Connect With Customers

Secure Document Delivery

Need to deliver insurance documents to clients easily and securely? With one click, Auto ID cards, Dec pages, and other documents reach your clients safely, with your branding and E&O safeguards built in. Access My Insurance (AMI) lets you publish existing documents or upload new ones, while everything stays securely stored in Newton — so you can find what you need, when you need it.

Manage Your Agency

Cloud Workspaces
Document Management
Download Manager
Integrated Accounting
Manage Complex Accounts
Seamless Email Integration
Secure Architecture
Third-Party Integrations

Build Your Customer Base

Analyze & Track Sales
Custom Agency Website
Manage Renewals
Marketing Automation
Producers Portal
Run Email Drip Campaigns

Connect With Customers

Client Mobile App
E-Signatures
Integrated Message Center
Partner Client Portal
Policy & Certificate Access
Secure Document Delivery
Text Messaging

“Wonderful and very helpful support in learning the processing of Direct Bill Commission Statements! The support team is patient, explains well, quick to respond, and provides resource links, pages as attachments, screenshots, and such for referencing as reminders and visual help.”
Kevin – League City, TX

Secure Document Delivery

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