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NextAgency AI and Misc Tools Articles

Machine-friendly Articles on NextAgency Reports

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 AI and other tools that are used across multiple features and modules within NextAgency.

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.

NextAgency AI and Misc Tools Help Desk Articles

Generate Case Summaries

AI Case Summaries help you quickly understand the most important details of a case without having to manually review every tab. Using AI, you can generate a concise summary of case information, choose which data sources to include, and refine the results to meet your needs.

Enabling AI Case Summaries

To enable AI Case Summaries, navigate to Settings > Agency Settings > Personal. Then toggle AI Summary on.

Displaying the AI Summary Tile

To display the AI Summary section within a case:
1. Open any case record’s summary tab.
2. Click Select Tiles.
3. Select AI Summary.
The AI Summary tile will now appear on the Summary page.

 

Generating a Summary

To generate a new summary:

  1. Open the AI Summary tile.
  2. Click Add Summary.
  3. In the modal window, select the data sources you would like AI to use when generating the summary.

Available context sources include:

  • Contact Information
  • Benefits
  • Tasks and Notes
  • Dependents
  • Files (file names only)
  • Commissions
  • Calls
  • NextMail (Emails)
  • NextText (Texts)
  • Sales

You can use the **Select All** or **Deselect All** options to quickly manage your selections.
By default, AI uses information from the past year when generating a summary. You can adjust the timeframe to include more or less historical data as needed.
Once your selections are complete, click the Create button to generate the summary.

 

Editing and Refining a Summary

After a summary has been created, the Add Summary button changes to Edit Summary.
Click Edit Summary to reopen the AI Summary modal and access additional options.
Within the modal, you can:

  • Regenerate the summary
  • Refine the existing summary
  • Copy the summary to your clipboard
  • Accept a newly generated version
  • Cancel changes

Refine Options

The Refine dropdown provides the following options:
Summarize
Creates a more concise version of the summary while retaining the key points.
Shorten Summary
Reduces the overall length of the summary while preserving important information.
More Details
Expands the summary by including additional context and details.
Please note that tone adjustment options are not available for AI Case Summaries.

 

Accepting Changes

When a summary is regenerated or refined, AI generates a new version for review.
You can then choose to:

  •  Accept the new version to save it
  • Copy the content to your clipboard
  • Cancel to discard the changes

The previously accepted summary remains available until a new version is accepted.

Please Note: All AI makes mistakes. NextAgency strongly recommends reviewing all generated summaries and verifying important details before using them for decision-making or client communications.

Drafting Assistance: Create, Edit, Proof, Refine Note and Task Descriptions and Emails

When you draft an email or create a task, note, or ticket, NextAgency presets you with a text editor. That editor is smarter than it looks. AI Assist helps you polish your text. You can select:

  • Proof to review the text for spelling and grammar errors
  • Improve Writing to revise  your text
  • Shorten to make your text more concise while preserving your intent
  • Change Tone to rewrite the text in a professional, empathetic, casual, neutral, or educational tone
  • Translate to convert your writing to one of several languages
  • And, for tasks, notes, and tickets, Summarize to consolidate the text while preserving the intent — especially useful after entering long notes from a call or meeting

How to Use AI Assist

Getting started is simple:

  1. Type your email, task, note, or ticket description.
  2. Click the “AI Assist” button in the editor toolbar.
  3. Next, choose what you would like to do. You can improve the writing, summarize writing, fix spelling and grammar, make it shorter, change the tone, or translate the text.
  4. Select the action you want and click “Generate”.
  5. Review the suggestion and click “Accept and Replace” if satisfied.

You can try multiple actions until you get the exact result you want.

Available AI Actions:

Improve Writing

Refine your text using custom instructions.

  • Add instructions like:
    • “Make this clearer”
    • “Make it more persuasive”
    • “Simplify the email with bullet points”
  • Great for client emails, policy explanations, or internal notes

Summarize Writing

Condense long content into a shorter, clear summary.

  • Available for tasks, notes, and tickets
  • Ideal after:
    • Client calls
    • Meeting notes
    • Long documentation

Fix Spelling and Grammar

Automatically corrects:

  • Spelling mistakes
  • Grammar issues
  • Punctuation errors

Keeps your original tone and meaning intact—perfect for quick cleanups.

Make Shorter

Shortens your text while preserving the key message.

  • Removes unnecessary words
  • Keeps intent intact
  • Useful for:
    • Quick replies
    • Concise client updates

Change Tone

Rewrite your content to match the desired communication style.
Available tone options:

  • Professional – Formal and business-ready
  • Empathetic – Supportive and understanding
  • Casual – Friendly and conversational
  • Neutral – Balanced and objective
  • Educational – Informative and explanatory

Perfect for tailoring communication with clients, prospects, or internal teams.

Translate

Convert your text into multiple languages.
Supported languages include:

  • English
  • Spanish
  • French
  • Korean
  • Chinese
  • Works on selected text or full content
  • Helps agencies communicate with diverse clients

We hope you enjoy using AI Assist! If you have any questions or suggestions, please feel free to contact our support team.
Note: AI can make mistakes. Please review carefully before accepting changes.