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Using NextAgency Articles
NextAgency Basics
NextAgency: Adding Agency Users
Settings
Settings Directory
NextAgency: Files
NextAgency: Carrier Settings
NextAgency: Overview
See all 8 articles
Managing Cases
NextAgency: Managing Product Types
NextAgency: Cases & Policies
NextAgency: Adding, Editing, and Deleting Cases
NextAgency: Customizing Stages/Pipelines
NextAgency: Benefits
NextAgency: How to Assign Benefits to Employees Within Your Group Cases
Keeping Your Commitments
NextAgency: Timeline
NextAgency: Task Management
Adding and Managing Checklists
Adding and Managing Workflows
Tickets
Sales and Marketing
Launching and Managing Email Campaigns
NextAgency: Sales
NextAgency: Census
Populate Word Documents Using Mail Merge
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
Using Email Templates
Send Direct Messages Using NextText
NextCommissions
NextAgency: Importing Commission Statements
NextAgency: How to Add Commissions Manually
NextAgency: Assigning a Split Commission Schedules to Multiple Cases
NextAgency: Viewing Commissions
Reports
NextAgency: Reports
Compensation Disclosure Tools
Administration and Integrations
NextAgency: Activity Log History
NextAgency: Managing State Licenses
NextAgency: Adding and Managing Carrier Credentials
Integrating Intulse with NextAgency
Using Zapier to Connect to Other Software
NextAgency API