Dashboard with Interactive Reporting
Powerful dashboard empowers you to work smarter and more efficiently

  • Management Dashboard allows you to view employee productivity, carrier production, management information, secure personnel documentation and more.
  • Company Dashboard allows you to view reports by company line, policy count and premium.
  • Vendor Dashboard
  • Graphical Reports
Robust, full-featured accounting capability

  • Full General Ledger with instant update – No posting or processing
  • Agency and Direct Bill support
  • Simple reconciliation of Direct Bill commissions and electronic Direct Bill statement processing
  • Ability to pay producers on earned commissions either individually or all in a single batch
  • Ability to pay carriers easily one at a time or process all in a batch
  • Vendor payable with vendor management
Download with over 1,000 carriers

  • IVANS, Team Up and company specific such as Erie, Progressive and more
  • Personal Lines, Commercial Lines and Direct Bill statement
  • Company specific CSV to AL/3 available on commissions
  • Ability to pay producers on earned commissions individually or all in a single batch
  • Download Alerts notify you of premium increases, cancellations, policy changes, and more
  • IVANS Real-Time carrier connection and works for Appraisal District, DMV and other services

A dedicated team just for you!

  • Dedicated training sessions for your agency only
  • Unlimited training included – even new hires
  • Access directly to knowledgeable support staff when you call-in
  • Context sensitive help within the system
  • Free training videos on existing and new features

“We are 100% satisfied with the choice of Newton by Agency Systems. Our office staff is simply amazed at the speed of the daily downloads. Prior to Newton, our previous system downloads would take over 60 minutes. Newton takes about one minute for the same task—what a time saver! If that is not enough, the customer service is excellent. If I have a question about the system, I just call customer service and get a live person immediately and an answer within minutes. We made an excellent choice when we chose Newton by Agency Systems.”

~Darin Ridge
Professional Insurance Services, Inc.

Forms and Submission Management
Complete forms faster

  • What you see is what you get ACORD forms
  • Forms pre-fill from download data and other forms
  • Attachments collated with forms for submissions
  • Tracking and reporting hit/miss ratio for submissions
  • Bulk certificate processing for clients with multiple holders. Single step email/fax
Third Party Integrations
Drive greater insurer connectivity

  • Outlook Exchange email and calendar
  • Comparative Rating. Multiple, two-way integrations
  • Dymo Label Printer
  • Client Mapping with directions
  • Secure Client Portal for distribution of Certificates, DEC pages, etc.
  • DataView Executive Reporting Dashboard
You decide how you want to run your system

  • Local installation
  • Online Cloud Hosting
  • Local or virtual server with active management
  • Dedicated virtual servers that work on any PC or Mac

“I came from an agency that was using one of the mega-vendors. As an office manager and producer, I experienced the whole range of product services, costs, and customer support.

When I started my own agency, we went with Newton 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 Cox
Entrust Professional Insurance

Communications/Document Management
Manage your communications/documents with ease

  • Drag and drop email attachments into Newton
  • Run reports – such as policy expirations- and merge form letters
  • Create custom templates
  • Go paperless by scanning and attaching documents to clients, policies and companies
Comprehensive reporting

  • Full Financial Reporting – GL/Payable/Receivable
  • Sales Analysis, Submission Reporting, Book of Business
  • Claims Reporting
  • Interactive reporting for non-renewed policies, past due suspense and submission
  • Interactive reporting on production by company, class and employee
  • Employee work distribution by policy and premium
Find Out More