tracking is an add-on.
- Best for
- Health, benefits, Medicare and life agencies, from solo agents to teams of about 20, that want clients, renewals and commissions in one system
- Type
- Agency management system with a built-in CRM
- Lines
- Health, Medicare, group benefits, life, long-term care and disability
- Price
- $85 a user per month, or $70.83 billed yearly
- Free trial
- 30 days
- AMS connections
- NextAgency is the AMS. Employee Navigator and BerniePortal bring in group data
- Calling and texting
- Texting from $0.03 a text. Calling through an Intulse subscription
- Apps
- Web and iPhone
Our take
NextAgency fits health, benefits, Medicare and life agencies that want one system for clients, policies, compliance forms and renewals, not a CRM beside a separate AMS. Workflows run renewals, turning-65 outreach and birthday notes from the case data.
Most agencies start with the trial and import their own spreadsheets, with paid help for larger books.
Agencies that pay sub-agents can add NextCommission for statements and splits.
Pros
- Published per-user prices and a 30-day free trial
- Scope of Appointment forms signed and stored with the case
- Workflows from renewal dates, turning 65 and birthdays
- A filter finds clients missing a product you sell
- Commission tracking with sub-agent statements as an add-on
Cons
- No ACORD, IVANS or DMV links for P&C work
- No carrier policy downloads
- Published prices cover up to 10 users only
- No Android app
Plans and pricing
| Product | Paid monthly | Paid yearly | What it covers |
|---|---|---|---|
| NextAgencyPer userStart here | $85 | $850 | Clients, policies, workflows, compliance forms, reports and the iPhone app |
| NextCommission add-onPer agency | $120 | Monthly only | Commission tracking, statement matching, splits and sub-agent statements |
| NextCommission SoloPer five users, without NextAgency | $160 | $1,600 | The commission tools for agencies that keep another CRM |
| External usersPer user | $30 | $300 | Read-only access to chosen case tabs or commission statements |
Prices as of October 2026, from NextAgency's pricing page. They apply to agencies with up to 10 users. Larger agencies get a quote.
What it would cost you
Cost per month
First-year cost
Software cost per new policy
Core seats only. NextCommission, texting and email campaigns are extra.
Billed by use or as add-ons
| Item | Price |
|---|---|
| NextText number | $5 a month per number |
| Texts sent | $0.03 each |
| Campaign emails | $0.02 each |
| Extra email account | $5 a month or $50 a year |
| Zapier link | $12.50 a month or $125 a year |
| API | $50 to turn on. 10,000 requests a month free |
| NextAssistant statement entry | $100 base, $5 a statement |
Good to know before you buy
- Switching from a vendor you're still paying? NextAgency halves its core and NextCommission fees for up to six months.
- The Employee Navigator link is free until February 2027, then $75 a month or $750 a year.
- Calling needs a separate Intulse subscription.
Client and policy records
- Records it keeps
- Cases for each person or group, with contacts, policies, benefits, files, emails, texts and activity
- Policies
- Carrier, plan, effective and renewal dates under each case
- Pipeline
- Sales status, stage, confidence and estimated revenue on the case
- Group data
- Company, employee, dependent and plan data from Employee Navigator or BerniePortal
- P&C
- You can store P&C policies, but there are no ACORD, IVANS or DMV links
Leads and pipeline
New web leads wait in a review area until staff assign them to a producer.
Renewals, retention and cross-sell
- Renewal workflows
- Start from a renewal or expiration date, for example 90 days out
- Other triggers
- Stage changes, birthdays and compliance deadlines
- What they do
- Assign tasks, send emails or texts and set call reminders
- Cross-sell
- The Potential Product Type filter lists clients who lack a product you choose
Email, calling and texting
Texting
NextText gives the agency a number for two-way texts, logged to the case and usable in workflows.
NextMail links each user's inbox. Outlook and Gmail add-ons file messages to the case.
Calling
Intulse runs calls, video and click-to-call, and saved recordings attach to the case.
- Stopping a workflow
- Staff end it by hand on the case
- Booking
- GReminders books meetings and writes notes and tasks back
AMS and carrier connections
NextAgency is the agency system, so there is no AMS to sync. There are no carrier policy downloads. CarrierConnect brings in some group carriers' commission statements.
| Connects to | Type | How | Direction | What it does |
|---|---|---|---|---|
| Employee Navigator | Benefits and enrollment platforms | Built in | Into NextAgency | Company, employee, plan and dependent data, synced when you start it for each company |
| BerniePortal | Benefits and enrollment platforms | Built in | Into NextAgency | Group data, with an option to open next year's renewal case |
| PerfectQuote | Raters and quoting | From NextAgency | Exports a census in its format | |
| Intulse | Dialers and phone | Built in | Calls, texts, video and call recording | |
| GReminders | Calendars and meetings | Into NextAgency | Writes notes and tasks back to the case | |
| CarrierConnect | Accounting and commissions | Built in | Into NextAgency | Some group carriers' commission statements |
| Microsoft Outlook | Email and texting | Built in | Into NextAgency | Copies chosen emails to the case |
| Gmail | Email and texting | Built in | Into NextAgency | Copies chosen emails to the case |
| Zapier | Other | Zapier | Into NextAgency | Forms, Calendly and other apps can create leads |
| NextAgency API | Other | API | Two-way custom links |
Medicare and health
- Scope of Appointment
- Emailed, signed electronically and stored with the case
- ACA Consent to Contact
- Same email and e-signature steps
- Turning 65
- Tasks five, three, two and one month before the birthday
- Medicare fields
- Part A and B dates, dual eligibility and Medicaid number
- Call recording
- Through Intulse, started and saved by the agent
Commissions
- Where it lives
- NextCommission, an add-on, or NextCommission Solo on its own
- What it tracks
- Expected and received amounts, variances and unpaid commissions
- Splits
- Overrides, bonuses and fees across several levels of sub-agents
- Statement entry
- Upload them yourself, or send them to NextAssistant for a fee
Client portal and mobile app
Mobile app
The iPhone app shows cases, contacts, policies, notes, tasks and carriers. Recently viewed data stays available offline.
Outside access
Paid external users get read-only access to chosen case tabs or their commission statements. There is no client self-service portal.
Reporting
Reports
- Clients, cases, employees and benefits
- Calls, tasks and activity
- Proposals and enrollment kits
- Commission reconciliation and unpaid commissions
- Book of business by broker, carrier, product or sub-agent
- Custom dashboard tiles
- Export to Excel
Migration and getting started
Start the free trial
30 days. The paid plan starts when it ends unless you cancel.
Import your book
Load spreadsheets yourself with help from support, or pay NextConcierge to map and import them.
Set up workflows
Training and support are included. NextAgency says moves take from a few days to a few weeks.
Support by email and the help center. NABIP members get a third off NextConcierge migration.
What users say
What reviewers mention most, as of October 2026.
What users like
- Responsive support
- Client details in one place
- Saves time on daily work
- Reminders and custom fields
What users dislike
- Learning curve at the start
- Small, light text on small screens
- Workflows can get complex
- Frequent new features to keep up with
Contract, export and cancellation
- Term
- Month to month, or prepaid for a year
- Renewal
- Automatic. NextAgency gives 90 days' email notice before a base price rise
- Refunds
- None, including unused months of a yearly plan
- Your data
- Yours. Reports export to Excel, and files and recordings download
Access stops the day you cancel. Export your book before the subscription ends.
NextAgency alternatives
- AgencyBlocQuote onlyLife and health agency system with commission tracking
- Momentum AMPFrom $119 a monthAgency system with Medicare tools and a 30-day trial
- MedicarePRO CRMFrom $45 a monthMedicare CRM priced for a single agent
- Smart Agent CRM$95 a user per monthLife and health CRM with carrier sync and commissions
See every option in insurance agency management systems.
Frequently asked questions
How much does NextAgency cost?
$85 a user per month or $850 a year, for agencies with up to 10 users. NextCommission adds $120 a month.
Does NextAgency work for P&C agencies?
Not well. It stores P&C policies but has no ACORD, IVANS or DMV links, so it suits benefits teams.
Can NextAgency handle Medicare Scope of Appointment forms?
Yes. They're emailed, signed electronically and stored with the case.
How we researched this review. We based this review on the pricing, terms and product pages published by NextAgency, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan NextAgency quit selling or a contract term that reads different now, let us know and send the link to the page where NextAgency has it. Somebody here pulls up that page and checks it before we change anything on ours.