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.
“I just wanted to tell you how much I have enjoyed working with you to learn the Newton system and automate our agency. Because we are a small commercial agency we get frequent requests for certificates. Because the system is so simple it is usually faster to do a COI request than sending my CSR an email.”Ray – Conroe, TX