Manage Complex Accounts
We provide you the tools to efficiently manage large complex commercial accounts to managing policies, large schedules, and remarketing.
- Custom standardized workflows by organizing start-to-finish processes.
- Carrier commercial downloads from hundreds of certified carriers.
- Easily batch email Certificates of Insurance with required attachments to hundreds of holders.
- Exchange sensitive documents and messages with your client throughout the process.
- Publish Auto ID Cards, Certificates of Insurance, or scanned copies of policies to the client portal for secure customer self-service.
“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 – Houston, TX