Manage Your Agency
Drive greater insurer connectivity
- Outlook Exchange email and calendar
- Comparative Rating. Multiple, two-way integrations
- Simplified AL3 export that can be imported into various rating products.
- Client Mapping with directions
- Secure Client Portal for distribution of Certificates, DEC pages, etc.
- DataView Executive Reporting Dashboard
“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