In this video, you'll be able to see how NextAgency helps you track and find a log of all events that occur within a specific case or for the entire agency. Activity log history gives you a pulse on what's going on. It helps answer: "Who, from my agency, is doing what with such and such client?"

As an insurance broker, BerniePortal can revolutionize your client offerings by streamlining benefits administration, saving time on manual processes. It enhances client satisfaction with its user-friendly interface, making benefits management effortless. Offering BerniePortal gives you a competitive edge, showcasing your commitment to innovative, efficient solutions.

In this video, we will show you how to integrate BerniePortal with NextAgency, eliminating double entry and saving you time, money, and clients.

NextAgency and Ease is a powerful combination. NextAgency is your agency management system. Ease is one of the nation's preeminent benefits administration platforms for businesses with 2-250 employees. In the video below, we detail how a user can transfer data from Ease to NextAgency. 

Using the Intulse VOIP phone system with NextAgency makes both platforms more powerful. Integrating the two takes just a few minutes. This video shows how.

Please Note: To keep your calls and recordings logged in NextAgency indefinitely so that they remain even if you intend to remove this integration, please save them. For more details, please read the last section of this article.

Saving Calls & Recordings: 

After the call has begun, simply tap the back button. Then, when you're on the Intulse page, navigate to 'Actions' > 'Start Recording' to begin recording the call.









After finishing the call, you can locate the recording file attached to the call under the appropriate contact record in the Intulse tab. Remember to click on the actions menu of the call record if you want to save it.

If you have questions, please reach out to our support team at support@nextagency.com

Mail Merge is a great feature to save you time when you need to populate multiple documents with data from NextAgency. In this video, we show you how to use it.