NextAgency
@nextagency.bsky.social
NextAgency saves agencies selling and servicing benefits, senior and life policies time, money and clients with an agency management system featuring CRM, marketing, business analytics, and commission tracking tools. Learn more at www.NextAgency.com.
We've added a host of new features in the past several weeks:
1. Enhanced employee-level workflows
2. Added new tools to manage sub-agents including stages and statuses and a sub-agent task report
3. Enabled more control over how custom fields are presented on a case's summary tab.
And lots more.
1. Enhanced employee-level workflows
2. Added new tools to manage sub-agents including stages and statuses and a sub-agent task report
3. Enabled more control over how custom fields are presented on a case's summary tab.
And lots more.
January 6, 2025 at 5:05 PM
We've added a host of new features in the past several weeks:
1. Enhanced employee-level workflows
2. Added new tools to manage sub-agents including stages and statuses and a sub-agent task report
3. Enabled more control over how custom fields are presented on a case's summary tab.
And lots more.
1. Enhanced employee-level workflows
2. Added new tools to manage sub-agents including stages and statuses and a sub-agent task report
3. Enabled more control over how custom fields are presented on a case's summary tab.
And lots more.
We're delighted to be here at BlueSky. We'll be leaving X completely in mid-January. The environment there was too often aggressively negative on too many issues. The atmosphere here -- and the control we have over what posts in our feed -- is much more conducive to sharing news about NextAgency.
January 6, 2025 at 4:59 PM
We're delighted to be here at BlueSky. We'll be leaving X completely in mid-January. The environment there was too often aggressively negative on too many issues. The atmosphere here -- and the control we have over what posts in our feed -- is much more conducive to sharing news about NextAgency.