Articles in this section

• NextAgency - How to Automatically Populate Benefit Fields With Pre-Entered Data
• NextAgency - Adding Employees to Cases
• Adding (or Associating) Dependents to Cases
• Archive and Deleting Cases
• How to Manage Renewals (Best Practices)
• Managing Benefit Fields
• Case Record Overview (Groups and Individuals)
• Creating and Importing New Cases (Groups and Individuals)
• Managing Sales Statuses
• Managing Case Stages