Policy & Certificate Access
Your clients can securely and quickly access their policy and certificate information through the customer portal, whether on their computer, tablet or phone. With a simple click of a button your Auto ID cards, Dec pages, and other documents will be delivered securely to your customers. The portal provides a way for customers to view and print certificates, add new certificate holders, and download schedules (drivers, vehicles, properties, and equipment) online.
“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