This article offers insights into getting around NextAgency.

The blue navigation pane on the left of nearly every screen is the quickest way to reach the page you need like Reports, the Pipeline view, or Contacts. Click on Fast Access to quickly reach less often visited modules like email campaigns and workflows.

By default, the blue navigation pane displays just the icons for these modules in order to leave more room on your screen for your agency's data. Clicking the teal arrow opens the pane to display the module names. When initially exploring NextAgency you may want to keep the pane open at all times. You can do this by clicking on the lock icon. Once you're more comfortable with NextAgency, you can return the pane to its default behavior by clicking on the icon again.






There's a lot of useful information housed in the header of NextAgency. To see your notifications, click on the globe.




The global search bar is to the left of the notification icon. Here you can swiftly search for any record types you need.



You can manage search results by checking off the types of data you wish to explore.



We're constantly enhancing NextAgency. When you first log onto the system you'll see the most recent improvement. To see more of these announcements, click on the bell icon.



If you're using NextText, a red circle with a number on it will notify you of new messages. Click on the Text Bubble' icon to open NextText.




NextAgency converts all dates and times to your agency's time zone. If you're traveling and need to change this time zone, click on the clock icon.




Help with NextAgency is close at hand. Click on the green question mark icon to open a text modal. Type in a topic and we'll generate a list of help desk articles and videos for you. Need to contact the support team? Click on the "Leave us a message" icon. Ask your question and we'll quickly respond, where appropriate, providing a screencast as well as an explanation. Support hours are Monday through Friday (except Holidays) 8:00 am-to-8:00 pm Eastern (5:00 am to 5:00 pm Pacific time).





Click on your portrait in the header to access the Settings module, to view your Profile, or to log out of NextAgency.




In the footer of every page within NextAgency you'll find links to NextAgency's Terms of Service, Privacy Policy, and the status of our servers. You can also directly access the Help Desk from here.

If you require assistance or would like a tour of NextAgency, please contact our support team.

Not sure what is the best way to get something done in NextAgency? Help is close at hand.

The Help Desk is a great resource, especially if you like to explore for solutions yourself. There are dozens of articles and videos available there. Click on the "Help Desk" link located in the footer of any NextAgency page.



Have a specific issue and want to work with an expert? Use the green question mark icon in the header of every page. You can search for specific Help Desk articles and videos here. More importantly, you can quickly reach our support team. Simply click on the "Leave us a message" button and explain your issue. The first member of our support team available will promptly respond -- often with a screencast showing the solution.

 You can also reach the support team by emailing them at Support@NextAgency.com. Our hours are Monday-through-Friday from 8:00 am to 8:00 pm Eastern (5:00 am to 5:00 pm Pacific).

We designed NextAgency specifically for agencies selling benefits, senior and life policies to individuals and groups. Many agencies use NextAgency "as-is." We recognize, however, that every agency is unique. So we made the software easy to customize for the way you and your agency works.

To personalize NextAgency you'll need to go to settings. You can get there from the blue navigation pane or by clicking on your profile picture located in the top right corner of every page within NextAgency.


                                   


Most agencies start by setting preferences, which can be accessed by clicking on the Preference side-tab. Personal preferences impact only you. Here you can set your Default Homepage, default case tab, enable Auto Save features, and manage notifications. Agency preferences affect the entire agency. Only Administrative Brokers and those they've given permission to set agency-wide preferences can access this tab. This is where they can set the format for phone numbers for your agency, set-up Two Factor Authentication and Automatic Sign-off, and more.

The other tabs in Settings host other ways to customize NextAgency. For example, in Carrier Settings you can define Product Types. In Cases Settings you can add, edit or delete the Sales Statuses and Stages your agency will use. Select the Configuration Settings tab to create Contact Roles and Custom Fields.

For detailed information on each section, please read the NextAgency Settings article.