The Newton Summer 2018 Update is the next major version of Newton by Agency Systems. The update enhances critical portions of Newton such as Download, Email, Activity, Forms, Accounting, and more. The update extends the functionality of these critical areas of Newton by connecting valuable E&O activity items to the source action items, providing an easy-to-follow workflow for all agency personnel.
Update Now Available
The Newton Summer 2018 Update is now available to all local and dedicated cloud hosting customers. As always, the update is provided at no cost to all Newton by Agency Systems customers.
Newton Summer 2018 Update Feature Highlights
- Activity – Custom Activity Attachment Types
- Checks – Payee and Voucher Distributions
- Cross-Agency Search
- Download – XML eDocs and Messages (Activity Note Download)
- Email – Create with Outlook and Original Message Archive
- Forms – Updated ACORD Forms and Custom Add-On Pages
- Policy Dashboard – Auto Load Policies
- Policy Task Transaction Code Defaults
- Reconcile – Broker Pay Mode (Direct Bill) and Batch Reconcile Agent Receivables
- Reconcile Report – Commissions and Policy Company