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