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

“None Of You Probably Know How Much I Appreciate Your 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.

Linda
Agency Systems Customer Since 2010

“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