Category:Download

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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.

Contents

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