NextAgency - Navigating Your Cases and Policies Page Hussain Ali October 03, 2023 15:33 Updated Follow In this video, we'll be exploring the core functions and features of the NextAgency broker-facing CRM and Agency Management System. Related articles Settings Directory Before You Start ... How to Think About Your Data Contacts 2.0 - Changing the Way Contacts Are Managed Within NextAgency Managing Reports Case Record Overview (Groups and Individuals)
In this video, we'll be exploring the core functions and features of the NextAgency broker-facing CRM and Agency Management System.
