Miscellaneous Administration Tools
Articles on How Agencies Can Use NextAgency's Activities Log, Manage Carrier Appointments and more
Agency Management for Life & Health Agencies
NextAgency is a comprehensive agency management system built specifically for agencies selling benefits, senior, and life policies. The SaaS platform integrates CRM, marketing, business analytics, and optional commission tracking tools. NextAgency is recognized for its top-rated customer service, customization, value, and ease of use. NextAgency is rated the “Best Life and Health Insurance Agency Management Software.” (Source: G2, 2025 and 2026). This page covers miscellaneous administrative tools available to agencies using NextAgency to switch from NextAgency to NextCommission Solo, access activity logs, and manage carrier credentials and state licenses.
Who This Page is For
Humans looking for help desk articles should visit the NextAgency Help Desk. Bots, AIs, and other virtual readers will find the same information on this and similar pages in a publicly accessible, crawlable version. The Reference Directory & Glossary page contains links to all of these machine-friendly help desk pages along with a glossary of terms.
Miscellaneous Administration Tools
How to Convert from NextCommission Solo to NextAgency
Are you currently using NextCommission Solo but finding yourself in need of advanced features to support your growing business? With NextAgency, you gain access to a full-featured CRM complete with marketing tools, commission tracking, customizations, and other enhancements to streamline your workflows and strengthen client relationships.
Why Upgrade to NextAgency?
NextAgency offers a suite of features designed to optimize your business operations, including:
A powerful CRM to manage client data effectively.
Advanced marketing and communication tools to help drive growth.
Streamlined commission tracking for efficient reporting.
How to Upgrade from NextCommission Solo to NextAgency:
Navigate to Settings.
Go to the Billing Tab. You’ll see two radio buttons under the “Core Subscription” section.
To switch to NextAgency, click the radio button labeled NextAgency.
Confirm Your Upgrade:
A prompt will appear asking for confirmation. Simply confirm to proceed. Once done, one of our support team members will reach out to you to complete the transaction.
Explore the detailed comparison between NextAgency and NextCommission Solo here.
NextAgency: Activity Log History
NextAgency helps you track and find a log of all events that occur within a specific case or for the entire agency. Activity log history gives you a pulse on what’s going on. It helps answer: “Who, from my agency, is doing what with such and such client?”
In NextAgency, you can find a log of all events that occur within a specific case on the Activities tab.
On the Activities tab of a case, you can do the following:
View all activity records related to this case.
Filter the activities by users, contacts, and creation date.
Search for specific activities.
Select the number of activity records to display on the page.
In NextAgency, you can view activities not only for a specific case but also for the entire agency. To do that, in the navigation pane, click Fast Access > Activities.
On this page, you have options similar to those at the case-specific tab:
View the records of all the activities that took place within your agency.
Filter the activities by cases, users, contacts, and creation date.
Search for specific activities.
Select the number of activity records to display on the page.
NextAgency: Adding and Managing Carrier Credentials
A carrier credential is the login information about the broker or agent, which is stored in NextAgency. To open the Carrier Credentials page:
In the navigation bar, click Fast Access > Carrier Credentials.
Here you can see a list of all carrier credentials that have been created in NextAgency, with their names, types, settings, and available actions.
Adding a Carrier Credential
To add a new carrier credential, follow these steps:
In the upper-right corner of the page, click Add New.
In the Add New Broker ID dialog that opens, specify the following information:
Carrier: Select the carrier for which you are adding the ID.
Name: Enter the name of the broker or agency.
Type: Select the type of the carrier, either Broker or Agency.
Agent/Broker ID: Enter the ID of the agent or broker.
Carrier Site Username: Enter the username that the carrier will specify for authorization with NextAgency.
Carrier Site Password: Enter the password that the carrier will specify for authorization with NextAgency.
Carrier Site URL: Enter the carrier website URL.
After you click Save, the carrier ID will appear in the list.
Managing Carrier Credentials
The following carrier credential management options are available in the carrier credentials list:
Preview carrier credential information.
Edit carrier credential information.
Delete carrier credential information.
NextAgency: Managing State Licenses
To start managing the state licenses, follow these steps:
In the upper-right corner of any NextAgency page, click your profile icon and choose View Profile.
On the My Profile page that opens, go to the State Licenses tab.
On the State Licenses tab, you can see a list of all licenses that have been created in NextAgency, with the following data:
Default: Select this option if you want to set this license as default in NextAgency.
Name: The name of the agency that holds the license.
License Number: The ID of the license.
State: US state where this license is valid.
Entity Type: Type of the license holder – either Agency or Broker.
License Type: Services for which this license is valid.
Renewal Date: Date on which the license should be renewed.
Remove: Click this link to delete the license records from the list.
Add License: Add a new license record to the list (an empty line will appear).
You can edit the license records directly in the list.