NextBroker helps you organize data and share information about your prospects and clients. These videos go beyond the Fast Start videos to dive deeper into how to add and manage your cases.
In this video tour, we dive into Exploring Cases (Groups/Individuals), including an in-depth tour of each tab in the ribbon.
In this video, we'll explore how to manually create or import new cases (individuals/groups) into NextAgency.
A tour on how to manage (create, edit, delete) case custom fields within your agency portal.
NextAgency helps you keep all your client information close at hand. That includes employee information. This video shows how simple and straightforward it is to get employee data into NextAgency.
In this video, you'll see just how easy it is to add and associate dependents to cases within your agency portal.
Assign contacts a particular role. For example, "HR" or "Owner" or "Benefits". Then in workflows, you set the "To" field to the role. Whoever in a case is assigned that role will receive the email. Here is how to create, assign, and use case contact roles.
In this video, you'll see just how easy it is to remove cases from your agency portal. This includes how to archive cases, and subsequently, delete them.
When duplicate case records are created in NextAgency, it's easy to merge them together. In this video, we explore how this process works, and why it's a valuable tool to use.
We're often asked about the best practices for using NextAgency to manage renewals. The video tutorial above describes some tips and tricks on how to best manage your policy renewals.
A tour on how to manage (create, edit, delete) sales statuses within your agency portal.
A tour on how to manage (create, edit, delete) case stages within your agency portal.