
NextAgency

Listrak
Transfer contacts, activities, and more from NextAgency to Listrak. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your NextAgency to Listrak 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

Person-first marketing automation platform
Listrak is a digital marketing automation platform that seamlessly integrates data, identity, and cross-channel messaging to power hyper-personalized customer experiences. Built for leading retailers and brands, it offers email marketing, SMS, push notifications, and behavioral tracking to drive customer engagement and revenue.
Cross-channel marketing (email, SMS, push notifications)

"Person-first marketing automation platform"
Listrak is a digital marketing automation platform that seamlessly integrates data, identity, and cross-channel messaging to power hyper-personalized customer experiences. Built for leading retailers and brands, it offers email marketing, SMS, push notifications, and behavioral tracking to drive customer engagement and revenue.
Ideal for: Omnichannel retailers and brands seeking advanced email, SMS, and push notification marketing with AI-powered personalization and cross-channel orchestration.
Cross-channel marketing (email, SMS, push notifications)
AI-powered recommendations and predictive segmentation
Identity resolution and customer data unification
First to launch RCS marketing in the US
Learn more at
listrak.com
See exactly which data objects transfer from NextAgency to Listrak


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