Fast Start: Getting Your Data into NextAgency

• Before You Start ... How to Think About Your Data
• Fast Start Step 1: Adding Product Types
• Fast Start Step 2: Adding Carriers
• Fast Start Step 3: Adding Carrier Plans
• Fast Start Step 4: Adding Cases
• Fast Start Step 5: Adding Benefits

See all 7 articles

NextAgency Basics

• Start Your NextAgency Free Trial
• NextAgency - Selecting Home and Case Tabs
• NextAgency - Dashboard
• NextAgency - Navigating Your Cases and Policies Page
• Contacts 2.0 - Changing the Way Contacts Are Managed Within NextAgency
• Setting Up NextMail, NextCalendar and Contact Syncing

See all 11 articles

Managing Cases

• Case Record Overview (Groups and Individuals)
• Creating and Importing New Cases (Groups and Individuals)
• NextAgency & Ease (formerly EaseCentral) Integration: How it Benefits Your Agency
• Adding Employees to Multiple Cases
• Adding (or Associating) Dependents
• Creating, Assigning, and Using Case Contact Roles

See all 12 articles

Managing Benefits (Policies)

• NextAgency - How to Automatically Populate Benefit Fields With Pre-Entered Data
• Managing Benefits
• Managing Benefit Fields
• Managing Benefit Stages

Keeping Your Commitments

• NextAgency - Locking Notes, Tasks, and Tickets
• Managing Notes, Tasks, and Tickets
• Managing Workflows and Checklists
• NextAgency - Setting Notifications

Sales and Marketing

• NextAgency - Email Campaigns
• Import Leads from Your Own Web Site Forms
• NextAgency - SMS Texting with Contacts (NextText)

NextCommissions

• NextAgency: Importing Commission Statements (NextCommissions 2.0)
• NextAgency: Validating Imported Commissions (NextCommissions 2.0)
• Advanced Commission Import Settings
• NextAgency - Adding Commissions Manually
• Viewing and Reporting, Commissions in NextAgency
• NextAgency - Sub-Agents

See all 7 articles