Contact management one of the core features of an agency management system. You need the right information about the key people at your prospects and clients. And they should be at your fingertips when you need it. That’s what NextAgency’s contact tools delivers. And we just made them better.
You can now choose exactly which columns you see when viewing your contact lists. Want to focus on phone numbers and email addresses? Done. Need to prioritize renewal dates and policy types? Easy. Simply click the gear icon next to the Filters button and select what matters most to your workflow. We enhanced the filter as well and provide additional details in each record.
This isn’t just about preferences—it’s about productivity. When your team can quickly zero in on the information they need most, everything moves faster. Less scrolling, less searching, more selling and servicing.
Giving you control over how you see your contacts is another way we make it easy to adapt NextAgency to the way you work. For us, this is what being user friendly is all about.