“As A Trainer, She Was Great”

“As a trainer, she was great.”

Subject: Newton Agency System – Trainer

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.

Kindest regards,

Ana
Agency Systems Customer Since 2006

Newton Spring Update Is Now Available

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.

Newton Spring Update Feature Highlights

Feature Spotlight: Client Keyword Search

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.

Comprehensive

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.

Efficient

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.

“Job Easier With Every Meeting We Have”

“Job easier with every meeting we have.”

Melaine,

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.

Christal
Gravois Mills, MO
Agency Systems Customer Since 2015

Feature Spotlight: Agency Bulletin

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.

Agency Bulletin
Agency Bulletin

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.

Agency Bulletin Edit
Agency Bulletin Edit

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.

“Training This Morning Was Phenomenal”

“Training this morning was phenomenal.”

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.

Thanks Melaine!!!!

Sincerely,
Sherrona
Columbia, SC
Agency Systems Customer Since 2009

Microsoft is Ending Support for Windows Vista

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.

https://support.microsoft.com/en-us/help/22882/windows-vista-end-of-support

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.


Forms – Export A Spreadsheet Of Certificate Holders And Property Interests

The list of certificate holders and property interests assigned to a certificate can be exported to a Microsoft Excel spreadsheet. The spreadsheet of certificate holders and property interests includes the interest fax number, email address, and all risk properties for the interest.

Export a spreadsheet of certificate holders and property interests

  1. Open a certificate of insurance.
  2. Select Other -> Print Selected Holders.
  3. Choose the desired holders by selecting the individual check boxes, selecting “Check All / Uncheck All”, or by right-clicking and selecting “Check Holders with / without email”.
    Spreadsheet of Certificate Holders
    Export a spreadsheet of certificate holders
  4. Select Export to create the spreadsheet.
    Spreadsheet of certificate holders
    Spreadsheet of certificate holders
  5. Select Print or Save As within Microsoft Excel.

“The System Is So Simple, It Is Unusually Faster”

“The system is so simple, it is unusually faster.”

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 request for certificates. Because the system is so simple it is usually faster to do a COI request than sending my CSR an email.

As you know we are training a new CSR and a question came from an account with a problem accessing the My Insurance Dashboard. One of the support team, Jennifer, researched the problem, found the answer and even called our customer to make sure they had current login information.

That is going the extra mile.

Thanks for what you are doing and we look forward to many years working together.
Ray
Conroe, TX
Agency Systems Customer Since 2012

Automatically Create Trust Accounting Reports

The reconciliation functions in Newton provide the ability to generate reports from the archive of processed items. The reconciliation functions can also be configured to automatically create and store .PDF copies of the trust accounting reports as each item is processed.

Automatically create trust accounting reports

The .PDF copies of the automatic trust accounting reports can be stored on the various attachment bands within Newton (Client Tab -> Attachments, Company Tab -> Attachments), or externally in a user-specified folder.

  • Reconcile Producer Payables can optionally email the producer’s .PDF report in addition to placing the .PDF archive in the user-specified Archive folder.
  • These settings apply to both individual reconciles and Batch Reconcile Company/Producer Payables.
  • The automatic actions do not require any additional steps, clicks, or prompts during processing.
Automatically Create Trust Accounting Reports
Automatically Create Trust Accounting Reports
Reconcile functions with automatic actions:
  • Bank Deposit Wizard
  • Bank Reconcile
  • Client Receivables
  • Company Payables
  • Company Receivables
  • Producer Payables (Includes .PDF or email)

Configure invoice reconcile actions

  1. Select AP -> Reconcile Payables.
  2. Select Other -> Select Actions When Reconcile Completes…
  3. Check to enable or disable the different report options. If Save report to archive is selected for any option, select the desired Archive Folder.
    Configure Automatic Actions
    Configure Automatic Actions

    (Each Newton user can have a different archive folder, providing the option to store the files in a secure local folder on the workstation.)

  4. Select OK.