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Get to Know NextAgency

• Saving Time, Money and Clients: Videos
• NextAgency: A Tour

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• The NextAgency Glossary
• What is NextAgency?
• What is NextCommission Solo and NextAssistant?
• What is NextAssistant?
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• Welcome to NextAgency
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• Keeping Your Commitments (Notes, Tasks and Tickets)
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• NextCommission
• Reports
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• AI and Other Tools
• Administration and Integrations

Using NextAgency Videos

• Welcome to NextAgency
• Fast Start: Getting Your Data into NextAgency
• NextAgency Basics
• Managing Cases
• Managing Benefits (Policies)
• Keeping Your Commitments (Notes, Tasks and Tickets)
• Sales and Marketing
• Emails and Texts
• Disclosures and Forms
• NextCommission
• AI and Other Tools
• Administration and Integrations

Using NextConcierge

• NextConcierge Overview
• NextConcierge General Setup