- Case Record Overview (Groups and Individuals)
- Creating and Importing New Cases (Groups and Individuals)
- NextAgency - Adding Employees to Cases
- Adding (or Associating) Dependents to Cases
- Creating, Assigning, and Using Case Contact Roles
- Archiving and Deleting Cases
- NextAgency - Merging Case Records
- How to Manage Renewals (Best Practices)
- Managing Sales Statuses
- Managing Case Stages
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.
In this video, you'll see just how easy it is to add employees to group cases within your agency portal. We also show you how to add existing contacts from your database as employees to groups.
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.