ACORD Licensing Changes Effective January 1, 2020

I wanted to inform you about ACORD’s new licensing policy. Effective January 1, 2020, ACORD will require all insurance agencies to directly license and pay membership fees to ACORD for the usage of the ACORD Forms. This licensing decision, made independently by ACORD, still requires Agency Systems and all other solution providers to obtain a license for the use and distribution of ACORD Forms; however, ACORD also now requires all agents and brokers who continue to use ACORD Forms after January 1 to obtain licenses directly from ACORD.

We have also been advised that under ACORD’s new licensing policy, members of The Independent Insurance Agents & Brokers of America (Big “I”) and/or National Association of Professional Insurance Agents (PIA) that have a group gross revenue of under $50 million will be eligible for a license from ACORD as part of their membership(s), with no additional payment necessary. Additional information for Big “I” members can be found in their FAQ and for PIA members in their press release.

Users who do not qualify for a license under their Big “I” membership, PIA membership or a qualifying ACORD membership are able to purchase a stand-alone End User License from ACORD. For additional information, please review the ACORD membership programs.

As always, thank you for selecting Agency Systems as your trusted technology partner.

This link is a very thorough explanation by Steve Anderson of the Acord situation for those wishing to learn more.  It also includes links to the Big “I”, PIA and Acord.

Regards,

R.H. Bud Allen

Director

Newton by Agency Systems

“She Is One Very Patient and Thorough Employee”

“She is one very patient and thorough employee”

Good afternoon,

I just wanted to reach out and tell you how much I appreciate your associate Jennifer. I have to say, she is one very patient and thorough employee, she is always willing to answer “any” of my crazy questions and it really good at explaining things, if things aren’t clear.

I feel you have a great employee on your hands, and wanted to reach and let you know.

Thank you kindly,
Sherrie

Agency Systems Customer Since 2011

Agency Systems Announces Merger

Effective July 1, 2019, Agency Systems/Matrix Software, Inc., announces the acquisition of Connect Technologies, a software development company of web-based software solutions. “Immediately available as a result of the merger are web-based software solutions for Property and Casualty insurance agencies across the country”, said R.H. Bud Allen, Managing Director at Agency Systems.

Positive Impact on the Insurance Agency Management Systems Arena

Many wholesale and retail insurance agents have already benefited from the deployment of Connect Technology insurance solutions. “We look forward to bringing these and other web-based enhancements to the Newton platform”, said Allen.

Availability

Newton by Agency Systems is a 30-year Agency Management Systems provider with products driven by long term customer feedback. With the merger of Connect Technologies, a 15-year web solutions provider, Agency Systems has acquired the capacity to deliver proven web-based solutions in a speedy and cost-effective fashion.

Under the same ownership for over 30 years, Agency Systems has serviced thousands of Property and Casualty insurance agencies with technology you cannot outgrow. This merger ensures the continuance of a technology leadership position in the industry.

“She Goes That Extra Mile and Gives 110%”

“She goes that extra mile and gives 110%”

To whom it may concern:

Please note that the last few days and many other times Jennifer has helped me with Newton, I was in tears and was overwhelmed. She made it seem so easy, not only is she a great instructor she goes that extra mile and gives 110%.

Please take the time to praise her for the continued support that she gives our office.

Thanks so very much
Pam

Agency Systems Customer Since 2014

Newton Summer 2018 Update Now Available

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 Newton Summer 2018 Update
Newton Release Notes: Summer 2018 Server Update Instructions
Newton Summer 2018 Update Feature Highlights
Activity – Download LinkActivity – Download Link
Activity – Batch Send LinksActivity – Batch Send Links
Activity – Form LinkActivity – Form Link
Activity – Policy Dashboard LinkActivity – Policy Dashboard Link
Diary – Policy Dashboard & Attachment LinksDiary – Policy Dashboard & Attachment Links
Client Dashboard – Sticky NoteClient Dashboard – Sticky Note
Policy Task Default Transaction CodesPolicy Task Default Transaction Codes
Download – ACORD XMLDownload – ACORD XML
Accounting – Client On-Account PaymentAccounting – Client On-Account Payment
Cash Payment – ShortcutsCash Payment – Shortcuts
Reconcile – Producer ReportReconcile – Producer Report
Reconcile – Broker Report Archive and Email OptionsReconcile – Broker Report Archive and Email Options
Check Stub – Voucher GL DistributionsCheck Stub – Voucher GL Distributions
Accounting – Installment ListingAccounting – Installment Listing
Email – Items AttachedEmail – Items Attached
Email – Create With OutlookEmail – Create With Outlook
Email – Store Original Outlook FileEmail – Store Original Outlook File
Email – Store Original PreferencesEmail – Store Original Preferences

Lola Insurance Marketing Integration for Newton

Lola is a provider of turnkey automation tools for insurance agencies like yours. Lola offers the most complete and cost-effective automated insurance marketing product in the industry. It is designed by insurance professionals to automate cross-selling, customer and prospect management, targeted marketing with ready-to-go content and more.

Lola Systems

  • Prospects and Customers
  • Marketing Campaigns
  • Personalized Landing Pages
  • Custom Design Templates
  • Reporting and Accountability

Integration

Our development team has created a set of integration tools specifically designed for Lola. You now have an automated way to reach your clients and prospects with quality content on a continuing basis to maximize retention and coverage opportunities, recover lost business, and prospect for new business at pennies per year per client.

Learn More

We are excited to offer this integration opportunity with Lola. Click here to learn more about how to get started with Lola today!

Newton Summer 2018 Update Release Preview

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.

The Newton Summer 2018 Update is scheduled for general availability by the end of the Summer 2018.

Newton Wiki Newton Wiki
Newton Release Notes: Summer 2018
Newton Summer 2018 Update Feature Highlights
Activity – Download LinkActivity – Download Link
Activity – Batch Send LinksActivity – Batch Send Links
Activity – Form LinkActivity – Form Link
Activity – Policy Dashboard LinkActivity – Policy Dashboard Link
Diary – Policy Dashboard & Attachment LinksDiary – Policy Dashboard & Attachment Links
Client Dashboard – Sticky NoteClient Dashboard – Sticky Note
Policy Task Default Transaction CodesPolicy Task Default Transaction Codes
Download – ACORD XMLDownload – ACORD XML
Accounting – Client On-Account PaymentAccounting – Client On-Account Payment
Cash Payment – ShortcutsCash Payment – Shortcuts
Reconcile – Producer ReportReconcile – Producer Report
Reconcile – Broker Report Archive and Email OptionsReconcile – Broker Report Archive and Email Options
Check Stub – Voucher GL DistributionsCheck Stub – Voucher GL Distributions
Accounting – Installment ListingAccounting – Installment Listing
Email – Items AttachedEmail – Items Attached
Email – Create With OutlookEmail – Create With Outlook
Email – Store Original Outlook FileEmail – Store Original Outlook File
Email – Store Original PreferencesEmail – Store Original Preferences
What is the Newton Release Preview Program?

The Newton Summer 2018 Update is now available as part of our Newton Release Preview Program. Although the release may not be feature-complete, we offer early access to participating agencies. Participation in the release preview program entirely optional and free of charge. See the information block at to the top of the release notes to get started.

“Neptune 9 Is Awesome!”

“Neptune 9 is awesome!”

Good Morning Crystal,

I am so pleased with the change to Neptune 9 – it is everything you said it would be. I am very glad to have the additional resources that come with them and the speed and customization of the private server is a huge plus. If you ever have a client that wants to talk to someone about their Neptune 9 experience before they make the change, please give them my phone and email, I will be glad to share how good the experience was on behalf of Agency Systems and Neptune 9.

Kevin
Agency Systems Customer Since 2012

“Wonderful And Very Helpful Support In Learning The Processing Of Direct Bill Commission Statements”

“Wonderful and very helpful support in learning the processing of Direct Bill Commission Statements.”

Kimberly has been a wonderful and very helpful support in learning the processing of Direct Bill Commission Statements. She is patient, explains well, quick to respond and provides resource links, pages as attachments, screenshots and such for referencing as reminders and visual helps. Thumbs up to Kim!

Keven
Agency Systems Customer Since 2017

“Always There For Me With Any Question Or Problem”

“She was, and is, always there for me with any question or problem.”

Subject: Help on Agency Management System

Good Morning,

I wanted to end the year with a BIG shout out for Kimberly M. Crenshaw!!!

Our agency lost our bookkeeper this year, and without Kim’s help and knowledge of this system I’m not sure what our agency would have done. She was, and is, always there for me with any question or problem.

I just wanted you to know you are lucky to have such a patient, kind, understanding, knowledgeable and ALWAYS ready to help employee. I cant thank her enough for all her help!!

Happy New Year!

Regards
Deb
Agency Systems Customer Since 1997