
NextAgency

Lever
Transfer contacts, companies, activities, and more from NextAgency to Lever. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your NextAgency to Lever migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path

Agency management for life and health insurance
NextAgency is an agency management system for life, senior, and health insurance agencies, integrating CRM, marketing, analytics, and commission tools with over 100 years of combined insurance industry expertise behind it.
#1 rated agency management software for life and health agencies on G2

Talent acquisition suite combining ATS and CRM
Lever is a recruiting software platform that uniquely combines applicant tracking system (ATS) and candidate relationship management (CRM) capabilities in one product called LeverTRM. It helps organizations attract, engage, and hire top talent with features for nurture campaigns, analytics, automation, and collaborative hiring workflows.
Combined ATS and CRM in single platform

"Talent acquisition suite combining ATS and CRM"
Lever is a recruiting software platform that uniquely combines applicant tracking system (ATS) and candidate relationship management (CRM) capabilities in one product called LeverTRM. It helps organizations attract, engage, and hire top talent with features for nurture campaigns, analytics, automation, and collaborative hiring workflows.
Ideal for: Growing organizations seeking a combined ATS and talent CRM to build long-term candidate relationships and streamline recruiting workflows.
Combined ATS and CRM in single platform
Nurture campaigns for passive candidates
Advanced analytics and data visualization
300+ integrations supported
Learn more at
lever.co
See exactly which data objects transfer from NextAgency to Lever


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from NextAgency to Lever.
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