Spring is quickly approaching, and along with the inevitable spring cleaning comes new growth. While there is much work to be done, there is also much growth to experience. We wish you the best during this season both personally and professionally.
As always, feel free to contact us if we can be of any service to you and your family.
Yours sincerely,
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
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,
SherrieAgency Systems Customer Since 2011
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.
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.
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.
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
PamAgency Systems Customer Since 2014
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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 WikiThe 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.
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
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
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
