“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!
“She was, and is, always there for me with any question or problem.”
Subject: Help on Agency Management System
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!!
“None of you probably know how much I appreciate your help”
Subject: Thank You … all who are in the Customer Service Dept.
I just got off the phone with Faith who helped me with one of my many accounting challenges, and it occurred to me that none of you probably know how much I appreciate your help. You all are always so helpful and very kind. So this is just a little thank you from the bottom of my heart.
Thanks for your patience and willingness to take my calls.
In this day and age, we get much correspondence about problems so when I can send a commendation that is wonderful. I just wanted to congratulate Melanie Davis, as a trainer she is great. We have been working now with her for just over a year and her can do attitude and willingness to teach reflects very well on your organization. Service is the cornerstone of our agency and Melanie works with same attitude and promptness that is not often found.
Your other team members Phillip, Brandon and the others that we have known since commencing in 2006 are terrific too and that is why we have been a satisfied client since 2006.
The Newton development team has finalized our Spring Update having updated all of our development frameworks with the latest technology available. This new release not only provides you the solid automation platform you can depend on for decades, but ensures you the lowest cost of ownership in the industry.
Newton by Agency Systems has been updated with a modern design and a streamlined category-based menu system. The updated interface provides easy access to common functions and leverages informational dashboards as sub-tabs to provide a streamlined multi-tasking environment.
What use is an agency management system if you cannot locate your customers quickly, and easily? Newton’s client keyword search is easy to use, comprehensive, and efficient.
Feature Spotlight: Client Keyword Search
Easy to Use
Newton’s powerful keyword search only requires a single entry field. Select Find Client and just start typing. As you type, suggested matches are provided that can be selected, like a google search. Finding a client with an uncommon name has never been easier.
The Client Keyword Search allows the operator to find clients by: Name, DBA Name, Address, Phone number, and E-mail address. The Client Keyword Search includes client contacts as well as drivers.
The Client Keyword Search can find partial matches, including incomplete telephone numbers. The last four digits of a phone number are almost always enough to narrow your results to the right client.
The Client Keyword Search will even locate common aliases, such as Bob or Robert, or abbreviations such as first.
Newton’s comprehensive search simultaneously searches multiple data fields, without requiring any additional steps from you.
How many times have you been reviewing a client’s account, only to be interrupted by a request for information on another client? The client keyword search is available from any tab, with a single mouse click, or a single press of the keyboard. When a client is selected, a new client tab is created, leaving your existing customer accounts preserved, right where you left them.
Have you ever forgotten the name of a client you were recently servicing? Locating a recently loaded client doesn’t require running complicated history reports in Newton.
To load a previously viewed client, open the Client Keyword Search window and select Load Recent. The history list contains the client name, address, and the amount of time passed since the client was opened. Select the desired client from the history list to quickly load that client.
The Client Keyword Search is one simple example of how Agency Systems focuses on the procedures and tasks everybody uses every day.
General availability of the spring update to Newton by Agency Systems will be announced soon.
We do have alerts for premium change and cancelations. I have discovered how to make the clients inactive if they don’t have any active policies at the time also. The downloads are working great and are such a time saver. So glad that is up and working now.
Thank you for all your help. You sure make a girls job easier with every meeting we have.
Gravois Mills, MO
Agency Systems Customer Since 2015
The Agency Bulletin is the optimal place for office announcements made by an office manager. Office lunches, meetings, procedure reminders, outside visitor alerts, or staff birthday messages can all be quickly entered, without leaving Newton.
Feature Spotlight: Agency Bulletin
When a user opens Newton, the Agency Bulletin is automatically displayed.
Select Edit or Open to view the full details of the bulletin. Users with security can quickly make edits, and select Okay to save any changes.
If the Agency Bulletin is edited during the day, the Agency Bulletin text is automatically updated with the User Dashboard for each Newton user.
The Agency Bulletin is one simple example of how Agency Systems focuses on the procedures and tasks everybody uses every day.
The Agency Bulletin is included in the Newton Spring 2017 update. General availability of the spring update will be announced soon.
The Agency Systems’ training this morning was phenomenal. I must say Melaine really took us to another level. She offered to do one on one for about 30 minutes once a week to help in clearing up dashboards and getting the data in our systems accurate and up to date. I believe one of the biggest takeaways from the training today is working our dashboards, keeping a flow in the diary using the timestamp and keeping it open until it is completely resolved. I know she appreciate the team coming together this morning utilizing all that knowledge she has to make our agency even better.
Agency Systems Customer Since 2009
After April 11, 2017, Windows Vista customers will no longer receive new security updates, non-security hotfixes, free or paid assisted support options, or online technical content updates from Microsoft.
If you continue to use Windows Vista after support has ended, your computer will still work but it might become more vulnerable to security risks and viruses. Internet Explorer 9 is no longer supported, so if your Windows Vista PC is connected to the Internet and you use Internet Explorer 9 to surf the web, you might be exposing your PC to additional threats. Also, as more software and hardware manufacturers continue to optimize for more recent versions of Windows, you can expect to encounter more apps and devices that do not work with Windows Vista.
Agency Systems recommends Windows 10 Professional or Windows 7 Professional.