NextBroker General Setup

NextBroker: Overview
This article will give you a basic overview of the NextBroker app. The navigation bar on the left contains several tabs: Home, Fast Access, Files, Reports, ...
Fri, Nov 3, 2017 at 3:19 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 Files tab in the navigation bar on the left, you can access a library all uploaded files and documents that are relevant to your agency. Up...
Sun, Nov 12, 2017 at 12:47 AM
NextBroker: Reports
From the Reports tab in the navigation bar on the left, you can generate Excel reports with data related to: Clients Prospects Users Enrollment kit...
Thu, Nov 9, 2017 at 1:16 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 Home page. ...
Sun, Nov 12, 2017 at 5:35 AM
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...
Sat, Nov 4, 2017 at 4:26 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: Commissions
The Commissions page contains all commission records that are relevant to the prospect or client.  You can view the carrier card by clicking its name in...
Sun, Nov 12, 2017 at 5:57 AM