NextAgency Agency Management
CRM for Health Insurance
About
This app provides licensed insurance brokers and agents with secure, on-the-go access to their client cases, contacts, benefits, and tasks. Manage your entire book of business, update contact information, review policy details, and capture notes and tasks from anywhere.
What's New in NextAgency Agency Management
1.4.0
September 17, 2026
• Archived cases now show an Archived badge, and a new Archived filter lets you browse them separately from your active cases. • Benefits now show whether coverage is Current, Future or Past, with a filter to match. The Benefits tab opens on Current. • Contacts: added a phone Extension field, plus clearer labels (Company Name, Address Line 1). • Fixed: the Archived filter now applies when searching, not just browsing.
MoreFAQ
What is NextAgency Agency Management?
NextAgency Agency Management is a mobile application designed for licensed insurance brokers and agents. It offers secure, on-the-go access to client cases, contacts, benefits, and tasks managed within the NextAgency CRM system.
Is NextAgency Agency Management free to use?
Yes, NextAgency Agency Management is available for free. However, it requires a valid NextAgency account issued by your organization's administrator to sign in and use its features.
What devices does NextAgency Agency Management support?
NextAgency Agency Management is available for iPhone and iPod devices. It is designed to provide seamless access to your agency's data on the go.
How secure is NextAgency Agency Management?
Security is a top priority. The app uses OAuth 2.0, communicates exclusively over HTTPS, and stores credentials in your device's encrypted keychain. It contains no advertising, analytics, or tracking SDKs.
Can I access my data offline with NextAgency Agency Management?
Yes, recently viewed data is cached securely on your device. This allows you to continue browsing and managing your cases and contacts even when you do not have an internet connection.
How often is NextAgency Agency Management updated?
The latest version of NextAgency Agency Management is 1.4.0, which was last updated on September 17, 2026. Updates typically include new features, performance improvements, and security enhancements.
What information can I view about cases in NextAgency Agency Management?
You can browse and search your entire book of business. View business details, market segment, sales status, stage, assigned broker, addresses, and key dates for each case.
Does NextAgency Agency Management have ads?
No, NextAgency Agency Management does not contain any advertisements. The app is designed to provide a focused and uninterrupted experience for insurance professionals.
