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.

Create and Process Return Premium Invoice

Cancelling an Agency Bill policy involves:

  • Processing the policy cancellation
  • Creating the cancellation invoice
  • Receiving the return payment from the company
  • Issuing the return premium check to the client

Although some companies will simply credit the accounts current, this process outlines the company payment when a single return premium invoice amount is issued by the company to the agency.

The same steps outlined can also be used for credit endorsements due to a reduced premium.

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Video: Agency Bill – Cancel a Policy and Payment Processing