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