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Secure Document Delivery
Need to deliver insurance documents to your clients easily and securely? With a simple click of a button, your Auto ID cards, Dec pages and other documents will be delivered safely to your clients with branding and E&O safeguards. Access My Insurance (AMI) allows you to publish existing documents or upload new documents while keeping all information stored securely inside Newton making it simple to find what you need when you need it.
“When I started my own agency, we went with Agency Systems because the accounting was simpler and more accurate, workflows make better sense, and customer support is immediately available. They have also done a great job of keeping our automation costs low.”Claudia – Houston, TX