Difference between revisions of "Category:Download"
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[[Category:Third-Party Integration]] | [[Category:Third-Party Integration]] | ||
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| − | Newton by Agency Systems allows you to download information directly from participating carriers into your management system, saving time to service your accounts and reduce or eliminate data entry | + | Newton by Agency Systems allows you to download information directly from participating carriers into your management system, saving time to service your accounts and reduce or eliminate data entry. |
=== Download Setup === | === Download Setup === | ||
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=== Download Processing === | === Download Processing === | ||
[[Daily Process for Policy Downloads]] | [[Daily Process for Policy Downloads]] | ||
| − | :[[Daily_Process_for_Policy_Downloads# | + | :[[Daily_Process_for_Policy_Downloads#Step_3:_Pending_Tab:_Address_Any_Notes_or_Errors|Pending Tab: Address Any Notes or Errors]] |
[[Direct Bill: Commission Statement Processing]] ([[Commission Download]], [[Commission Builder]]) | [[Direct Bill: Commission Statement Processing]] ([[Commission Download]], [[Commission Builder]]) | ||
:[[Direct Bill: Commission Notes and Errors]] | :[[Direct Bill: Commission Notes and Errors]] | ||
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| + | === Using Downloaded Risk === | ||
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| + | [[Client Tab: Download]] | ||
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| + | [[Policy_Dashboard#Policy_Download|Policy Dashboard: Download]] | ||
=== Additional Download Features === | === Additional Download Features === | ||
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| + | [[XML Activity and Claims Download]] | ||
[[Download Alerts]] | [[Download Alerts]] | ||
[[:Category:Rating Integration|Rating Integration]] | [[:Category:Rating Integration|Rating Integration]] | ||
Latest revision as of 14:00, 13 August 2021
Newton by Agency Systems allows you to download information directly from participating carriers into your management system, saving time to service your accounts and reduce or eliminate data entry.
Contents
Download Setup
Requesting Policy Download Data From Companies
Download Processing
Daily Process for Policy Downloads
Direct Bill: Commission Statement Processing (Commission Download, Commission Builder)
Using Downloaded Risk
Additional Download Features
Pages in category "Download"
The following 20 pages are in this category, out of 20 total.
C
D
- Daily Process for Policy Downloads
- Direct Bill: Adjust Commission for Fees or Agency Bill Payable
- Direct Bill: Commission Notes and Errors
- Direct Bill: Commission Statement Processing
- Direct Bill: Create A Check For Return Commission
- Direct Bill: Record Commissions By Company Without Invoicing
- Download Alerts
- Download Options
- Download: Package Policies with Kemper Preferred
