NextAgency Agency Management — your agency CRM, on the go.

The NextAgency mobile app is the companion to the NextAgency web platform. It lets you view and manage your Cases, their Benefits, Employees, Tasks, and Notes, and browse your Carriers and Contacts — right from your phone or tablet, wherever you are.

This article covers installing the app on your Android or Apple device and signing in for the first time. No technical experience needed. Once you're signed in, continue with Using the NextAgency Mobile App for a tour of the app's features.

Before you start

To sign in, you'll need three things:

1. An Android or Apple (iOS) phone or tablet.
2. Your agency domain — this is the short name your agency uses to access NextAgency. It's the part that comes before .nextbroker.io. For example, if your agency is acme.nextbroker.io, your domain will likely be acme.
3. Your NextAgency email and password — the same ones you use to log onto NextAgency on the web.

The NextAgency mobile app is for use by NextAgency users only. If you are not yet a NextAgency user, contact your agency administrator to get set up before continuing.

Step 1 — Install the app

On Android (Google Play)

1. Open the Play Store app on your device.
2. Tap the search bar at the top and search for NextAgency Agency Management.
3. In the results, tap the listing with the dark-blue NextAgency icon, published by "NextAgency Agency Management System" (category: Productivity).

Tip: Our app is usually the first organic result, just below any "Sponsored" ad at the top. You can ignore the other unrelated "Agency…" apps that may appear lower in the list.

4. On the app's page, tap the blue Install button.
5. Wait for the download to finish. When it's done, the button changes to Open.
6. Tap Open to launch the app. (Next time, you can also tap the NextAgency icon on your home screen or in your app drawer.)

On iPhone or iPad (App Store)

1. Open the App Store on your device.
2. Tap Search (bottom-right corner) and search for NextAgency Agency Management.
3. In the results, tap the listing with the dark-blue NextAgency icon.
4. Tap Get, then confirm the install if your device asks (Face ID, Touch ID, or your Apple ID password).
5. When the download finishes, tap Open to launch the app. (Next time, you can also tap the NextAgency icon on your Home Screen.)

The app looks and works the same on both platforms, so the Android screenshots in these articles will match what you see on your Apple device.

Step 2 — Sign in

When the app opens, you'll see the Sign in to NextAgency screen with three fields:

1. Domain — Enter only your agency's subdomain (for example, acme). You'll notice .nextbroker.io is already shown, greyed out, on the right side of the field — the app adds that part for you automatically.

This is the #1 thing to get right. Without the correct domain you won't be able to access your data through the mobile app.

2. Email — Enter the email address you use to log into NextAgency.
3. Password — Enter the password you use to log into your NextAgency account.

Then tap the green Sign In button at the bottom of the screen.

Your device may offer to save your password (Google Password Manager on Android, iCloud Keychain on Apple devices). That's a normal prompt, so choose whichever option you prefer.

Trouble signing in?

"I can't sign in."
Double-check the Domain field — it should hold only your subdomain (for example acme), with no https:// and no .nextbroker.io. Then confirm your email and password with your agency administrator.

"Where can I get more help?"
Contact support@nextagency.com.

What's next

You're all set! Continue with Using the NextAgency Mobile App to learn your way around Cases, Benefits, Tasks, Notes, Carriers, and Contacts.

Need more help? Please contact our support team.

NextAgency Agency Management — your agency CRM, on the go.

The NextAgency mobile app lets you view and manage your Cases, their Benefits, Employees, Tasks, and Notes, and browse your Carriers and Contacts — right from your Android or Apple phone or tablet. This article is your tour of the app once you're signed in.

New to the app? Start with Installing the NextAgency Mobile App and Signing In, then come back here.

Getting around: the Cases list & menu

After you sign in, the app opens to your Cases list — this is your home screen. Here's what you'll see:

• Menu button (☰) — top-left corner. Opens the main navigation (more on this below).
• Search bar ("Search cases…") — find a case quickly by typing its name.
• Filter icon (the gear/dial to the right of the search bar) — narrow the list down.
• Case count — for example, "SHOWING 50 CASES."
• + New button — top-right corner. Starts a brand-new case.
• Case cards — each case appears as a card showing two status badges: a sales status (such as Client, Active, or Prospect) and a stage (such as Enrolling). Below that you'll see the Segment, the Owner/Broker of Record, and — when available — the Location.

Tap the ☰ menu (top-left) to open the main navigation. From here you can jump to:

• Carriers
• Contacts
• Settings
• Help
• Logout

(Your Cases list stays behind the menu — just tap outside the menu to return to it.)

Working with a case (the tabs)

Tap any case to open its detail view. A case is organized into five tabs across the top: Summary, Benefits, Employees, Tasks, and Notes. Tap a tab name to switch between them.

Summary

The Summary tab gives you the at-a-glance view:

• A header with the sales-status pill, the case name, the Market Segment, the Broker of Record, and when it was last updated.
• Basic Information — such as the Stage.
• Location — the physical address.
• Recent Note Activity — the latest note, with a View all notes → link.

Tap the pencil icon (top-right) to edit the case. If you see "Show all" near the bottom (e.g. "2 sections hidden · Show all"), tap it to reveal additional sections.

Benefits

The Benefits tab lists the case's benefit policies. Each entry shows the product type (such as Medical), the carrier, and a policy number.

Employees

The Employees tab lists the people on a group case — each with their name and email — and includes an Add Employee button.

This tab is most relevant for group cases. Individual cases won't have employees listed.

Tasks

The Tasks tab shows the to-do items tied to the case. Each task shows its priority (e.g. LOW, URGENT), its status (e.g. To-Do), who it's assigned to, and a due date.

Notes

The Notes tab holds free-form notes for the case. Each note has an edit (pencil) icon and a delete (trash) icon, and there's an Add Note button at the top to write a new one.

Creating a new case

From the Cases list, tap + New (top-right) to open the Add Case form. It's organized into sections:

Basic Information

• Market Segment (required) — choose from the dropdown (e.g. Individual or a group type).
• First Name and Last Name (required for individual segments).
• Sales Status, Stage, and Broker — each a dropdown.

Required fields are marked with a red asterisk (*).

Addresses

• Physical Address and Mailing Address — street, address line 2, city, state, ZIP code, and county.

When you're done, tap the green Create button to save the case — or Cancel to back out without saving.

Carriers & Contacts

Carriers

Open the ☰ menu and tap Carriers to see a searchable directory of insurance carriers. Each carrier card may include a website link and the states the carrier operates in. Use the Search carriers… bar to find one quickly.

Contacts

Open the ☰ menu and tap Contacts to see a searchable list of your contacts, each showing a name and a location or email. Tap + New (top-right) to add a contact.

Settings

Open the ☰ menu and tap Settings. This screen has three sections:

Server Configuration

Shows the connected Server URL, Domain, and Environment (e.g. Production), along with a Change Server button.

Heads up: Changing servers signs you out and clears your current configuration. You'll need to sign in again with your domain, email, and password.

Dropdown Values

Shows a Sync Status and gives you two buttons:

• Refresh Dropdown Values — re-pulls the latest picklist options (case stages, sales statuses, benefit product types, broker names, and so on). Use this if a dropdown looks out of date.
• Clear Cache — clears locally stored data.

Note: Task stages are managed in the web CRM, not in the app.

About

Shows the app Version, Build #, commit, and build date, plus a Privacy Policy link.

Troubleshooting & FAQ

"The drop-down fields' data looks out of date."
Check your internet connection first. Then try pulling down to refresh the list, or go to Settings → Refresh Dropdown Values to re-sync.

"How do I switch agencies or domains?"
Go to Settings → Change Server. (This signs you out, so have your domain, email, and password ready.)

"How do I sign out?"
Open the ☰ menu and tap Logout.

"I can't sign in."
See Installing the NextAgency Mobile App and Signing In for a walkthrough of the sign-in screen, especially the Domain field.

"Where can I get more help?"
Open the ☰ menu and tap Help, or contact support@nextagency.com.

Need more help? Please contact our support team.