Agency Systems

Agency Systems

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Connect With Customers

Partner Client Portal

Our mobile-friendly web portal, AccessMyInsurance.com, is fully integrated with Newton. Use it to securely exchange messages, documents, and texts with your customers. It also includes email marketing, electronic signature, and certificate of insurance features.

Features include:

  • Electronic Signatures – Prepare and send documents to anyone for secure data entry and electronic signature.
  • Secure Text Messages – Send and receive texts with customers securely. Your agency gets its own unique text number, and you can view, reply to, and send texts in either AMI or Newton.
  • Email Marketing – Everything you need to set up seasonal, holiday, renewal, cross-selling, and other no-touch email campaigns. Contacts receive professionally branded emails from you, keeping you engaged with customers at just the right time.
  • Certificates – Let customers view and print certificates, add new certificate holders, and download schedules (drivers, vehicles, properties, and equipment) online.
  • Secure Messaging – Send and receive messages with customers securely. Messages are stored automatically in Newton, can be viewed and sent from Newton, and are grouped into conversations in AMI. Email notifications alert you when new messages arrive.
  • Secure Document Sharing – Send and receive documents with customers through AMI. Publish existing documents or upload new ones through Newton or AMI — everything is stored in Newton.
  • Policies – Give customers a way to view their policy information online.
  • Responsive Design – The portal automatically adapts to each user’s browser and device for the best possible experience.

 

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Manage Your Agency
  • Cloud Workspaces
  • Document Management
  • Download Manager
  • Integrated Accounting
  • Manage Complex Accounts
  • Seamless Email Integration
  • Secure Architecture
  • Third-Party Integrations
Build Your Customer Base
  • Analyze & Track Sales
  • Custom Agency Website
  • Manage Renewals
  • Marketing Automation
  • Producers Portal
  • Run Email Drip Campaigns
Connect With Customers
  • Client Mobile App
  • E-Signatures
  • Integrated Message Center
  • Partner Client Portal
  • Policy & Certificate Access
  • Secure Document Delivery
  • Text Messaging
“The downloads are working great and are such a time saver. So glad that is up and working now. Thank you for all your help. You sure make my job easier with every meeting we have.”
Christal – Gravois Mills, MO
Agency Systems
    • 715 North Main Street, Bryan, TX 77803

    • (800) 990-1983

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Every customer has unique needs, and that requires an agency-specific approach for every new Agency System relationship. Drop us a line and let’s start yours today.