“Closing The Year Is Four Times Faster”

“Closing the year is four times faster”

Hi Friend! Thank you so much for checking on us and offering help and training. Just don’t know anyone quite like YOUALL!

We’re doing fine and we closed the year, again – “with the greatest of ease”! Closing December and then the year with Newton is four times faster than our old Vertafore system. Also, our year end reports use about one-third the amount of paper compared to the old system.

We are ever so pleased with The Newton System AND IT’S PEOPLE! Take care and the Best to you,

Stacy
Texarkana, AR
Agency Systems Client Since 2014

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Agency Systems Initial Contact

Good morning,
Checking in with everyone to see if anyone would like a “refresher” Some topics to consider:

Diary management and using all the features
Recently Expired policies to keep policy status up to date and have accurate reports
Forms, Including Certificates
Invoicing – agency bill

Or any topic of your choice – such as Memo Writer templates and saving correctly on clients.

Melaine Davis
Newton by Agency Systems

“My Questions Are Always Invited”

“My questions are always invited!”

Just a note to let you know that Kimberly is a pleasure to work with. She is always patient with my questions and seems to always have answers that make sense to me and are WORKABLE! I never feel like I’m being “talked down to” – my questions are always invited!

Thank you for sharing her with us!

So very glad she is my contact with Agency Systems!

Very sincerely,
Cathy
Summerton, SC
Agency Systems Client Since 2015

“Always Seem To Go A Step Further”

“Always seem to go a step further”

Hi Brandon

Thank you for asking, […] I am not used to service the way Newton and Ajasent are providing, your company and Ajasent seem to always go a step further to take care of a customer.

So that tells you that I am very pleased, should have done it long ago.

Thank you

Isaac
Furlong, PA
Agency Systems Client Since 2012

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Agency Systems Initial Contact

Isaac,

How are things going on Ajasent?
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Brandon
Agency Systems

“We Continue To Enjoy Our Newton System”

“We continue to enjoy our Newton System!”

Hi there – Thank you so much for checking on us to see if we need a review. You did such a great job originally, that we’re just fine. The ladies say that they just send you an email if they have a question. We continue to enjoy our Newton System! We just don’t have big issues with it. It is working beautifully. If your marketing folks ever need a recommendation for a prospect, we can certainly attest to the excellence of the Newton System!

Take care and hope you have a wonderful summer,

Stacy
Texarkana, AR
Agency Systems Client Since 2014

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Agency Systems Initial Contact

Subject: Agency Systems Training / Review

Hope you had a great weekend! Memorial Day (for me) marks the beginning of summer.

Just checking to see if anyone might like a review – even 20 to30 minutes of review can make a difference. Just email me and I will be glad to setup date / time that is convenient for a group or individually.

We want you to get to get the best results from Agency Systems.

Melaine
Agency Systems

“You Made Me Feel Like I Was Your Only Client”

“You made me feel like I was your only client!”

Thank you Jim! I greatly appreciate all of your help with the process of getting our data converted. Vertafore didn’t make it easy to navigate our way through, but you were such a great asset, and I appreciate all of your efforts and guidance. You made me feel like I was your only client! Thank you!

Gary
Saint Petersburg, FL
Agency Systems Customer Since 2016

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Agency Systems Initial Contact

Subject: Attachments Updated

Hi Gary,

The table is complete. I will need to copy in the physical files in a bit when they finish transferring to you. You can use Newton fully including storing attachments.

Best Regards,
Jim
Agency Systems Conversion Specialist

“I Am So Excited To Save Money And Get A Better System”

“I am so excited to save money and get a better system.”

I wanted let you know that Crystal did an outstanding job promoting Newton to our agency. She was persistent, but very polite and knowledgeable. She also was very patient and quick to answer all my questions and put me in contact with other agents so I could make an informed decision. I was very hesitant to switch to Newton, because you are very unknown in our area . Even with the price advantage I was very nervous, but Crystal stuck with me. We are excited to go with Newton and look forward to doing business with you. […] I am so excited to save money and get a better system. Looking forward to dragging my emails!!

Cathy
Williamsburg, VA
Agency Systems Client Since 2016