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  1. Take 44 / NextAgency
  2. Using NextAgency Videos
  3. Fast Start: Getting Your Data into NextAgency

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  • Before You Start ... How to Think About Your Data
  • Fast Start Step 1: Adding Product Types
  • Fast Start Step 2: Adding Carriers
  • Fast Start Step 3: Adding Carrier Plans
  • Fast Start Step 4: Adding Cases
  • Fast Start Step 5: Adding Benefits
  • Fast Start Step 6: Adding Users

Fast Start Step 2: Adding Carriers

Alan
  • May 30, 2025 18:47
  • Updated
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Add the carriers you work with and identify the product types they offer.

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Related articles

  • Fast Start Step 3: Adding Carrier Plans
  • Settings Directory
  • Fast Start Step 4: Adding Cases
  • Fast Start Step 1: Adding Product Types
  • NextAgency - Email Campaigns

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