NextAgency Agency Management

NextAgency Agency Management System

About this app

NextAgency Mobile

Your entire book of business, in your pocket.

Built for insurance brokers and agencies, NextAgency Mobile gives you instant access to your client cases, benefit plans, carrier contacts, and documents, wherever you are.

Case Management

View and manage all your client cases in one place.
Filter by status, segment, and stage, and track prospects through enrollment with a clear, organized pipeline.

Benefits Tracking

Access every benefit plan across Medical, Dental, Vision, Life, and more.
Policy numbers, effective dates, and renewal dates are always at your fingertips.

Document Management

Upload and download census files, contracts, and supporting documents directly from your phone.
Everything is organized by case for fast, reliable access.

Tasks and Notes

Stay on top of follow-ups with prioritized tasks assigned to your team.
Capture notes on the go and review recent activity directly within each case.

Carrier Directory

Browse your full carrier list with contact details, state availability, and agency contact information.
No more digging through emails.

Offline Access

Access your cases and benefits even without a connection.
Your data is securely cached locally so you always have what you need.

Note: NextAgency Mobile is designed exclusively for NextAgency CRM users. An active NextAgency account is required.

What’s new

- Tasks tab crashed on cases with assigned tasks
- Due dates showed "Unknown" and overdue tasks were never flagged
- Benefit dates were a day early west of UTC — and the picker could save the wrong day
- Nav menu wouldn't close when scrolling, searching, filtering, or opening a case
- Note assignees showed [object Object]
- Age field removed from the employee form — it could never be populated; returns when the API supports birthdates.