Are you getting the most from your Newton Download?
Download Alerts allow you to stay informed of policy changes sent directly to the carrier by the insured with minimum setup required. The operator may jump from the diary item that was created by the alert system directly to the client to make the specific changes required. Premium alerts can spot downloaded premium changes quickly allowing the agency to remarket coverage to a new carrier before the insured shops for different coverage. Download Alerts can also generate an email to the client’s producer, service representative, or a designated person.
Download Alert Types:
- Cancellation Downloads
- Policy Premium change by a positive or negative percentage amount
- Scheduled item changes such as drivers, vehicles, and properties.
- All downloads for a specific client
- Clients with a specific producer.
To schedule training or get more information on this feature, email us at support@agencysystems.com.
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If your agency’s website has not been updated recently, or you do not have a website, this is a great opportunity to build your brand with a fresh new image. The marketing advantages of a properly built website coupled with a client portal, will increase sales and improve retention.
Our experts can tailor your website to attract customers in the areas you are licensed to serve and help you show off the best your agency has to offer!
Contact us at 800.990.1983 today for more information.
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