Account

• NextBroker: Adding Agency Users
• NextBroker: Settings
• NextBroker: Administrative Settings
• NextBroker: Overview

Commissions

• NextBroker: How to Add Commissions Manually
• NextBroker: Assigning a Split Commission Schedules to Multiple Cases
• NextBroker: Importing Commission Statements
• NextBroker: Viewing Commissions

Automate Your Agency

• NextAgency: Automating Your Daily Tasks with Zapier
• NextAgency: Exchanging Direct Messages with Clients by Using NextText
• NextBroker: Getting Started with Email Marketing Campaigns
• Enable your Company's Gmail or G Suite to Sync with NextMail
• NextBroker: Email Templates - How to Use Them
• NextBroker: Checklists - How to Use Them

See all 8 articles

Organizing Your Agency

• NextAgency: Activity Log History
• NextBroker: How to Assign Benefits to Employees Within Your Group Cases
• NextBroker: How to Invite an Employer to Use NextHR and Manage the Interaction
• NextBroker: Tickets and How to Use Them Within Your Agency Portal
• NextBroker: Managing Product Types
• NextBroker: Customizing Stages/Pipelines

See all 19 articles

API Documentation

• NextAgency API