GReminders is a HIPAA-compatible, secure  AI-powered meeting reminder and notes platform. By integrating GReminders with NextAgency you can use their tools to ensure nothing slips through the cracks. The NextAgency-GReminders integration enables:

• Notes taken by GReminders AI Notetaker are pushed to NextAgency Case records
• Tasks generated by AI Notetaker are pushed to NextAgency Cases
• GReminder generates pre-meeting briefs from NextAgency Client Data and Notes

Step 1) Navigate to Settings in your NextAgency account

• Select Integrations then API. 
• Copy your:
  • Client ID
  • Secret ID
• The Callback URL to use in GReminders is: https://app.greminders.com/nextagency-oauth

Step 2) Go to GReminders

In GReminders, navigate to Setup > Integrations, find NextAgency in the list, and click Setup. Enter your NextAgency domain, Client ID, and Client Secret into the form.

Click Next and you will be presented with an Authorization Screen. Approve the authorization to complete the connection.

Note: If you have additional users in your GReminders instance, they will each need to authorize their NextAgency user accounts as well.

Using the GReminder-NextAgency Integration

In GReminders, open a Notetaker Record and save the Summary. You will then be able to select a NextAgency Case to log the Summary to.

From here you can select one of your NextAgency Cases and click Update & Log to push the meeting summary and tasks directly into that Case record.

Enhancing Pre-Meeting Briefs

GReminders will pull all the latest Notes from NextAgency for Pre-Meeting Brief notifications. Simply have the meeting on your Google or Outlook calendar with the same email address as your NextAgency contact and you will automatically receive a Pre-Meeting Brief.

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

Are you using NextCommission Solo and finding yourself needing more advanced features to support your business growth? With NextAgency, you gain access to a full-featured CRM complete with marketing tools, commission tracking, and much more—all designed to save you time, money, and clients.

In this guide, we’ll show you how easy it is to upgrade from NextCommission Solo to NextAgency. Whether you’re looking to manage your agency more efficiently, improve client engagement, or track commissions with enhanced precision, NextAgency provides the tools you need to take your business to the next level.

Let’s walk through the steps to upgrade and make the most of your NextAgency experience.

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.

The Employee Navigator integration connects NextAgency to your Employee Navigator account, automatically syncing company, employee, benefit, and dependent data from Employee Navigator into NextAgency. This video shows how to set up this connection.

Key things to know

• The sync is manual and per-group. Nothing pulls into NextAgency from Employee Navigator until you select a company and trigger the sync. There is no automatic overnight sync — you stay in control of what is synced and when. To pull in the latest data, go to Settings → Integrations and run the sync again whenever needed.
• Matching by name prevents duplicates. Companies are matched to existing NextAgency cases by name (case-insensitive). Employees are matched by first and last name. If a name matches an existing record, the record is updated rather than duplicated.
• Migrating from Ease? The cleanest approach is to complete your Ease → Employee Navigator move on the benefits-admin side first, disconnect Ease from NextAgency, then connect Employee Navigator. Disconnecting Ease does not delete anything from NextAgency — your cases, employees, and history all stay; the sync simply stops.
• Employee history is preserved across the switch. Because records merge on the name match, you will see the full timeline (Ease-era and Employee Navigator-era) on a single employee record.
• The Employee Navigator session is active for about one hour at a time. For security reasons, the connection times out periodically. If you are syncing a large number of companies, you may need to reconnect from Settings → Integrations and continue.
• Need the field-mapping details? See Integrating Employee Navigator with NextAgency for the full written walkthrough.

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.