NextAgency
The full agency management system. CRM, policies, marketing automation, document management, and reporting in one calm place.
- Client & household records
- Policy & renewal tracking
- Marketing automation
- Custom pipelines & views
Products
Three calm tools. One quiet workflow.
Use the whole platform or just the piece you need today. Add the others when you're ready — your data comes with you.
NextCommission
Compensation intelligence layered on top of NextAgency. Reconcile statements, manage sub-agent splits, and see what you've actually earned.
- Statement import & match
- Splits & overrides
- Bonus tracking
- Sub-agent payouts
NextCommission Solo
All the power of NextCommission, available on its own for agencies who already love their CRM but need real commission tracking.
- Standalone setup
- Connects via CSV / API
- Carrier-aware matching
- Commission analytics
Commercial Lines
Multi-line, by design. Rolling out in 2026.
Commercial coverage joins the platform alongside life, health, and benefits. Early-access cohorts open Q3 2026.
See the commercial story- General LiabilityComing Q3 2026
- PropertyComing Q3 2026
- Workers CompComing Q3 2026
- Commercial AutoComing Q3 2026
- UmbrellaComing Q3 2026
- CyberComing Q3 2026
- EPLIComing Q3 2026
- Professional LiabilityComing Q3 2026