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.

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) benefit fields within your agency portal.

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) sales statuses within your agency portal.

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

A tour on how to manage (create, edit, delete) benefit/policy stages within your agency portal.