NextAgency Agency Management
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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.
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.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
App activity
Data is encrypted in transit
Data can’t be deleted
What’s new
Bug Fixes
Contact phone number field no longer drops the first digit. It's now hard-capped at 10 digits, so typing an 11th digit is ignored instead of shifting the number (e.g. 12345678900 no longer became 2345678900).
Add/Edit Case & Contact forms no longer overlap the status bar on notched / Dynamic Island devices. The header title and close (✕) button now respect the safe-area inset, so the ✕ is reliably tappable.
Improvements
The case "Owner" field is now labeled "Broker of Record".
Contact phone number field no longer drops the first digit. It's now hard-capped at 10 digits, so typing an 11th digit is ignored instead of shifting the number (e.g. 12345678900 no longer became 2345678900).
Add/Edit Case & Contact forms no longer overlap the status bar on notched / Dynamic Island devices. The header title and close (✕) button now respect the safe-area inset, so the ✕ is reliably tappable.
Improvements
The case "Owner" field is now labeled "Broker of Record".
Everyone
Learn moreApp support
About the developer
Take 44, Inc.
support@nextagency.com
2470 Stearns St # 194
Simi Valley, CA 93063-2418
United States
+1 805-229-1354