Personalized Timelines

Organize Your Time with Follow-Up Tools

NextBroker allows you to keep all important tasks and notes at the tips of your fingers as well as get timely reminders and follow-ups.

Keep Your Tasks and Notes in One Place

All of your tasks and notes are displayed on the Timeline so you get a quick overview of your current agenda as well as sort tasks and notes by dates.

Create sales pipelines for leads with Stages. Set ‘Priority’ and ‘Confidence’ measures on each task to help differentiate less important cases from high priority status ones. See which team members are assigned to which cases.

Set Up Reminders

Be notified of pending tasks and other activities to prevent missing out on any important deadlines. Notifications will arrive both via email and within your system. Never miss a to-do again!

Agency Management System

Attach Files to Tasks and Notes

Attach any relevant documents, photos, etc. to your notes and tasks. Reliably store additional materials to notes and tasks that can be retrieved at anytime, 24 hours a day, 7 days a week.

Share these files with other users by generating a shareable link. Resurface these files in other areas of the system (ie: sending enrollment kits and proposals) with a click of a button.