One plan. One price.
Everything included.
Full CRM, secure client-intake toolkit, and every major carrier, for a flat monthly price. Cancel anytime.
Per agent · billed monthly · cancel anytime
- Full CRM, contacts, deals, pipeline, tasks, notes
- Secure client-intake toolkit
- Unlimited secure client intakes
- All major carriers included, no add-ons
- Calendar, appointments & text automation
- Priority support
Per agent · billed yearly · two months free
- Everything in Monthly
- Full CRM, contacts, deals, pipeline, tasks, notes
- Unlimited secure client intakes & team management
- All major carriers included, no add-ons
- Calendar, appointments & text automation
- Priority support
Best value · cancel anytime
Built for agencies running multiple agents, 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
FAQ
Real answers. No fine print.
Is there a setup fee?
No. $300 flat, billed monthly. Your CRM and intake toolkit are provisioned the moment you sign up.
Are all carriers really included?
Yes. Every major life insurance carrier is included in the platform at no extra cost. No per-carrier fees, no add-ons.
How do you secure client data?
Client intake forms use encryption in transit (TLS 1.3), scoped access tokens, and short-lived vault storage that is purged from our database after delivery to the carrier. NexLife is a software administration tool and does not itself provide a HIPAA compliance certification, agents remain responsible for their own compliance obligations.
Can I cancel any month?
Yes. Cancel anytime in Settings → Billing. You'll keep access through the end of your current billing cycle.
Do you store client SSNs or PHI?
No. Sensitive PII and PHI are relayed straight to the carrier's underwriting inbox and discarded. We have no SSN, banking, or medical history columns in our long-term database, by design.
Do I need a license to use NexLife?
Yes. NexLife is for licensed life insurance agents. You're responsible for maintaining your state licensing, carrier appointments, and E&O coverage.
NexLife is a software platform · not a licensed insurer