Grow your agency.
Not your paperwork.
The agency platform for the multi-line future. Manage life, health, benefits, and commercial in one place. AI-native workflows handle the busywork so producers can sell.
Rated 9.9/10 on G2 · 4.9/5 on Capterra
Trusted by independent agencies in all 50 states
The multi-line platform, with AI built in
One system for every line. An AI workforce that runs it.
Most agencies juggle a CRM for L&H, a separate AMS for commercial, spreadsheets for commissions, and inboxes for everything else. We folded those into one calm workspace, then put AI agents on the busywork so producers can spend their time selling.
One platform, every line
Stop running L&H in one system and commercial in another. Clients, policies, commissions, all unified.
Learn moreAn AI workforce, not just a CRM
Submission intake, ACORD form generation, renewal prep, commission reconciliation. Agents do the work; producers approve.
Learn moreCross-sell that pays for itself
When you already have the client relationship, adding a line should take a click, not a quarter.
Learn moreA glimpse of the workspace
Quiet on the outside. Powerful on the inside.
- Dashboard
- Clients
- Policies
- Pipelines
- Commissions
- Marketing
- Documents
- Reports
Tip of the week
AEP renewals start in 18 days. Run the renewal calendar from Pipelines → Medicare.
Tuesday · April 27
Good morning, Margaret.
Active clients
1,284
+12
Premium written
$284k
+8.4%
Renewals (30d)
47
—
Open commissions
$11.2k
−2
Premium written
Last 12 monthsToday's calm list
- Call back J. Ortiz re: Medicare Sup10:30
- Send SOA to Bennett household11:15
- Review 4 reconciled commissions1:00
- AEP prep: Cypress group of 12Wed
Built for advisors who don't fit one lane
Any size. Any line.
Whether you sell one product or twelve, NextAgency adapts. Pre-loaded with the fields, templates, and workflows your specialty actually uses, ready for the next line you add.
Life & Health Advisors
Renewal season without the panic. AI assembles the prep, you approve.
Group Benefits Brokers
Sync once. Push enrollments to carriers, payroll providers, and HR systems.
Commercial Producers
Submissions in minutes, not days. ACORD-ready data, multi-carrier, agent-assembled.
Multi-line Agencies
The first AMS that doesn't make you pick a lane.
9.9/10
G2 average rating
3,000+
Independent agencies served
<14 days
Median time to go-live
30 days
Free trial. No contract.
NextAgency is both easy to use and inexpensive. Anytime I have had questions, the support team is quick to respond. We love it.
Michael S.
President · Independent benefits agency
SOC 2 in progress
Independent audit underway. We'll publish the report when it lands.
HIPAA-ready architecture
Built to support a BAA. Access controls, encryption, and audit trails by default.
Carrier-grade security
Granular permissions, 2FA, and an audit log for every action your team takes.