How can we help you?
Using NextAgency Videos
Welcome to NextAgency
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
- Managing Reports
Managing Cases
- How To Bulk Update Case Records
- Case Record Overview (Groups and Individuals)
- Managing Custom Fields
- Adding an Employee to Cases
- Adding Employees to Multiple Cases
- Adding (or Associating) Dependents
Managing Benefits (Policies)
Keeping Your Commitments (Notes, Tasks and Tickets)
- Managing Checklists
- Managing Notes, Tasks, and Tickets
- Copying & Moving Task/Notes Between Cases
- Assigning Contacts to Task and Notes
- Using Action Items in Tasks
- Managing Workflows
Sales and Marketing
Emails and Texts
Disclosures and Forms
NextCommission
- NextCommission: Importing Commission Statements (NextCommissions 2.0)
- NextCommission: Validating Imported Commissions (NextCommissions 2.0)
- NextCommission: Advanced Commission Import Settings
- NextCommission: Adding Commissions Manually
- NextCommission: Viewing and Reporting Commissions
- NextCommission: Managing Sub-Agents and Sub-Agencies
Administration and Integrations
- NextCommission Solo - How to convert to a NextAgency Subscription
- NextAgency - Activity Log History
- Integrating BerniePortal with NextAgency
- NextAgency & Ease (formerly EaseCentral) Integration: How it Benefits Your Agency
- Integrating Intulse with NextAgency
- Populate Word Documents Using Mail Merge (Video)