Partner Client Portal
Our mobile-friendly web portal, AccessMyInsurance.com, is fully integrated with Newton. The portal allows you to securely exchange messages, documents, and texts with your customers. It also includes email marketing, electronic signature, and certificates of insurance features.
- Electronic Signatures – Prepare and send documents to anyone for secure data entry and electronic signature.
- Secure Text Messages – Securely send and receive text messages with customers. Your agency is assigned a unique text number. You can view, reply and send text messages in AMI or Newton.
- Email Marketing – All of the tools you’ll need to set up seasonal, holiday, renewal, cross-selling, and other no-touch email marketing campaigns. Your contacts will receive professionally branded emails from you that will keep you engaged with your customers at the right time.
- Certificates – Provide a way for customers to view and print certificates, add new certificate holders, and download schedules (drivers, vehicles, properties, and equipment) online.
- Secure Messaging – Securely send and receive messages with customers. Messages are automatically stored in Newton and can also be viewed and sent from Newton. Messages are grouped in conversations in AMI. Email notifications are sent when new messages are available.
- Secure Document Sharing – Securely send and receive documents with customers through AMI. You can publish existing documents or upload new documents through Newton or AMI. All documents are stored in Newton.
- Policies – Provide customers with a way to view their policy information online.
- Responsive Design – The web portal automatically adapts to the user’s browser and device to provide the best user experience.
“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