Upgrades to Sub-Agent Management

Whether you’re an FMO, general agency, or just managing a growing team, keeping track of sub-agents shouldn’t be a headache. If it is, think of NextAgency as your relief. In 2023 we made a number of upgrades to our sub-agent management tools.

First, we added checklists for sub-agents — structured workflows that automatically generate a series of tasks, one after the next. Whether you’re onboarding a new agent, tracking licensing and training, or coordinating renewals, you can now build repeatable processes that enforce agency policies without micromanaging.

Next, we introduced statuses and stages to track where each sub-agent stands. Want to see who’s onboarded, who’s stalled, and who’s ready to go? One look let’s you know. This lets you focus your time where it matters most — and gives your team clarity without extra meetings or emails.

We also launched a sub-agent task report: a centralized dashboard showing all open tasks related to all your sub-agents. It’s a simple tool that saves hours.

And when you’re growing fast? Bulk import means you can bring on new sub-agents in minutes — not one record at a time. Just upload a spreadsheet and get to work.

Together, these updates make sub-agent oversight easier, cleaner, and more scalable — so you can spend less time managing your sub-agents and more time helping them sell.