Organized dashboard views for users and managers allow for a single-click option to work policies based on expiration dates, omitting the need to run reports and manually work these.
- View policy expirations that are 30, 60, 90, and 120 days out.
- Single-click from the user dashboard directly into the policy.
- Renew policies to Quotes or Submissions for Re-marketing without re-keying in policy details.
“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