“Wonderful And Very Helpful Support In Learning The Processing Of Direct Bill Commission Statements”

“Wonderful and very helpful support in learning the processing of Direct Bill Commission Statements.”

Kimberly has been a wonderful and very helpful support in learning the processing of Direct Bill Commission Statements. She is patient, explains well, quick to respond and provides resource links, pages as attachments, screenshots and such for referencing as reminders and visual helps. Thumbs up to Kim!

Keven
Agency Systems Customer Since 2017

“Always There For Me With Any Question Or Problem”

“She was, and is, always there for me with any question or problem.”

Subject: Help on Agency Management System

Good Morning,

I wanted to end the year with a BIG shout out for Kimberly M. Crenshaw!!!

Our agency lost our bookkeeper this year, and without Kim’s help and knowledge of this system I’m not sure what our agency would have done. She was, and is, always there for me with any question or problem.

I just wanted you to know you are lucky to have such a patient, kind, understanding, knowledgeable and ALWAYS ready to help employee. I cant thank her enough for all her help!!

Happy New Year!

Regards
Deb
Agency Systems Customer Since 1997

“None Of You Probably Know How Much I Appreciate Your Help”

“None of you probably know how much I appreciate your help”

Subject: Thank You … all who are in the Customer Service Dept.

I just got off the phone with Faith who helped me with one of my many accounting challenges, and it occurred to me that none of you probably know how much I appreciate your help. You all are always so helpful and very kind. So this is just a little thank you from the bottom of my heart.

Thanks for your patience and willingness to take my calls.

Linda
Agency Systems Customer Since 2010

“As A Trainer, She Was Great”

“As a trainer, she was great.”

Subject: Newton Agency System – Trainer

In this day and age, we get much correspondence about problems so when I can send a commendation that is wonderful. I just wanted to congratulate Melanie Davis, as a trainer she is great. We have been working now with her for just over a year and her can do attitude and willingness to teach reflects very well on your organization. Service is the cornerstone of our agency and Melanie works with same attitude and promptness that is not often found.

Your other team members Phillip, Brandon and the others that we have known since commencing in 2006 are terrific too and that is why we have been a satisfied client since 2006.

Kindest regards,

Ana
Agency Systems Customer Since 2006

“Job Easier With Every Meeting We Have”

“Job easier with every meeting we have.”

Melaine,

We do have alerts for premium change and cancelations. I have discovered how to make the clients inactive if they don’t have any active policies at the time also. The downloads are working great and are such a time saver. So glad that is up and working now.

Thank you for all your help. You sure make a girls job easier with every meeting we have.

Christal
Gravois Mills, MO
Agency Systems Customer Since 2015

“Training This Morning Was Phenomenal”

“Training this morning was phenomenal.”

The Agency Systems’ training this morning was phenomenal. I must say Melaine really took us to another level. She offered to do one on one for about 30 minutes once a week to help in clearing up dashboards and getting the data in our systems accurate and up to date. I believe one of the biggest takeaways from the training today is working our dashboards, keeping a flow in the diary using the timestamp and keeping it open until it is completely resolved. I know she appreciate the team coming together this morning utilizing all that knowledge she has to make our agency even better.

Thanks Melaine!!!!

Sincerely,
Sherrona
Columbia, SC
Agency Systems Customer Since 2009

“Without Her, We Would Not Have Achieved Our Desired Goals”

“Without her, we would not have achieved our desired goals.”

Dear Manager,

Jennifer is a very skilled and knowledgeable employee. Without her assistance we could not have accomplished the key goals of correcting several problems.
In addition to correcting the problems, she assisted in ways to allow us up to be more efficient and eliminate potential errors and problems with our clients.

We had a difficult project that was trying, tedious, and in some areas led us to uncharted territory.
She patiently helped to push through some rather large obstacles.
Without her, we would not have achieved our desired goals.
In my 40 + years in the insurance business, I have never encountered a non-insurance person who could grasp the accounting side of premiums and commissions,
not to mention various computer programs.

I am so appreciative for all of her assistance and guidance.

She is extremely valuable. I am greatly impressed with all that she brings to the table.

Thank you!

Robyn
Berryville, VA
Agency Systems Client Since 2016

“Closing The Year Is Four Times Faster”

“Closing the year is four times faster”

Hi Friend! Thank you so much for checking on us and offering help and training. Just don’t know anyone quite like YOUALL!

We’re doing fine and we closed the year, again – “with the greatest of ease”! Closing December and then the year with Newton is four times faster than our old Vertafore system. Also, our year end reports use about one-third the amount of paper compared to the old system.

We are ever so pleased with The Newton System AND IT’S PEOPLE! Take care and the Best to you,

Stacy
Texarkana, AR
Agency Systems Client Since 2014

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Agency Systems Initial Contact

Good morning,
Checking in with everyone to see if anyone would like a “refresher” Some topics to consider:

Diary management and using all the features
Recently Expired policies to keep policy status up to date and have accurate reports
Forms, Including Certificates
Invoicing – agency bill

Or any topic of your choice – such as Memo Writer templates and saving correctly on clients.

Melaine Davis
Newton by Agency Systems