A one-size-fits-all approach just doesn’t cut it— especially when you’re running an insurance agency. In the past several months we’ve doubled down on customization. Agencies can now curate custom fields to track the data that matters most, whether that’s client birthdays, renewal preferences, or niche product details. No more wrestling your workflow into someone else’s mold.
You need the custom fields you need. Yet too many platforms restrict you. Not NextAgency. Use as many custom fields as you need. And make them the type of custom fields you need. You have options; lots of options. Like dates, percents. drop down menus, text fields, currency, check boxes; numbers, and the list goes on.
To keep your team running like clockwork, we gave you the power to personalize workflow-created task titles. This might sound minor, but it makes it much easier for your staff to see what’s urgent, what’s routine, and what needs a follow-up.
Adding new cases should be quick, not a bottleneck. Now you can set default phone and email types for each case, meaning less repetitive data entry and fewer errors when onboarding new clients.