How can we help you?
Using NextAgency Videos

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
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
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
Managing Benefits (Policies)
Keeping Your Commitments
Sales and Marketing
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