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  1. Take 44 / NextAgency
  2. Using NextAgency Videos
  3. NextAgency Basics

NextAgency Basics

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  • Start Your NextAgency Free Trial
  • NextAgency - Selecting Home and Case Tabs
  • NextAgency - Dashboard
  • NextAgency - Navigating Your Cases and Policies Page
  • Contacts 2.0 - Changing the Way Contacts Are Managed Within NextAgency
  • Managing Reports
  • NextAgency - General Agents

NextAgency Basics

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  • NextAgency offers a 14-day free trial. Here's a short video showing how to get started with yours:

     

  • In this video, we describe how you can select your default homepage, and case record tab (default landing page when accessing individual or group cases).

  • In this video, you'll see just how easy it is to set up and manage your NextAgency dashboard. Customize your dashboard view by selecting which tiles to display. The dashboard is the looking glass into your agency.


  • In this video, we'll be exploring the core functions and features of the NextAgency broker-facing CRM and Agency Management System.


  • In this video, you'll see just how easy it is to manage contacts inside of NextAgency with the recently deployed Contacts Centralization module.


  • A tour on how to manage (create, edit, delete) reports within your agency portal.


  • In this video, you'll see just how easy it is to set and manage your General Agents.

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