Video Tutorials
Sales and Marketing
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
Keeping Your Commitments
NextBroker Basics
- NextAgency: Activity Log History
- NextAgency - General Agents
- Contacts 2.0 - Changing the Way Contacts Are Managed Within NextAgency
- NextBroker Home Page Basics
- Managing Case Custom Fields
- Managing Benefits
Managing Cases
- NextAgency - How to Automatically Populate Benefit Fields With Pre-Entered Data
- NextAgency - Adding Employees to Cases
- Adding (or Associating) Dependents to Cases
- Archive and Deleting Cases
- How to Manage Renewals (Best Practices)
- Managing Benefit Fields