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Head-to-head · Insurance CRM Software

AgencyZoom vs NextAgency

  • Updated Oct 2026
  • Both researched from official sources
  • 6 checks side by side
Higher score AgencyZoom #4 in Insurance CRM Software 8.9/10 14-day trial Free trial✓ 5 of 6 features Visit AgencyZoom
NextAgency #6 in Insurance CRM Software 8.7/10 30-day trial Free trial✓ 5 of 6 features Visit NextAgency

AgencyZoom leads on 0 checks, NextAgency on 0, and 6 are even. Who comes out ahead on the 6 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreAgencyZoom · 8.9/10
  • Free trialboth

AgencyZoom scores higher on our rubric for insurance crm software: 8.9 against 8.7 out of 10; our editors rank them #4 and #6.

AgencyZoom is the better fit for agencies focused on sales and renewals. NextAgency is the better fit for agencies managing commissions and compliance.

  • AgencyZoom fits best

    Agencies focused on sales and renewals

  • NextAgency fits best

    Agencies managing commissions and compliance

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature AgencyZoom 8.9/10 Visit ↗ NextAgency 8.7/10 Visit ↗
At a glance
Editor score 8.9 8.7
Ranking #4 in Insurance CRM Software #6 in Insurance CRM Software
Best for Agencies focused on sales and renewals Agencies managing commissions and compliance
Pricing model Paid Paid
Starting price $99/mo $850/seat/yr
Free plan — —
Free trial 14 days 30 days
Free trial length 14 days 30 days
Deployment Cloud, Mobile Cloud, Desktop, Mobile
Platforms Web, iOS, Android Web, iOS, Android
Support Live chat, Docs Email, Live chat, Phone, Docs
Compliance SSO/SAML, 2FA HIPAA, 2FA
Integrations 20 integrations 10 integrations
Built for Small business, Mid-market, Enterprise Solo, Small business
Features AgencyZoom 5/6 · NextAgency 5/6
Sales pipelines ✓ ✓
Renewal tracking ✓ ✓
Agent management ✓ ✓
Email automation ✓ ✓
Policyholder portal Not checked yet Not checked yet
Mobile apps ✓ ✓
Our review
Pros
  • Configurable pipelines cover leads, opportunities, quotes, and policies.
  • Renewal automation supports retention and customer lifecycle workflows.
  • Insurance-system integrations, mobile apps, API access, and compensation tools.
  • Tracks commissions, overrides, fees, bonuses, and sub-agent statements
  • Combines policy management, pipelines, workflows, and compliance tools
  • Offers web, iOS, Android, API access, and insurance-focused integrations
Cons
  • Pricing varies by agency type and plan.
  • Advanced capabilities are concentrated in higher-priced tiers.
  • Its focus on insurance workflows may not suit general-purpose CRM needs.
  • Subscriptions are prepaid and non-refundable
  • The platform is available only in the U.S.
  • There is no free plan
Our verdict

AgencyZoom is a cloud-based CRM and sales automation platform for insurance agencies and producers. It brings lead management, configurable sales and service pipelines, prospecting, onboarding, renewal workflows, policy tracking,…

Read the review →

NextAgency is a cloud-based agency management system and CRM for agencies selling benefits, senior, and life insurance policies. It brings together contact and policy management, configurable sales and service pipelines, automated…

Read the review →
  1. AgencyZoomInsurance CRM Software 8.914-day trial
  2. NextAgencyInsurance CRM Software 8.730-day trial

Strengths and trade-offs

  • AgencyZoom — where it wins

    • Configurable pipelines cover leads, opportunities, quotes, and policies.
    • Renewal automation supports retention and customer lifecycle workflows.
    • Insurance-system integrations, mobile apps, API access, and compensation tools.

    Where it doesn't

    • Pricing varies by agency type and plan.
    • Advanced capabilities are concentrated in higher-priced tiers.
    • Its focus on insurance workflows may not suit general-purpose CRM needs.

  • NextAgency — where it wins

    • Tracks commissions, overrides, fees, bonuses, and sub-agent statements
    • Combines policy management, pipelines, workflows, and compliance tools
    • Offers web, iOS, Android, API access, and insurance-focused integrations

    Where it doesn't

    • Subscriptions are prepaid and non-refundable
    • The platform is available only in the U.S.
    • There is no free plan

More comparisons

All insurance CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update