Difference between revisions of "Category:Download"

From Agency Systems Wiki
Jump to navigation Jump to search
(simplified)
m
Line 2: Line 2:
 
{{#ev:youtube|OAesvHSVA_U|300|right|Download Features}}
 
{{#ev:youtube|OAesvHSVA_U|300|right|Download Features}}
  
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.  The sections below will review how to request, setup, and [[#Download Processing|process your downloads]].
+
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 ===

Revision as of 14:35, 28 October 2015

Download Features

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

Certified Download Companies

Requesting Policy Download Data From Companies

Configure Download Managers

Download Processing

Daily Process for Policy Downloads

Pending Tab: Address Any Notes or Errors

Direct Bill: Commission Statement Processing (Commission Download, Commission Builder)

Direct Bill: Commission Notes and Errors

Additional Download Features

Download Alerts

Rating Integration