“Job Easier With Every Meeting We Have”

“Job easier with every meeting we have.”


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

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!!!!

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.


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.
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.

“Without Her, We Would Not Have Achieved Our Desired Goals”

“Without her, we would not have achieved our desired goals.”

Dear Manager,

Jennifer is a very skilled and knowledgeable employee. Without her assistance we could not have accomplished the key goals of correcting several problems.
In addition to correcting the problems, she assisted in ways to allow us up to be more efficient and eliminate potential errors and problems with our clients.

We had a difficult project that was trying, tedious, and in some areas led us to uncharted territory.
She patiently helped to push through some rather large obstacles.
Without her, we would not have achieved our desired goals.
In my 40 + years in the insurance business, I have never encountered a non-insurance person who could grasp the accounting side of premiums and commissions,
not to mention various computer programs.

I am so appreciative for all of her assistance and guidance.

She is extremely valuable. I am greatly impressed with all that she brings to the table.

Thank you!

Berryville, VA
Agency Systems Client Since 2016

Where Will Your Management System Be In 30 Years?

Where will your management system be in 30 years? Agency Systems developed our first management software system in 1985 and have been under the same ownership since. While other vendors have come and gone, we thrived by embracing the technology employed by Fortune 1000 companies rather than expedient and least expensive development alternatives.  

The Newton development team is finalizing our latest version 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.

Where will your management system be in 30 years?

To illustrate the how we carry our technology forward, see below images of our first DOS system in 1985 and our 2017 release, up to date with the latest technology in the industry.

Where will your management system be in 30 years?
Empire – 1990s
Agency Solution - 2001
Agency Solution – 2001
Agency Systems - 2011
Agency Systems – 2011

What is new for 2017?

Newton by Agency Systems has been enhanced with a modern design and streamlined category-based menu system. The updated interface provides easy access to common functions, and leverages informational dashboards as sub-tabs to provide an efficient multi-tasking environment.

Newton by Agency Systems -2017
Newton by Agency Systems -2017
Newton Main Menu - 2017
Newton Main Menu – 2017
Client Dashboard With Sub-Tabs
Client Dashboard With Sub-Tabs

Forms – Keyboard and Data Entry Shortcuts

Creating ACORD forms with Newton presents the user with an interactive entry view of the ACORD form. This view removes the confusion with risk entry screens, since the user does not have to determine which risk field will populate a corresponding field on the final form. Some ACORD forms contain hundreds of entry fields, with options to import data from driver, equipment, property, or vehicle schedules. Newton has been updated with improved visibility and new keyboard and data entry shortcuts, resulting in easier page navigation and more efficient data entry.

Better Visibility – Button Color Design

With each release of Newton, visibility updates are executed based on design changes in Microsoft Windows. Microsoft has implemented a more modern, flat design for the operating system, including how buttons are displayed.

Buttons within forms now have color to assist with visual identification within a complex ACORD form.

Button Color Design
Button Color Design

Keyboard and Data Entry Shortcuts

New keyboard shortcuts have been added to the forms entry interface for quickly moving up and down the page. In addition, a new <CTRL + TAB> option is available to jump to the top of the next page. The new shortcuts allow the operator to quickly navigate without taking their hands off of the keyboard.

  • PgUp – Move page upward and move tab location.
  • PgDown – Move page down and move tab location.
  • Ctrl-PgUp – Move to top of page and first tab location.
  • Ctrl-PgDown – Move to bottom of page and last tab location.
  • Ctrl-Tab – Move to next page and pop to top and first tab location.
  • Ctrl-Shift-Tab – Move to previous page and pop to top and first tab location.
  • Shift-PgDown – Move forward 10 tab spots, if that moves to next page then turn page and select first tab stop.
  • Shift-PgUp – Move backward 10 tab spots, if that moves to previous page then turn page and select last tab stop.

A number of ACORD forms now contain data entry shortcut buttons for question pages to “mark all answers no”. Selecting the data entry shortcut button will place a ‘N’ for each question within the section. Some forms have multiple buttons, one for each section, such as the ACORD 83 Personal Umbrella Application.

Keyboard and Data Entry Shortcuts
Keyboard and Data Entry Shortcuts

Property Location Description

The Property Schedule can now import the property address into the location description field. The location description field is located on a number of certificates to display location information for property interests.

Import Property Location Description
Import Property Location Description

The location description field is also populated automatically by download for new properties, or existing properties if empty.