NextLevel CRM

The CRM built for the way insurance actually closes.

Workflows by top producers, AI that books for you, power dialer, agent website, hands-on support. $147/mo. No starter tier, no upsell ladder.

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See full pricing & usage rates ↓

app.nextlevelcrm.io

Plugs into anything with an API · HIPAA-compliant · 4.9 ★ on Google

Ready to start? $147/mo · 14-day free trial · cancel anytime.

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What's inside

Everything actually doing the work — under one roof.

AI Appointment Booking

An AI assistant that books appointments for you. 24/7.

Instant AI-powered text replies handle objections, qualify the lead, and fill your calendar — even when you're with another client. Includes a dedicated business phone number, every conversation logged on the contact timeline. Most agents pay over $100/mo for this elsewhere. It's included.

Two-way SMS that replies in seconds, not hours
Hands objections, confirms time zones, books to your calendar
One unified inbox — calls, texts, email, voicemail

app.nextlevelcrm.io

Power Dialer

Our own dialer, built into the CRM. Local-presence per state.

A native power dialer — not a third-party bolt-on. Local-area-code lines per state you're licensed in, so your number shows up looking like a neighbor's. Click-to-call from any contact record, and every call lands back on the same contact timeline.

Native NextLevel dialer — no extra subscription
Local presence per state you're licensed in
Click-to-call from any contact record

app.nextlevelcrm.io

Workflows & Automations

Workflows built by top-producing agents — not SaaS template factories.

Pre-built pipelines, nurture sequences, and automated follow-up tuned for Health, ACA, Final Expense, Term, IUL, and Annuity sales. They start working day one and keep your leads warm without you touching them.

Pipelines per vertical (Health, ACA, FE, Term, IUL, Annuities)
Drip sequences over SMS + email + voicemail
Tasks auto-assigned the moment a lead drops in

app.nextlevelcrm.io

Agent Website

A real agent website, included from day one.

Branded landing page with calendar booking and lead capture, live the moment you sign up. If you don't have a domain, we provide one. No designer required.

Calendar booking built in — no extra widget
Lead-capture forms that drop straight into your CRM
Domain provided if you don't have one yet

app.nextlevelcrm.io

Social Media Planner

Plan, schedule, and post to your socials — without leaving the CRM.

A built-in social planner with a visual calendar. Draft, schedule, and queue posts to Facebook, Instagram, LinkedIn, and Google Business Profile from the same place you run your pipeline.

Post to Facebook, Instagram, LinkedIn, and Google Business Profile
Visual content calendar — draft, schedule, reschedule
Want it done for you? See Content Engine →

app.nextlevelcrm.io

Client Retention & Referrals

Auto-nurture clients and pull referrals after every sale.

Post-sale workflows that keep clients engaged and ask for the referral at the right moment. Turn one closed policy into the next three leads — automatically.

Post-sale sequences engineered for renewals
Referral asks triggered at the right moment
Birthday, holiday, and policy-stuff automations included

app.nextlevelcrm.io

Integrations

Plays well with the tools you already use.

Bring your leads in from any source. Push notifications anywhere. We meet your stack where it lives.

Meta
Google
Twilio
WAVV
Kixie
LeadPops
Boberdoo
Mailgun
SendGrid
Zapier
Make
Google Sheets
Notion
Stripe

Need something not on this list? Custom Solutions connects to anything with an API.

Want to see it on your data? 14-day free trial, no card to start.

Book a Demo Start your trial →

The platform truth

Built on GoHighLevel. We don't hide it.

Half the "proprietary insurance CRMs" you've evaluated are also GoHighLevel — they just won't tell you. We tell you because the platform isn't the moat. The insurance-shaped configuration, the workflows by top producers, and the team running it for you are.

Want to see exactly which GHL features we've turned on and which we've buried? Ask on the demo. We'll show you.

Built on the GoHighLevel platform

Pricing

One subscription. Transparent usage.

Everything's included in the subscription. Communication usage (SMS, calls, email) is pay-as-you-go on top — you only pay for what you actually send.

NextLevel CRM

$147

/month

Or pay annually: $1,499/year — save $265 (~15%).

14-day free trial. Cancel anytime.

Workflows, pipelines, calendar, and email templates built by top producers
AI appointment setter (24/7) — books for you while you sell
Power dialer built into the CRM — click-to-call from any contact
Branded agent website included (domain provided if you don't have one)
Social media AI content creator + scheduler
Client retention and referral generation automations
Dedicated email + business phone number from your browser or app
A2P registration done for you
Onboarding course + Zoom consultation included
Weekly Zoom support call with the people who built it
Integrates with any lead source
API access

Start Your 14-Day Free Trial →

Pay-as-you-go usage

Communication usage (SMS, calls, email) routes through our carrier, Twilio. Pay-as-you-go — buy credit in any amount, refill when needed.

SMS

$0.01 per segment (160 chars). $10 ≈ 1,000 segments.

$0.01/seg

Outbound calls

$0.0168 per minute. $10 ≈ 595 minutes.

$0.0168/min

Inbound calls

$0.0102 per minute. $10 ≈ 980 minutes.

$0.0102/min

$0.0025 per email. $10 ≈ 4,000 emails.

$0.0025

Rates apply to US numbers. International rates and special routes may vary. Adding images or emojis to SMS increases per-segment cost.

The math

What does one more deal a month get you?

Move the sliders to see what extra deals each month add up to over a year, against what NextLevel costs you for that year.

Average commission per policy $700

$300$3,000

Extra deals NextLevel helps you close per month 2

1 deal20 deals

Extra commission per month

$1,400

From the deals NextLevel helps you close

Extra revenue, year one

$16,800

First-year commission only

NextLevel CRM cost, year one

$1,764

$147/mo × 12

Book a Demo Math is yours to keep — no email required.

Results

Real agents. Real numbers.

Hear it from the agents already running on NextLevel.

Hear Mason's story in a full sit-down interview.

Watch the full story

Hear Brian's story on YouTube.

Watch on YouTube

Hear Antonella's story on YouTube.

Watch on YouTube

FAQ

Common questions.

Are there additional charges for usage?

The subscription fee is fixed, but communication usage (SMS, calls, email) is pay-as-you-go through our carrier, Twilio. SMS is $0.01/segment, outbound calls are $0.0168/min, inbound calls are $0.0102/min, and email is $0.0025/email. You buy credit in any amount and refill when needed.

Will I receive help setting up my account?

Yes. When you sign up you get access to an onboarding course, and we schedule a Zoom consultation to make sure everything is set up the way you need.

Can I cancel anytime?

Yes. See our Terms & Conditions for the full cancellation and refund policy.

Can I transfer my existing phone number?

Number porting is not currently supported. New numbers are provisioned through our carrier.

How do I receive customer support?

Email help@nextlevelcrm.io, use our support ticket system, or jump on one of our group support calls.

Security & compliance

Built to handle PHI and stay compliant.

Health and ACA agents work with sensitive data every day. NextLevel is built so you can do that without losing sleep over your tech stack.

HIPAA Compliant Platform

NextLevel CRM runs on healthcare-grade infrastructure with HIPAA-compliant data handling — so health and ACA agents can work with PHI without rebuilding their stack.

Encrypted in transit and at rest

Contact data is encrypted in transit and at rest using industry-standard encryption (AES-256 at rest, TLS in transit). Role-based access controls keep contact records visible to the team members who need them.

A2P 10DLC registration done for you

We handle your A2P 10DLC carrier registration during onboarding so your text outreach stays compliant with U.S. carrier rules from day one.

Take the next step

Not sure where to start?

Book a demo. We'll listen, figure out which of our services actually fits, and tell you the truth either way.

Book a Demo Email us instead

$147/mo Start free trial