Take 44 / NextAgency Help Center home page
  • Tour
  • Components
    • Agency Management
    • CRM
    • Marketing & Communications
    • Commission Tracking
    • API
    • NextMarket
  • NextConcierge
  • Pricing
  • FAQ
  • Login
  • Start Free Trial
  • Get Demo
  1. Take 44 / NextAgency
  2. Using NextAgency Videos
  3. Managing Cases

Managing Cases

Follow New articles New articles and comments
  • Associating Cases
  • How to save time with Filters.
  • How To Bulk Update Case Records
  • Case Record Overview (Groups and Individuals)
  • Managing Custom Fields
  • Adding an Employee to Cases
  • Adding Employees to Multiple Cases
  • Adding (or Associating) Dependents
  • 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

Managing Cases

Follow New articles New articles and comments

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.

  • This guide shows you how to identify dependents, create reciprocal associations between cases like spouses, business partners, or households, and navigate between them easily within NextAgency.

     

  •  

     

    Your time is valuable. In this video you will learn how to leverage filters in NextAgency to save you time when looking for the information that you need.

  • In this video, we'll show you how to efficiently manage and update multiple case records at once. Whether you need to apply changes to a group of cases or update specific fields across your database, this tutorial will guide you through the process step by step. Say goodbye to manual updates and hello to increased efficiency with NextAgency's bulk update functionality.

     

    WARNING: It is highly advised that you run a sample import with a few cases to update first before initiating a large update. This will give you an opportunity to catch any mistakes before negatively affecting a large chunk of your data.

     

     



  • In this video tour, we dive into Exploring Cases (Groups/Individuals), including an in-depth tour of each tab in the ribbon.

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


  • 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.

  • 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.

NextAgency

Components

Agency Management

CRM

Marketing & Communications

Commission Tracking

API

NextMarket

Resources

Help Desk

NAHU

Security

Tour

Shop

Pricing

Find a Distributor

Receive Updates

Sign Up Now

Company

About

Contact

Blog

Become a Distributor

Follow Us:

Our Privacy

Copyright 2021 Take 44, Inc.

Terms & Conditions