Difference between revisions of "Category:Download"

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{{#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]].
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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.
  
 
=== 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#Pending_Tab:_Address_Any_Notes_or_Errors|Pending Tab: Address Any Notes or Errors]]
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:[[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 ===

Revision as of 20:07, 28 August 2017

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

Using Downloaded Risk

Client Tab: Download

Policy Dashboard: Download

Additional Download Features

Download Alerts

Rating Integration