NextAgency Agency Management

Your NextAgency CRM, now on iPhone. Manage cases, contacts, benefits, tasks, and notes securely from anywhere — built for insurance brokers and their teams.

NextAgency Agency Management puts your NextAgency CRM in your pocket. Built for licensed insurance brokers, agents, and their staff, it gives you secure, on-the-go access to the cases, contacts, benefits, and tasks you manage every day.

Sign in with your organization's NextAgency account and work from anywhere:

• Cases — Browse and search your entire book of business. View business details, market segment, sales status, stage, assigned broker, addresses, and key dates.

• Contacts & Employees — Look up names, emails, phone numbers, and addresses. Add and edit contacts and employees, including dependents, right from your phone.

• Benefits & Policies — Review carriers, policy numbers, product types, premiums, deductibles, and renewal dates for each case.

• Notes & Tasks — Capture notes, create follow-up tasks with due dates and priorities, and keep your team aligned while you're in the field.

• Offline access — Recently viewed data is cached securely so you can keep browsing even without a connection.

Security comes first. NextAgency Agency Management uses OAuth 2.0, communicates only over HTTPS, and stores credentials in your device's encrypted keychain. There are no advertising, analytics, or tracking SDKs — your data flows only between your device and your organization's NextAgency server.

NextAgency Agency Management is a companion app for existing NextAgency customers. A valid NextAgency account issued by your organization's administrator is required to sign in.

Questions? Contact support@nextagency.com.