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Head-to-head · Insurance CRM Software

InsuredMine vs NextAgency

  • Updated Oct 2026
  • Both researched from official sources
  • 6 checks side by side
Higher score InsuredMine #1 in Insurance CRM Software 9.4/10 14-day trial Free trial✓ 0 of 6 features Visit InsuredMine
NextAgency #6 in Insurance CRM Software 8.7/10 30-day trial Free trial✓ 5 of 6 features Visit NextAgency

InsuredMine 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 scoreInsuredMine · 9.4/10
  • Free trialboth
  • Most featuresNextAgency · 5 of 6

InsuredMine scores higher on our rubric for insurance crm software: 9.4 against 8.7 out of 10; our editors rank them #1 and #6.

InsuredMine is the better fit for insurance agencies needing an all-round CRM. NextAgency is the better fit for agencies managing commissions and compliance.

  • InsuredMine fits best

    Insurance agencies needing an all-round CRM

  • 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 InsuredMine 9.4/10 Visit ↗ NextAgency 8.7/10 Visit ↗
At a glance
Editor score 9.4 8.7
Ranking #1 in Insurance CRM Software #6 in Insurance CRM Software
Best for Insurance agencies needing an all-round CRM Agencies managing commissions and compliance
Pricing model Paid Paid
Starting price $219/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 Email, Phone, Docs · 24/7 Email, Live chat, Phone, Docs
Compliance SOC 2, SSO/SAML, 2FA HIPAA, 2FA
Integrations 20+ integrations 10 integrations
Built for Small business, Mid-market, Enterprise Solo, Small business
Features InsuredMine 0/6 · NextAgency 5/6
Sales pipelines Not checked yet ✓ (best)
Renewal tracking Not checked yet ✓ (best)
Agent management Not checked yet ✓ (best)
Email automation Not checked yet ✓ (best)
Policyholder portal Not checked yet Not checked yet
Mobile apps Not checked yet ✓ (best)
Our review
Pros
  • Combines pipelines, renewals, cross-sell, policies, and client history
  • Supports client portals, native e-signatures, and renewal automation
  • Connects with major AMS platforms plus Zapier, Twilio, and Stripe
  • 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
  • Lite starts at $219 per month with annual billing
  • Plus and Full pricing use different billing structures
  • Broader functionality may exceed the needs of smaller agencies
  • Subscriptions are prepaid and non-refundable
  • The platform is available only in the U.S.
  • There is no free plan
Our verdict

InsuredMine is a cloud CRM and engagement platform for independent insurance agencies and brokers. It brings sales pipeline and opportunity management together with Account 360 views for policies, interactions, and history. Agencies can…

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. InsuredMineInsurance CRM Software 9.414-day trial
  2. NextAgencyInsurance CRM Software 8.730-day trial

Strengths and trade-offs

  • InsuredMine — where it wins

    • Combines pipelines, renewals, cross-sell, policies, and client history
    • Supports client portals, native e-signatures, and renewal automation
    • Connects with major AMS platforms plus Zapier, Twilio, and Stripe

    Where it doesn't

    • Lite starts at $219 per month with annual billing
    • Plus and Full pricing use different billing structures
    • Broader functionality may exceed the needs of smaller agencies

  • 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