To open a client or prospect card with all details, click the name of the case in the table. Let’s take the client card as an example and explore all available pages.
This page contains an overview of the client’s contact details, custom fields that are relevant to the client's case, company snapshot, etc. Here you can also find important dates, such as employer’s last login or next renewal date.
In addition, on the Summary page you also convert the client to a prospect, change its status, and add team members.
Finally, you can view custom fields that are related to the case, assign tags and worfklows to the case, view the company snapshot, view important case-related dates, and read recent case-related notes.
This page contains data related to the owner/administrator of the client’s business as well as contact persons.
You can add the new contacts, existing employees, and existing individuals by clicking New in the upper-right corner of the page and selecting the corresponding option.
On the Benefits page, you can view and add insurance benefits that are relevant to the case.
You can also filter the benefits by product type as well as by the Current and Past parameters.
This page contains tasks that are relevant to the case. You can add new tasks as well as edit the existing tasks.
You can also archive the tasks and later view them by selecting the Archived checkbox in the upper-left corner of the page.
Finally, you can filter the tasks by type, stage, tags, and due date.
This page contains notes that are relevant to the case. You can add new notes and edit the existing notes.
You can also archive the notes and later view them by selecting the Archived checkbox in the upper-left corner of the page.
Finally, you can filter the notes by due date.
This page contains several system folders for all files and documents that are relevant to the case. It is also possible to create custom folders and add files. You can share, edit, and delete your custom folders, but not system folders.
You can also move files between folders. You can either drag a file record to the folder or select one or several files, click the Multiple Actions button that appears after the selection, and then choose Move.
In the window that appears, select the folder where you are going to move the file(s) and click Move.
Finally, you can place the folders inside other folders by simply clicking and dragging one folder into another folder.
This page contains demographic information about the client’s employees, such as age or marital status. This data is needed to estimate the health care costs and is used for quoting purposes only, without being linked to the client's actual HR system. You can view the records by selecting the census type from the drop-down list.
You can also add new employees to the census by clicking the Employee button next to the drop-down list.
The following actions are available for the census:
- Set Coverage: Set the coverage status for the census.
- Set Dependent Status: If a person in the list is a dependent, i.e. a spouse of a child of an employee, you can specify the exact status.
- Delete Selected: Remove the selected employee record together with dependents.
- Import: If you need to add a large amount of employee records, it would be more convenient to run a bulk import from an Excel file. You need to download the import template, fill it in, and then upload it to NextAgency.
- Export: Generate an Excel file with employee data from the census.
- Quote: Send a quote request for the case to a carrier or general agency.
This page contains a list of the client’s employee records. Here you can do the following:
- Add new employees or existing contacts
- Filter the employees by type, state, zip code, and date of hire
- Copy all or several employees to the census
- Run a bulk import of the employees
On the Sales page, you can view and edit quotes, proposals, and enrollment kits that are relevant to the case.
You can also do the following:
- Upload and request quotes
- Add and send proposals
- Create enrollment kits
- Convert employer enrollment kits to carriers
This page contains all commissions, overrides, and bonuses that are relevant to the case.
You can split the commissions between a carrier and a subagent on the Split subpage.
You can also view the hidden sub-agents on the corresponding subpage.
This page gives you access to NextMail - the internal mailing system of NextAgency - with emails that are relevant to the case.