Keeping track of cases, carriers, and sub-agents can be a full-time job. NextAgency can make it more manageable, however. Because at the end of the day, it’s all about productivity. That’s why we’ve designed tools to take the hassle out of everyday agency work. First, we added multiple case roles, so you can easily loop in sales, service, or compliance staff on the same client without juggling separate records or chains of emails. This makes follow-up and accountability easier—everyone knows who’s responsible, and nothing gets lost.
Carriers are important partners. How are you doing with them? NextAgency’s improved Carrier Reports provide a bird’s-eye view of your insurer partners, but lets you dig into the weeds as needed. No more guesswork when it comes to performance tracking.
Team management is also easier now Bulk importing sub-agents is now as simple as uploading a spreadsheet, which comes in especially handy during hiring seasons or open enrollment. And to make sure every case is clearly owned, we introduced the ability to assign a primary sub-agent to each case. Less confusion, more control.
If your agency is growing or your team’s roles are evolving, these tools mean less busywork and greater productivity.