Analyze & Track Sales
Analyze business growth with real-time information on financials and manage policies with a click of a button.
• Dashboard view for users to manage clients, policy expirations, and follow-up items.
• Management dashboard views for active book of business with options to organize by CSR or Producer, Type of Policy or Carrier.
• Graph display for bank balances, receivables, payables, and commission with ‘compare to’ filtering.
“When I started my own agency, we went with Newton because the accounting was simpler and more accurate, workflows make better sense, and customer support is immediately available. They have also done a great job of keeping our automation costs low.”Claudia – Houston, TX