Newton Summer 2018 Update Release Preview

The Newton Summer 2018 Update is the next major version of Newton by Agency Systems. The update enhances critical portions of Newton such as Download, Email, Activity, Forms, Accounting, and more. The update extends the functionality of these critical areas of Newton by connecting valuable E&O activity items to the source action items, providing an easy-to-follow workflow for all agency personnel.

The Newton Summer 2018 Update is scheduled for general availability by the end of the Summer 2018.

Newton Summer 2018 Update Feature Highlights
What is the Newton Release Preview Program?

The Newton Summer 2018 Update is now available as part of our Newton Release Preview Program. Although the release may not be feature-complete, we offer early access to participating agencies. Participation in the release preview program entirely optional and free of charge. See the information block at to the top of the release notes to get started.

Forms – Export A Spreadsheet Of Certificate Holders And Property Interests

The list of certificate holders and property interests assigned to a certificate can be exported to a Microsoft Excel spreadsheet. The spreadsheet of certificate holders and property interests includes the interest fax number, email address, and all risk properties for the interest.

Export a spreadsheet of certificate holders and property interests

  1. Open a certificate of insurance.
  2. Select Other -> Print Selected Holders.
  3. Choose the desired holders by selecting the individual check boxes, selecting “Check All / Uncheck All”, or by right-clicking and selecting “Check Holders with / without email”.
    Spreadsheet of Certificate Holders
    Export a spreadsheet of certificate holders
  4. Select Export to create the spreadsheet.
    Spreadsheet of certificate holders
    Spreadsheet of certificate holders
  5. Select Print or Save As within Microsoft Excel.

“The System Is So Simple, It Is Unusually Faster”

“The system is so simple, it is unusually faster.”

I just wanted to tell you how much I have enjoyed working with you to learn the Newton system and automate our agency.

Because we are a small commercial agency we get frequent request for certificates. Because the system is so simple it is usually faster to do a COI request than sending my CSR an email.

As you know we are training a new CSR and a question came from an account with a problem accessing the My Insurance Dashboard. One of the support team, Jennifer, researched the problem, found the answer and even called our customer to make sure they had current login information.

That is going the extra mile.

Thanks for what you are doing and we look forward to many years working together.
Ray
Conroe, TX
Agency Systems Customer Since 2012

Forms – Keyboard and Data Entry Shortcuts

Creating ACORD forms with Newton presents the user with an interactive entry view of the ACORD form. This view removes the confusion with risk entry screens, since the user does not have to determine which risk field will populate a corresponding field on the final form. Some ACORD forms contain hundreds of entry fields, with options to import data from driver, equipment, property, or vehicle schedules. Newton has been updated with improved visibility and new keyboard and data entry shortcuts, resulting in easier page navigation and more efficient data entry.


Better Visibility – Button Color Design

With each release of Newton, visibility updates are executed based on design changes in Microsoft Windows. Microsoft has implemented a more modern, flat design for the operating system, including how buttons are displayed.

Buttons within forms now have color to assist with visual identification within a complex ACORD form.

Button Color Design
Button Color Design

Keyboard and Data Entry Shortcuts

New keyboard shortcuts have been added to the forms entry interface for quickly moving up and down the page. In addition, a new <CTRL + TAB> option is available to jump to the top of the next page. The new shortcuts allow the operator to quickly navigate without taking their hands off of the keyboard.

  • PgUp – Move page upward and move tab location.
  • PgDown – Move page down and move tab location.
  • Ctrl-PgUp – Move to top of page and first tab location.
  • Ctrl-PgDown – Move to bottom of page and last tab location.
  • Ctrl-Tab – Move to next page and pop to top and first tab location.
  • Ctrl-Shift-Tab – Move to previous page and pop to top and first tab location.
  • Shift-PgDown – Move forward 10 tab spots, if that moves to next page then turn page and select first tab stop.
  • Shift-PgUp – Move backward 10 tab spots, if that moves to previous page then turn page and select last tab stop.

A number of ACORD forms now contain data entry shortcut buttons for question pages to “mark all answers no”. Selecting the data entry shortcut button will place a ‘N’ for each question within the section. Some forms have multiple buttons, one for each section, such as the ACORD 83 Personal Umbrella Application.

Keyboard and Data Entry Shortcuts
Keyboard and Data Entry Shortcuts

Property Location Description

The Property Schedule can now import the property address into the location description field. The location description field is located on a number of certificates to display location information for property interests.

Import Property Location Description
Import Property Location Description

The location description field is also populated automatically by download for new properties, or existing properties if empty.


Forms – Quickly Find and Select the Right Form

The library of different ACORD forms available can make the process of selecting the correct form difficult. The Newton new form window provides a number of ways to filter the list of forms quickly, allowing you to find and select the right form.


Find and Select the Right Form

The list can be filtered by typing the name of a form, or the number of a form. For example “truck” for trucking application, or “25” for the ACORD 25 Certificate of Liability.

  • The entered filter can be viewed in the title bar of the window.
  • To clear the filter, press <backspace>.
Find and Select the Right Form
New Form – Type to filter list

New Features For 2017

As part of the Newton 2017 update, the new form window has been enhanced with a few additional features. The new form window now displays a date column by default, providing an easier way to select legacy forms as needed. There is also a checkbox to show hidden and replaced forms, such as expired versions that have been replaced with newer revisions.

The new form window is displayed from many locations in the system, including the updated standard menus included with the Newton 2017 update.

Policy Dashboard – Create Item
Policy Dashboard – Create Item
Policy & Billing – Create or View Item
Policy & Billing – Create or View Item

Publish ACORD Forms and Attachments to the My Insurance Dashboard Cloud Portal Using Batch Send

Batch Send is a powerful feature that allows you to group Memos, ACORD Forms, and other Attachments together. The selected items can be sent in batch to the printer, fax printer, output as a .PDF, published to the My Insurance Dashboard cloud portal, or sent as an attachment in an email message.

Batch send can be opened from a number of locations and will always be associated with the selected Policy or Quote number.

Selecting the Publish to MyInsuranceDashboard option will upload the documents to MyInsuranceDashboard as a .PDF package. If attachments are included in the selection, the items are published individually from the combined .PDF package.

My Insurance Dashboard Cloud Portal Visit the Newton Wiki for additional details


Video: MyInsuranceDashboard and Batch Send