NextAgency

NextAgency is an agency management system dedicated to health and life insurance brokers. Its CRM organizes leads, follows up on renewal dates, and assigns tasks to team members. A commission tracking module automates calculations from multiple carriers. The platform’s built-in document library stores carrier forms, benefit summaries, and compliance docs. Automated workflows prompt brokers to review group renewals and track plan changes. NextAgency also integrates with payroll providers to streamline group enrollment. By focusing on health/life lines, NextAgency helps brokers save time on client servicing and compliance.