Don’t be a hostage to your current system vendor any longer.
You are presented with a road map for your transition to Newton that is organized and efficient. Our onboarding process provides all the critical steps for a successful transition.
Step 1: Implementation Meeting
During this meeting, our Customer Success Manager will go over all of the steps involved in getting you and your team up and running with Newton.
Step 2: Installation
The first step is getting your Newton installed. Our technicians will handle the installation on your server or coordinate with your hosting provider.
Step 3: Data Conversion
Data from your old system may be converted to Newton, and we have a conversion team dedicated to that process. Because you have the opportunity to train using your converted data, you will retain more due to its familiarity. Because you will have another conversion before going live, you will have the opportunity to identify and clean up issues from your old system.
Step 4: Prepare For Training
Once the initial conversion is placed on your server, your trainer will work with you to establish a schedule. Training will consist of Overview sessions covering the basic navigation and functionality of Newton, and Review sessions providing you with specific workflows and process instruction.
Step 5: Live Training
Both training and support work with you in a coordinated effort as you go live with the system. We understand the anxiety of your first weeks and months on a new system and we are here to help whenever you need it. You are not on your own, and there is no limit to the assistance you have access to.
Step 6: Downloading
Newton will download information directly from participating carriers into your management system. Since downloads happen in real time, your trainers will be at your side as they come in.
Support and Continued Education
From installation to post live support, our team is anxiously awaiting your call or email.