To open the administration tools of NextBroker, click Fast Access in the navigation bar on the left, and then choose one of the needed tools under Administration Tools



Let’s explore these tools one by one.


Account Settings




On this page, you can manage data that is relevant to your NextBroker account and access the most important functionality of NextBroker with just a couple of clicks.


  • Current Plan. Information regarding your current plan with NextBroker and the plan renewal date. You can choose another plan by clicking Change Plan.
  • Account Status. Information regarding the current state of your account, such as payment card details, the number of brokers that you manage within your plan, and email that is used for billing. Here you can also manage your payment card details, add new billing contacts, and select the groups of emails from which you want to unsubscribe.

       

  • Payment Details. Manage your billing information and view your billing history.

       

       

  • Carriers and Plans. Manage carriers and plans that are relevant to NextBroker.

       

       

  • Insurance Licenses. Edit the data regarding your insurance licenses and add new license records.

       

       

  • Insurance Carrier IDs. Manage your brokerage IDs and add your carrier login information for all carriers that have been added to your agency portal.

       

  • General Agents. Edit the data regarding the general agents and add new general agent records.

       

       

  • Sub Agents. Edit the data regarding the subagents and add new subagent records.

       

       

  • Vendors. Edit the data regarding the vendors that your company is working with and add new vendor records.

       

       

  • Next Mail. Set up the internal mailing system of NextBroker.

       

        

       

  • Custom Fields. View and add custom fields to NextBroker.

       


       

  • Your Profile. Manage your profile data, such as login, password, contacts, etc.

       

  • Agency Profile. Manage your agency’s contact data.

       

  • Authorized Users. Manage users and teams that are authorized to access NextBroker.

       


       


       

  • Agency Contacts. Manage the records of contact persons that you want to keep track of and display to your entire agency, such as vendor and carrier contacts.

       


       

  • Locations. Manage information regarding the physical locations of company offices.

       


Agency Contacts



On this page, you can manage the records of contact persons that you want to keep track of and display to your entire agency, such as vendor and carrier contacts. You can edit or delete the existing contacts and add new ones.


Carriers



On this page, you can manage the records of carriers that are relevant to NextBroker:

  • Use the quick filters on the top to narrow down the search results.
  • Add new carrier records.

       

  • Edit existing carrier records.

       

  • Duplicate carrier records.
  • Archive carrier records.

       

  • Manage commission statements for the carriers.

       

       


Users



On this page, you can manage users who are authorized to access NextBroker.

Vendors



On this page, you can edit the data regarding the vendors that your company is working with and add new vendor records.


Support Staff



On this page, you can manage the broker support staff records and hire new support staff.


Teams



On this page, you can manage teams that are authorized to access NextBroker.


Next Mail



On this page, you can exchange emails by using Next Mail, the internal mailing system of NextBroker.


General Agents



On this page, you can edit data regarding the general agents and add new general agent records.