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NexLife

Agent operating system

Your whole book.
One clean CRM.

A full CRM, a secure client intake toolkit, team management, appointment texting and every major carrier. One login, one price, no add ons.

$300 a month flat Secure workflow Cancel anytime
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Appointed with every major carrier

Pricing

One plan.
Everything included.

A complete CRM, a secure client intake toolkit, team management and every major carrier. $300 a month, or go annual and keep $600 in your pocket.

Monthly
$0/ month

Per agent, billed monthly, cancel anytime

  • Full CRM, contacts, deals, pipeline, tasks, notes
  • Secure client-intake toolkit
  • All major carriers included, no add-ons
  • Calendar, appointments & text automation
  • Priority support
Get started
Annual$600 off
$0/ year

Per agent, billed yearly · two months free

  • Full CRM with contacts, deals, pipeline, tasks and notes
  • Secure client intake toolkit
  • Unlimited secure SMS intake links
  • Every major carrier included
  • Team center with chat, hierarchy and licensing
  • Calendar, appointments and text automation
  • Insurance toolkit with live carrier matching
  • Priority support
  • Two months free versus paying monthly
Create account

No contract, cancel anytime

Agency planCustom
Let's talk

Multi-agent teams, hierarchy, onboarding and volume pricing. We set it up with you on a call.

  • Multiple agents & team hierarchy
  • Agency branding & custom workflows
  • Volume / per-agent pricing
  • White-glove onboarding
Book a meeting
TLS 1.3 in transit
Secure intake
Zero storage relay
All carriers included
NexLife

Run your whole book from one CRM.

Sign up today and start running your book from one place.