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Training Guides New Agency Implementation Process Overview Training 1: Newton Interface Overview Client Tab Client Keyword Search Policy Keyword Search Policy Express Dashboard Tab (User) Company Tab Vendor Tab Management Tab 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 Click Here: View All Wiki Categories

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