Fully integrated web portal ideal for on-the-go producers. This sales tool allows producers to better manage and service their clients and prospects.
- Enter new clients
- Create and manage follow up items
- View Policies, Risk, Claims, Attachments, and Premium for their clients
- Access to ACORD forms
“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