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
  • Case Record Overview (Groups and Individuals)
  • Creating and Importing New Cases (Groups and Individuals)
  • NextAgency & Ease (formerly EaseCentral) Integration: How it Benefits Your Agency
  • Adding Employees to Multiple Cases
  • Adding (or Associating) Dependents
  • Creating, Assigning, and Using Case Contact Roles
  • Managing Case Custom Fields
  • 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.



  • 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.

     

  • NextAgency and Ease is a powerful combination. NextAgency is your agency management system. Ease is one of the nation's preeminent benefits administration platforms for businesses with 2-250 employees. In the video below, we detail how a user can transfer data from Ease to NextAgency. 

     

     

  • 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.

     

     

  • A tour on how to manage (create, edit, delete) case custom fields 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.

  • 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