PolicyTek vs NextAgency

PolicyTek9.1Visit NextAgency8.7Visit

Higher score PolicyTek #3 in Insurance CRM Software 9.1/10 Pricing on request ✓ 5 of 6 features Visit PolicyTek

vs

NextAgency #6 in Insurance CRM Software 8.7/10 30-day trial Free trial✓ 5 of 6 features Visit NextAgency

• PolicyTek fits best

  Multi-agent agencies needing insurance controls

• NextAgency fits best

  Agencies managing commissions and compliance

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Side by side

Feature	PolicyTek 9.1/10 Visit ↗	NextAgency 8.7/10 Visit ↗
At a glance
Editor score	9.1	8.7
Ranking	#3 in Insurance CRM Software	#6 in Insurance CRM Software
Best for	Multi-agent agencies needing insurance controls	Agencies managing commissions and compliance
Pricing model	Paid	Paid
Starting price	—	$850/seat/yr
Free plan	Not checked yet	—
Free trial	—	30 days
Deployment	Cloud	Cloud, Desktop, Mobile
Platforms	Web	Web, iOS, Android
Support	Email, Docs	Email, Live chat, Phone, Docs
Integrations	5,000+ integrations	10 integrations
Built for	Solo, Small business, Mid-market, Enterprise	Solo, Small business
Features PolicyTek 5/6 · NextAgency 5/6
Sales pipelines	✓	✓
Renewal tracking	✓	✓
Agent management	✓	✓
Email automation	✓	✓
Policyholder portal	✓ (best)	Not checked yet
Mobile apps	Not checked yet	✓ (best)
Our review
Pros	Tracks leads, policies, renewals, commissions, and pipeline stages Combines calling, recording, AI summaries, SMS, email, and task automation Supports hierarchy, portals, reporting, and multi-agency management	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 requires contacting sales The platform is positioned specifically around life insurance workflows Multi-agent and multi-agency controls are reserved for higher plans	Subscriptions are prepaid and non-refundable The platform is available only in the U.S. There is no free plan
Our verdict	PolicyTek is a CRM and agency management platform for life insurance agents, independent producers, and agencies. It combines visual pipeline management, lead capture and routing, client records, policy and renewal tracking, commission… 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 →

Strengths and trade-offs

• PolicyTek — where it wins

  • Tracks leads, policies, renewals, commissions, and pipeline stages
  • Combines calling, recording, AI summaries, SMS, email, and task automation
  • Supports hierarchy, portals, reporting, and multi-agency management

  Where it doesn't

  • Pricing requires contacting sales
  • The platform is positioned specifically around life insurance workflows
  • Multi-agent and multi-agency controls are reserved for higher plans

• 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

• PolicyTek9.1/10 · Pricing on request

  A life insurance CRM with routing, policy tracking, calling, automation, and agency controls.

  Visit PolicyTekFull verdict →
• NextAgency8.7/10 · 30-day trial

  A focused insurance CRM for agencies that need commissions, workflows, and compliance tools.

  Visit NextAgencyFull verdict →