NextAgency users ask for helpful tweaks to make the software even more valuable to them. And we continue to deliver. Here are three recent enhancements that save agencies time and clicks.
Merge Contacts: Duplicating contacts is inevitable. Merging them doesn’t have to be hassle. Our new merge wizard walks you through the process of consolidating them, eliminating bloat while preserving full history. If you use NextAgency’s case merging tool, you are already an expert in merging contacts. The result is a clean, unified contact list without the pain of manual clean-up.
Select Detail View Fields on Pipeline Cards: NextAgency’s pipeline view is a powerful way to track your clients, prospects, and service issues through their respective pipelines. At a glance, you can see where things stand and what needs doing. Now you can select up to eight fields to be displayed in the pipeline cards. The result is a personalized board that surfaces the exact data you need, enabling you to focus on getting things done.
Carrier Custom Fields Are Here: Carrier records finally get the same flexibility as contacts and policies. Create custom fields in a variety of formats: text, number, dropdown, checkboxes, percentages, dates. Then attach them to any carrier profile. This means agencies capture the unique data points they rely on, making it easier to use NextAgency the way you want to work. Your custom fields are searchable and reportable, too, so you can filter carriers or pull them into custom reports without leaving the platform.