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, 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.