“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

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