# NextAgency Agency Management

> CRM for Health Insurance

Canonical page: [https://chrome-stats.com/d/id6778065997](https://chrome-stats.com/d/id6778065997)

## Overview

- **ID:** `id6778065997`
- **Platform:** Apple
- **Type:** Apple app
- **Status:** Available
- **Publisher:** Take 44, Inc.
- **Category:** Business
- **Version:** 1.4.0
- **Last updated:** 2026-09-17
- **First published:** 2026-07-14
- **Size:** 22 MB
- **Data as of:** 2026-09-24
- **Store listing:** [Apple App Store](https://apps.apple.com/us/app/nextagency-agency-management/id6778065997)
- **Website:** [https://nextagency.com/](https://nextagency.com/)
- **Privacy policy:** [https://nextagency.com/mobile-app-privacy/](https://nextagency.com/mobile-app-privacy/)

## Description

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.

## Rankings

- #1,453,516 — Overall

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Source: [Chrome-Stats](https://chrome-stats.com/d/id6778065997)