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Welcome to the Newton by Agency Systems Wiki.

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Help by Category ////////// Click Here: View All Wiki Categories \\\\\\\\\\ Accounting Cash Checks Invoice (Agency Bill or Direct Bill) Payables Receivables Client and Company Deposits Reconcile Attachments Download Daily Process for Policy Downloads Daily Process: Address Any Notes or Errors Direct Bill: Commission Statement Processing Direct Bill: Commission Notes and Errors Email Forms Memo Writer Policy Tasks Profile Setup (Agency, Users, General Ledger) Reports Automatic Reports Invoiced Premium Month-End Technical References Error Codes Hardware Recommendations Make Text and Other Items Larger or Smaller Workstation Installation Instructions

Training Guides Visit: My Newton Campus - Getting Started New Agency Implementation Process Overview Training 1: Newton Interface Overview Training 2: Setting Up Your Agency Training 3: Entering Policy Information Training 4: ACORD Forms Training 5: Email, Diary, Activity, Client Notes & Memo Writer Training 6: Accounting Training 7: Management Product Integration Click here to view all Third Party Integration opportunities. Download Integration Certified Download Companies Management Integration: DataView Website Integration: MyInsuranceDashboard.com Marketing Integration: NOVA Express Rating Integration EZ Lynx PL Rating / Silverplume (Vertafore) SEMCAT Real Time Company Integration: Policy View Policy View Companies