NextAgency for Health & Life Insurance
NextAgency is life and health insurance agency management software. Unlike insurance agency management systems built primarily for property and casualty agencies, NextAgency is designed for health insurance, employee benefits, Medicare, and life insurance agencies.
• Life and health insurance agency CRM for prospects, clients, policies, renewals, and relationships
• Marketing tools with email campaigns, drip marketing, and texts
• Automated insurance agency workflows
• Business analytics, dashboards, and reporting for agency performance and pipeline management
• Compliance and disclosure tools with e-signatures and required insurance documentation
• Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management
• Easy to customize for how your insurance agency works
• Top-rated support
• Free Android and iPhone apps
• Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract required
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Partner Platform (Partner XE)
Partner Platform’s agency management system (Partner XE) is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the status quo of overly complex management systems, you’ll find Partner Platform is supported by a team that you can count on and lives their values of being a partner.
Easily manage the entire life-cycle of your agency’s client relationship from pre-sales to servicing to renewal in a unified system that has sales and marketing, client, policy, and financial management, agency-branded mobile app, integrated text messaging, data analytics, web solutions, and integrations with third-party tools and industry partners.
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LedgeSpace
LedgeSpace is a white-label automated PDF client reporting platform built for digital marketing agencies. Agencies connect Google Analytics 4, Google Ads, and Meta Ads via OAuth — LedgeSpace pulls the performance data, generates a fully branded PDF report with the agency's logo, brand colors, and domain, and emails it directly to the client in one click or on a set schedule.
No dashboards. No client logins. No per-client fees. Just a clean, professional PDF in the client's inbox — branded as the agency, sent from the agency's domain.
White-label is included on every plan starting at $49/month — not locked behind a $239/month enterprise tier like competitors. All three integrations are available on all plans. The only upgrade trigger is client count.
Built for founder-led agencies with 3–20 active retainer clients currently wasting 4–6 hours per client per month on manual reporting in Google Slides or Docs.
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Arena Calibrate
Arena Calibrate provides comprehensive cross-platform reporting software paired with expert white-glove data & Business Intelligence support. We help businesses, marketing teams, and agencies reach the full insight potential of their Advertising, Sales, Email, CRM, Web, and Analytics data.
The solution provides enterprise-level ETL data integration, scalable data warehousing, and business-aligned data visualization designed to accommodate any business or client data scenario and internal/external reporting configuration.
Our partners get peace of mind with dedicated account managers and on-demand BI configuration experts that operate as a partnered analytics extension of their team. Simply put, we ensure your ideal reporting vision is constantly achieved.
Arena Calibrate is trusted by brands and agencies, including Amex, Gentle Dental, National Golf Foundation, Proud Moments ABA, RFPIO, Entrust, Hyster-Yale, Airgap, and Fourth.
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