NextAgency Agency Management — your agency CRM, on the go.
The NextAgency mobile app lets you view and manage your Cases, their Benefits, Employees, Tasks, and Notes, and browse your Carriers and Contacts — right from your Android or Apple phone or tablet. This article is your tour of the app once you're signed in.
New to the app? Start with Installing the NextAgency Mobile App and Signing In, then come back here.
Getting around: the Cases list & menu
After you sign in, the app opens to your Cases list — this is your home screen. Here's what you'll see:
- Menu button (☰) — top-left corner. Opens the main navigation (more on this below).
- Search bar ("Search cases…") — find a case quickly by typing its name.
- Filter icon (the gear/dial to the right of the search bar) — narrow the list down.
- Case count — for example, "SHOWING 50 CASES."
- + New button — top-right corner. Starts a brand-new case.
- Case cards — each case appears as a card showing two status badges: a sales status (such as Client, Active, or Prospect) and a stage (such as Enrolling). Below that you'll see the Segment, the Owner/Broker of Record, and — when available — the Location.
Tap the ☰ menu (top-left) to open the main navigation. From here you can jump to:
- Carriers
- Contacts
- Settings
- Help
- Logout
(Your Cases list stays behind the menu — just tap outside the menu to return to it.)
Working with a case (the tabs)
Tap any case to open its detail view. A case is organized into five tabs across the top: Summary, Benefits, Employees, Tasks, and Notes. Tap a tab name to switch between them.
Summary
The Summary tab gives you the at-a-glance view:
- A header with the sales-status pill, the case name, the Market Segment, the Broker of Record, and when it was last updated.
- Basic Information — such as the Stage.
- Location — the physical address.
- Recent Note Activity — the latest note, with a View all notes → link.
Tap the pencil icon (top-right) to edit the case. If you see "Show all" near the bottom (e.g. "2 sections hidden · Show all"), tap it to reveal additional sections.
Benefits
The Benefits tab lists the case's benefit policies. Each entry shows the product type (such as Medical), the carrier, and a policy number.
Employees
The Employees tab lists the people on a group case — each with their name and email — and includes an Add Employee button.
This tab is most relevant for group cases. Individual cases won't have employees listed.
Tasks
The Tasks tab shows the to-do items tied to the case. Each task shows its priority (e.g. LOW, URGENT), its status (e.g. To-Do), who it's assigned to, and a due date.
Notes
The Notes tab holds free-form notes for the case. Each note has an edit (pencil) icon and a delete (trash) icon, and there's an Add Note button at the top to write a new one.
Creating a new case
From the Cases list, tap + New (top-right) to open the Add Case form. It's organized into sections:
Basic Information
- Market Segment (required) — choose from the dropdown (e.g. Individual or a group type).
- First Name and Last Name (required for individual segments).
- Sales Status, Stage, and Broker — each a dropdown.
Required fields are marked with a red asterisk (*).
Addresses
- Physical Address and Mailing Address — street, address line 2, city, state, ZIP code, and county.
When you're done, tap the green Create button to save the case — or Cancel to back out without saving.
Carriers & Contacts
Carriers
Open the ☰ menu and tap Carriers to see a searchable directory of insurance carriers. Each carrier card may include a website link and the states the carrier operates in. Use the Search carriers… bar to find one quickly.
Contacts
Open the ☰ menu and tap Contacts to see a searchable list of your contacts, each showing a name and a location or email. Tap + New (top-right) to add a contact.
Settings
Open the ☰ menu and tap Settings. This screen has three sections:
Server Configuration
Shows the connected Server URL, Domain, and Environment (e.g. Production), along with a Change Server button.
Heads up: Changing servers signs you out and clears your current configuration. You'll need to sign in again with your domain, email, and password.
Dropdown Values
Shows a Sync Status and gives you two buttons:
- Refresh Dropdown Values — re-pulls the latest picklist options (case stages, sales statuses, benefit product types, broker names, and so on). Use this if a dropdown looks out of date.
- Clear Cache — clears locally stored data.
Note: Task stages are managed in the web CRM, not in the app.
About
Shows the app Version, Build #, commit, and build date, plus a Privacy Policy link.
Troubleshooting & FAQ
"The drop-down fields' data looks out of date."
Check your internet connection first. Then try pulling down to refresh the list, or go to Settings → Refresh Dropdown Values to re-sync.
"How do I switch agencies or domains?"
Go to Settings → Change Server. (This signs you out, so have your domain, email, and password ready.)
"How do I sign out?"
Open the ☰ menu and tap Logout.
"I can't sign in."
See Installing the NextAgency Mobile App and Signing In for a walkthrough of the sign-in screen, especially the Domain field.
"Where can I get more help?"
Open the ☰ menu and tap Help, or contact support@nextagency.com.