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Video Tutorials
NextAgency Fast Start
- 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
- NextAgency - Selecting Home and Case Tabs
- NextAgency - Dashboard
- NextAgency - Navigating Your Cases and Policies Page
- Managing Benefits
- Managing Case Custom Fields
- Contacts 2.0 - Changing the Way Contacts Are Managed Within NextAgency
Managing Cases
- Case Record Overview (Groups and Individuals)
- Creating and Importing New Cases (Groups and Individuals)
- NextAgency - Adding Employees to Cases
- Adding (or Associating) Dependents to Cases
- Creating, Assigning, and Using Case Contact Roles
- Archiving and Deleting Cases