NextAgency users have lots of great ideas. They drive our product roadmap. We keep listening and improving NextAgency to make it even more user-friendly and valuable. Some of these enhancements are substantial. It’s the little‑but‑useful tweaks, however, that are just as important. Here are some recent improvements that are saving agencies time and clicks when using the NextAgency agency management system.
First, sometimes the same task needs to be implemented on several occasions. Which is why these items can be moved or copied in NextAgency. While the tasks and notes could be duplicated in seconds, any documents attached to them didn’t make the trip. Now they do. No more hunting for the same PDF or image after you’ve recreated a task or note. Everything you need moves together.
Second, agencies find pipelines are a great way to track prospects through your sales pipeline, clients through your renewal pipeline, and headaches through your service pipeline. In NextAgency it’s easy to create the pipelines you need. Then they can filter the pipeline, select the information the tiles show, and more so it’s just right. While pipelines were constant, filters and other customizations were not; until now. You can retrieve your personal changes with a single click. Which means you can switch among your pipelines without needing to rebuild your filters and personalization.
Third, NextMail uses IMAP (the same technology that keeps emails on your phone and desktop synchronized) to mirror your connected email accounts synced with NextAgency. Emails are even routed, automatically, to the appropriate case. Now emails can be routed to the correct contact or sub‑agent, making NextMail an even more valuable tool.
Finally, when in the benefits tab of a case record, clicking on the policy would open a view of select fields related to that policy. Getting more details required clicking into the policy itself. These extra clicks add up. So we added a host of new details to the preview panel. Which means you can find the information you need in seconds, saving time and keystrokes.
Individually, these updates may not be headline‑grabbing features, but they make everyday tasks easier. As always, we welcome feedback, and remain committed to making NextAgency the best value for life and health agency management software.