NextBroker

NextBroker Home Page Basics
A tour of your NextBroker starting point, the Home Page Click here to view: Home Page Basics
Tue, May 8, 2018 at 1:29 PM
Creating and Importing New Cases (Groups and Individuals)
Getting your prospects and clients into NextBroker Click here to view: Creating and Importing New Cases (Groups/Individuals)
Tue, May 8, 2018 at 1:30 PM
Case Record Overview (Group and Individuals)
A tour of all the information available to you in a Case Record. Click here to view: Case Record Overview (Groups and Individuals)
Thu, Jun 21, 2018 at 11:30 AM
Managing Custom Fields
A tour on how to manage (create, edit, delete) custom fields within your agency portal. Click here to view: Managing Custom Fields
Wed, Aug 15, 2018 at 10:18 AM
Managing Product Types
A tour on how to manage (create, edit, delete) product types (ie: Medical, Dental, Vision, Life, etc.) within your agency portal. Click here to view: Manag...
Wed, Aug 15, 2018 at 10:19 AM
Adding and Importing Commission Statements
A tour on how to add or import commission statements within your agency portal. Click here to view: Adding and Importing Commission Statements
Mon, Aug 27, 2018 at 8:14 AM
Customizing Case Stages
A tour on how to manage (create, edit, delete) case stages within your agency portal. Click here to view: Managing Case Stages
Wed, Aug 29, 2018 at 10:49 AM
Managing Benefits
A tour on how to manage (create, edit, delete) benefits within your agency portal. Click here to view: Managing Benefits
Thu, Sep 6, 2018 at 9:39 AM
Managing Carriers
A tour on how to manage (create, edit, delete) carriers within your agency portal. Click here to view: Managing Carriers
Thu, Sep 13, 2018 at 5:12 AM
Managing Reports
A tour on how to manage (create, edit, delete) reports within your agency portal. Click here to view: Managing Reports
Thu, Sep 20, 2018 at 6:12 AM