Video Tutorials

NextAgency Fast Start

• 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
• Fast Start Step 6: Adding Users

Keeping Your Commitments

• Managing Notes, Tasks, and Tickets
• Managing Workflows and Checklists

NextBroker Basics

• Contacts 2.0 - Changing the Way Contacts Are Managed Within NextAgency
• NextBroker Home Page Basics
• Managing Case Custom Fields
• Managing Benefits
• Managing Reports

Managing Cases

• Archive and Deleting Cases
• How to Manage Renewals (Best Practices)
• Managing Benefit Fields
• Case Record Overview (Groups and Individuals)
• Creating and Importing New Cases (Groups and Individuals)
• Managing Sales Statuses

See all 8 articles

Commission Basics

• NextAgency - Adding Commissions Manually
• NextAgency - Uploading, Viewing, Reporting, and Splitting Commissions