To add benefits to case records, start by clicking on the Case record name to open it, then navigate to the Benefits tab.




Within this tab, locate the 'Add Benefit' button and click it to begin adding a benefit to the case record.




A pop-up window will appear, allowing you to input various benefit details such as Carrier, Product Type, Plan name, Effective and Renewal dates, among others. Depending on the Product Type chosen, relevant fields will automatically populate.

You have the option to attach files related to the benefits from the Files tab. Furthermore, there are additional tabs like Contribution, Rates, Notes, and Calls where you can input and store pertinent information.

After completing all the necessary details, remember to click 'Save' to associate the benefit with the case record.

In NextAgency, you can personalize the stages for your benefits. To begin, go to Settings, then navigate to Case Settings, and select Stages. From there, choose Benefits, and click on 'Add Stage' to customize further.





Name your stage and assign a Win Percentage (optional), then simply click 'Save'.


You can also Edit/Delete the Benefit stages by clicking on 'Actions'.




Additionally, you can adjust the order of your benefit stages by clicking on the up or down arrow symbol and dragging it to the preferred position.

To assign your custom Benefit stage, go to any case record, then to the Benefits tab. Click on Actions, then Edit. Under Policy stage, select your stage, and finally, click 'Save'.

If you need any assistance, please reach out to our support team.