NextBroker General Setup

NextBroker: Overview
This article will give you a basic overview of the NextBroker app. The top navigation bar contains several tabs: Dashboard, Library, Reports, Fast Access, D...
Sat, Mar 17, 2018 at 10:44 AM
NextBroker: Administration Tools
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 Administr...
Sat, Nov 4, 2017 at 6:36 AM
NextBroker: Files
From the Library tab in the navigation bar, you can access a library of all uploaded files and documents that are relevant to your agency. Uploadin...
Sun, Mar 18, 2018 at 6:27 AM
NextBroker: Reports
The Reports tab in the navigation bar gives you access to the Agency Reports page, from which you can generate Excel reports with data related to: Clients...
Sun, Mar 18, 2018 at 8:20 AM
NextBroker: Client/Prospect Card
To open a client or prospect card with all details, click the name of your prospect or client in the table of prospect and client records on the dashboard. ...
Sun, Mar 18, 2018 at 12:54 PM
NextBroker: Account Settings
On the Account Settings page, you can manage data that is relevant to your NextBroker account and access the most important functionality of NextBroker with...
Fri, Apr 13, 2018 at 6:58 AM
NextBroker: Sales
On the Sales page of the client or prospect card, you can view and edit quotes, proposals, and enrollment kits that are relevant to the client. Let’s take t...
Sat, Jan 20, 2018 at 7:51 AM
NextBroker: Census
The Census page of the prospect or client card contains demographical information about the prospect's or client’s employees, such as age or marital st...
Sun, Nov 12, 2017 at 5:34 AM
NextBroker: View Commissions
The Commissions page presents commission records that are associated with a case.  You can view the carrier card by clicking its name in the list. If yo...
Tue, Feb 13, 2018 at 1:19 AM
NextBroker: Task Management
To manage tasks in NextBroker, do the following: In the navigation bar, click Timeline. In the upper-right corner of the Timeline page, click Add Task....
Fri, Feb 2, 2018 at 3:06 AM