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