You can now upload detailed policy information to NextAgency and use that data to automatically populate fields in the benefit template. This not only can save you significant time, but it assures that data is being entered consistently among clients.

When combined with the ability to create custom benefit fields, NextBroker delivers tremendous flexibility to capture and quickly upload the policy information you need.

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.

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.