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Using NextAgency Articles
Welcome to NextAgency
NextAgency Basics
- NextAgency: Adding Agency Users
- Settings
- Settings Directory
- NextAgency: Files
- NextAgency: Carrier Settings
- NextAgency: Overview
Managing Cases
- Using Filters
- Managing Calls in NextAgency
- How to convert an Employee and Dependent to an Individual case record.
- NextAgency: Managing Product Types
- NextAgency: Cases & Policies
- NextAgency: Adding, Editing, and Deleting Cases
Managing Benefits (Policies)
Keeping Your Commitments (Notes, Tasks and Tickets)
- NextAgency: Task Management
- Copy/Move Tasks and Notes between case records
- Using Action Items in Tasks
- Assigning Contacts to Tasks and Notes
- NextAgency: Timeline
- Adding and Managing Checklists
Sales and Marketing
Emails and Texts
- Syncronize and Route Emails Using NextMail
- NextMail: Special Instructions for Linking Gmail or G Suite Accounts
- Set Up the NextAgency Email Add-in for Outlook
- Using the NextAgency Email Add-in for Outlook
- Set Up and Use the NextAgency for Gmail Add-on
- Using Email Templates
NextCommission
- How to use Carrier Connect Integration
- Feature Comparison: NextAgency with NextCommission Add-on and NextCommission Solo
- NextCommission: Importing Commission Statements
- NextCommission: How to Add Commissions Manually
- NextCommission: Viewing Commissions
- NextCommission: Assigning a Split Commission Schedules to Multiple Cases
Reports
Disclosures and Forms
Administration and Integrations
- NextAgency: Activity Log History
- NextAgency: Adding and Managing Carrier Credentials
- NextAgency: Managing State Licenses
- What is NextMarket?
- Populate Word Documents Using Mail Merge
- Integrating BerniePortal with NextAgency