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Get to Know NextAgency

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

FAQs and Glossary

• The NextAgency Glossary
• What NextAgency Includes
• Data Protection
• Roles and Permission
• NextConcierge
• Pricing

Using NextAgency Articles

• NextAgency Basics
• Managing Cases
• Keeping Your Commitments
• Sales and Marketing
• Emails and Texts
• NextCommissions
• Reports
• Administration and Integrations

Using NextAgency Videos

• Fast Start: Getting Your Data into NextAgency
• NextAgency Basics
• Managing Cases
• Managing Benefits (Policies)
• Keeping Your Commitments
• Sales and Marketing
• Emails and Texts
• NextCommissions
• Administration and Integrations

Using NextConcierge

• NextConcierge Overview
• NextConcierge General Setup