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2024-03-29T02:27:24Z
User contributions
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http://wiki.agencysystems.com/index.php?title=Hardware_Recommendations&diff=6937
Hardware Recommendations
2024-01-25T21:36:34Z
<p>Aostermann: /* Workstation Recommendations */</p>
<hr />
<div>[[Category:Installation]][[Category:Pervasive]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Installation]] Newton User Guide: [[Newton User Guide#Installation|Installation]]</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Backup Information]]</li><br />
<li>[[Installation Environment and Network Requirements]]</li><br />
<li>[[Workstation Installation Instructions]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Installation|Installation]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
<br />
Agency Systems and the SQL database require resources on your workstation and server in order to function properly. The recommendations below are the minimum system recommendations; upgraded components provide a better user experience. If you are using other programs simultaneously with Agency Systems your IT professional will need to evaluate your resources for the best possible experience.<br />
<br />
<br />
== Workstation Recommendations ==<br />
[[Installation Environment and Network Requirements]]<br />
<br />
*'''Processor:''' 2 gigahertz (GHz) or faster 4+ core<br />
*'''RAM:''' 4 gigabytes (GB) <br />
*'''Hard Disk Space:''' 500 MB Free space<br />
*'''Operating System:''' Windows 10, Windows 11<br />
*'''Microsoft Outlook:''' Outlook 2021 or 365<br />
*'''Network Card:''' Wired gigabit ethernet<br />
*'''PDF Reader:''' Adobe Acrobat DC<br />
<br />
Increasing the processor speed, number of processor cores, amount of RAM, using Solid State Drives (SSDs) will improve the performance and end user experience. The latest Updates and Service Packs of the Operating System are required.<br />
<br />
''***Not supported: ARM processors, wireless internet, Windows 10 "S mode", Windows Vista, Windows XP, Windows 7, Home versions of Windows, Microsoft Office 2010 and prior, macOS (OSX), Linux''<br />
<br />
== Server Recommendations ==<br />
A dedicated server is required for an office that has 6 or more users. The [[#Workstation Recommendations|workstation recommendations]] may be used as a “Server / Master” machine for 5 or less user offices.<br />
<br />
[[Installation Environment and Network Requirements]]<br />
<br />
*'''Processor:''' 3 gigahertz (GHz) or faster quad core<br />
*'''RAM:''' 8 gigabytes (GB) <br />
*'''Hard Disk Space:''' 50 GB Free space (Solid State Drive Recommended)<br />
*'''Operating System:''' Server 2016 or higher (32 bit and 64bit are supported)<br />
*'''Network Card:''' Wired gigabit ethernet <br />
<br />
Increasing the processor speed, number of processor cores, amount of RAM, hard drive spindle speed, and /or using Solid State Drives (SSDs) will improve the performance and end user experience. The latest Updates and Service Packs of the Operating System are required. Running multiple database applications, such as Microsoft Exchange, on the same sever should be accomplished using separate physical hard drives.<br />
<br />
''***Not supported: Core Server instances, Windows Home Servers, Windows Server 2003, Windows Server 2012 R2, macOS (OSX), Linux''<br />
<br />
See [[Backup Information]] for additional guidelines to common backup questions.</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Installation_Environment_and_Network_Requirements&diff=6858
Installation Environment and Network Requirements
2023-05-22T16:23:53Z
<p>Aostermann: /* Installation Scenarios */</p>
<hr />
<div>[[Category:Installation]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Installation]] Newton User Guide: [[Newton User Guide#Installation|Installation]]</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Backup Information]]</li><br />
<li>[[Hardware Recommendations]]</li><br />
<li>[[Workstation Installation Instructions]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Installation|Installation]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
At Agency Systems, we strive to provide the best possible experience for our end users. This is why we test, validate, and endorse particular setup types for our application. While there are potentially many solutions, we have identified and support the environments best suited to run Newton by Agency Systems. Our application is designed to run on Microsoft Windows Operating Systems.<br />
<br />
== Installation Scenarios ==<br />
Deviation from these supported setup types may result in reduced functionality or features. Please have your technician [[Help:Contents|contact us]] to answer any questions you may have.<br />
<br />
;Supported<br />
*Single user, single PC<br />
*Peer-to-Peer workgroup using TCP/IP and DNS (five or less users)<br />
*Microsoft Windows Server/Client (five or more users)<br />
*Remote Desktop to RDP server acting as the Database server or client (Terminal Server)<br />
*[[Hardware Recommendations]]<br />
<br />
;Not Recommended<br />
*Running Microsoft Exchange or other database applications on the same server; competition for server resources may lead to degraded performance.<br />
<br />
;Not Supported<br />
*Microsoft Remote Web Application - ''(This '''is not''' the same as Microsoft Remote Desktop.)''<br />
*Thin clients and VPN - ''(Thin Clients and VPN may be supported by using Microsoft Remote Desktop inside your session.)''<br />
*Network Attached Storage (NAS) - ''(SAN devices can work, however require local IT support.)''<br />
*External Hard Drive for database storage.<br />
<br />
== Network Requirements ==<br />
Agency Systems is a network dependant application. In a typical setup the programs and data are located on a dedicated server or master workstation. This means that your network is an important piece for the performance and sustainability to run Agency Systems. Below are some key items and requirements for Agency Systems to run properly.<br />
<br />
====Verify that all workstations on the network are on the proper Workgroup or Domain====<br />
Each Windows computer belongs either to a workgroup or a domain. Typically small smaller offices use workgroups, and larger business networks operate with domains. Membership in a workgroup or domain is essential to avoiding technical problems in networking Windows computers. Whenever possible, ensure all computers on the LAN use the same workgroup/domain name. <br />
<br />
====Verify that the network type is set to Domain or Work network====<br />
If the network type is set to public there will be sharing limitations and insufficient permissions to read and write data to the database.<br />
<br />
====Make sure that you can ping the server by name====<br />
A ping test determines whether your computer can communicate with another computer over the network by name and the functionality of your DNS server. You can use a ping test to troubleshoot connectivity problems within your local network. Verify that client machines users have at least Read/Write access to the share in which Newton is installed.<br />
<br />
====Configure your Firewall / Anti-Virus Software====<br />
Exclude the entire Empire directory through the mapped network drive (workstation/server), and using the local disk path (server). <br />
<br />
Add the following database components to your global exception list:<br />
*'''ntdbsmgr.exe''' = Pervasive PSQL Server<br />
*'''w3dbsmgr.exe''' = Pervasive PSQL Workgroup<br />
*'''mysqld.exe''' = MariaDB<br />
<br />
Additionally the following ports may need to be opened for database communication:<br />
*'''3306 = MariaDB'''<br />
*'''3351 = PSQL Transactional Interface'''<br />
*'''1583 = PSQL Relational Interface'''<br />
*'''139 = Named Pipes'''<br />
<br />
Note that opening a port opens it for all access.<br />
<br />
====Other Considerations====<br />
*Wireless networks are not recommended because of latency and dropped connections.<br />
*Disable power saving on the NIC.<br />
*Disable the sleep, hibernate and power down of the hard drive.<br />
*It may be necessary to disable IPV6 on the host machine and workstations if unsupported by your network.<br />
*On each client machine, please verify that you are logged into Windows as a local administrator in order to set up the workstation with Agency Systems. Newton can be run as a restricted user, but an admin login is necessary to install the reporting and ODBC components.</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Hardware_Recommendations&diff=6800
Hardware Recommendations
2022-12-19T23:13:10Z
<p>Aostermann: </p>
<hr />
<div>[[Category:Installation]][[Category:Pervasive]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Installation]] Newton User Guide: [[Newton User Guide#Installation|Installation]]</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Backup Information]]</li><br />
<li>[[Installation Environment and Network Requirements]]</li><br />
<li>[[Workstation Installation Instructions]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Installation|Installation]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
<br />
Agency Systems and Pervasive SQL require resources on your workstation and server in order to function properly. The recommendations below are the minimum system recommendations; upgraded components provide a better user experience. If you are using other programs simultaneously with Agency Systems your IT professional will need to evaluate your resources for the best possible experience.<br />
<br />
<br />
== Workstation Recommendations ==<br />
[[Installation Environment and Network Requirements]]<br />
<br />
*'''Processor:''' 2 gigahertz (GHz) or faster 4+ core<br />
*'''RAM:''' 4 gigabytes (GB) <br />
*'''Hard Disk Space:''' 500 MB Free space<br />
*'''Operating System:''' Windows 10, Windows 11<br />
*'''Microsoft Outlook:''' Outlook 2013 or newer<br />
*'''Network Card:''' Wired gigabit ethernet<br />
*'''PDF Reader:''' Adobe Acrobat DC<br />
<br />
Increasing the processor speed, number of processor cores, amount of RAM, using Solid State Drives (SSDs) will improve the performance and end user experience. The latest Updates and Service Packs of the Operating System are required.<br />
<br />
''***Not supported: ARM processors, wireless internet, Windows 10 "S mode", Windows Vista, Windows XP, Windows 7, Home versions of Windows, Microsoft Office 2010 and prior, macOS (OSX), Linux''<br />
<br />
== Server Recommendations ==<br />
A dedicated server is required for an office that has 6 or more users. The [[#Workstation Recommendations|workstation recommendations]] may be used as a “Server / Master” machine for 5 or less user offices.<br />
<br />
[[Installation Environment and Network Requirements]]<br />
<br />
*'''Processor:''' 3 gigahertz (GHz) or faster quad core<br />
*'''RAM:''' 8 gigabytes (GB) <br />
*'''Hard Disk Space:''' 50 GB Free space (Solid State Drive Recommended)<br />
*'''Operating System:''' Server 2012 or higher (32 bit and 64bit are supported)<br />
*'''Network Card:''' Wired gigabit ethernet <br />
<br />
Increasing the processor speed, number of processor cores, amount of RAM, hard drive spindle speed, and /or using Solid State Drives (SSDs) will improve the performance and end user experience. The latest Updates and Service Packs of the Operating System are required. Running multiple database applications, such as Microsoft Exchange, on the same sever should be accomplished using separate physical hard drives.<br />
<br />
''***Not supported: Core Server instances, Windows Home Servers, Windows Server 2003, Windows Server 2008, macOS (OSX), Linux''<br />
<br />
See [[Backup Information]] for additional guidelines to common backup questions.</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Backup_Information&diff=6784
Backup Information
2022-09-29T18:57:29Z
<p>Aostermann: /* What files should I backup for Agency Systems? */</p>
<hr />
<div>[[Category:Installation]][[Category:Third-Party Integration]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Installation]] Newton User Guide: [[Newton User Guide#Installation|Installation]]</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Hardware Recommendations]]</li><br />
<li>[[Installation Environment and Network Requirements]]</li><br />
<li>[[Pervasive Compatibility Chart]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Installation|Installation]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
Creating a system backup is critical to prevent data loss in the event of a disaster. Loss of data can occur due to a computer virus, software failure, hardware failure, theft, fire, and more. It is your responsibility to ensure the backups are done at intervals sufficient to minimize your risk exposure to such an event. <br />
<br />
With the help of your computer technician, you must determine the best plan for your agency. There are many options at varying costs offering different degrees of risk protection. It is also your responsibility to verify that your backups are working correctly. <br />
<br />
====Does Agency Systems have a backup utility built-in?====<br />
<br />
Agency Systems does not provide a backup utility. Hardware and software systems (independent of Agency Systems) vary, and your backup needs will also vary. The company or individual that currently provides technical support is the best resource for outlining a customized backup plan. <br />
<br />
If you use a hosting provider for Newton, backups of your hosted server are typically included. Please contact your hosting vendor for specific details on the nature of your backup.<br />
<br />
<!--==== Does Agency Systems recommend a backup service? ====<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr style="text-align: center;"><br />
<td>[[File:Ajasentlogo.png|link=http://www.ajasent.com/contact-us]]<br />
</td><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Hybrid Cloud Backup & Disaster Recovery</td><br />
</tr><br />
<br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Ajasent Hosting]]</li><br />
<li>http://www.ajasent.com/managed-services/</li><br />
<li>http://www.ajasent.com/s/OffsiteBackup.pdf</li><br />
</ul><br />
</td><br />
</tr><br />
<br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Contact</td><br />
</tr><br />
<br />
<tr><br />
<td><br />
<ul><br />
<li>http://www.ajasent.com/contact-us</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
Yes. Our cloud hosting provider [[Ajasent Hosting|Ajasent]] can provide the same offsite data backup and disaster recovery services used by our company to all Newton by Agency Systems customers. <br />
<br />
HYBRID CLOUD BACKUP & DISASTER RECOVERY | http://www.ajasent.com/managed-services/ | http://www.ajasent.com/s/OffsiteBackup.pdf<br />
<br />
:;Getting You Backed Up<br />
::The on-boarding experience is completely managed by qualified Ajasent engineers. Depending on the environment, an Ajasent engineer will either connect remotely or perform a local seed backup. <br />
:;Pro Active Monitoring<br />
::Do you know when most people are find problems with their backups? Right! - When they need to restore, when it is too late. Pro-active monitoring is the missing key in securing your ability to recover anything.<br />
:;Restore & Disaster Recovery Support<br />
::When something does go wrong, call us and we will make sure you can go back to work as quickly as possible. So you can relax and not worry about anything. <br />
:;Two Locations For Better Protection<br />
::Even a backup plan, should have a backup plan. Our backups have one copy onsite and one copy offsite. That way, you know you can recover, even without an Internet connection! <br />
<br />
Contact Ajasent for additional details and to obtain a quote: http://www.ajasent.com/contact-us<br />
--><br />
<br />
====What backup programs are available?====<br />
<br />
There are many different types available to consumers. It is best to have your technician decide which is best for your office. We do recommend commercial grade products, and we recommend verifying the integrity of your backups on a regular basis. Your hardware consultant is the best source to certify your backups.<br />
<br />
When choosing a backup system, verify that it has the ability to back up open files. Even if the system you choose does have this feature, it is a best practice to ensure all users are logged out of Agency Systems when performing backups.<br />
<br />
There are also automated, remote backup and disaster recovery services.<br />
<br />
====What files should I backup for Agency Systems?====<br />
The entire Agency Systems programs, data, images etc are all stored on the master/server machine under the "Empire" folder.<br />
<br />
The \Empire\ folder contains all of the data required to perform a full system recovery. Some of the directories within the \Empire\ folder can be excluded from a backup if space or processing time becomes an issue. <br />
<br />
'''Required Backup Folders:'''<br />
\Empire\data\*.* (database files)<br />
\Empire\reports\*.cst<br />
\Empire\programs\*.ini<br />
\Empire\programs\*.log<br />
<br />
'''Optional Backup Folders:'''<br />
The optional folders contain the program files which do not store any agency-specific data, or archives of downloads. <br />
It is faster to recover from a disaster if the optional folders are backed up, but not required.<br />
<br />
\Empire\*.* (the root of the share contains installers, and possibly some configuration backup files)<br />
\Empire\dist\*.*<br />
\Empire\download\*.* (backup of the processed download files)<br />
\Empire\forms\*.*<br />
\Empire\programs\ (everything other than the file types listed above)<br />
\Empire\reports\ (everything other than the file types listed above)<br />
\Empire\static\<br />
<br />
'''Excluded Backup Folders:'''<br />
The following folders do not need to be backed up. <br />
<br />
\Empire\archive\*.* (old data backups from conversions, file recovery, or system updates)<br />
\Empire\emptmp\*.*<br />
\Empire\setup\*.* (extracted setup files to reinstall Newton)<br />
<br />
Some backup systems perform a full backup of only the database files, with incremental or ongoing backups for the attachment directory. Attachments are all individual, and are not as vital to be a “set” as the database files. Attachments are by far the largest portion of your total dataset.<br />
<br />
====How often should I backup my data?==== <br />
The amount of time it takes to back up your data depends entirely on the type of backup you are performing. If each backup is a full copy of all of your data, that could take hours. Most backup systems perform a full backup, with additional backups being increments backing up only what has been changed. <br />
<br />
You should deploy a nightly backup, and retain multiple days worth of backups. It is your responsibility to ensure you have backup procedures and equipment that meet your risk tolerance.<br />
<br />
====My backup program offers "Continuous" backup service. Should I use this option?==== <br />
<br />
In most cases, the continuous backup feature will cause severe performance issues on your server. Each Agency Systems database file will update thousands of times a day preventing the the backup from completing. In addition, since many backup services will lock files during the backup process, there is a chance of data corruption. <br />
<br />
Nightly backups after operating hours are the standard method.<br />
<br />
====Where should I keep my data?====<br />
<br />
It is always best to keep the backup media in multiple locations. Do not depend solely on off-site backups. You should always have a backup copy locally since off-site backups are for major events such as fire, flood, or theft.<br />
<br />
====How do I know my backup is running properly?====<br />
<br />
Your local technician can verify that the backup is running properly for you. If you cannot be assured that all your files are backed up without error, you do not have an adequate backup solution. If you cannot routinely restore a backup successfully, you do not have an adequate backup solution.<br />
<br />
It is critical to understand the restore function of your backup. A test restore of your system, perhaps to a test directory, should be part of your backup solution.<br />
<br />
====What happens if my backup is not complete and I need to restore?====<br />
<br />
Although we have utilities that may help in recovering data, the best solution is to restore from a previous backup. Remember, it is your responsibility to ensure backups are performed and are working correctly.<br />
<br />
'''There may be charges if we are involved in a data recovery process where adequate backups were not available.'''<br />
<br />
In the event your data files are compromised due to hardware, virus, or operating system failure, or a disaster, your backups will be required. They should immediately be secured and made available. We will assist you and your technician to ensure you are back to work again with as little downtime as possible.</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Backup_Information&diff=6783
Backup Information
2022-09-29T18:55:38Z
<p>Aostermann: /* Does Agency Systems have a backup utility built-in? */</p>
<hr />
<div>[[Category:Installation]][[Category:Third-Party Integration]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Installation]] Newton User Guide: [[Newton User Guide#Installation|Installation]]</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Hardware Recommendations]]</li><br />
<li>[[Installation Environment and Network Requirements]]</li><br />
<li>[[Pervasive Compatibility Chart]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Installation|Installation]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
Creating a system backup is critical to prevent data loss in the event of a disaster. Loss of data can occur due to a computer virus, software failure, hardware failure, theft, fire, and more. It is your responsibility to ensure the backups are done at intervals sufficient to minimize your risk exposure to such an event. <br />
<br />
With the help of your computer technician, you must determine the best plan for your agency. There are many options at varying costs offering different degrees of risk protection. It is also your responsibility to verify that your backups are working correctly. <br />
<br />
====Does Agency Systems have a backup utility built-in?====<br />
<br />
Agency Systems does not provide a backup utility. Hardware and software systems (independent of Agency Systems) vary, and your backup needs will also vary. The company or individual that currently provides technical support is the best resource for outlining a customized backup plan. <br />
<br />
If you use a hosting provider for Newton, backups of your hosted server are typically included. Please contact your hosting vendor for specific details on the nature of your backup.<br />
<br />
<!--==== Does Agency Systems recommend a backup service? ====<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr style="text-align: center;"><br />
<td>[[File:Ajasentlogo.png|link=http://www.ajasent.com/contact-us]]<br />
</td><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Hybrid Cloud Backup & Disaster Recovery</td><br />
</tr><br />
<br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Ajasent Hosting]]</li><br />
<li>http://www.ajasent.com/managed-services/</li><br />
<li>http://www.ajasent.com/s/OffsiteBackup.pdf</li><br />
</ul><br />
</td><br />
</tr><br />
<br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Contact</td><br />
</tr><br />
<br />
<tr><br />
<td><br />
<ul><br />
<li>http://www.ajasent.com/contact-us</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
Yes. Our cloud hosting provider [[Ajasent Hosting|Ajasent]] can provide the same offsite data backup and disaster recovery services used by our company to all Newton by Agency Systems customers. <br />
<br />
HYBRID CLOUD BACKUP & DISASTER RECOVERY | http://www.ajasent.com/managed-services/ | http://www.ajasent.com/s/OffsiteBackup.pdf<br />
<br />
:;Getting You Backed Up<br />
::The on-boarding experience is completely managed by qualified Ajasent engineers. Depending on the environment, an Ajasent engineer will either connect remotely or perform a local seed backup. <br />
:;Pro Active Monitoring<br />
::Do you know when most people are find problems with their backups? Right! - When they need to restore, when it is too late. Pro-active monitoring is the missing key in securing your ability to recover anything.<br />
:;Restore & Disaster Recovery Support<br />
::When something does go wrong, call us and we will make sure you can go back to work as quickly as possible. So you can relax and not worry about anything. <br />
:;Two Locations For Better Protection<br />
::Even a backup plan, should have a backup plan. Our backups have one copy onsite and one copy offsite. That way, you know you can recover, even without an Internet connection! <br />
<br />
Contact Ajasent for additional details and to obtain a quote: http://www.ajasent.com/contact-us<br />
--><br />
<br />
====What backup programs are available?====<br />
<br />
There are many different types available to consumers. It is best to have your technician decide which is best for your office. We do recommend commercial grade products, and we recommend verifying the integrity of your backups on a regular basis. Your hardware consultant is the best source to certify your backups.<br />
<br />
When choosing a backup system, verify that it has the ability to back up open files. Even if the system you choose does have this feature, it is a best practice to ensure all users are logged out of Agency Systems when performing backups.<br />
<br />
There are also automated, remote backup and disaster recovery services.<br />
<br />
====What files should I backup for Agency Systems?====<br />
The entire Agency Systems programs, data, images etc are all stored on the master/server machine under the "Empire" folder.<br />
<br />
The \Empire\ folder contains all of the data required to perform a full system recovery. Some of the directories within the \Empire\ folder can be excluded from a backup if space or processing time becomes an issue. <br />
<br />
'''Required Backup Folders:'''<br />
\Empire\data\*.* (database files)<br />
\Empire\data\attchdir\*.* (all files and all sub-folders)<br />
\Empire\data\files\*.* (database files)<br />
\Empire\data\sqltable\*.* (database files)<br />
\Empire\reports\*.cst<br />
\Empire\programs\*.ini<br />
\Empire\programs\*.log<br />
<br />
'''Optional Backup Folders:'''<br />
The optional folders contain the program files which do not store any agency-specific data, or archives of downloads. <br />
It is faster to recover from a disaster if the optional folders are backed up, but not required.<br />
<br />
\Empire\*.* (the root of the share contains installers, and possibly some configuration backup files)<br />
\Empire\dist\*.*<br />
\Empire\download\*.* (backup of the processed download files)<br />
\Empire\forms\*.*<br />
\Empire\programs\ (everything other than the file types listed above)<br />
\Empire\reports\ (everything other than the file types listed above)<br />
\Empire\static\<br />
<br />
'''Excluded Backup Folders:'''<br />
The following folders do not need to be backed up. <br />
<br />
\Empire\archive\*.* (old data backups from conversions, file recovery, or system updates)<br />
\Empire\emptmp\*.*<br />
\Empire\setup\*.* (extracted setup files to reinstall Newton)<br />
<br />
Some backup systems perform a full backup of only the database files, with incremental or ongoing backups for the attachment directory. Attachments are all individual, and are not as vital to be a “set” as the database files. Attachments are by far the largest portion of your total dataset.<br />
<br />
====How often should I backup my data?==== <br />
The amount of time it takes to back up your data depends entirely on the type of backup you are performing. If each backup is a full copy of all of your data, that could take hours. Most backup systems perform a full backup, with additional backups being increments backing up only what has been changed. <br />
<br />
You should deploy a nightly backup, and retain multiple days worth of backups. It is your responsibility to ensure you have backup procedures and equipment that meet your risk tolerance.<br />
<br />
====My backup program offers "Continuous" backup service. Should I use this option?==== <br />
<br />
In most cases, the continuous backup feature will cause severe performance issues on your server. Each Agency Systems database file will update thousands of times a day preventing the the backup from completing. In addition, since many backup services will lock files during the backup process, there is a chance of data corruption. <br />
<br />
Nightly backups after operating hours are the standard method.<br />
<br />
====Where should I keep my data?====<br />
<br />
It is always best to keep the backup media in multiple locations. Do not depend solely on off-site backups. You should always have a backup copy locally since off-site backups are for major events such as fire, flood, or theft.<br />
<br />
====How do I know my backup is running properly?====<br />
<br />
Your local technician can verify that the backup is running properly for you. If you cannot be assured that all your files are backed up without error, you do not have an adequate backup solution. If you cannot routinely restore a backup successfully, you do not have an adequate backup solution.<br />
<br />
It is critical to understand the restore function of your backup. A test restore of your system, perhaps to a test directory, should be part of your backup solution.<br />
<br />
====What happens if my backup is not complete and I need to restore?====<br />
<br />
Although we have utilities that may help in recovering data, the best solution is to restore from a previous backup. Remember, it is your responsibility to ensure backups are performed and are working correctly.<br />
<br />
'''There may be charges if we are involved in a data recovery process where adequate backups were not available.'''<br />
<br />
In the event your data files are compromised due to hardware, virus, or operating system failure, or a disaster, your backups will be required. They should immediately be secured and made available. We will assist you and your technician to ensure you are back to work again with as little downtime as possible.</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Workstation_Installation_Instructions&diff=6679
Workstation Installation Instructions
2021-11-17T22:28:24Z
<p>Aostermann: </p>
<hr />
<div>[[Category:Installation]][[Category:Pervasive]] <br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Installation]] Newton User Guide: [[Newton User Guide#Installation|Installation]]</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Backup Information]]</li><br />
<li>[[Hardware Recommendations]]</li><br />
<li>[[Installation Environment and Network Requirements]]</li><br />
<li>[[Make Text and Other Items Larger or Smaller]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Installation|Installation]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
*Verify the workstation is running: Microsoft Windows 10 or higher<br />
<br />
*Review the [[Installation Environment and Network Requirements]] and [[Hardware Recommendations]].<br />
<br />
*You will need to be logged in as a local Administrative user. <br />
<br />
*Install the [[#Newer MariaDB Version Build 9200+|MariaDB]] '''OR''' the [[#Older Pervasive Client Installation|Pervasive]] version, not both.<br />
<br />
<br />
<br />
== Map the Network Drive ==<br />
'''Map the drive as an Admin'''<br />
#Click the Microsoft Windows Start Menu.<br />
#Enter '''cmd''' in the start search box.<br />
#Right-click '''cmd.exe'''<br />
#Select '''Run as Administrator'''. This step is critical, even if you are already logged into the machine as Administrator.<br />
#:[[File:WorkstationInstall1.jpeg]]<br />
#You will see the Command Prompt box open with Administrator.<br />
#:[[File:WorkstationInstall2.jpeg]]<br />
#Enter the following commands where X: is the drive letter for your office & "servername" is your actual server's name.<br />
#Verify '''The command completed successfully.'''<br />
'''net use x: \\servername\APPS'''<br />
:[[File:WorkstationInstall3.jpeg]]<br />
'''Map the drive as a User'''<br />
#Click the Microsoft Windows Start Menu.<br />
#Enter '''cmd''' in the start search box.<br />
#Left-click to open the command prompt.<br />
#Enter the following commands where X: is the drive letter for your office & "servername" is your actual server's name.<br />
'''net use x: \\servername\APPS'''<br />
<br />
<br />
== Newer MariaDB Version Build 9200+ ==<br />
Open a '''new''' command prompt as Administrator.<br />
'''x:'''<br />
'''cd empire'''<br />
'''Adduser.exe'''<br />
Close the command prompt<br />
Launch Newton from the newly created desktop shortcut<br />
<br />
<br />
<br />
<br />
== Older Pervasive Client Installation ==<br />
Open a '''new''' command prompt as Administrator.<br />
'''x:'''<br />
'''cd empire'''<br />
'''PSQL11.3Client32.exe'''<br />
#Select '''Yes'''<br />
#:[[File:WorkstationInstall4.jpeg]]<br />
#Select '''Unzip'''<br />
#:[[File:WorkstationInstall5.jpeg]]<br />
#Select '''Ok'''<br />
#:[[File:WorkstationInstall6.jpeg]]<br />
#Select '''Install'''<br />
#:[[File:WorkstationInstall7.jpeg]]<br />
#Select '''Next'''<br />
#:[[File:WorkstationInstall8.jpeg]]<br />
#Select '''I accept...'''<br />
#Select '''Next'''<br />
#:[[File:WorkstationInstall9.jpeg]]<br />
#Select '''Run as a Service'''<br />
#Select '''Next'''<br />
#:[[File:WorkstationInstall10.jpeg]]<br />
#Select '''Complete'''<br />
#Select '''Next'''<br />
#:[[File:WorkstationInstall11.jpeg]]<br />
#Select '''Install'''<br />
#:[[File:WorkstationInstall12.jpeg]]<br />
#Select '''Finish'''<br />
#Select '''Exit'''<br />
*Disregard and Close the internet window.<br />
:[[File:WorkstationInstall13.jpeg]]<br />
<br />
=== Configure Pervasive Settings ===<br />
Close the old command prompt & Open a '''new''' command prompt as Administrator.<br />
'''PCC'''<br />
#Select '''Tools''' > '''ODBC Administrator or 32bit ODBC Administrator''' (Not 64bit).<br />
#Select the '''System DSN''' > '''Add''' (If Agyforms is not already configured).<br />
#Choose '''Pervasive ODBC Client Interface''' and select Finish.<br />
#Type '''AGYFORMS''' in the Data Source Name field.<br />
#Enter '''Your''' Server Name in the Server Name/IP field.<br />
#Select '''Get List'''.<br />
#Verify '''Agyforms''' is selected in the drop down box named Database Name.<br />
#Select '''Test''' and select '''OK''' once the Connection Successful box appears.<br />
#Select '''OK''' to create the Client DSN.<br />
#'''Exit''' the ODBC Administrator.<br />
<br />
=== Create Agency Systems Icon and Install Crystal Reports ===<br />
Close the old command prompt & Open a '''new''' command prompt as Administrator.<br />
'''x:'''<br />
'''cd empire'''<br />
'''Adduser.exe'''<br />
#If the workstation will have 64 bit Microsoft Office installed (Office, Not Windows), replace '''Adduser.exe''' with '''Adduser.exe /64'''.<br />
#Select '''Run'''.<br />
#Select '''Begin'''.<br />
#Select '''Finish'''.<br />
<br />
== Test Agency Systems ==<br />
#'''Double click''' the Agency Systems icon.<br />
#Agency: '''95'''<br />
#Operator: '''DCS'''<br />
#Password: '''EMPYRE'''<br />
<br />
Once the application opens, click on one of the tabs to make sure it loads data.<br />
<br />
[[File:Ic_info_black_24dp.png]] See [[#Troubleshoot Error Codes and Other Considerations|the troubleshooting section above]] for any errors.<br />
<br />
== Troubleshoot Error Codes and Other Considerations ==<br />
[[:Category:Error|Category: Error Codes]]<br />
*[[Error: Crpe32.dll not found]]<br />
*[[Error: 501 Job Failed]]<br />
*[[The Easy MAPI COM Server is needed to use MAPI in a "Cross-Bitness" environment]]<br />
<br />
Display Issues<br />
*[[Display Issues Printing Forms or Viewing Window Buttons]]<br />
*[[Make Text and Other Items Larger or Smaller]]<br />
*[[Transaction Number Or Code Default Text Blank]]<br />
<br />
Other<br />
*[[Open File Security Warning]]</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Hardware_Recommendations&diff=6677
Hardware Recommendations
2021-11-12T14:32:30Z
<p>Aostermann: /* Workstation Recommendations */</p>
<hr />
<div>[[Category:Installation]][[Category:Pervasive]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Installation]] Newton User Guide: [[Newton User Guide#Installation|Installation]]</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Backup Information]]</li><br />
<li>[[Installation Environment and Network Requirements]]</li><br />
<li>[[Pervasive Compatibility Chart]]</li><br />
<li>[[Workstation Installation Instructions]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Installation|Installation]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
<br />
Agency Systems and Pervasive SQL require resources on your workstation and server in order to function properly. The recommendations below are the minimum system recommendations; upgraded components provide a better user experience. If you are using other programs simultaneously with Agency Systems your IT professional will need to evaluate your resources for the best possible experience.<br />
<br />
'''For existing clients:''' Replacing a server or workstation with an upgraded Operating System '''may require the purchase of an upgraded Pervasive SQL license'''. See the [[Pervasive Compatibility Chart]] or [[Help:Contents|contact support]] with any questions prior to making your purchase decision.<br />
<br />
== Workstation Recommendations ==<br />
[[Installation Environment and Network Requirements]]<br />
<br />
[[Pervasive Compatibility Chart]]<br />
*'''Processor:''' 2 gigahertz (GHz) or faster 4+ core<br />
*'''RAM:''' 4 gigabytes (GB) <br />
*'''Hard Disk Space:''' 500 MB Free space<br />
*'''Operating System:''' Windows 10, Windows 11<br />
*'''Microsoft Outlook:''' Outlook 2013 or newer<br />
*'''Network Card:''' Wired gigabit ethernet<br />
*'''PDF Reader:''' Adobe Acrobat DC<br />
<br />
Increasing the processor speed, number of processor cores, amount of RAM, using Solid State Drives (SSDs) will improve the performance and end user experience. The latest Updates and Service Packs of the Operating System are required.<br />
<br />
''***Not supported: ARM processors, wireless internet, Windows 10 "S mode", Windows Vista, Windows XP, Windows 7, Home versions of Windows, Microsoft Office 2010 and prior, macOS (OSX), Linux''<br />
<br />
== Server Recommendations ==<br />
A dedicated server is required for an office that has 6 or more users. The [[#Workstation Recommendations|workstation recommendations]] may be used as a “Server / Master” machine for 5 or less user offices.<br />
<br />
[[Installation Environment and Network Requirements]]<br />
<br />
[[Pervasive Compatibility Chart]]<br />
*'''Processor:''' 3 gigahertz (GHz) or faster quad core<br />
*'''RAM:''' 8 gigabytes (GB) <br />
*'''Hard Disk Space:''' 50 GB Free space (Solid State Drive Recommended)<br />
*'''Operating System:''' Server 2012 or higher (32 bit and 64bit are supported)<br />
*'''Network Card:''' Wired gigabit ethernet <br />
<br />
Increasing the processor speed, number of processor cores, amount of RAM, hard drive spindle speed, and /or using Solid State Drives (SSDs) will improve the performance and end user experience. The latest Updates and Service Packs of the Operating System are required. Running multiple database applications, such as Microsoft Exchange, on the same sever should be accomplished using separate physical hard drives.<br />
<br />
''***Not supported: Core Server instances, Windows Home Servers, Windows Server 2003, Windows Server 2008, macOS (OSX), Linux''<br />
<br />
See [[Backup Information]] for additional guidelines to common backup questions.</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Installation_Environment_and_Network_Requirements&diff=6652
Installation Environment and Network Requirements
2021-09-29T16:26:53Z
<p>Aostermann: /* Configure your Firewall / Anti-Virus Software */</p>
<hr />
<div>[[Category:Installation]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Installation]] Newton User Guide: [[Newton User Guide#Installation|Installation]]</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Backup Information]]</li><br />
<li>[[Hardware Recommendations]]</li><br />
<li>[[Workstation Installation Instructions]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Installation|Installation]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
At Agency Systems, we strive to provide the best possible experience for our end users. This is why we test, validate, and endorse particular setup types for our application. While there are potentially many solutions, we have identified and support the environments best suited to run Newton by Agency Systems. Our application is designed to run on Microsoft Windows Operating Systems.<br />
<br />
== Installation Scenarios ==<br />
Deviation from these supported setup types may result in reduced functionality or features. Please have your technician [[Help:Contents|contact us]] to answer any questions you may have.<br />
<br />
;Supported<br />
*Single user, single PC<br />
*Peer-to-Peer workgroup using TCP/IP and DNS (five or less users)<br />
*Microsoft Windows Server/Client (five or more users)<br />
*Remote Desktop to RDP server acting as the PSQL server or client (Terminal Server)<br />
*[[Hardware Recommendations]]<br />
<br />
;Not Recommended<br />
*Running Microsoft Exchange or other database applications on the same server; competition for server resources may lead to degraded performance.<br />
<br />
;Not Supported<br />
*Microsoft Remote Web Application - ''(This '''is not''' the same as Microsoft Remote Desktop.)''<br />
*Thin clients and VPN - ''(Thin Clients and VPN may be supported by using Microsoft Remote Desktop inside your session.)''<br />
*Network Attached Storage (NAS) - ''(SAN devices can work, however require local IT support.)''<br />
*External Hard Drive for database storage.<br />
<br />
== Network Requirements ==<br />
Agency Systems is a network dependant application. In a typical setup the programs and data are located on a dedicated server or master workstation. This means that your network is an important piece for the performance and sustainability to run Agency Systems. Below are some key items and requirements for Agency Systems to run properly.<br />
<br />
====Verify that all workstations on the network are on the proper Workgroup or Domain====<br />
Each Windows computer belongs either to a workgroup or a domain. Typically small smaller offices use workgroups, and larger business networks operate with domains. Membership in a workgroup or domain is essential to avoiding technical problems in networking Windows computers. Whenever possible, ensure all computers on the LAN use the same workgroup/domain name. <br />
<br />
====Verify that the network type is set to Domain or Work network====<br />
If the network type is set to public there will be sharing limitations and insufficient permissions to read and write data to the database.<br />
<br />
====Make sure that you can ping the server by name====<br />
A ping test determines whether your computer can communicate with another computer over the network by name and the functionality of your DNS server. You can use a ping test to troubleshoot connectivity problems within your local network. <br />
<br />
====Configure your Firewall / Anti-Virus Software====<br />
Exclude the entire Empire directory through the mapped network drive (workstation/server), and using the local disk path (server). <br />
<br />
Add the following database components to your global exception list:<br />
*'''ntdbsmgr.exe''' = Pervasive PSQL Server<br />
*'''w3dbsmgr.exe''' = Pervasive PSQL Workgroup<br />
*'''mysqld.exe''' = MariaDB<br />
<br />
Additionally the following ports may need to be opened for database communication:<br />
*'''3306 = MariaDB'''<br />
*'''3351 = PSQL Transactional Interface'''<br />
*'''1583 = PSQL Relational Interface'''<br />
*'''139 = Named Pipes'''<br />
<br />
Note that opening a port opens it for all access.<br />
<br />
====Other Considerations====<br />
*Wireless networks are not recommended because of latency and dropped connections.<br />
*Disable power saving on the NIC.<br />
*Disable the sleep, hibernate and power down of the hard drive.<br />
*It may be necessary to disable IPV6 on the host machine and workstations if unsupported by your network.</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Pervasive_Compatibility_Chart&diff=6438
Pervasive Compatibility Chart
2020-10-28T16:38:37Z
<p>Aostermann: </p>
<hr />
<div>[[Category:Installation]][[Category:Pervasive]]<br />
This chart gives a visual representation of Pervasive compatibility with Agency Systems supported operating systems. Agency Systems is compatible with 32 bit or 64 bit operating systems. <br />
<br />
The fields with an ‘X’ represent the version of Pervasive that is compatible. The current shipping version of Pervasive is PSQL v12.01.<br />
<br />
{| class="wikitable" style="text-align: center;"<br />
|+Pervasive Compatibility Chart<br />
!Operating System<br />
!PSQL 10.13<br />
!PSQL 11.3<br />
!PSQL 12.01<br />
|-<br />
|style="text-align:left;"|Windows 8.1 Pro<br />
|<br />
|X<br />
|X<br />
|-<br />
|style="text-align:left;"|Windows 10 Pro *<br />
|<br />
|X<br />
|X<br />
|-<br />
|style="text-align:left;"|Windows SBS Server 2011 Essentials<br />
|X<br />
|X<br />
|X<br />
|-<br />
|style="text-align:left;"|Windows Server 2012 R2<br />
|<br />
|X<br />
|X<br />
|-<br />
|style="text-align:left;"|Windows Server 2016 **<br />
|<br />
|X<br />
|X<br />
|-<br />
|style="text-align:left;"|Windows Server 2019 ***<br />
|<br />
|<br />
|X<br />
|-<br />
|style="text-align:left;"|Virtual Host (Hyper-V, VMware)<br />
|<br />
|<br />
|X<br />
|}<br />
<br />
<br />
<br />
<br />
<nowiki>* Windows 10 and PSQL 11.3/PSQL 12.01 verified to work with Agency Systems only.</nowiki><br />
<br />
<nowiki>** Windows Server 2016 and PSQL 11.3/PSQL 12.01 verified to work with Agency Systems only.</nowiki><br />
<br />
<nowiki>** Windows Server 2019 and PSQL 12.01 verified to work with Agency Systems only.</nowiki></div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Hardware_Recommendations&diff=6437
Hardware Recommendations
2020-10-28T16:26:48Z
<p>Aostermann: /* Workstation Recommendations */</p>
<hr />
<div>[[Category:Installation]][[Category:Pervasive]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Installation]] Newton User Guide: [[Newton User Guide#Installation|Installation]]</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Backup Information]]</li><br />
<li>[[Installation Environment and Network Requirements]]</li><br />
<li>[[Pervasive Compatibility Chart]]</li><br />
<li>[[Workstation Installation Instructions]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Installation|Installation]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
<br />
Agency Systems and Pervasive SQL require resources on your workstation and server in order to function properly. The recommendations below are the minimum system recommendations; upgraded components provide a better user experience. If you are using other programs simultaneously with Agency Systems your IT professional will need to evaluate your resources for the best possible experience.<br />
<br />
'''For existing clients:''' Replacing a server or workstation with an upgraded Operating System '''may require the purchase of an upgraded Pervasive SQL license'''. See the [[Pervasive Compatibility Chart]] or [[Help:Contents|contact support]] with any questions prior to making your purchase decision.<br />
<br />
== Workstation Recommendations ==<br />
[[Installation Environment and Network Requirements]]<br />
<br />
[[Pervasive Compatibility Chart]]<br />
*'''Processor:''' 2 gigahertz (GHz) or faster multi-core<br />
*'''RAM:''' 4 gigabytes (GB) <br />
*'''Hard Disk Space:''' 500 MB Free space<br />
*'''Operating System:''' Windows 8, and Windows 10 are supported. (32 and 64 bit)<br />
*'''Microsoft Outlook:''' Outlook 2013 or higher <br />
*'''Network Card:''' Wired gigabit ethernet<br />
*'''PDF Reader:''' Adobe Acrobat Reader 11, Adobe Acrobat DC<br />
<br />
Increasing the processor speed, number of processor cores, amount of RAM, hard drive spindle speed, and /or using Solid State Drives (SSDs) will improve the performance and end user experience. The latest Updates and Service Packs of the Operating System are required.<br />
<br />
''***Not supported: ARM processors, wireless internet, Windows 10 "S mode", Windows Vista, Windows XP, Windows 7, Home versions of Windows, Microsoft Office 2007 and prior, macOS (OSX), Linux''<br />
<br />
== Server Recommendations ==<br />
A dedicated server is required for an office that has 6 or more users. The [[#Workstation Recommendations|workstation recommendations]] may be used as a “Server / Master” machine for 5 or less user offices.<br />
<br />
[[Installation Environment and Network Requirements]]<br />
<br />
[[Pervasive Compatibility Chart]]<br />
*'''Processor:''' 3 gigahertz (GHz) or faster quad core<br />
*'''RAM:''' 8 gigabytes (GB) <br />
*'''Hard Disk Space:''' 50 GB Free space (Solid State Drive Recommended)<br />
*'''Operating System:''' Server 2012 or higher (32 bit and 64bit are supported)<br />
*'''Network Card:''' Wired gigabit ethernet <br />
<br />
Increasing the processor speed, number of processor cores, amount of RAM, hard drive spindle speed, and /or using Solid State Drives (SSDs) will improve the performance and end user experience. The latest Updates and Service Packs of the Operating System are required. Running multiple database applications, such as Microsoft Exchange, on the same sever should be accomplished using separate physical hard drives.<br />
<br />
''***Not supported: Core Server instances, Windows Home Servers, Windows Server 2003, Windows Server 2008, macOS (OSX), Linux''<br />
<br />
See [[Backup Information]] for additional guidelines to common backup questions.</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Email&diff=6268
Email
2020-03-12T16:18:13Z
<p>Aostermann: /* Email from a second Microsoft Outlook account */</p>
<hr />
<div>[[Category:Attachment]][[Category:Email]][[Category:Memowriter]][[Category:Training Guides]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Correspondence]] Newton User Guide: [[Newton User Guide#Correspondence|Correspondence]]</td><br />
</tr><br />
<tr><br />
<td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td><br />
</tr><br />
<tr><br />
<td>[[File: Ic_settings_backup_restore_black_24dp.png]] Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Email&oldid=4975 Click Here]</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Attachments]]</li><br />
<li>[[Batch Send]]</li><br />
<li>[[Client Tab: Client Dashboard]]</li><br />
<li>[[Email: Email Signature]]</li><br />
<li>[[Policy Dashboard]]</li><br />
</ul><br />
</td><br />
</tr><br />
<br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Attachment|Attachment]]</li><br />
<li>[[:Category:Email|Email]]</li><br />
<li>[[:Category:Memowriter|Memowriter]]</li><br />
<li>[[:Category:Training Guides|Training Guides]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
<br />
Emails in Newton are listed within the Emails band on the [[Client Tab: Client Dashboard|Client Dashboard]], [[Policy Dashboard]], [[Company Tab]], [[Vendor Tab]], and [[User Dashboard]]. Any email sent or received in Newton will also record the body of the email as a [[Activity|permanent searchable activity item]].<br />
<br />
== Before you begin ==<br />
Email integration requires the workstation or remote desktop session to have a current version of Microsoft Outlook installed and configured to send and receive email. <br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Hardware Recommendations]] for more information. <br />
<br />
== Create a new email ==<br />
An email in Newton can be initiated from a number of areas including the [[Client Tab]], [[Policy Dashboard]], [[Company Tab]], [[Vendor Tab]], [[User Dashboard Tab]], and [[Batch Send]].<br />
<br />
[[File:Clienttab-Email-columnheaders.png]]<br />
<br />
=== Create a client email ===<br />
Emails created from the client's dashboard tab will be automatically recorded to the client.<br />
#[[Client_Keyword_Search#Find_a_Client|Load a Client]] on a [[Client Tab|client tab]].<br />
#On the [[Client Tab: Client Dashboard|Client Dashboard tab]] select '''Create Item''' -> '''Email''' from the top toolbar. <br />
#:[[File:Clienttab-dashboard-toolbar.png]]<br />
#Enter the email details. (See [[#Compose email window|the compose email window]] section below for more information)<br />
#*Select the [[#Selecting an email recipient|email recipients from within Newton]] or within the [[#Selecting a contact stored externally in Microsoft Outlook|Microsoft Outlook address book]]. <br />
#*Enter the email subject line and [[#Entering the email message body|message body]].<br />
#*[[#Adding attachments to an email|Add any attachments from within Newton or from your computer]]. <br />
#Select '''Send'''. <br />
<br />
=== Create a client email from the contact list ===<br />
Emails created from the client's contacts band will be automatically recorded to the client.<br />
#[[Client_Keyword_Search#Find_a_Client|Load a Client]] on a [[Client Tab|client tab]].<br />
#'''Left-Click''' the (+) next to '''[[Client: Contacts (Create, Edit, or Delete)|Contacts]]'''. ''(To expand the band by default, see: [[Preferences]])''<br />
#:[[File:Clienttab-contactsband.png]]<br />
#'''Left-Click''' on a contact email address. The selected contact email will pre-fill within the compose email window. <br />
#Enter the email details. (See [[#Compose email window|the compose email window]] section below for more information)<br />
#*Select any [[#Selecting an email recipient|additional email recipients from within Newton]] or within the [[#Selecting a contact stored externally in Microsoft Outlook|Microsoft Outlook address book]]. <br />
#*Enter the email subject line and [[#Entering the email message body|message body]].<br />
#*[[#Adding attachments to an email|Add any attachments from within Newton or from your computer]]. <br />
#Select '''Send'''. <br />
<br />
=== Create a policy email ===<br />
#[[Client_Keyword_Search#Find_a_Client|Load a Client]] on a [[Client Tab|client tab]].<br />
#On the [[Client Tab: Client Dashboard|Client Dashboard tab]] select the (+) next to '''Policies'''. ''(To expand the band by default, see: [[Preferences]])''<br />
#'''Left-Click''' the desired policy number to open the [[Policy Dashboard]]. (Optionally, '''Right-Click''' on the policy number and select '''Send Email''' to jump directly to [[#Compose email window|the compose email window]].)<br />
#:[[File:Clientdash-policies-selectpolicy.png]]<br />
#Select '''Create Item''' -> '''Email''' within the top toolbar. <br />
#Enter the email details. (See [[#Compose email window|the compose email window]] section below for more information)<br />
#*Select the [[#Selecting an email recipient|email recipients from within Newton]] or within the [[#Selecting a contact stored externally in Microsoft Outlook|Microsoft Outlook address book]]. <br />
#*Enter the email subject line and [[#Entering the email message body|message body]].<br />
#*[[#Adding attachments to an email|Add any attachments from within Newton or from your computer]]. <br />
#Select '''Send'''. <br />
<br />
The [[Policy Dashboard]] can also be loaded using the [[Policy Keyword Search]]. <br />
<br />
=== Create a policy email using batch send ===<br />
#[[Client_Keyword_Search#Find_a_Client|Load a Client]] on a [[Client Tab|client tab]].<br />
#On the [[Client Tab: Client Dashboard|Client Dashboard tab]] select the (+) next to '''Policies'''. ''(To expand the band by default, see: [[Preferences]])''<br />
#'''Left-Click''' the desired policy number to open the [[Policy Dashboard]]. (Optionally, '''Right-Click''' on the policy number and select '''Batch Send''' to jump directly to [[Batch_Send#Selecting_Items|Batch Send selection window]].)<br />
#Select '''[[Batch Send]]''' within the top toolbar. <br />
#Select the desired [[Forms]], [[Memowriter|Memos]], or [[Attachments]]. Select '''Email'''. <br />
#Enter the email details. (See [[#Compose email window|the compose email window]] section below for more information)<br />
#*Select the [[#Selecting an email recipient|email recipients from within Newton]] or within the [[#Selecting a contact stored externally in Microsoft Outlook|Microsoft Outlook address book]]. <br />
#*Enter the email subject line and [[#Entering the email message body|message body]].<br />
#*[[#Adding attachments to an email|Add any additional attachments from within Newton or from your computer]]. <br />
#Select '''Send'''. <br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Batch Send]] for more information. <br />
<br />
== Compose email window ==<br />
The compose email window is universally opened when an [[#Create a new email|email is started]] from any of the available locations.<br />
<br />
[[File:Email-compose-2017.png]]<br />
<br />
=== Selecting an email recipient ===<br />
An email can contain three categories of email recipients; TO, CC, and BCC. Type the email address in one or more of the three fields or select from existing contacts. <br />
#'''Left-click''' TO, CC, or BCC. <br />
#The '''Search Clients''' window will list active contacts for the client by default. <br />
#:[[File:Email-compose-searchcontact.png]]<br />
#To select a contact, '''double click''' on the contact name. Multiple names can be selected and will be listed in the bottom white box.<br />
#:[[File:Email-compose-searchcontact-select.png]]<br />
#Select '''OK''' when finished. <br />
<br />
<br />
Other categories of contacts are available. Use the drop-list and the '''Search Filter''' to filter the list based on the selected category. <br />
*'''Clients:''' All [[Client: Contacts (Create, Edit, or Delete)|active contacts for the client]].<br />
*'''Companies:''' All active contacts for the selected [[Company Profile|company]]. The company code will be pre-selected if the email is [[#Create a policy email|started from the Policy Dashboard]]. The selected company can be changed by changing the drop down box below Companies. <br />
*'''Policy Interests:''' [[Policy_Dashboard#Interests|Additional Interests saved to the policy]]. <br />
*'''Producers:''' All active [[Producer Profile|producers and operators]].<br />
*'''Vendors:''' Contact for each [[Vendor Profile|Vendor]]. <br />
*:[[File:Email-compose-searchcontact-categories.png]]<br />
<br />
==== Selecting a contact stored externally in Microsoft Outlook ====<br />
Contacts stored externally in your Microsoft Outlook address book can also be selected from the compose email window. '''Left-click''' TO, CC, or BCC and select '''Outlook Address'''. This will list all contacts stored in your external Microsoft Outlook Address book.<br />
<br />
The Outlook Address lookup can also be accessed directly by '''Right Clicking''' on either TO, CC, or BCC from the compose email window.<br />
<br />
[[File:Email-contacts-rclick.png]]<br />
<br />
=== Adding attachments to an email ===<br />
An [[Attachments|attachment]] can be added to an outgoing [[#Create a client email|client email]], [[#Create a policy email|policy email]], or from [[#Create a policy email using batch send|Batch Send]]. Any attachment included in an outgoing email will be automatically stored within Newton's email activity for direct access.<br />
<br />
From the compose email window, select the '''Attach''' button.<br />
<br />
[[File:Email-attach.png]]<br />
<br />
<br />
Choose the desired client or policy attachments, then select '''Add Selected''' within the top toolbar. If an older attachment is not listed, optionally select '''Show All Dates''' to remove the date filter. Select '''Browse''' to locate an attachment not previously stored in Newton. Only one attachment can be selected at a time through the browse window. <br />
<br />
[[File:Email-attach-addselected.png]]<br />
<br />
<br />
Attachments can also be dragged and dropped onto the compose email window from outside of the system. Multiple attachments can be dragged and dropped at the same time. <br />
<br />
[[File:Email-compose-attachment-draganddrop.gif]]<br />
<br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Attachments]] for more information. <br />
<br />
=== Entering the email message body ===<br />
The message body content can be entered manually, or can be pre-filled from an existing [[Memowriter: Create A Form Letter Template|memo template]]. To select a memo template, select the '''Choose Memo template''' drop down box and select the desired memo. Memos are organized by category, then name. <br />
<br />
When a memo template is selected, the information will be automatically placed as the body of the email, with any merge codes converted to data from the client file automatically. <br />
<br />
[[File:Email-compose-memotemplate.gif]]<br />
<br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Memowriter: Create A Form Letter Template]] for more information. <br />
<br />
==== Use a previously completed memo as the email message body ====<br />
If an existing client or policy memo document is open and completed, it can also be used as the body of an email. <br />
#Open the completed memo in [[Memowriter]].<br />
#Select '''File''' -> '''Mail''' -> '''Mail Document'''. The completed memo text is transferred to the compose email window as the message body. <br />
#:[[File:Memo-mail-maildcoument.png]]<br />
#:<br><br />
#Enter the email details. (See [[#Compose email window|the compose email window]] section for more information)<br />
#*Select the [[#Selecting an email recipient|email recipients from within Newton]] or within the [[#Selecting a contact stored externally in Microsoft Outlook|Microsoft Outlook address book]]. <br />
#*Insert an [[#Email signature|email signature]].<br />
#*[[#Adding attachments to an email|Add any attachments from within Newton or from your computer]]. <br />
#Select '''Send'''. <br />
<br />
=== Email signature ===<br />
The email signature for the current operator will be automatically placed as the footer of an email when it is started. <br />
<br />
Additional email signatures such as a house account can be configured in '''Setup''' -> '''Producer'''. To select a different email signature, '''Right Click''' -> '''Insert Signature''' -> '''Choose... ''' and select the desired profile. <br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Email: Email Signature]] for more information. <br />
<br />
=== Email from a second Microsoft Outlook account ===<br />
The compose email window supports multiple email accounts within the same Microsoft Outlook profile. To send an email from a different email account, select the '''Account''' drop down, and select the desired account. <br />
<br />
[[File:Email-compose-account.png]]<br />
<br />
<br />
The option is not visible unless the profile contains two different email accounts. This feature is not available with legacy versions of Microsoft Office, and shared mailboxes are not supported.<br />
<br />
=== Other options ===<br />
The main window has two options that can be selected to modify the email message. <br />
*'''Read Receipt:''' Include a request for a Read Receipt.<br />
*'''High Priority:''' Flag an email as High Priority. <br />
<br />
Select '''Options''' to view the extended email options. <br />
*'''Reply-To:''' Change the email address that will pre-fill when the recipient selects reply. For example, redirect all replies to csr@insuranceagency.com instead of the original sender. This is only necessary if the desired reply-to email address is different than the sender’s. The default reply-to address can be configured [[Producer Profile|within the operator profile]].<br />
*'''Font:''' Specify the default font and font size for composing emails.<br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Preferences]] for additional email options. <br />
<br />
== Attach a received email ==<br />
Any email sent out of Newton is automatically saved. The content in the email will be stored as a [[Activity|permanent non-editable searchable activity item]], and any attachments will be stored within Newton automatically. <br />
<br />
To attach an email received in Microsoft Outlook, simply drag-and-drop the email into Newton. The emails can be attached to a [[Client Tab|Client]], [[Policy Dashboard|Policy]], [[Company Tab|Company]], or [[Vendor Tab|Vendor]].<br />
<br />
The emails can be dragged directly from Microsoft Outlook, or from their saved location on your computer.<br />
<br />
[[File:Email-attach-draganddrop.gif]]<br />
<br />
<br />
After dragging and dropping an email, the converted email will open. [[#Reply or forward an email|Reply, Forward]], or close the converted email window. <br />
<br />
[[File:Email-view.png]]<br />
<br />
== View, reply, forward, or edit an email ==<br />
An email attached into Newton will be converted and listed under the Emails band on the [[Client Tab: Client Dashboard|Client Dashboard]], or within the emails band on the [[Policy Dashboard]].<br />
<br />
=== View a client email ===<br />
All emails saved to a client or to any policy on a client are visible on the [[Client Tab: Client Dashboard|client dashboard]].<br />
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].<br />
#Select the (+) next to '''Emails'''.<br />
#'''Left-Click''' the '''Subject''' to view the desired email.<br />
#:[[File:Clienttab-Email-viewemail.png]]<br />
#[[#Reply or forward an email|Reply, forward]], or close the email.<br />
<br />
=== View a policy email ===<br />
All emails saved to a policy are visible on the [[Policy Dashboard]]. Although the same items are listed on the client, filtering the list to a single policy is more efficient in most cases. <br />
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].<br />
#Select the (+) next to '''Policies'''. ''(To expand the band by default, see: [[Preferences]].)'' <br />
#'''Left-Click''' the desired policy number to open the '''[[Policy Dashboard]]'''. <br />
#Select the (+) next to '''Emails'''.<br />
#'''Left-Click''' the '''Subject''' to view the desired email.<br />
#[[#Reply or forward an email|Reply, forward]], or close the email.<br />
<br />
The [[Policy Dashboard]] can also be loaded using the [[Policy Keyword Search]]. <br />
<br />
=== Reply or forward an email ===<br />
[[#View a client email|Open the Email]]<br />
*Select '''Reply''' to send an email to the original sender. <br />
*Select '''Reply all''' to send an email to all recipients included in the original message. <br />
*Select '''Forward '''to forward the email to a new recipient. <br />
<br />
The original message will be listed below the body of the new email text. When the message is sent, the outgoing email will be automatically recorded as a client email, or an email to a specific policy.<br />
<br />
After [[#Attach a received email|attaching an email through drag and drop]], select reply on the converted view email window to respond quickly and have the response recorded automatically in Newton. <br />
<br />
=== Edit the description of an email ===<br />
The description for an email can be edited from the original subject of the email. The description is listed within each of the email lists. When an email is opened, the original subject of the email is retained and displayed. <br />
#[[#View a client email|Open the Email]]<br />
#Select '''Description''' and enter the new description text.<br />
#:[[File:Email-edit-description.png]]<br />
#Select '''Ok'''.<br />
#Close the email window. <br />
<br />
<br />
To change the description without opening the email:<br />
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].<br />
#Select the (+) next to '''Emails'''. <br />
#'''Right-Click''' on the email and select '''Edit Description'''. <br />
#Enter the new description and select '''Ok'''.<br />
<br />
An email description can be reverted to the original text by removing the current description and selecting '''OK'''. <br />
<br />
=== Move an existing email to or from a policy ===<br />
An email previously attached to the client only can be assigned to a policy number.<br />
#[[#View a client email|Open the Email]]<br />
#Select '''Assign Policy'''.<br />
#:[[File:Email-edit-policy.png]]<br />
#Select the desired policy from the list and choose '''Select'''. Optionally Select '''Clear''' unassign a specific policy number.<br />
#:[[File:Email-edit-policy-select.png]]<br />
#Close the email window. <br />
<br />
=== Delete an email ===<br />
An duplicate email or an email attached to the wrong client can be deleted by an office administrator. The operator must have a [[Security System|security access level of 9]] to delete emails.<br />
<br />
[[File:Ic warning black 24dp.png]] You cannot recover a deleted attachment link. <br />
<br />
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].<br />
#Select the (+) next to '''Emails'''. <br />
#'''Right-Click''' -> '''Delete''' the desired email. <br />
#Select '''Yes''' to confirm. <br />
<br />
An activity will be recorded stating the item has been deleted. The email will be removed from the email lists, however the original activity cannot be modified.</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Agency_Systems_Wiki:About&diff=6220
Agency Systems Wiki:About
2020-01-09T17:29:46Z
<p>Aostermann: </p>
<hr />
<div>[[File:Logo.png]]<br />
<br />
<br />
Welcome to the Newton by Agency Systems Wiki. <br />
<br />
Copyright 2020 © Newton By Agency Systems.</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Hardware_Recommendations&diff=6219
Hardware Recommendations
2020-01-08T22:23:31Z
<p>Aostermann: /* Workstation Recommendations */</p>
<hr />
<div>[[Category:Installation]][[Category:Pervasive]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Installation]] Newton User Guide: [[Newton User Guide#Installation|Installation]]</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Backup Information]]</li><br />
<li>[[Installation Environment and Network Requirements]]</li><br />
<li>[[Pervasive Compatibility Chart]]</li><br />
<li>[[Workstation Installation Instructions]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Installation|Installation]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
<br />
Agency Systems and Pervasive SQL require resources on your workstation and server in order to function properly. The recommendations below are the minimum system recommendations; upgraded components provide a better user experience. If you are using other programs simultaneously with Agency Systems your IT professional will need to evaluate your resources for the best possible experience.<br />
<br />
'''For existing clients:''' Replacing a server or workstation with an upgraded Operating System '''may require the purchase of an upgraded Pervasive SQL license'''. See the [[Pervasive Compatibility Chart]] or [[Help:Contents|contact support]] with any questions prior to making your purchase decision.<br />
<br />
== Workstation Recommendations ==<br />
[[Installation Environment and Network Requirements]]<br />
<br />
[[Pervasive Compatibility Chart]]<br />
*'''Processor:''' 2 gigahertz (GHz) or faster multi-core<br />
*'''RAM:''' 4 gigabytes (GB) <br />
*'''Hard Disk Space:''' 500 MB Free space<br />
*'''Operating System:''' Windows 8, and Windows 10 are supported. (32 and 64 bit)<br />
*'''Microsoft Outlook:''' Outlook 2010 or higher (32 bit recommended)<br />
*'''Network Card:''' Wired gigabit ethernet<br />
*'''PDF Reader:''' Adobe Acrobat Reader 11, Adobe Acrobat DC<br />
<br />
Increasing the processor speed, number of processor cores, amount of RAM, hard drive spindle speed, and /or using Solid State Drives (SSDs) will improve the performance and end user experience. The latest Updates and Service Packs of the Operating System are required.<br />
<br />
''***Not supported: ARM processors, wireless internet, Windows 10 "S mode", Windows Vista, Windows XP, Windows 7, Home versions of Windows, Microsoft Office 2007 and prior, macOS (OSX), Linux''<br />
<br />
== Server Recommendations ==<br />
A dedicated server is required for an office that has 6 or more users. The [[#Workstation Recommendations|workstation recommendations]] may be used as a “Server / Master” machine for 5 or less user offices.<br />
<br />
[[Installation Environment and Network Requirements]]<br />
<br />
[[Pervasive Compatibility Chart]]<br />
*'''Processor:''' 3 gigahertz (GHz) or faster quad core<br />
*'''RAM:''' 8 gigabytes (GB) <br />
*'''Hard Disk Space:''' 50 GB Free space (Solid State Drive Recommended)<br />
*'''Operating System:''' Server 2012 or higher (32 bit and 64bit are supported)<br />
*'''Network Card:''' Wired gigabit ethernet <br />
<br />
Increasing the processor speed, number of processor cores, amount of RAM, hard drive spindle speed, and /or using Solid State Drives (SSDs) will improve the performance and end user experience. The latest Updates and Service Packs of the Operating System are required. Running multiple database applications, such as Microsoft Exchange, on the same sever should be accomplished using separate physical hard drives.<br />
<br />
''***Not supported: Core Server instances, Windows Home Servers, Windows Server 2003, Windows Server 2008, macOS (OSX), Linux''<br />
<br />
See [[Backup Information]] for additional guidelines to common backup questions.</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Hardware_Recommendations&diff=6218
Hardware Recommendations
2020-01-08T22:22:46Z
<p>Aostermann: </p>
<hr />
<div>[[Category:Installation]][[Category:Pervasive]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Installation]] Newton User Guide: [[Newton User Guide#Installation|Installation]]</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Backup Information]]</li><br />
<li>[[Installation Environment and Network Requirements]]</li><br />
<li>[[Pervasive Compatibility Chart]]</li><br />
<li>[[Workstation Installation Instructions]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Installation|Installation]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
<br />
Agency Systems and Pervasive SQL require resources on your workstation and server in order to function properly. The recommendations below are the minimum system recommendations; upgraded components provide a better user experience. If you are using other programs simultaneously with Agency Systems your IT professional will need to evaluate your resources for the best possible experience.<br />
<br />
'''For existing clients:''' Replacing a server or workstation with an upgraded Operating System '''may require the purchase of an upgraded Pervasive SQL license'''. See the [[Pervasive Compatibility Chart]] or [[Help:Contents|contact support]] with any questions prior to making your purchase decision.<br />
<br />
== Workstation Recommendations ==<br />
[[Installation Environment and Network Requirements]]<br />
<br />
[[Pervasive Compatibility Chart]]<br />
*'''Processor:''' 2 gigahertz (GHz) or faster multi-core<br />
*'''RAM:''' 4 gigabytes (GB) <br />
*'''Hard Disk Space:''' 500 MB Free space<br />
*'''Operating System:''' Windows 7, Windows 8, and Windows 10 are supported. (32 and 64 bit)<br />
*'''Microsoft Outlook:''' Outlook 2010 or higher (32 bit recommended)<br />
*'''Network Card:''' Wired gigabit ethernet<br />
*'''PDF Reader:''' Adobe Acrobat Reader 11, Adobe Acrobat DC<br />
<br />
Increasing the processor speed, number of processor cores, amount of RAM, hard drive spindle speed, and /or using Solid State Drives (SSDs) will improve the performance and end user experience. The latest Updates and Service Packs of the Operating System are required.<br />
<br />
''***Not supported: ARM processors, wireless internet, Windows 10 "S mode", Windows Vista, Windows XP, Windows 7, Home versions of Windows, Microsoft Office 2007 and prior, macOS (OSX), Linux''<br />
<br />
== Server Recommendations ==<br />
A dedicated server is required for an office that has 6 or more users. The [[#Workstation Recommendations|workstation recommendations]] may be used as a “Server / Master” machine for 5 or less user offices.<br />
<br />
[[Installation Environment and Network Requirements]]<br />
<br />
[[Pervasive Compatibility Chart]]<br />
*'''Processor:''' 3 gigahertz (GHz) or faster quad core<br />
*'''RAM:''' 8 gigabytes (GB) <br />
*'''Hard Disk Space:''' 50 GB Free space (Solid State Drive Recommended)<br />
*'''Operating System:''' Server 2012 or higher (32 bit and 64bit are supported)<br />
*'''Network Card:''' Wired gigabit ethernet <br />
<br />
Increasing the processor speed, number of processor cores, amount of RAM, hard drive spindle speed, and /or using Solid State Drives (SSDs) will improve the performance and end user experience. The latest Updates and Service Packs of the Operating System are required. Running multiple database applications, such as Microsoft Exchange, on the same sever should be accomplished using separate physical hard drives.<br />
<br />
''***Not supported: Core Server instances, Windows Home Servers, Windows Server 2003, Windows Server 2008, macOS (OSX), Linux''<br />
<br />
See [[Backup Information]] for additional guidelines to common backup questions.</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Pervasive_Compatibility_Chart&diff=6217
Pervasive Compatibility Chart
2020-01-08T21:57:02Z
<p>Aostermann: </p>
<hr />
<div>[[Category:Installation]][[Category:Pervasive]]<br />
This chart gives a visual representation of Pervasive compatibility with Agency Systems supported operating systems. Agency Systems is compatible with 32 bit or 64 bit operating systems. <br />
<br />
The fields with an ‘X’ represent the version of Pervasive that is compatible. The current shipping version of Pervasive is PSQL v12.01.<br />
<br />
{| class="wikitable" style="text-align: center;"<br />
|+Pervasive Compatibility Chart<br />
!Operating System<br />
!PSQL 10.13<br />
!PSQL 11.3<br />
!PSQL 12.01<br />
|-<br />
|style="text-align:left;"|Windows 7 Pro<br />
|X<br />
|X<br />
|X<br />
|-<br />
|style="text-align:left;"|Windows 8.1 Pro<br />
|<br />
|X<br />
|X<br />
|-<br />
|style="text-align:left;"|Windows 10 Pro *<br />
|<br />
|X<br />
|X<br />
|-<br />
|style="text-align:left;"|Windows Server 2008 R1/R2<br />
|X<br />
|X<br />
|X<br />
|-<br />
|style="text-align:left;"|Windows SBS Server 2011 Essentials<br />
|X<br />
|X<br />
|X<br />
|-<br />
|style="text-align:left;"|Windows Server 2012 R2<br />
|<br />
|X<br />
|X<br />
|-<br />
|style="text-align:left;"|Windows Server 2016 **<br />
|<br />
|X<br />
|X<br />
|-<br />
|style="text-align:left;"|Windows Server 2019 ***<br />
|<br />
|<br />
|X<br />
|-<br />
|style="text-align:left;"|Virtual Host (Hyper-V, VMware)<br />
|<br />
|<br />
|X<br />
|}<br />
<br />
<br />
Windows XP, Windows Vista, and Windows Server 2003 are no longer supported by Microsoft. Windows 7 and Windows Server 2008 and Server 2008 R2 will be not be supported by Microsoft after January 14, 2020.<br />
<br />
<br />
<nowiki>* Windows 10 and PSQL 11.3/PSQL 12.01 verified to work with Agency Systems only.</nowiki><br />
<br />
<nowiki>** Windows Server 2016 and PSQL 11.3/PSQL 12.01 verified to work with Agency Systems only.</nowiki><br />
<br />
<nowiki>** Windows Server 2019 and PSQL 12.01 verified to work with Agency Systems only.</nowiki></div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Display_Issues_Printing_Forms_or_Viewing_Window_Buttons&diff=5935
Display Issues Printing Forms or Viewing Window Buttons
2019-03-27T15:38:25Z
<p>Aostermann: </p>
<hr />
<div>[[Category:Error]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Make Text and Other Items Larger or Smaller]]</li><br />
<li>[[Workstation Installation Instructions]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Error|Error]]</li><br />
<li>[[:Category:Technical|Technical]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
== Scope of the Problem ==<br />
When printing reports ACORD forms, the output is less than a full page. When printing reports the text may display outside of the normal boundaries, overlay other text or appear jumbled.<br />
<br />
[[File:Error-display-formview.png]]<br />
<br />
Text on menu buttons appears crowded and incomplete.<br />
<br />
[[File:Error-display-schedulebuttons.png]]<br />
<br />
Some fields, buttons, or menu choices are not available in some windows.<br />
<br />
[[File:Error-display-mutli-gl-buttons.png]]<br />
<br />
'''The display issues are due to the text size on the PC being set to greater than 100%. ''' <br />
== Resolution ==<br />
Set the text size back to the default size, 100%. <br />
<br />
=== Windows 10 ===<br />
#'''Right-Click on the desktop and select '''Display Settings'''.<br />
#:[[File:Right-click-display.png]]<br />
#Slide '''Change the size of text, apps, and other items:''' back to 100%. <br />
#:[[File:Display-fontsize-w10.png]]<br />
#Close the '''Settings''' window.<br />
#Select '''Start -> ''Your User Name'' -> Sign out'''.<br />
#:[[File:Start-signout-w10.png]]<br />
<br />
To properly increase font sizes, see [[Make Text and Other Items Larger or Smaller]].<br />
<br />
=== Windows 7 ===<br />
#Right-Click''' on the desktop and select '''Screen Resolution'''. <br />
#Select '''Make text and other items larger or smaller'''). <br />
#Select the radio button for '''Smaller - 100% (default)'''. <br />
#:[[File:Error-display-textsize.png]]<br />
#Select the '''Apply''' button in the lower right of the window. <br />
<br />
This change will take effect when you log out of your PC.<br />
<br />
To properly increase font sizes, see [[Make Text and Other Items Larger or Smaller]].</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Agency_Systems_Software_Subscription_Code&diff=4832
Agency Systems Software Subscription Code
2018-04-03T20:50:14Z
<p>Aostermann: </p>
<hr />
<div>Agency Systems is licensed to you by Matrix Software, Inc. on a subscription basis.<br />
<br />
Ten days in advance of that subscription code expiring, your system will prompt you to request a renewal code.<br />
<br />
[[File:Ic_info_black_24dp.png]] There is no penalty for requesting the code immediately. Renewal code extensions are based off of the expiration date, not the entry/request date. <br />
<br />
Please follow the instructions provided on the screen to request a new code by either selecting '''Email''', or '''Print''' to fax the request. <br />
<br />
:[[File:Subcode.png]]<br />
<br />
*Only one user in an office needs to submit the request.<br />
*After a request has been submitted, select '''Okay''' after launching Agency Systems to bypass the request screen until a new code is issued.<br />
*Subscription code requests are returned through e-mail to the user who issued the request.</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Hardware_Recommendations&diff=3940
Hardware Recommendations
2016-10-03T20:39:19Z
<p>Aostermann: </p>
<hr />
<div>[[Category:Installation]][[Category:Pervasive]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Ajasent Hosting]]</li><br />
<li>[[Backup Information]]</li><br />
<li>[[Installation Environment and Network Requirements]]</li><br />
<li>[[Pervasive Compatibility Chart]]</li><br />
<li>[[Workstation Installation Instructions]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Installation|Installation]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
<br />
Agency Systems and Pervasive SQL require resources on your workstation and server in order to function properly. The recommendations below are the minimum system recommendations; upgraded components provide a better user experience. If you are using other programs simultaneously with Agency Systems your IT professional will need to evaluate your resources for the best possible experience.<br />
<br />
'''For existing clients:''' Replacing a server or workstation with an upgraded Operating System '''may require the purchase of an upgraded Pervasive SQL license'''. See the [[Pervasive Compatibility Chart]] or [[Help:Contents|contact support]] with any questions prior to making your purchase decision.<br />
<br />
== Workstation Recommendations ==<br />
[[Installation Environment and Network Requirements]]<br />
<br />
[[Pervasive Compatibility Chart]]<br />
*'''Processor:''' 2 gigahertz (GHz) or faster multi-core<br />
*'''RAM:''' 4 gigabytes (GB) <br />
*'''Hard Disk Space:''' 500 MB Free space<br />
*'''Operating System:''' Windows 7 or higher (32 bit and 64bit are supported)<br />
*'''Network Card:''' Wired gigabit ethernet <br />
<br />
Increasing the processor speed, number of processor cores, amount of RAM, hard drive spindle speed, and /or using Solid State Drives (SSDs) will improve the performance and end user experience. The latest Updates and Service Packs of the Operating System are required.<br />
<br />
''***Not supported: ARM processors, wireless internet, Home versions of Windows, Windows XP, macOS (OSX), Linux''<br />
<br />
== Server Recommendations ==<br />
A dedicated server is required for an office that has 6 or more users. The [[#Workstation Recommendations|workstation recommendations]] may be used as a “Server / Master” machine for 5 or less user offices.<br />
<br />
[[Installation Environment and Network Requirements]]<br />
<br />
[[Pervasive Compatibility Chart]]<br />
*'''Processor:''' 3 gigahertz (GHz) or faster quad core<br />
*'''RAM:''' 8 gigabytes (GB) <br />
*'''Hard Disk Space:''' 50 GB Free space<br />
*'''Operating System:''' Server 2012 or higher (32 bit and 64bit are supported)<br />
*'''Network Card:''' Wired gigabit ethernet <br />
<br />
Increasing the processor speed, number of processor cores, amount of RAM, hard drive spindle speed, and /or using Solid State Drives (SSDs) will improve the performance and end user experience. The latest Updates and Service Packs of the Operating System are required. Running multiple database applications, such as Microsoft Exchange, on the same sever should be accomplished using separate physical hard drives.<br />
<br />
''***Not supported: Core Server instances, Windows Home Servers, [https://www.microsoft.com/en-ca/server-cloud/products/windows-server-2003/default.aspx Windows Server 2003 (after 7-14-2015)], macOS (OSX), Linux''<br />
<br />
See [[Backup Information]] for additional guidelines to common backup questions.</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Backup_Information&diff=3700
Backup Information
2016-02-16T14:18:17Z
<p>Aostermann: </p>
<hr />
<div>[[Category:Installation]][[Category:Third-Party Integration]]<br />
Creating a system backup is critical to prevent data loss in the event of a disaster. Loss of data can occur due to a computer virus, software failure, hardware failure, theft, fire, and more. It is your responsibility to ensure the backups are done at intervals sufficient to minimize your risk exposure to such an event. <br />
<br />
With the help of your computer technician, you must determine the best plan for your agency. There are many options at varying costs offering different degrees of risk protection. It is also your responsibility to verify that your backups are working correctly. <br />
<br />
====Does Agency Systems have a backup utility built-in?====<br />
<br />
Agency Systems does not provide a backup utility. Hardware and software systems (independent of Agency Systems) vary, and your backup needs will also vary. The company or individual that currently provides technical support is the best resource for outlining a customized backup plan. <br />
<br />
If you are hosted with [[Ajasent Hosting|Ajasent]], backups of your hosted server are included. Please contact your Ajasent for specific details on the nature of your backup.<br />
<br />
==== Does Agency Systems recommend a backup service? ====<br />
Yes. Our cloud hosting provider [[Ajasent Hosting|Ajasent]] can provide the same offsite data backup and disaster recovery services used by our company to all Newton by Agency Systems customers. <br />
<br />
[[File:Ajasentlogo.png]]<br />
<br />
HYBRID CLOUD BACKUP & DISASTER RECOVERY | http://www.ajasent.com/managed-services/ | http://www.ajasent.com/s/OffsiteBackup.pdf<br />
<br />
:;Getting You Backed Up<br />
::The on-boarding experience is completely managed by qualified Ajasent engineers. Depending on the environment, an Ajasent engineer will either connect remotely or perform a local seed backup. <br />
:;Pro Active Monitoring<br />
::Do you know when most people are find problems with their backups? Right! - When they need to restore, when it is too late. Pro-active monitoring is the missing key in securing your ability to recover anything.<br />
:;Restore & Disaster Recovery Support<br />
::When something does go wrong, call us and we will make sure you can go back to work as quickly as possible. So you can relax and not worry about anything. <br />
:;Two Locations For Better Protection<br />
::Even a backup plan, should have a backup plan. Our backups have one copy onsite and one copy offsite. That way, you know you can recover, even without an Internet connection! <br />
<br />
Contact Ajasent for additional details and to obtain a quote: http://www.ajasent.com/contact-us<br />
<br />
====What other backup programs are available?====<br />
<br />
There are many different types available to consumers. It is best to have your technician decide which is best for your office. We do recommend commercial grade products, and we recommend verifying the integrity of your backups on a regular basis. Your hardware consultant is the best source to certify your backups.<br />
<br />
When choosing a backup system, verify that it has the ability to back up open files. Even if the system you choose does have this feature, it is a best practice to ensure all users are logged out of Agency Systems when performing backups.<br />
<br />
There are also automated, remote backup and disaster recovery services.<br />
<br />
====What files should I backup for Agency Systems?====<br />
<br />
The entire Agency Systems programs, data, images etc are all stored on the master/server machine under the "Empire" folder.<br />
<br />
Verify the backup is set to include all sub-folders.<br />
<br />
====How often should I backup my data?==== <br />
<br />
You should deploy a nightly backup, and retain multiple days worth of backups. It is your responsibility to ensure you have backup procedures and equipment that meet your risk tolerance.<br />
<br />
====My backup program offers "Continuous" backup service. Should I use this option?==== <br />
<br />
In most cases, the continuous backup feature will cause severe performance issues on your server. Each Agency Systems database file will update thousands of times a day preventing the the backup from completing. In addition, since many backup services will lock files during the backup process, there is a chance of data corruption. <br />
<br />
Nightly backups after operating hours are the standard method.<br />
<br />
====Where should I keep my data?====<br />
<br />
It is always best to keep the backup media in multiple locations. Do not depend solely on off-site backups. You should always have a backup copy locally since off-site backups are for major events such as fire, flood, or theft.<br />
<br />
====How do I know my backup is running properly?====<br />
<br />
Your local technician can verify that the backup is running properly for you. If you cannot be assured that all your files are backed up without error, you do not have an adequate backup solution. If you cannot routinely restore a backup successfully, you do not have an adequate backup solution.<br />
<br />
It is critical to understand the restore function of your backup. A test restore of your system, perhaps to a test directory, should be part of your backup solution.<br />
<br />
====What happens if my backup is not complete and I need to restore?====<br />
<br />
Although we have utilities that may help in recovering data, the best solution is to restore from a previous backup. Remember, it is your responsibility to ensure backups are performed and are working correctly.<br />
<br />
There will be charges if we are involved in a data recovery process where adequate backups were not available. <br />
<br />
In the event your data files are compromised due to hardware, virus, or operating system failure, or a disaster, your backups will be required. They should immediately be secured and made available. We will assist you and your technician to ensure you are back to work again with as little downtime as possible.</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Backup_Information&diff=3699
Backup Information
2016-02-16T14:17:50Z
<p>Aostermann: /* Does Agency Systems have a backup utility built-in? */</p>
<hr />
<div>[[Category:Installation]][[Category:Third-Party Integration]]<br />
Creating a system backup is critical to prevented data loss in the event of a disaster. Loss of data can occur due to a computer virus, software failure, hardware failure, theft, fire, and more. It is your responsibility to ensure the backups are done at intervals sufficient to minimize your risk exposure to such an event. <br />
<br />
With the help of your computer technician, you must determine the best plan for your agency. There are many options at varying costs offering different degrees of risk protection. It is also your responsibility to verify that your backups are working correctly. <br />
<br />
====Does Agency Systems have a backup utility built-in?====<br />
<br />
Agency Systems does not provide a backup utility. Hardware and software systems (independent of Agency Systems) vary, and your backup needs will also vary. The company or individual that currently provides technical support is the best resource for outlining a customized backup plan. <br />
<br />
If you are hosted with [[Ajasent Hosting|Ajasent]], backups of your hosted server are included. Please contact your Ajasent for specific details on the nature of your backup.<br />
<br />
==== Does Agency Systems recommend a backup service? ====<br />
Yes. Our cloud hosting provider [[Ajasent Hosting|Ajasent]] can provide the same offsite data backup and disaster recovery services used by our company to all Newton by Agency Systems customers. <br />
<br />
[[File:Ajasentlogo.png]]<br />
<br />
HYBRID CLOUD BACKUP & DISASTER RECOVERY | http://www.ajasent.com/managed-services/ | http://www.ajasent.com/s/OffsiteBackup.pdf<br />
<br />
:;Getting You Backed Up<br />
::The on-boarding experience is completely managed by qualified Ajasent engineers. Depending on the environment, an Ajasent engineer will either connect remotely or perform a local seed backup. <br />
:;Pro Active Monitoring<br />
::Do you know when most people are find problems with their backups? Right! - When they need to restore, when it is too late. Pro-active monitoring is the missing key in securing your ability to recover anything.<br />
:;Restore & Disaster Recovery Support<br />
::When something does go wrong, call us and we will make sure you can go back to work as quickly as possible. So you can relax and not worry about anything. <br />
:;Two Locations For Better Protection<br />
::Even a backup plan, should have a backup plan. Our backups have one copy onsite and one copy offsite. That way, you know you can recover, even without an Internet connection! <br />
<br />
Contact Ajasent for additional details and to obtain a quote: http://www.ajasent.com/contact-us<br />
<br />
====What other backup programs are available?====<br />
<br />
There are many different types available to consumers. It is best to have your technician decide which is best for your office. We do recommend commercial grade products, and we recommend verifying the integrity of your backups on a regular basis. Your hardware consultant is the best source to certify your backups.<br />
<br />
When choosing a backup system, verify that it has the ability to back up open files. Even if the system you choose does have this feature, it is a best practice to ensure all users are logged out of Agency Systems when performing backups.<br />
<br />
There are also automated, remote backup and disaster recovery services.<br />
<br />
====What files should I backup for Agency Systems?====<br />
<br />
The entire Agency Systems programs, data, images etc are all stored on the master/server machine under the "Empire" folder.<br />
<br />
Verify the backup is set to include all sub-folders.<br />
<br />
====How often should I backup my data?==== <br />
<br />
You should deploy a nightly backup, and retain multiple days worth of backups. It is your responsibility to ensure you have backup procedures and equipment that meet your risk tolerance.<br />
<br />
====My backup program offers "Continuous" backup service. Should I use this option?==== <br />
<br />
In most cases, the continuous backup feature will cause severe performance issues on your server. Each Agency Systems database file will update thousands of times a day preventing the the backup from completing. In addition, since many backup services will lock files during the backup process, there is a chance of data corruption. <br />
<br />
Nightly backups after operating hours are the standard method.<br />
<br />
====Where should I keep my data?====<br />
<br />
It is always best to keep the backup media in multiple locations. Do not depend solely on off-site backups. You should always have a backup copy locally since off-site backups are for major events such as fire, flood, or theft.<br />
<br />
====How do I know my backup is running properly?====<br />
<br />
Your local technician can verify that the backup is running properly for you. If you cannot be assured that all your files are backed up without error, you do not have an adequate backup solution. If you cannot routinely restore a backup successfully, you do not have an adequate backup solution.<br />
<br />
It is critical to understand the restore function of your backup. A test restore of your system, perhaps to a test directory, should be part of your backup solution.<br />
<br />
====What happens if my backup is not complete and I need to restore?====<br />
<br />
Although we have utilities that may help in recovering data, the best solution is to restore from a previous backup. Remember, it is your responsibility to ensure backups are performed and are working correctly.<br />
<br />
There will be charges if we are involved in a data recovery process where adequate backups were not available. <br />
<br />
In the event your data files are compromised due to hardware, virus, or operating system failure, or a disaster, your backups will be required. They should immediately be secured and made available. We will assist you and your technician to ensure you are back to work again with as little downtime as possible.</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Backup_Information&diff=3698
Backup Information
2016-02-16T14:16:46Z
<p>Aostermann: /* What happens if my backup is not complete and I need to restore? */</p>
<hr />
<div>[[Category:Installation]][[Category:Third-Party Integration]]<br />
Creating a system backup is critical to prevented data loss in the event of a disaster. Loss of data can occur due to a computer virus, software failure, hardware failure, theft, fire, and more. It is your responsibility to ensure the backups are done at intervals sufficient to minimize your risk exposure to such an event. <br />
<br />
With the help of your computer technician, you must determine the best plan for your agency. There are many options at varying costs offering different degrees of risk protection. It is also your responsibility to verify that your backups are working correctly. <br />
<br />
====Does Agency Systems have a backup utility built-in?====<br />
<br />
Agency Systems does not provide a backup utility. Hardware and software systems (independent of Agency Systems) vary, and your backup needs will also vary. The company or individual that currently provides technical support is the best resource for outlining a customized backup plan. <br />
<br />
If you are hosted with [[Ajasent Hosting|Ajasent]], backups are included. Please contact your Ajasent for specific details on the nature of your backup.<br />
<br />
==== Does Agency Systems recommend a backup service? ====<br />
Yes. Our cloud hosting provider [[Ajasent Hosting|Ajasent]] can provide the same offsite data backup and disaster recovery services used by our company to all Newton by Agency Systems customers. <br />
<br />
[[File:Ajasentlogo.png]]<br />
<br />
HYBRID CLOUD BACKUP & DISASTER RECOVERY | http://www.ajasent.com/managed-services/ | http://www.ajasent.com/s/OffsiteBackup.pdf<br />
<br />
:;Getting You Backed Up<br />
::The on-boarding experience is completely managed by qualified Ajasent engineers. Depending on the environment, an Ajasent engineer will either connect remotely or perform a local seed backup. <br />
:;Pro Active Monitoring<br />
::Do you know when most people are find problems with their backups? Right! - When they need to restore, when it is too late. Pro-active monitoring is the missing key in securing your ability to recover anything.<br />
:;Restore & Disaster Recovery Support<br />
::When something does go wrong, call us and we will make sure you can go back to work as quickly as possible. So you can relax and not worry about anything. <br />
:;Two Locations For Better Protection<br />
::Even a backup plan, should have a backup plan. Our backups have one copy onsite and one copy offsite. That way, you know you can recover, even without an Internet connection! <br />
<br />
Contact Ajasent for additional details and to obtain a quote: http://www.ajasent.com/contact-us<br />
<br />
====What other backup programs are available?====<br />
<br />
There are many different types available to consumers. It is best to have your technician decide which is best for your office. We do recommend commercial grade products, and we recommend verifying the integrity of your backups on a regular basis. Your hardware consultant is the best source to certify your backups.<br />
<br />
When choosing a backup system, verify that it has the ability to back up open files. Even if the system you choose does have this feature, it is a best practice to ensure all users are logged out of Agency Systems when performing backups.<br />
<br />
There are also automated, remote backup and disaster recovery services.<br />
<br />
====What files should I backup for Agency Systems?====<br />
<br />
The entire Agency Systems programs, data, images etc are all stored on the master/server machine under the "Empire" folder.<br />
<br />
Verify the backup is set to include all sub-folders.<br />
<br />
====How often should I backup my data?==== <br />
<br />
You should deploy a nightly backup, and retain multiple days worth of backups. It is your responsibility to ensure you have backup procedures and equipment that meet your risk tolerance.<br />
<br />
====My backup program offers "Continuous" backup service. Should I use this option?==== <br />
<br />
In most cases, the continuous backup feature will cause severe performance issues on your server. Each Agency Systems database file will update thousands of times a day preventing the the backup from completing. In addition, since many backup services will lock files during the backup process, there is a chance of data corruption. <br />
<br />
Nightly backups after operating hours are the standard method.<br />
<br />
====Where should I keep my data?====<br />
<br />
It is always best to keep the backup media in multiple locations. Do not depend solely on off-site backups. You should always have a backup copy locally since off-site backups are for major events such as fire, flood, or theft.<br />
<br />
====How do I know my backup is running properly?====<br />
<br />
Your local technician can verify that the backup is running properly for you. If you cannot be assured that all your files are backed up without error, you do not have an adequate backup solution. If you cannot routinely restore a backup successfully, you do not have an adequate backup solution.<br />
<br />
It is critical to understand the restore function of your backup. A test restore of your system, perhaps to a test directory, should be part of your backup solution.<br />
<br />
====What happens if my backup is not complete and I need to restore?====<br />
<br />
Although we have utilities that may help in recovering data, the best solution is to restore from a previous backup. Remember, it is your responsibility to ensure backups are performed and are working correctly.<br />
<br />
There will be charges if we are involved in a data recovery process where adequate backups were not available. <br />
<br />
In the event your data files are compromised due to hardware, virus, or operating system failure, or a disaster, your backups will be required. They should immediately be secured and made available. We will assist you and your technician to ensure you are back to work again with as little downtime as possible.</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Transition_Guide:_FSC_Manager_FAQ&diff=3685
Transition Guide: FSC Manager FAQ
2016-02-03T21:37:52Z
<p>Aostermann: </p>
<hr />
<div>[[Category: Transition Guides]]<br />
==(1-18) Questions Concerning The Operating Environment For Your System==<br />
;(1) Is your system web-based, 3rd party hosted and/or available as stand alone in agent's office? If hosted who is your provider? Do you handle all back up? If system ever crashes do we have that data available? Do you have to move us to another server? Ease of setting up laptops for use out of the office? If you host do you work together to coordinate assistance? <br />
<br />
Newton is flexible and available for multiple platforms. Many agencies prefer to run locally on their own in-house server due to the flexibility and cost effective nature of that setup. For those preferring cloud services, we offer both a Shared and Dedicated cloud. <br />
*Hosting provided by Ajasent<br />
*Local Server/Client<br />
<br />
The system is friendly to the on-line environment and setting up a user is very simple. The dedicated cloud is a virtual server with resources and software customized solely to your agency. All cloud services include software options such as Microsoft Outlook (with or without Exchange) and Office. <br />
<br />
For hosted solutions, the backups are the responsibility of the hosting provider, Ajasent. The backup for systems located in the agent's office are the responsibility of the agency. In the event a backup must be restored, our technical team will assist the agency to verify a proper restoration of the system and data. <br />
<br />
<br />
;(2) Ability to host OUTLOOK Email service and integrate with your system so we can easily moved emails from OUTLOOK into mgmt system? Ex- Drag and Drop? Can they handle fax @ skeele? Does your system automatically drop them into a client file or do we need to drag and drop? Email on cells of users? Does your system ask you to grant access for each email every time you send one? Do you offer encrypted email?<br />
<br />
The system is integrated with Outlook in both email and Calendar functions. Any item generated from within the system (certificates, Auto ID’s etc.) can be emailed, faxed or printed easily. Items are created as .pdf and inserted into the email. When sending, you can select “templates” for the email to standardize common email wording. This also works for things like e-fax, MetroFax etc., Unless there is something extraordinary with the skeele fax solution, accommodating fax@skeele should be possible. <br />
<br />
Incoming emails can be dragged directly from Outlook and dropped on the client tab, or a policy. The email is searchable within the client by key word and also any word within the email. This is a powerful feature to ensure you find exactly what you are looking for quickly. All incoming and outgoing items automatically date/time stamped with user ID in the Activity and are not editable.<br />
<br />
Encrypted email is available within Outlook. <br />
<br />
<br />
;(3) Ability to host Agency Shared Folders available to all system users? Host Personal Folders?<br />
<br />
Your cloud service provider will facilitate Shared and Personal Folders. While your cloud provider will establish this for you, we assist in the transition process to ensure your needs are met. We have a team dedicated to the success of your cloud experience.<br />
<br />
<br />
;(4) We are concerned with the speed of sending items to PRINT within the mgmt software, as well as time pulling up stored images? Compatible with word/excel/outlook/pdf, jpg files? Do you use Black Ice?<br />
<br />
Printing performance is exactly the same as with your common Microsoft Office Products and .PDF Readers. Newton does not place an additional burden on your printing services and is completely optimized for the local or hosting solution of your choice. Black Ice is fully supported and in use at Ajasent. We do not demand a specific print solution with Newton in a typical agency setup, however a thin client print service is desired in hosted environments. Newton will indeed work with many if not all these printing solutions. <br />
<br />
<br />
;(5) How is support handled? Chat / Sign into computer/ Log a request and await response? Can you “shadow” user direct or do we need to log into a webex and grant you permission?<br />
<br />
Newton does not require support tickets or on-line requests for support. All support calls are answered when you call, and any question you have is addressed at that time. If further research is required, we work your question without delay and communicate with you proactively. You may also email if more convenient, or you can visit our support page and click the help button. If you desire a support representative to answer your question while sharing your computer screen, we provide that service as well.<br />
<br />
<br />
;(6) Integration with EZLynx and /or PL Rater for rating? Can you import/export between two?<br />
<br />
<br />
Below is our list of supported rating vendors and their integration level within Newton.<br />
We do not restrict you to any one vendor.<br />
<br />
{| class="wikitable"<br />
!Vendor<br />
!Export From Newton<br />
!Import Into Newton<br />
!Integration File Type<br />
|-<br />
|[[AccuAuto Rating Integration|AccuAuto]]<br />
|No<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[ACS2000 Rating Integration|ACS2000]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[Evolution Rating Integration (Capital Rating)|Evolution (Capital Rating)]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[EZ Lynx Rating Integration|EZ Lynx]]<br />
|Yes<br />
|No<br />
|Completed ACORD .PDF Forms<br />
|-<br />
|FSC Rater<br />
|No<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[IBQ Rating Integration|IBQ]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[ITC TurboRater Rating Integration|ITC Turborater]]<br />
|No<br />
|Yes<br />
|ITC .TT2 File<br />
|-<br />
|[[PL Rating Integration (Vertafore)|PL Rating / Silverplume (Vertafore)]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[SEMCAT Rating Integration|SEMCAT]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[WinRater Rating Integration|WinRater (Boston Software)]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|}<br />
<br />
<br />
;(7) Download of PL and CL policies; Certified list of carriers and how easy to become “certified” for download with your system? Packages for CL & PL? When renewals come in do they overwrite the existing policy line/data or do they create a new policy line? Does the system cancel out the old if a new line is issued or do we cancel it out? If it overwrites how do you see past policy and history? If you have policy history is it highlighted to show the changes or do we need to look at it page by page? For mid term endorsements when you d/l do you list what the change is and any billing associate with it? We referred to this in AFW as quick view and in FSC as download summary. We had this at AFW and FSC added it but FSC had a concern about the download time being increased. We understand Allstate never has any billing. We had issue of downloads dropping zeroes and numbers after dashes will your system handle these policy numbers fine? (ngm,prog, etc). billing mid-term or on prior term how is that handled? As an endorsement? How about cancel billings?<br />
<br />
Agency Systems is certified with every major carrier and their subsidiaries and hundreds of other regional carriers. We are constantly adding new companies as requested by our agents. Certification requests are routinely turned around within a day or two. The process is simple, and can be accomplished from start to finish and implemented in your agency within a week or two. We offer the full complement of downloads for Personal, Commercial, and Commission Statements.<br />
<br />
The download setup in Newton is straight forward and accomplished during a one on one training session. After that session, you should be ready to download within an hour. From that point, your download managers are run to capture all files available from the companies since the last download. Next, inside Newton, you open the download management center, select the new files to process, verify the downloads as they are processed, and address any items that require further attention. After the first training most offices on a daily basis will complete their downloads in less than 10 minutes.<br />
<br />
Policy numbers from the company play a key role in how the data will show in Newton. We accept the policy number format as it comes directly from the carrier and do not modify that number in any way. This being the case, there are two conditions that take place with how download data is viewed. <br />
<br />
One, if the policy number does not change at renewal, download will create a new policy sequence to retain all prior policy history. Download will never overwrite existing policy, or ACORD Form data. It will create updated information to compare to prior terms. You will be assisted in the setup of all your download alerts, a tool that notifies you of important changes from the prior download data. Alerts can be established to notify you if the policy has cancelled, or if the premium has changed by a certain amount, or if there is a change to drivers or vehicles, or all changes to any key account. The alerts can be sent to the producer or CSR responsible for the account and allows you to proactively address changes.<br />
<br />
An example for Case Two is if the company changes the policy number at renewal with a trailing number. The policy history is retained under the old and new number. The view is intuitive and easy to identify changes.<br />
<br />
Companies deal with cancelled policy transactions differently and we have workflows in place to best implement those company differences in your agency.<br />
<br />
Most agencies deploy the Commission Download module for their direct bill commissions which allows you to process them quickly. For companies that do not offer Commission Download, our agencies use the Commission Builder in Newton to enter the transactions quickly by hand providing a full direct bill reconciliation. <br />
<br />
In addition we have an optional module supporting companies that do not create commission download files. The process converts a carrier specific .csv file into one that can be processed electronically. <br />
<br />
<br />
;(8) “SERVICE LINK” with FSC is like Transformation Station and TransActNow….what do you have/use for real time access to clients accounts? How does it handle 5 different offices/codes? Does it need to update/refresh each day on the first use? When you use this link can you capture or copy the images from the web? <br />
<br />
Newton employs Policy View, a quick and easy way to access carrier web sites from the client or policy within Newton. Policy View stores appropriate agency staff unique ID, passwords and policy number for a quick connect to the carrier website specific to that policy. You are not required to update/refresh daily. <br />
<br />
We currently do not offer the image capture, however that is an attractive feature and we have added it to the enhancement list.<br />
<br />
<br />
;(9) Does your system drop phone calls into our pull up client files automatically?<br />
<br />
No, however digital voice messages can be dragged to the client file as an attachment. In addition, a client can be quickly found by searching for as little as the last 4 numbers of a phone number, displaying all matches in a "Google" like search.<br />
<br />
<br />
;(10) Does your system allow for minimizing screens so you can switch between screens? Dual monitors?<br />
<br />
Multiple client screens can be open at the same time, and you can switch between them. Dual monitors are no problem. In addition, you can open Newton multiple times on the same workstation, as the same operator. Unlike some vendor databases, multiple open instances of Newton does not require additional seat licensing. <br />
<br />
;(11) Memos or client single letter templates- nonpay cxl, lpr to prior agent, etc Can you pull in policy dates such as a cancel date? FSC couldn’t we had to type in the date.<br />
<br />
Newton Memowriter contains merge codes for many different data fields, including policy transaction effective and expiration dates. When a policy is cancelled in Newton, the transactions dates are set to the date of the cancellation. As a result, the cancellation dates can be merged directly onto a memo through merge codes. <br />
<br />
Merge codes are automatically replaced with client/policy data when a letter is “merged” with a policy.<br />
<br />
[[File:pres-fsc-mergecodes.png]]<br />
<br />
<br />
;(12) Compatible with xp? Do you use internet explorer? Firefox? Chrome? Most companies still use IE so have moved to firefox but very few.<br />
<br />
Our system will work with any browser. When “launching” into Carrier websites, we use our own proprietary browser window to insure compatibility with carrier websites. Although Newton will work with XP, we strongly recommend against its use because Microsoft has discontinued security updates. This would expose your agency to potential virus attacks.<br />
<br />
<br />
;(13) Visual Organization- font size? Bold type? We had issues only with fsc not afw and were told that it was a monitor resolution system size issue.<br />
<br />
All primary user areas of Newton use a consistent visual band viewer to display information. The band viewer will bold items or set specific font colors to easily identify areas of interest to the user. <br />
<br />
[[File:pres-fsc-bandview.png]]<br />
<br />
Most users who have issues reading text with a high resolution monitor will benefit from lowering the Windows resolution. Lowering the resolution will make all text easier to read, inside and outside of Newton. Our technical staff will work with your IT team to insure your working environment is optimized to meet your needs. <br />
<br />
<br />
;(14) Do you have to refresh your system or is it instant? AFW was instant, fsc you have to “click” another screen tab.<br />
<br />
Many bands of the system will refresh automatically, such as editing a filter to display the activity for a client. When an activity filter is changed, the updated activity view is automatically displayed with the changed view of the data. Some areas of the system will require a refresh. <br />
<br />
<br />
;(15) Are we able to run multiple agency entities with your program?<br />
<br />
We support both department separation and multiple agency needs. <br />
<br />
<br />
;(16) Are there separate companies? Ex- One to handle property and casualty and a separate one to handle life and health?<br />
<br />
You could separate them by company and still have access to consolidated financials or in the same department, whichever works for you<br />
<br />
[[File:Basictab-activepolicies-billed.png]]<br />
<br />
Individual company codes in Agency Systems can be assigned to a Parent Company. The '''Company Tab -> Active Policies''' list for a parent company will list all policies assigned to the parent company, and all policies assigned to any subsidiary. The '''Management -> Company Tab''' will summarize all active polices by Parent Company, but will retain the option to display only policies assigned to specific company codes.<br />
<br />
[[File:Profiles-company-parentcompany.png]]<br />
<br />
<br />
;(17) Does your system have signatures for users on acord forms? Do you offer electronic signature of forms on client end?<br />
<br />
Yes Acord form signatures are established by user in the agency. Electronic signatures are under consideration for a future release. <br />
<br />
[[File:Profiles-producer-formssig-4.png]]<br />
<br />
<br />
;(18) Do you somehow integrate or interact with an agency website or social media such as facebook?<br />
<br />
MyInsuranceDashboard.com provides a 24/7 web portal for your customers to access their policy related information that integrates directly with Newton by Agency Systems. Your customers will be able to review schedule items, generate published certificates with updated holder information, and view published documents to their dashboard. They will also be able to interact with your agency by requesting changes to schedule items, and upload supporting documents to your office. These items will flow directly to your management system with minimal effort by your staff. MID is an optional feature.<br />
<br />
==(19-44) System Specific - Dashboard, Navigation, Features and Processes ==<br />
;(19) Process to scan/attach/organize and recall stored images within your system? <br />
<br />
Items can be loaded by client or by policy in a client file using drag and drop, browse and attach. After an item is selected, it prompts you for a unique searchable description and is automatically date/time stamped with user ID in the Activity and place attached.<br />
<br />
While it is easy to find attachments now, a soon to be released feature will allow you to organized them by user defined categories as well. <br />
<br />
;(20) NYS ID card system…integration with them? Ability to do Canadian Id Cards? FSC had to create a template for us. Company verse writing company for NY State? Also, it should default to all capital letters like the NY id card generator does. We had issue with ID cards deleting the replacement vehicle. How does yours work? Can you add a vehicle? Do as a transfer? Just print an updated card? Does the writing company pull? If someone changes that writing company one time is it always changed?<br />
<br />
*Canada Non-Resident ID Card is integrated directly in Newton’s ACORD form system. <br />
*FS-20, FS-21, and FS-83 bar code ID Cards can be generated directly from Newton’s ACORD forms system. <br />
*Vehicles can be individually added/removed from a New York Bar Code ID Card just like any other ACORD form. New forms can be printed, and previous copies reprinted.<br />
*The replacement vehicle setting, and other NY ID specific options are saved directly to the vehicle schedule.<br />
*:[[File:pres-fsc-nyid.png]]<br />
<br />
The company code listed on the ID Card is based on the company code assigned to the policy. Newton separates the invoice company from the policy/writing company. The NY Company Code identification number is saved within the policy/writing company’s profile.<br />
<br />
<br />
;(21) REPORTS- How do we record monies from clients? What reports are available to cross check monies in order to do deposits? // BOB reports…available in side by side periods ie 1st quarter 2014 vs 1st quarter 2013? Producer/sub office breakdown availability in the reports? Do you have an unbilled report? AFW online did but not FSC. DL error report? DL memo report (prog)? Tranlog/suspense/f/u reports? New business report? Expiration report? Marketing reports (auto no home)<br />
<br />
Entering payment from a client can be performed for a single policy, multiple invoices, including automatically forwarding the money to the company. In addition, Agency Fees can be easily added on-the-fly when a payment is received. <br />
<br />
Newton includes many in depth reporting options for financials, and policy production. While there are others, the circled items below list our more basic reports. <br />
<br />
[[File:pres-fsc-allreports.png]]<br />
<br />
In addition, Automatic Reports allow you to set up a group of reports once, and run them every day or month.<br />
<br />
[[File:Pres-fsc-automaticreports.png]]<br />
<br />
In addition, Newton has a unique live "Dashboard" incorporated throughout the system which allows your CSRs to see their to do lists, work expirations, and produce reports. The result is an interactive reporting system, up to date as you work, without the need to exit and print reports. The view of those lists are customizable and easily viewable in excel.<br />
<br />
<br />
;(22) Where do we store carrier info (now in SYSTEM TAB on FSC) to include contracts, loss ratios, memos, commission defaults, contacts, emails, phone #’s , writing companies etc? Where do we store banks, markets etc that are in the address book now?<br />
<br />
An easily accessible Company tab is used to store company information for general access. The company section of the Management tab is used to store secure documents, with limited access to system administrators only.<br />
<br />
"Address Book" information is handled by creating “Inactive client” files that hold your Rolodex information – <br />
For example: <br />
Vendor Rolodex – would have contacts for….<br />
- Landlord<br />
- Utility Company<br />
- Phone Company<br />
- First National Bank<br />
<br />
<br />
;(23) SYSTEM Calendar for use by system users?<br />
<br />
Newton pushes diary/suspense items to your outlook calendar.<br />
<br />
Both our public and private cloud providers support MS Exchange shared calendar options. <br />
<br />
[[File:Releasenotes-basic-diaryitem.png]]<br />
<br />
Selecting the option will create a calendar event with a default day that matches the diary suspense date. <br />
<br />
[[File:releasenotes-basic-diaryoutlook.png]]<br />
<br />
<br />
;(24) Can we tell what users are actively signed into the system? Different user levels? <br />
<br />
Currently active users can be viewed by a system administrator from the server. If you are hosted in a private cloud, you view this information directly within your session. In a public cloud your server access is limited.<br />
<br />
<br />
;(25) Office Notes locations if available? Verse quick notes?<br />
<br />
Newton currently does not offer a system wide message board. <br />
<br />
<br />
;(26) Go over your suspension system or follow ups or tranlogs and options;<br />
<br />
Diary/Suspense items can be between User and/or Client and/or Company and/or Interest or any mix of these. They are integrated with Outlook for calendar and email. If you must send a reminder for a client to mail or fax to you, click suspense on the client, assign a due date and possibly a user defined tag such as “application follow up”, choose the contact at the client and write your note. <br />
<br />
A diary/suspense can be associated with a specific policy, and a specific company contact. Selecting a company contact will automatically start an outgoing email, with text pre-filled from the diary window.<br />
:[[File:pres-fsc-diary-company.png]] <br />
<br />
Once sent, it will be processed through Outlook and date/time stamped by the user ID automatically. <br />
:[[File:pres-fsc-diary-company-toemail.png]]<br />
<br />
Diary items can also be “updated" if you need to follow up again and the system will capture the new notes and date/time/user ID stamp them. Of course, all activity is recorded in the permanent client and/or policy activity.<br />
:[[File:Release-notes-diary-comment-timestamp.png]]<br />
<br />
<br />
;(27) Search capabilities for clients….options available (ex with fsc you do .. etc) By name? Address? Policy number? Etc<br />
<br />
Newton Search capabilities are designed to work like Google. You can search for client by First, Middle, Last, nickname or DBA, address, phone or fax, email address or driver name. Like Google does, Newton gives you a “predictive” search, so long names can be found without typing the entire name.<br />
<br />
Policy search can find by an exact match, first 5 characters, last five or using the predictive search which will save you from typing the whole number. <br />
<br />
Newton search capabilities is a real strength, you will appreciate the power of our "Google" like search engines.<br />
<br />
<br />
;(28)Describe the download processing an agency goes thru each day and time involved? Available to run off hours?<br />
<br />
<br />
After the one-on-one training session, you should be ready to download within an hour. From that point, your download managers are run to capture all files available from the companies since the last download. Next, inside Newton, you open the download management center, select the new files to process, verify the downloads as they are processed, and address any items that require further attention. After the first training most offices will complete their daily downloads in less than 10 minutes.<br />
<br />
We have options to "process all silently" which allows the person running download to simply let it run and move to other work until completed. Then they would review any items that “pended” such as a new policy for a client that was not entered into the system. This is a tremendous time saving feature.<br />
<br />
Commission statements are run on a monthly basis and normally take less than 5 min per company. <br />
<br />
Certain companies will reduce the direct bill commission for fees, such as an MVR expense, or possibly combine and Agency and Direct Bill statements. Newton's Commission Download can handle these adjustments on-the-fly, reducing the amount of time required to process the download.<br />
<br />
[[File:Commissiondownload-editcash-adjustcommission.png]] [[File:Commissiondownload-editcash-adjustcommission-mvr.png]]<br />
<br />
<br />
;(29) Format of system pages in relation to ACORD format? How does your system look when we go into it? Can we type into acords? Can we print blank acords?<br />
<br />
Newton uses the WYSIWYG method for ACORD forms. They look exactly like the actual Acord forms. Large fields can be used in their entirety and even “re-sized” if needed. Forms related to a particular policy as well as drivers, vehicles, properties, etc. are “Grouped” together to make policy service such as an endorsements, renewals and re-marketing simpler with very little data entry. <br />
<br />
Yes, you may print blank Acord forms. As forms are printed, emailed or faxed, they are automatically date/time stamped by user ID and stored permanently in the client/policy activity and place attached.<br />
<br />
<br />
;(30) Explain your “TRAN LOG” system as far as the defaults, how we can set it up, etc? Does it require automatic tranlog?<br />
<br />
The activity part of our system is automatic and comprehensive. When client and policy actions are performed, such as adding an attachment, or updating any part of a policy, the activity log will be updated. You will be prompted to append additional text if you desire, otherwise the action is completely automatic. <br />
<br />
[[File:Automatedproc-end-appendtolog.png]]<br />
<br />
All activity can be filtered based on activity type, and an activity search will automatically find the activity item, email, or attachment that matches the search term. Further, you may search the text in the body of an email as well as subject line. <br />
<br />
[[File:Activity-right-click.png]]<br />
<br />
<br />
;(31) Personal client files verse commercial client files? AFW you had to pick on or the other. FSC has both personal and commercials form in each client file.<br />
<br />
You can mix and match personal and commercial activity as fits your operation. You can copy contacts from the Commercial file to the Personal file or the reverse to make the process simpler.<br />
<br />
However, if you want to use our automated marketing feature, the personal lines vs. commercial lines indicator drives the correct correspondence to be delivered.<br />
<br />
<br />
;(32) In a commercial file does your system have a specific spot to put in tax id #’s like personal has for date of birth or ss#? Can you convert or retain our household member info (name/dob/social sec #/ driver’s license #/occupation/employer)?<br />
<br />
Yes. Also, you may copy “contacts” from one client to another where there are common employees or ownership or in this case from a Personal to a Commercial client.<br />
<br />
[[File:Client-edit-contacts-copy-copyfrom.png]]<br />
<br />
<br />
;(33) FSC can push changes to a policy when a loss acord is completed does your system ask to do this? Why push changes for a loss but not if we complete an acord change form it doesn’t push that info into file?<br />
<br />
Newton is a policy driven system, where all forms are saved to a policy. The forms will pre-fill data on many forms based on policy transaction dates, and prior risk information. We do not generate a policy transaction from the Acord loss notice.<br />
<br />
<br />
;(34) How does your system handle disability policies? Watercraft? Cycle? Landlord and dwelling fire? Flood?<br />
<br />
All policy types in Newton have the same features and functionality, and are not limited by their class of business. For all unique types of policies, a unique "class code" or line of business can be created. You can have an appropriate ACORD form attached to the policy, or a company-specific attachment saved to the policy for full risk and coverage details. <br />
<br />
If a policy is entered with a specific class code such as '''Motorcycle''', and the company sends the download file incorrectly as '''Personal Auto''', the system can correct in many cases because we compare to the prior term class code. <br />
<br />
<br />
;35) Can you easily move a file that downloaded to the wrong client file to the correct client file? What if it has been billed or what if not billed?<br />
<br />
A downloaded policy can easily be moved to the correct client if a duplicate client is created by download in error. The download system also has built in mechanisms to check against "likely" client duplicates to prevent the problem from happening. If the policy has already been invoiced, a new transaction can be added to the existing policy, and that transaction easily moved to a new client.<br />
<br />
<br />
;(36) Do you have a true copy application? Or does it create a “future application”<br />
<br />
When a policy is updated, such as a renewal or an endorsement, existing ACORD forms can be copied to the new policy transaction automatically. The updated forms are an exact copy of the original form. <br />
<br />
In addition, coverage data can be copied between ACORD forms, and entire holder lists can be easily copied between certificates of insurance.<br />
<br />
<br />
;(37) Dates are they consistent in each area- 04/04/2014? Can we type in with dashes or without? That was an upgrade at FSC. Do you default to current date?<br />
<br />
Newton date fields work the same throughout the system. They do not require the entry of any special characters, such as / or -. Where appropriate we default the current date.<br />
<br />
Example: [[File:pres-fsc-effdate-before.png]] translates to [[File:pres-fsc-effdate-after.png]]<br />
<br />
<br />
;(38) Does the system default to correct home percents for HO, MH, FO? Ex- 10% of A, etc?<br />
<br />
Our agencies normally begin the workflow with the rating vendor of choice. Download automatically populates these fields appropriately, both in the unique download viewer and Acord form. <br />
<br />
<br />
;(39) Do you have separate local defaults verse system defaults? Ex- auto show quicknotes, ask if word is closed, manual refresh, etc.<br />
<br />
Our user preferences area has many options which can be set per operator, with additional options available for system-wide changes.<br />
<br />
[[File:Menu-preferences-accounthistory.png]] [[File:Menu-preferences-activitylisting.png]] [[File:Menu-preferences-useroptions.png]]<br />
<br />
<br />
;(40) Can anyone delete an application they created by error? Can we delete a customer we created by error or in duplicate? Also delete forms?<br />
<br />
Yes, assuming access for deleting has been established by the system administrator. Access to deleting clients/forms/policies is controlled by the security system and further by the security level of the operator.<br />
<br />
<br />
;(41) Cross reference capabilities? Can you cross reference between two different accounts ex- a commercial account and then a personal account for same person? John Doe LLC verse John Doe personal auto?<br />
<br />
Yes, in the latest update to Newton related clients are displayed, and you can toggle back and forth to work on, or view any of the related client’s information. This update is not yet in distribution.<br />
<br />
<br />
;(42) If a client is incorrectly assigned to a wrong sub-producer how easy to correct?<br />
<br />
Correcting the CSR/Producer/Sub Producer is as easy as opening the client file, changing the assignment to the correct sub-producer and saving. <br />
<br />
<br />
;(43) Does your system allow the administrator to “customize” the agency workflow processes to force everyone to work thru the same process, the same way and do the same documentation (tranlog)?<br />
<br />
Newton provides options for most processes and does not dictate which process must be used. However, My Newton Education along with the Newton support team will work with you to determine "best practices" and document those for any user on our WIKI. <br />
<br />
My Newton Education is the most "hands on" ongoing education group in the industry and they will quickly become a valuable partner for you and your staff. <br />
<br />
;(44) For auto clients when you are entering data does your system have a vin look up of some sort?<br />
<br />
Although Newton does not offer the feature directly at this time, many of the rating vendors which integrate with Newton have this capability.<br />
<br />
==(45-46) Accounting And Billing Discussion ==<br />
;(45) Accounting features- Built within your system or integration with Quickbooks/Peachtree? DB commission download available? Agency bill verse direct bill?<br />
<br />
Accounting is completely integrated with no end of day, end of month or end of year processes. All trust accounts are fully integrated by item within the GL. This guarantees that at that all times your company/producer payable, company receivable and income are reflected correctly in your financial system. This also eliminates errors and the extra complexity of posting to an outside system such as Quickbooks. <br />
<br />
Why is integrated accounting important? <br />
<br />
If your daily policy and payment activity is not automatically updating your financial system, you can never guarantee those transactions are included correctly (if at all) in your agency financial picture. With millions of dollars at play annually and thousands of transactions involved, you can see how errors might affect your agency's security. Errors and malfeasance happens unfortunately, and transaction level integration with your financial system reduces the risk of that going unnoticed. <br />
<br />
The majority of our clients use commission statement download for the auto creation of their invoices, handling fees, etc. effectively in the process. Surplus lines and other policy “invoice” needs are integrated seamlessly within the accounting system, as well as installments and premium finance. <br />
<br />
Direct bill commission download is available an fully integrated within the financial system. For companies that do not provide electronic commission download, we include commission builder, a tool to quickly enter transactions directly from the DB statement.<br />
<br />
Newton handles all aspects of both agency and direct bill transactions.<br />
<br />
<br />
;(46) Automatic billing of new business and renewals; automatic processing of daily processed billings on system? Do we need to perform billing tasks such as ok invoices or calculate payments? Are these things “scheduled” or automatically run or do we need to run them manually every day, weekly? Etc? Can your system default to a full payment plan in billing? Can your system default invoice views say for direct bill verse agency bill?<br />
<br />
Invoices can default as either Agency Bill, or Direct bill, depending on the company. Agency bill policies can be configured as installment invoices, including an initial down payment amount. There are not extra steps to required to "calculate" transactions as all areas of the system update automatically. There are no "end of day" or "end of month" processes.<br />
<br />
For Agency Billed policies, invoice wizards can be configured to easily create multi-line invoices including, premium, fees, and automatically calculate taxes. For direct bill policies, most agencies will use commission download or commission builder to quickly process a statement without the need to manually enter individual invoices.<br />
<br />
==(47-52) User Groups/Training/Costs/History/Future Questions==<br />
;(47) User groups in areas of county? Annual regional or national conference? What states are you currently operating in?<br />
<br />
<br />
Regional workshops are hosted regularly by our education partner My Newton Education. These include not only education and training staff, but some feature Newton support staff as well. Workshops are very flexible, productive, hands-on and each class includes question and answer sessions. Our most recent workshops were held in VA, TX and NC, and we have California scheduled for July and Massachusetts scheduled for October. We operate in 50 states.<br />
<br />
<br />
;(48) How do you handle training? Do you send someone out to the agency? Is it online? Over phone with tech support webexed into our system? We need full training not a general workflow. We know each agency may process things differently but the how to should be the same format.<br />
<br />
<br />
You will have a Customer Success Manager assigned to your agency to guide you through the implementation process and coordinate the conversion, training and any hardware implementation issues. <br />
<br />
Our education partner (My Newton Education) handles your training, and there are two stages to the process. We first work with you one on one to understand the foundation of Newton. At that time you are sent a video and workbook series followed by unlimited regularly scheduled webinar classrooms with a live trainer to review each topic. The second stage moves you into one-on-one sessions with a trainer, designed to address agency specific needs and workflows for your office. <br />
<br />
MNE attends to your training needs both during your pre-live and post-live periods. While you are pre-live, your agency is provided with trial data converted from your previous system and that data is used for your training. Because you are familiar with your own data, the training is easier, more relate-able, and retention is better. <br />
<br />
In addition, because your are actually working with the data, you have a chance to review it before you go live on Newton. This phase usually lasts 30 days and flexible to your agency needs. <br />
<br />
Just before the live date, the final data conversion will be placed on your system. By now you have been through your initial training (during which you have verified the conversion data), and you are ready to go. <br />
<br />
During the post live phase you have the same access to training resources for an additional 30 days. This period includes proactive checkups and reviews from your trainer and accounting check ups from our specialists on a scheduled basis.<br />
<br />
This process defines the signature difference in the Newton relationship compared to others. Software is only as good as your ability to use it, and My Newton Education provides every resource to insure "you know what you need to know", for a smooth transition from FSC.<br />
<br />
<br />
;(49) In this age of data mining, is our data accessible via standard means, free ODBC driver, in the event we had another program that needed to read our data? Or in case we ever needed to convert to another system. If so please give us the name of the ODBC driver so we may download a copy for testing purposes.<br />
<br />
<br />
Newton uses an industry standard SQL database from Pervasive. Some well-known corporations using our PSQL are Sage, Intuit, Disney Companies and even the WebMD website. The data connection between your workstation and server employ an ODBC driver (Pervasive) and all is constructed with industry standard coding methods. You will never have issues with the stability of your data or your access to your data. <br />
<br />
A note about stability and industry standard SQL. <br />
<br />
As you can imagine, large corporations would never stand for the constant rebuilding of data files as is common in our industry today. The SQL product driving Newton is rock solid and a rebuild of any file is rare. It is important to validate 2 things in your analysis here: Exactly how often do rebuilds happen? Are they recommended as a routine maintenance precaution? A red flag would be documentation found on support sites instructing agencies how to rebuild data files.<br />
<br />
Regarding SQL, you must insure your data is not in a proprietary or non-standard database. If a competent programming professional cannot easily understand your database, you should be concerned. Horror stories abound of agencies held hostage because their management system is built around proprietary or other non-standard (or non-SQL) database products. <br />
<br />
The data accessed through Newton is yours and portable to insure you have access to your data whenever and however you may need.<br />
<br />
<br />
;(50) Is there a cost to purchase your system? How many years do you/can you convert? What are the costs for initial conversion? Monthly maintenance fees based on agency size, users? What are those monthly fees? Training fees if any? Webinars verse onsite? Ability to take agent information and load into a training agency database for new agency to work on before going live? Guarantee a number of years? Price up after those years? A charge to release data? What are the 3rd party hosting fees if applicable?<br />
<br />
<br />
At the March PIA meeting we distributed a flyer which included our pricing as shown below. We do have a setup fee but have allowed FSC clients to spread that payment over 24 months with zero down. This of course is optional. <br />
<br />
Pricing for the options below are included or excluded accordingly:<br />
<br />
{| class="wikitable"<br />
!Option<br />
!Included / Optional<br />
|-<br />
|Personal Lines Download<br />
|(included)<br />
|-<br />
|Commercial Lines Download<br />
|(included)<br />
|-<br />
|Commission Statement Download<br />
|(included in the last column)<br />
|-<br />
|Sales and Marketing Automated Drip Marketing Module<br />
|(optional)<br />
|-<br />
|Dataview - Historical reporting dashboard<br />
|(optional)<br />
|-<br />
|My Insurance Dashboard – Web Portal for clients<br />
|(optional)<br />
|}<br />
<br />
[[File:Pres-fsc-pricing.PNG]]<br />
<br />
<br />
We normally recommend two years of data for conversion. This can be altered by the agency. Specific details about the conversion is found later under the conversion section questions.<br />
<br />
Our conversion partner, EDI Concepts, is completely responsible for the conversion and takes complete ownership of each conversion. Your success is theirs. The owner of the company has owned an agency and is a CPCU. The level of commitment to the conversion, data and process is un-paralleled in our industry.<br />
<br />
A charge to release data was answered on question 49. No charge.<br />
<br />
Our support fees do not get increased each year as other vendors do. We carefully evaluate our costs/expenses and over the past ten years have raised our prices three times. <br />
<br />
The cloud fees are priced separately and are not included in these prices. The costs can vary with each agency due to other needs outside of Newton. <br />
<br />
'''Below is the pricing structure for all of our training programs.'''<br />
<br />
{| class="wikitable"<br />
!Training Product<br />
!Cost<br />
|-<br />
|Pre Live Training<br />
|Included<br />
|-<br />
|Post Live Care<br />
|Included<br />
|-<br />
|Membership To My Newton Education<br />
|$15 per month per agency<br />
|-<br />
|Post Live Webinars<br />
|$19 per agency<br />
|-<br />
|Post Live Onsite Visit <br />
|$895 + Travel expenses per day per agency<br />
|-<br />
|Additional One On One Sessions<br />
|$65 per session<br />
|-<br />
|Additional Accounting Check Ups<br />
|$75 per session<br />
|}<br />
<br />
<br />
;(51) Explain how the company uses the Users groups for training, enhancements, improvements etc? How direct a “voice” do we have to affect change and what is the time frame?<br />
<br />
<br />
Along with training, My Newton Education handles your ongoing education needs with an extensive suite of services for members. The continuity they provide from training to ongoing education is invaluable to our agency partners as relationships are established and maintained for the long haul. <br />
<br />
MNE provides extensive hand holding throughout the transition process and hosts a full calendar of webinars and regularly scheduled workshops. You may also read or post articles on the agency forum. My Newton Education resources are a convenient and effective means to stay current on all new releases and updates and industry changes. More importantly, MNE focuses on your agency to help implement workflows that work best for you. My Newton Education is the most "hands on" ongoing education group in the industry, and will quickly become a valuable agency partner. <br />
<br />
We have a few avenues for our agencies to be heard. MNE has a user to user forum for agencies to discuss future and/or immediate needs together. Our support team is always willing to “place and enhancement” request in for you. We accept emails regarding enhancements and are willing to discuss these with you. And we are very dedicated to this group of FSC users and have already evaluated many areas where we see differences to make the transition smoother for agencies that decide to move to Newton.<br />
<br />
Most importantly, we always have listened to our users and credit the success we are today with the strong group of clients currently in place.<br />
<br />
We provide 2 releases annually. The first release includes major feature additions but also updates to the infrastructure to keep up with Microsoft technology advances, guaranteeing your agency against system obsolescence. The second release provides minor point revisions and updates.<br />
<br />
<br />
;(52) History of company? Growth in the past 3 years? Projections? Prospect of selling to larger company? What was done in the LAST UPDATE release and how long ago? Plans for next release and what is to be included (release notes)? Do you have online manager manual? How often do you update? Do you have tutorial videos? Describe your agency system of the future.<br />
<br />
<br />
Our company has been under the same ownership for 25 years. While other vendors have come and gone, we have thrived because we embrace the technology employed by Fortune 1000 companies and others such as Disney, Intuit, Sage, and WebMD. While that decision was more costly, it has guaranteed our customers against obsolescence for the long term.<br />
<br />
As our competitors chose the path of "rapid" development tools, that decision ultimately led to the "rapid" obsolescence of their products. Agencies everywhere are still left on platforms unable to keep up with important changes in technology, and could be forced into an unwanted conversion. <br />
<br />
We have experienced profitable and stable growth for decades. Our client base has increased over 22% the past 3 years. We are not selling out, and for a number of reasons. 1.) we are stable and profitable and as such, AMS and Applied will acquire their customers cheaper by buying out distressed vendors, 2.) our customers would never agree to convert to an inferior product, and 3.) this is an employee owned business with many long term loyal employees and members of the founder's family in key positions.<br />
<br />
We offer product updates 2 times annually. The first update provides major revisions while the second update are for point revisions and technology and maintenance updates. Every release is accompanied by a complete set of release notes with links directly to our WIKI support library. My Newton Education also provides a series of new release webinars for each new release. These webinars are wildly popular and the recordings are made available to members.<br />
<br />
We have a complete set of videos broken into 2 categories. The Newton video library is complete with 40 or more videos of features, overviews and how-to's. More importantly, MNE offers a more comprehensive set of agency-view videos to show you how to use the system in your agency. This is unique in the industry and a most effective agency learning tool. In addition, and just as unique, MNE can record your training sessions for later review and distribution to staff that may not have had the opportunity to attend a training session. <br />
<br />
The management system of the future employs a web-based user interface running over a private virtual server under the control of the agency. This is important because of security and customization. The forward thinking agency would never relinquish the control of their data. <br />
<br />
Finally, the system must be built on technology employed by the largest of corporations. Those companies will always be aligned with the latest technology and you should be there with them.<br />
<br />
To see how the system of the future may work, see MyInsuranceDashboard.com. MID is an optional secure web portal available for your clients convenience today.<br />
<br />
== CONVERSION PROCESS==<br />
'''Detail discussion of these questions can be found at http://ediconcepts.net/conversions/fsc-manager/.'''<br />
<br />
#NAME, ADDRESS, CONTACT INFO (how many phones and emails) and driver fields dob/ss/dl #<br />
#Sub Agency/Producer<br />
#TRAN LOG History<br />
#Policies/ TAG Field<br />
#Policy History<br />
#Simple Receipts history<br />
#Family Information Section<br />
#Invoices<br />
#BILLING HISTORY<br />
#Follow ups<br />
#Completed forms (Certs, Binders, LPR’s etc)<br />
#Quick Notes on system<br />
#IMAGES/Categories for the organization of images<br />
#How do we do the SMP/BOP/CPP Acord app breakdown with your system/download<br />
#ID Card merge in your system (in NYS…integration with IIES NYS System)<br />
#E-fax out of OUTLOOK?<br />
#Is PRINT PREVIEW always available?<br />
#Security Rights within system? Explain the layers of rights assigned? <br />
#Signature on docs available?</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Transition_Guide:_FSC_Manager_FAQ&diff=3684
Transition Guide: FSC Manager FAQ
2016-02-03T21:37:11Z
<p>Aostermann: </p>
<hr />
<div>[[Category: Transition Guides]]<br />
==(1-18) Questions Concerning The Operating Environment For Your System==<br />
;(1) Is your system web-based, 3rd party hosted and/or available as stand alone in agent's office? If hosted who is your provider? Do you handle all back up? If system ever crashes do we have that data available? Do you have to move us to another server? Ease of setting up laptops for use out of the office? If you host do you work together to coordinate assistance? <br />
<br />
Newton is flexible and available for multiple platforms. Many agencies prefer to run locally on their own in-house server due to the flexibility and cost effective nature of that setup. For those preferring cloud services, we offer both a Shared and Dedicated cloud. <br />
*Hosting provided by Ajasent<br />
*Local Server/Client<br />
<br />
The system is friendly to the on-line environment and setting up a user is very simple. The dedicated cloud is a virtual server with resources and software customized solely to your agency. All cloud services include software options such as Microsoft Outlook (with or without Exchange) and Office. <br />
<br />
For hosted solutions, the backups are the responsibility of the hosting providers, Ajasent and ACP. The backup for systems located in the agent's office are the responsibility of the agency. In the event a backup must be restored, our technical team will assist the agency to verify a proper restoration of the system and data. <br />
<br />
<br />
;(2) Ability to host OUTLOOK Email service and integrate with your system so we can easily moved emails from OUTLOOK into mgmt system? Ex- Drag and Drop? Can they handle fax @ skeele? Does your system automatically drop them into a client file or do we need to drag and drop? Email on cells of users? Does your system ask you to grant access for each email every time you send one? Do you offer encrypted email?<br />
<br />
The system is integrated with Outlook in both email and Calendar functions. Any item generated from within the system (certificates, Auto ID’s etc.) can be emailed, faxed or printed easily. Items are created as .pdf and inserted into the email. When sending, you can select “templates” for the email to standardize common email wording. This also works for things like e-fax, MetroFax etc., Unless there is something extraordinary with the skeele fax solution, accommodating fax@skeele should be possible. <br />
<br />
Incoming emails can be dragged directly from Outlook and dropped on the client tab, or a policy. The email is searchable within the client by key word and also any word within the email. This is a powerful feature to ensure you find exactly what you are looking for quickly. All incoming and outgoing items automatically date/time stamped with user ID in the Activity and are not editable.<br />
<br />
Encrypted email is available within Outlook. <br />
<br />
<br />
;(3) Ability to host Agency Shared Folders available to all system users? Host Personal Folders?<br />
<br />
Your cloud service provider will facilitate Shared and Personal Folders. While your cloud provider will establish this for you, we assist in the transition process to ensure your needs are met. We have a team dedicated to the success of your cloud experience.<br />
<br />
<br />
;(4) We are concerned with the speed of sending items to PRINT within the mgmt software, as well as time pulling up stored images? Compatible with word/excel/outlook/pdf, jpg files? Do you use Black Ice?<br />
<br />
Printing performance is exactly the same as with your common Microsoft Office Products and .PDF Readers. Newton does not place an additional burden on your printing services and is completely optimized for the local or hosting solution of your choice. Black Ice is fully supported and in use at Ajasent. We do not demand a specific print solution with Newton in a typical agency setup, however a thin client print service is desired in hosted environments. Newton will indeed work with many if not all these printing solutions. <br />
<br />
<br />
;(5) How is support handled? Chat / Sign into computer/ Log a request and await response? Can you “shadow” user direct or do we need to log into a webex and grant you permission?<br />
<br />
Newton does not require support tickets or on-line requests for support. All support calls are answered when you call, and any question you have is addressed at that time. If further research is required, we work your question without delay and communicate with you proactively. You may also email if more convenient, or you can visit our support page and click the help button. If you desire a support representative to answer your question while sharing your computer screen, we provide that service as well.<br />
<br />
<br />
;(6) Integration with EZLynx and /or PL Rater for rating? Can you import/export between two?<br />
<br />
<br />
Below is our list of supported rating vendors and their integration level within Newton.<br />
We do not restrict you to any one vendor.<br />
<br />
{| class="wikitable"<br />
!Vendor<br />
!Export From Newton<br />
!Import Into Newton<br />
!Integration File Type<br />
|-<br />
|[[AccuAuto Rating Integration|AccuAuto]]<br />
|No<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[ACS2000 Rating Integration|ACS2000]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[Evolution Rating Integration (Capital Rating)|Evolution (Capital Rating)]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[EZ Lynx Rating Integration|EZ Lynx]]<br />
|Yes<br />
|No<br />
|Completed ACORD .PDF Forms<br />
|-<br />
|FSC Rater<br />
|No<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[IBQ Rating Integration|IBQ]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[ITC TurboRater Rating Integration|ITC Turborater]]<br />
|No<br />
|Yes<br />
|ITC .TT2 File<br />
|-<br />
|[[PL Rating Integration (Vertafore)|PL Rating / Silverplume (Vertafore)]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[SEMCAT Rating Integration|SEMCAT]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[WinRater Rating Integration|WinRater (Boston Software)]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|}<br />
<br />
<br />
;(7) Download of PL and CL policies; Certified list of carriers and how easy to become “certified” for download with your system? Packages for CL & PL? When renewals come in do they overwrite the existing policy line/data or do they create a new policy line? Does the system cancel out the old if a new line is issued or do we cancel it out? If it overwrites how do you see past policy and history? If you have policy history is it highlighted to show the changes or do we need to look at it page by page? For mid term endorsements when you d/l do you list what the change is and any billing associate with it? We referred to this in AFW as quick view and in FSC as download summary. We had this at AFW and FSC added it but FSC had a concern about the download time being increased. We understand Allstate never has any billing. We had issue of downloads dropping zeroes and numbers after dashes will your system handle these policy numbers fine? (ngm,prog, etc). billing mid-term or on prior term how is that handled? As an endorsement? How about cancel billings?<br />
<br />
Agency Systems is certified with every major carrier and their subsidiaries and hundreds of other regional carriers. We are constantly adding new companies as requested by our agents. Certification requests are routinely turned around within a day or two. The process is simple, and can be accomplished from start to finish and implemented in your agency within a week or two. We offer the full complement of downloads for Personal, Commercial, and Commission Statements.<br />
<br />
The download setup in Newton is straight forward and accomplished during a one on one training session. After that session, you should be ready to download within an hour. From that point, your download managers are run to capture all files available from the companies since the last download. Next, inside Newton, you open the download management center, select the new files to process, verify the downloads as they are processed, and address any items that require further attention. After the first training most offices on a daily basis will complete their downloads in less than 10 minutes.<br />
<br />
Policy numbers from the company play a key role in how the data will show in Newton. We accept the policy number format as it comes directly from the carrier and do not modify that number in any way. This being the case, there are two conditions that take place with how download data is viewed. <br />
<br />
One, if the policy number does not change at renewal, download will create a new policy sequence to retain all prior policy history. Download will never overwrite existing policy, or ACORD Form data. It will create updated information to compare to prior terms. You will be assisted in the setup of all your download alerts, a tool that notifies you of important changes from the prior download data. Alerts can be established to notify you if the policy has cancelled, or if the premium has changed by a certain amount, or if there is a change to drivers or vehicles, or all changes to any key account. The alerts can be sent to the producer or CSR responsible for the account and allows you to proactively address changes.<br />
<br />
An example for Case Two is if the company changes the policy number at renewal with a trailing number. The policy history is retained under the old and new number. The view is intuitive and easy to identify changes.<br />
<br />
Companies deal with cancelled policy transactions differently and we have workflows in place to best implement those company differences in your agency.<br />
<br />
Most agencies deploy the Commission Download module for their direct bill commissions which allows you to process them quickly. For companies that do not offer Commission Download, our agencies use the Commission Builder in Newton to enter the transactions quickly by hand providing a full direct bill reconciliation. <br />
<br />
In addition we have an optional module supporting companies that do not create commission download files. The process converts a carrier specific .csv file into one that can be processed electronically. <br />
<br />
<br />
;(8) “SERVICE LINK” with FSC is like Transformation Station and TransActNow….what do you have/use for real time access to clients accounts? How does it handle 5 different offices/codes? Does it need to update/refresh each day on the first use? When you use this link can you capture or copy the images from the web? <br />
<br />
Newton employs Policy View, a quick and easy way to access carrier web sites from the client or policy within Newton. Policy View stores appropriate agency staff unique ID, passwords and policy number for a quick connect to the carrier website specific to that policy. You are not required to update/refresh daily. <br />
<br />
We currently do not offer the image capture, however that is an attractive feature and we have added it to the enhancement list.<br />
<br />
<br />
;(9) Does your system drop phone calls into our pull up client files automatically?<br />
<br />
No, however digital voice messages can be dragged to the client file as an attachment. In addition, a client can be quickly found by searching for as little as the last 4 numbers of a phone number, displaying all matches in a "Google" like search.<br />
<br />
<br />
;(10) Does your system allow for minimizing screens so you can switch between screens? Dual monitors?<br />
<br />
Multiple client screens can be open at the same time, and you can switch between them. Dual monitors are no problem. In addition, you can open Newton multiple times on the same workstation, as the same operator. Unlike some vendor databases, multiple open instances of Newton does not require additional seat licensing. <br />
<br />
;(11) Memos or client single letter templates- nonpay cxl, lpr to prior agent, etc Can you pull in policy dates such as a cancel date? FSC couldn’t we had to type in the date.<br />
<br />
Newton Memowriter contains merge codes for many different data fields, including policy transaction effective and expiration dates. When a policy is cancelled in Newton, the transactions dates are set to the date of the cancellation. As a result, the cancellation dates can be merged directly onto a memo through merge codes. <br />
<br />
Merge codes are automatically replaced with client/policy data when a letter is “merged” with a policy.<br />
<br />
[[File:pres-fsc-mergecodes.png]]<br />
<br />
<br />
;(12) Compatible with xp? Do you use internet explorer? Firefox? Chrome? Most companies still use IE so have moved to firefox but very few.<br />
<br />
Our system will work with any browser. When “launching” into Carrier websites, we use our own proprietary browser window to insure compatibility with carrier websites. Although Newton will work with XP, we strongly recommend against its use because Microsoft has discontinued security updates. This would expose your agency to potential virus attacks.<br />
<br />
<br />
;(13) Visual Organization- font size? Bold type? We had issues only with fsc not afw and were told that it was a monitor resolution system size issue.<br />
<br />
All primary user areas of Newton use a consistent visual band viewer to display information. The band viewer will bold items or set specific font colors to easily identify areas of interest to the user. <br />
<br />
[[File:pres-fsc-bandview.png]]<br />
<br />
Most users who have issues reading text with a high resolution monitor will benefit from lowering the Windows resolution. Lowering the resolution will make all text easier to read, inside and outside of Newton. Our technical staff will work with your IT team to insure your working environment is optimized to meet your needs. <br />
<br />
<br />
;(14) Do you have to refresh your system or is it instant? AFW was instant, fsc you have to “click” another screen tab.<br />
<br />
Many bands of the system will refresh automatically, such as editing a filter to display the activity for a client. When an activity filter is changed, the updated activity view is automatically displayed with the changed view of the data. Some areas of the system will require a refresh. <br />
<br />
<br />
;(15) Are we able to run multiple agency entities with your program?<br />
<br />
We support both department separation and multiple agency needs. <br />
<br />
<br />
;(16) Are there separate companies? Ex- One to handle property and casualty and a separate one to handle life and health?<br />
<br />
You could separate them by company and still have access to consolidated financials or in the same department, whichever works for you<br />
<br />
[[File:Basictab-activepolicies-billed.png]]<br />
<br />
Individual company codes in Agency Systems can be assigned to a Parent Company. The '''Company Tab -> Active Policies''' list for a parent company will list all policies assigned to the parent company, and all policies assigned to any subsidiary. The '''Management -> Company Tab''' will summarize all active polices by Parent Company, but will retain the option to display only policies assigned to specific company codes.<br />
<br />
[[File:Profiles-company-parentcompany.png]]<br />
<br />
<br />
;(17) Does your system have signatures for users on acord forms? Do you offer electronic signature of forms on client end?<br />
<br />
Yes Acord form signatures are established by user in the agency. Electronic signatures are under consideration for a future release. <br />
<br />
[[File:Profiles-producer-formssig-4.png]]<br />
<br />
<br />
;(18) Do you somehow integrate or interact with an agency website or social media such as facebook?<br />
<br />
MyInsuranceDashboard.com provides a 24/7 web portal for your customers to access their policy related information that integrates directly with Newton by Agency Systems. Your customers will be able to review schedule items, generate published certificates with updated holder information, and view published documents to their dashboard. They will also be able to interact with your agency by requesting changes to schedule items, and upload supporting documents to your office. These items will flow directly to your management system with minimal effort by your staff. MID is an optional feature.<br />
<br />
==(19-44) System Specific - Dashboard, Navigation, Features and Processes ==<br />
;(19) Process to scan/attach/organize and recall stored images within your system? <br />
<br />
Items can be loaded by client or by policy in a client file using drag and drop, browse and attach. After an item is selected, it prompts you for a unique searchable description and is automatically date/time stamped with user ID in the Activity and place attached.<br />
<br />
While it is easy to find attachments now, a soon to be released feature will allow you to organized them by user defined categories as well. <br />
<br />
;(20) NYS ID card system…integration with them? Ability to do Canadian Id Cards? FSC had to create a template for us. Company verse writing company for NY State? Also, it should default to all capital letters like the NY id card generator does. We had issue with ID cards deleting the replacement vehicle. How does yours work? Can you add a vehicle? Do as a transfer? Just print an updated card? Does the writing company pull? If someone changes that writing company one time is it always changed?<br />
<br />
*Canada Non-Resident ID Card is integrated directly in Newton’s ACORD form system. <br />
*FS-20, FS-21, and FS-83 bar code ID Cards can be generated directly from Newton’s ACORD forms system. <br />
*Vehicles can be individually added/removed from a New York Bar Code ID Card just like any other ACORD form. New forms can be printed, and previous copies reprinted.<br />
*The replacement vehicle setting, and other NY ID specific options are saved directly to the vehicle schedule.<br />
*:[[File:pres-fsc-nyid.png]]<br />
<br />
The company code listed on the ID Card is based on the company code assigned to the policy. Newton separates the invoice company from the policy/writing company. The NY Company Code identification number is saved within the policy/writing company’s profile.<br />
<br />
<br />
;(21) REPORTS- How do we record monies from clients? What reports are available to cross check monies in order to do deposits? // BOB reports…available in side by side periods ie 1st quarter 2014 vs 1st quarter 2013? Producer/sub office breakdown availability in the reports? Do you have an unbilled report? AFW online did but not FSC. DL error report? DL memo report (prog)? Tranlog/suspense/f/u reports? New business report? Expiration report? Marketing reports (auto no home)<br />
<br />
Entering payment from a client can be performed for a single policy, multiple invoices, including automatically forwarding the money to the company. In addition, Agency Fees can be easily added on-the-fly when a payment is received. <br />
<br />
Newton includes many in depth reporting options for financials, and policy production. While there are others, the circled items below list our more basic reports. <br />
<br />
[[File:pres-fsc-allreports.png]]<br />
<br />
In addition, Automatic Reports allow you to set up a group of reports once, and run them every day or month.<br />
<br />
[[File:Pres-fsc-automaticreports.png]]<br />
<br />
In addition, Newton has a unique live "Dashboard" incorporated throughout the system which allows your CSRs to see their to do lists, work expirations, and produce reports. The result is an interactive reporting system, up to date as you work, without the need to exit and print reports. The view of those lists are customizable and easily viewable in excel.<br />
<br />
<br />
;(22) Where do we store carrier info (now in SYSTEM TAB on FSC) to include contracts, loss ratios, memos, commission defaults, contacts, emails, phone #’s , writing companies etc? Where do we store banks, markets etc that are in the address book now?<br />
<br />
An easily accessible Company tab is used to store company information for general access. The company section of the Management tab is used to store secure documents, with limited access to system administrators only.<br />
<br />
"Address Book" information is handled by creating “Inactive client” files that hold your Rolodex information – <br />
For example: <br />
Vendor Rolodex – would have contacts for….<br />
- Landlord<br />
- Utility Company<br />
- Phone Company<br />
- First National Bank<br />
<br />
<br />
;(23) SYSTEM Calendar for use by system users?<br />
<br />
Newton pushes diary/suspense items to your outlook calendar.<br />
<br />
Both our public and private cloud providers support MS Exchange shared calendar options. <br />
<br />
[[File:Releasenotes-basic-diaryitem.png]]<br />
<br />
Selecting the option will create a calendar event with a default day that matches the diary suspense date. <br />
<br />
[[File:releasenotes-basic-diaryoutlook.png]]<br />
<br />
<br />
;(24) Can we tell what users are actively signed into the system? Different user levels? <br />
<br />
Currently active users can be viewed by a system administrator from the server. If you are hosted in a private cloud, you view this information directly within your session. In a public cloud your server access is limited.<br />
<br />
<br />
;(25) Office Notes locations if available? Verse quick notes?<br />
<br />
Newton currently does not offer a system wide message board. <br />
<br />
<br />
;(26) Go over your suspension system or follow ups or tranlogs and options;<br />
<br />
Diary/Suspense items can be between User and/or Client and/or Company and/or Interest or any mix of these. They are integrated with Outlook for calendar and email. If you must send a reminder for a client to mail or fax to you, click suspense on the client, assign a due date and possibly a user defined tag such as “application follow up”, choose the contact at the client and write your note. <br />
<br />
A diary/suspense can be associated with a specific policy, and a specific company contact. Selecting a company contact will automatically start an outgoing email, with text pre-filled from the diary window.<br />
:[[File:pres-fsc-diary-company.png]] <br />
<br />
Once sent, it will be processed through Outlook and date/time stamped by the user ID automatically. <br />
:[[File:pres-fsc-diary-company-toemail.png]]<br />
<br />
Diary items can also be “updated" if you need to follow up again and the system will capture the new notes and date/time/user ID stamp them. Of course, all activity is recorded in the permanent client and/or policy activity.<br />
:[[File:Release-notes-diary-comment-timestamp.png]]<br />
<br />
<br />
;(27) Search capabilities for clients….options available (ex with fsc you do .. etc) By name? Address? Policy number? Etc<br />
<br />
Newton Search capabilities are designed to work like Google. You can search for client by First, Middle, Last, nickname or DBA, address, phone or fax, email address or driver name. Like Google does, Newton gives you a “predictive” search, so long names can be found without typing the entire name.<br />
<br />
Policy search can find by an exact match, first 5 characters, last five or using the predictive search which will save you from typing the whole number. <br />
<br />
Newton search capabilities is a real strength, you will appreciate the power of our "Google" like search engines.<br />
<br />
<br />
;(28)Describe the download processing an agency goes thru each day and time involved? Available to run off hours?<br />
<br />
<br />
After the one-on-one training session, you should be ready to download within an hour. From that point, your download managers are run to capture all files available from the companies since the last download. Next, inside Newton, you open the download management center, select the new files to process, verify the downloads as they are processed, and address any items that require further attention. After the first training most offices will complete their daily downloads in less than 10 minutes.<br />
<br />
We have options to "process all silently" which allows the person running download to simply let it run and move to other work until completed. Then they would review any items that “pended” such as a new policy for a client that was not entered into the system. This is a tremendous time saving feature.<br />
<br />
Commission statements are run on a monthly basis and normally take less than 5 min per company. <br />
<br />
Certain companies will reduce the direct bill commission for fees, such as an MVR expense, or possibly combine and Agency and Direct Bill statements. Newton's Commission Download can handle these adjustments on-the-fly, reducing the amount of time required to process the download.<br />
<br />
[[File:Commissiondownload-editcash-adjustcommission.png]] [[File:Commissiondownload-editcash-adjustcommission-mvr.png]]<br />
<br />
<br />
;(29) Format of system pages in relation to ACORD format? How does your system look when we go into it? Can we type into acords? Can we print blank acords?<br />
<br />
Newton uses the WYSIWYG method for ACORD forms. They look exactly like the actual Acord forms. Large fields can be used in their entirety and even “re-sized” if needed. Forms related to a particular policy as well as drivers, vehicles, properties, etc. are “Grouped” together to make policy service such as an endorsements, renewals and re-marketing simpler with very little data entry. <br />
<br />
Yes, you may print blank Acord forms. As forms are printed, emailed or faxed, they are automatically date/time stamped by user ID and stored permanently in the client/policy activity and place attached.<br />
<br />
<br />
;(30) Explain your “TRAN LOG” system as far as the defaults, how we can set it up, etc? Does it require automatic tranlog?<br />
<br />
The activity part of our system is automatic and comprehensive. When client and policy actions are performed, such as adding an attachment, or updating any part of a policy, the activity log will be updated. You will be prompted to append additional text if you desire, otherwise the action is completely automatic. <br />
<br />
[[File:Automatedproc-end-appendtolog.png]]<br />
<br />
All activity can be filtered based on activity type, and an activity search will automatically find the activity item, email, or attachment that matches the search term. Further, you may search the text in the body of an email as well as subject line. <br />
<br />
[[File:Activity-right-click.png]]<br />
<br />
<br />
;(31) Personal client files verse commercial client files? AFW you had to pick on or the other. FSC has both personal and commercials form in each client file.<br />
<br />
You can mix and match personal and commercial activity as fits your operation. You can copy contacts from the Commercial file to the Personal file or the reverse to make the process simpler.<br />
<br />
However, if you want to use our automated marketing feature, the personal lines vs. commercial lines indicator drives the correct correspondence to be delivered.<br />
<br />
<br />
;(32) In a commercial file does your system have a specific spot to put in tax id #’s like personal has for date of birth or ss#? Can you convert or retain our household member info (name/dob/social sec #/ driver’s license #/occupation/employer)?<br />
<br />
Yes. Also, you may copy “contacts” from one client to another where there are common employees or ownership or in this case from a Personal to a Commercial client.<br />
<br />
[[File:Client-edit-contacts-copy-copyfrom.png]]<br />
<br />
<br />
;(33) FSC can push changes to a policy when a loss acord is completed does your system ask to do this? Why push changes for a loss but not if we complete an acord change form it doesn’t push that info into file?<br />
<br />
Newton is a policy driven system, where all forms are saved to a policy. The forms will pre-fill data on many forms based on policy transaction dates, and prior risk information. We do not generate a policy transaction from the Acord loss notice.<br />
<br />
<br />
;(34) How does your system handle disability policies? Watercraft? Cycle? Landlord and dwelling fire? Flood?<br />
<br />
All policy types in Newton have the same features and functionality, and are not limited by their class of business. For all unique types of policies, a unique "class code" or line of business can be created. You can have an appropriate ACORD form attached to the policy, or a company-specific attachment saved to the policy for full risk and coverage details. <br />
<br />
If a policy is entered with a specific class code such as '''Motorcycle''', and the company sends the download file incorrectly as '''Personal Auto''', the system can correct in many cases because we compare to the prior term class code. <br />
<br />
<br />
;35) Can you easily move a file that downloaded to the wrong client file to the correct client file? What if it has been billed or what if not billed?<br />
<br />
A downloaded policy can easily be moved to the correct client if a duplicate client is created by download in error. The download system also has built in mechanisms to check against "likely" client duplicates to prevent the problem from happening. If the policy has already been invoiced, a new transaction can be added to the existing policy, and that transaction easily moved to a new client.<br />
<br />
<br />
;(36) Do you have a true copy application? Or does it create a “future application”<br />
<br />
When a policy is updated, such as a renewal or an endorsement, existing ACORD forms can be copied to the new policy transaction automatically. The updated forms are an exact copy of the original form. <br />
<br />
In addition, coverage data can be copied between ACORD forms, and entire holder lists can be easily copied between certificates of insurance.<br />
<br />
<br />
;(37) Dates are they consistent in each area- 04/04/2014? Can we type in with dashes or without? That was an upgrade at FSC. Do you default to current date?<br />
<br />
Newton date fields work the same throughout the system. They do not require the entry of any special characters, such as / or -. Where appropriate we default the current date.<br />
<br />
Example: [[File:pres-fsc-effdate-before.png]] translates to [[File:pres-fsc-effdate-after.png]]<br />
<br />
<br />
;(38) Does the system default to correct home percents for HO, MH, FO? Ex- 10% of A, etc?<br />
<br />
Our agencies normally begin the workflow with the rating vendor of choice. Download automatically populates these fields appropriately, both in the unique download viewer and Acord form. <br />
<br />
<br />
;(39) Do you have separate local defaults verse system defaults? Ex- auto show quicknotes, ask if word is closed, manual refresh, etc.<br />
<br />
Our user preferences area has many options which can be set per operator, with additional options available for system-wide changes.<br />
<br />
[[File:Menu-preferences-accounthistory.png]] [[File:Menu-preferences-activitylisting.png]] [[File:Menu-preferences-useroptions.png]]<br />
<br />
<br />
;(40) Can anyone delete an application they created by error? Can we delete a customer we created by error or in duplicate? Also delete forms?<br />
<br />
Yes, assuming access for deleting has been established by the system administrator. Access to deleting clients/forms/policies is controlled by the security system and further by the security level of the operator.<br />
<br />
<br />
;(41) Cross reference capabilities? Can you cross reference between two different accounts ex- a commercial account and then a personal account for same person? John Doe LLC verse John Doe personal auto?<br />
<br />
Yes, in the latest update to Newton related clients are displayed, and you can toggle back and forth to work on, or view any of the related client’s information. This update is not yet in distribution.<br />
<br />
<br />
;(42) If a client is incorrectly assigned to a wrong sub-producer how easy to correct?<br />
<br />
Correcting the CSR/Producer/Sub Producer is as easy as opening the client file, changing the assignment to the correct sub-producer and saving. <br />
<br />
<br />
;(43) Does your system allow the administrator to “customize” the agency workflow processes to force everyone to work thru the same process, the same way and do the same documentation (tranlog)?<br />
<br />
Newton provides options for most processes and does not dictate which process must be used. However, My Newton Education along with the Newton support team will work with you to determine "best practices" and document those for any user on our WIKI. <br />
<br />
My Newton Education is the most "hands on" ongoing education group in the industry and they will quickly become a valuable partner for you and your staff. <br />
<br />
;(44) For auto clients when you are entering data does your system have a vin look up of some sort?<br />
<br />
Although Newton does not offer the feature directly at this time, many of the rating vendors which integrate with Newton have this capability.<br />
<br />
==(45-46) Accounting And Billing Discussion ==<br />
;(45) Accounting features- Built within your system or integration with Quickbooks/Peachtree? DB commission download available? Agency bill verse direct bill?<br />
<br />
Accounting is completely integrated with no end of day, end of month or end of year processes. All trust accounts are fully integrated by item within the GL. This guarantees that at that all times your company/producer payable, company receivable and income are reflected correctly in your financial system. This also eliminates errors and the extra complexity of posting to an outside system such as Quickbooks. <br />
<br />
Why is integrated accounting important? <br />
<br />
If your daily policy and payment activity is not automatically updating your financial system, you can never guarantee those transactions are included correctly (if at all) in your agency financial picture. With millions of dollars at play annually and thousands of transactions involved, you can see how errors might affect your agency's security. Errors and malfeasance happens unfortunately, and transaction level integration with your financial system reduces the risk of that going unnoticed. <br />
<br />
The majority of our clients use commission statement download for the auto creation of their invoices, handling fees, etc. effectively in the process. Surplus lines and other policy “invoice” needs are integrated seamlessly within the accounting system, as well as installments and premium finance. <br />
<br />
Direct bill commission download is available an fully integrated within the financial system. For companies that do not provide electronic commission download, we include commission builder, a tool to quickly enter transactions directly from the DB statement.<br />
<br />
Newton handles all aspects of both agency and direct bill transactions.<br />
<br />
<br />
;(46) Automatic billing of new business and renewals; automatic processing of daily processed billings on system? Do we need to perform billing tasks such as ok invoices or calculate payments? Are these things “scheduled” or automatically run or do we need to run them manually every day, weekly? Etc? Can your system default to a full payment plan in billing? Can your system default invoice views say for direct bill verse agency bill?<br />
<br />
Invoices can default as either Agency Bill, or Direct bill, depending on the company. Agency bill policies can be configured as installment invoices, including an initial down payment amount. There are not extra steps to required to "calculate" transactions as all areas of the system update automatically. There are no "end of day" or "end of month" processes.<br />
<br />
For Agency Billed policies, invoice wizards can be configured to easily create multi-line invoices including, premium, fees, and automatically calculate taxes. For direct bill policies, most agencies will use commission download or commission builder to quickly process a statement without the need to manually enter individual invoices.<br />
<br />
==(47-52) User Groups/Training/Costs/History/Future Questions==<br />
;(47) User groups in areas of county? Annual regional or national conference? What states are you currently operating in?<br />
<br />
<br />
Regional workshops are hosted regularly by our education partner My Newton Education. These include not only education and training staff, but some feature Newton support staff as well. Workshops are very flexible, productive, hands-on and each class includes question and answer sessions. Our most recent workshops were held in VA, TX and NC, and we have California scheduled for July and Massachusetts scheduled for October. We operate in 50 states.<br />
<br />
<br />
;(48) How do you handle training? Do you send someone out to the agency? Is it online? Over phone with tech support webexed into our system? We need full training not a general workflow. We know each agency may process things differently but the how to should be the same format.<br />
<br />
<br />
You will have a Customer Success Manager assigned to your agency to guide you through the implementation process and coordinate the conversion, training and any hardware implementation issues. <br />
<br />
Our education partner (My Newton Education) handles your training, and there are two stages to the process. We first work with you one on one to understand the foundation of Newton. At that time you are sent a video and workbook series followed by unlimited regularly scheduled webinar classrooms with a live trainer to review each topic. The second stage moves you into one-on-one sessions with a trainer, designed to address agency specific needs and workflows for your office. <br />
<br />
MNE attends to your training needs both during your pre-live and post-live periods. While you are pre-live, your agency is provided with trial data converted from your previous system and that data is used for your training. Because you are familiar with your own data, the training is easier, more relate-able, and retention is better. <br />
<br />
In addition, because your are actually working with the data, you have a chance to review it before you go live on Newton. This phase usually lasts 30 days and flexible to your agency needs. <br />
<br />
Just before the live date, the final data conversion will be placed on your system. By now you have been through your initial training (during which you have verified the conversion data), and you are ready to go. <br />
<br />
During the post live phase you have the same access to training resources for an additional 30 days. This period includes proactive checkups and reviews from your trainer and accounting check ups from our specialists on a scheduled basis.<br />
<br />
This process defines the signature difference in the Newton relationship compared to others. Software is only as good as your ability to use it, and My Newton Education provides every resource to insure "you know what you need to know", for a smooth transition from FSC.<br />
<br />
<br />
;(49) In this age of data mining, is our data accessible via standard means, free ODBC driver, in the event we had another program that needed to read our data? Or in case we ever needed to convert to another system. If so please give us the name of the ODBC driver so we may download a copy for testing purposes.<br />
<br />
<br />
Newton uses an industry standard SQL database from Pervasive. Some well-known corporations using our PSQL are Sage, Intuit, Disney Companies and even the WebMD website. The data connection between your workstation and server employ an ODBC driver (Pervasive) and all is constructed with industry standard coding methods. You will never have issues with the stability of your data or your access to your data. <br />
<br />
A note about stability and industry standard SQL. <br />
<br />
As you can imagine, large corporations would never stand for the constant rebuilding of data files as is common in our industry today. The SQL product driving Newton is rock solid and a rebuild of any file is rare. It is important to validate 2 things in your analysis here: Exactly how often do rebuilds happen? Are they recommended as a routine maintenance precaution? A red flag would be documentation found on support sites instructing agencies how to rebuild data files.<br />
<br />
Regarding SQL, you must insure your data is not in a proprietary or non-standard database. If a competent programming professional cannot easily understand your database, you should be concerned. Horror stories abound of agencies held hostage because their management system is built around proprietary or other non-standard (or non-SQL) database products. <br />
<br />
The data accessed through Newton is yours and portable to insure you have access to your data whenever and however you may need.<br />
<br />
<br />
;(50) Is there a cost to purchase your system? How many years do you/can you convert? What are the costs for initial conversion? Monthly maintenance fees based on agency size, users? What are those monthly fees? Training fees if any? Webinars verse onsite? Ability to take agent information and load into a training agency database for new agency to work on before going live? Guarantee a number of years? Price up after those years? A charge to release data? What are the 3rd party hosting fees if applicable?<br />
<br />
<br />
At the March PIA meeting we distributed a flyer which included our pricing as shown below. We do have a setup fee but have allowed FSC clients to spread that payment over 24 months with zero down. This of course is optional. <br />
<br />
Pricing for the options below are included or excluded accordingly:<br />
<br />
{| class="wikitable"<br />
!Option<br />
!Included / Optional<br />
|-<br />
|Personal Lines Download<br />
|(included)<br />
|-<br />
|Commercial Lines Download<br />
|(included)<br />
|-<br />
|Commission Statement Download<br />
|(included in the last column)<br />
|-<br />
|Sales and Marketing Automated Drip Marketing Module<br />
|(optional)<br />
|-<br />
|Dataview - Historical reporting dashboard<br />
|(optional)<br />
|-<br />
|My Insurance Dashboard – Web Portal for clients<br />
|(optional)<br />
|}<br />
<br />
[[File:Pres-fsc-pricing.PNG]]<br />
<br />
<br />
We normally recommend two years of data for conversion. This can be altered by the agency. Specific details about the conversion is found later under the conversion section questions.<br />
<br />
Our conversion partner, EDI Concepts, is completely responsible for the conversion and takes complete ownership of each conversion. Your success is theirs. The owner of the company has owned an agency and is a CPCU. The level of commitment to the conversion, data and process is un-paralleled in our industry.<br />
<br />
A charge to release data was answered on question 49. No charge.<br />
<br />
Our support fees do not get increased each year as other vendors do. We carefully evaluate our costs/expenses and over the past ten years have raised our prices three times. <br />
<br />
The cloud fees are priced separately and are not included in these prices. The costs can vary with each agency due to other needs outside of Newton. <br />
<br />
'''Below is the pricing structure for all of our training programs.'''<br />
<br />
{| class="wikitable"<br />
!Training Product<br />
!Cost<br />
|-<br />
|Pre Live Training<br />
|Included<br />
|-<br />
|Post Live Care<br />
|Included<br />
|-<br />
|Membership To My Newton Education<br />
|$15 per month per agency<br />
|-<br />
|Post Live Webinars<br />
|$19 per agency<br />
|-<br />
|Post Live Onsite Visit <br />
|$895 + Travel expenses per day per agency<br />
|-<br />
|Additional One On One Sessions<br />
|$65 per session<br />
|-<br />
|Additional Accounting Check Ups<br />
|$75 per session<br />
|}<br />
<br />
<br />
;(51) Explain how the company uses the Users groups for training, enhancements, improvements etc? How direct a “voice” do we have to affect change and what is the time frame?<br />
<br />
<br />
Along with training, My Newton Education handles your ongoing education needs with an extensive suite of services for members. The continuity they provide from training to ongoing education is invaluable to our agency partners as relationships are established and maintained for the long haul. <br />
<br />
MNE provides extensive hand holding throughout the transition process and hosts a full calendar of webinars and regularly scheduled workshops. You may also read or post articles on the agency forum. My Newton Education resources are a convenient and effective means to stay current on all new releases and updates and industry changes. More importantly, MNE focuses on your agency to help implement workflows that work best for you. My Newton Education is the most "hands on" ongoing education group in the industry, and will quickly become a valuable agency partner. <br />
<br />
We have a few avenues for our agencies to be heard. MNE has a user to user forum for agencies to discuss future and/or immediate needs together. Our support team is always willing to “place and enhancement” request in for you. We accept emails regarding enhancements and are willing to discuss these with you. And we are very dedicated to this group of FSC users and have already evaluated many areas where we see differences to make the transition smoother for agencies that decide to move to Newton.<br />
<br />
Most importantly, we always have listened to our users and credit the success we are today with the strong group of clients currently in place.<br />
<br />
We provide 2 releases annually. The first release includes major feature additions but also updates to the infrastructure to keep up with Microsoft technology advances, guaranteeing your agency against system obsolescence. The second release provides minor point revisions and updates.<br />
<br />
<br />
;(52) History of company? Growth in the past 3 years? Projections? Prospect of selling to larger company? What was done in the LAST UPDATE release and how long ago? Plans for next release and what is to be included (release notes)? Do you have online manager manual? How often do you update? Do you have tutorial videos? Describe your agency system of the future.<br />
<br />
<br />
Our company has been under the same ownership for 25 years. While other vendors have come and gone, we have thrived because we embrace the technology employed by Fortune 1000 companies and others such as Disney, Intuit, Sage, and WebMD. While that decision was more costly, it has guaranteed our customers against obsolescence for the long term.<br />
<br />
As our competitors chose the path of "rapid" development tools, that decision ultimately led to the "rapid" obsolescence of their products. Agencies everywhere are still left on platforms unable to keep up with important changes in technology, and could be forced into an unwanted conversion. <br />
<br />
We have experienced profitable and stable growth for decades. Our client base has increased over 22% the past 3 years. We are not selling out, and for a number of reasons. 1.) we are stable and profitable and as such, AMS and Applied will acquire their customers cheaper by buying out distressed vendors, 2.) our customers would never agree to convert to an inferior product, and 3.) this is an employee owned business with many long term loyal employees and members of the founder's family in key positions.<br />
<br />
We offer product updates 2 times annually. The first update provides major revisions while the second update are for point revisions and technology and maintenance updates. Every release is accompanied by a complete set of release notes with links directly to our WIKI support library. My Newton Education also provides a series of new release webinars for each new release. These webinars are wildly popular and the recordings are made available to members.<br />
<br />
We have a complete set of videos broken into 2 categories. The Newton video library is complete with 40 or more videos of features, overviews and how-to's. More importantly, MNE offers a more comprehensive set of agency-view videos to show you how to use the system in your agency. This is unique in the industry and a most effective agency learning tool. In addition, and just as unique, MNE can record your training sessions for later review and distribution to staff that may not have had the opportunity to attend a training session. <br />
<br />
The management system of the future employs a web-based user interface running over a private virtual server under the control of the agency. This is important because of security and customization. The forward thinking agency would never relinquish the control of their data. <br />
<br />
Finally, the system must be built on technology employed by the largest of corporations. Those companies will always be aligned with the latest technology and you should be there with them.<br />
<br />
To see how the system of the future may work, see MyInsuranceDashboard.com. MID is an optional secure web portal available for your clients convenience today.<br />
<br />
== CONVERSION PROCESS==<br />
'''Detail discussion of these questions can be found at http://ediconcepts.net/conversions/fsc-manager/.'''<br />
<br />
#NAME, ADDRESS, CONTACT INFO (how many phones and emails) and driver fields dob/ss/dl #<br />
#Sub Agency/Producer<br />
#TRAN LOG History<br />
#Policies/ TAG Field<br />
#Policy History<br />
#Simple Receipts history<br />
#Family Information Section<br />
#Invoices<br />
#BILLING HISTORY<br />
#Follow ups<br />
#Completed forms (Certs, Binders, LPR’s etc)<br />
#Quick Notes on system<br />
#IMAGES/Categories for the organization of images<br />
#How do we do the SMP/BOP/CPP Acord app breakdown with your system/download<br />
#ID Card merge in your system (in NYS…integration with IIES NYS System)<br />
#E-fax out of OUTLOOK?<br />
#Is PRINT PREVIEW always available?<br />
#Security Rights within system? Explain the layers of rights assigned? <br />
#Signature on docs available?</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=ACP_Technologies_Hosting&diff=2464
ACP Technologies Hosting
2015-01-22T16:07:05Z
<p>Aostermann: </p>
<hr />
<div>[[Category:Third-Party Integration]][[Category:Installation]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr style="text-align: center;"><br />
<td>[[File:Acplogo.jpg]]<br />
</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[http://mynewtononline.com Visit: My Newton Online Webpage]</li><br />
<li>[http://acp.us.com/index.php Visit: ACP Technologies Webpage]</li><br />
<li>[[Hardware Recommendations]]</li><br />
<li>[[Installation Environment Requirements]]</li><br />
<li>[[Attachment Integration]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Installation|Installation]]</li><br />
<li>[[:Category:Third-Party Integration|Third-Party Integration]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
Newton by Agency Systems can be installed on a [[Hardware Recommendations|peer-to-peer/server client local network environment]], or within a hosted Microsoft Remote Desktop environment. Access to ACP Technologies hosting is provided over the internet through Microsoft Remote Desktop.<br />
<br />
== What is Included With ACP Hosting? ==<br />
ACP hosting provides a dedicated virtual server in a secure data center that is accessed over your internet connection. <br />
<br />
http://mynewtononline.com/dedicated-cloud-hosting-with-acp/<br />
<br />
*'''Server Clustering & Failover:''' ACP deploys VMware technology to perform server clustering and redundant fail-over, resulting in the OS instance not being limited to a specific piece of hardware. ACP is designed with not just one redundant machine inside of itself, but multiple machines with the same capabilities. The result is scalable server platform customized to the agency's needs, performance monitoring, and around the clock access. <br />
*'''Backups:''' The entire server instance is backed up each night using a virtual server cloning software in-house.<br />
*'''Security:''' Primary Security is handled by CISCO ASA devices. Secondary software security is handled by Continuum Monitoring, and Viper Business Edition.<br />
*'''Microsoft Office:''' Microsoft Office applications can be deployed directly within ACP, depending on which applications the agency needs. Microsoft Office licensing can be bundled with the ACP server cost for an additional fee.<br />
<br />
== Contact ACP Support ==<br />
If you are having issues connecting to your ACP server, contact ACP Support:<br />
*'''Online:''' http://acp.us.com/index.php<br />
*'''Phone:''' 979-485-2702<br />
*'''Email:''' [mailto:kuptain@acp.us.com?Subject=Agency%20Systems%20User%20-%20Service%20Request&body=Please%20contact%20me%20regarding%20ACP%20and%20Agency%20Systems. Click Here To Send An Email Request To Kenneth at ACP Technologies]<br />
<br />
== Server Administration ==<br />
An ACP server has many similarities to a physical on-site server in your office. Your server is dedicated to your agency, granting your agency control over how it is configured, and which third-party programs are installed. <br />
<br />
ACP technologies provides the hardware and operating system for your agency's server. Any task commonly delegated to your IT professional for on-site servers should also be delegated to your IT professional if your office uses ACP. <br />
<br />
'''Your IT professional is primarily responsible''' for your server's administration, including adding workstations and new users.<br />
<br />
{| class="wikitable" style="text-align: center;"<br />
|+Common Server Administration Tasks and Responsibility<br />
!Server Task<br />
!Your IT Professional<br />
!ACP Support<br />
![[Help:Contents|Newton Support]]<br />
|-<br />
|style="text-align: left;"|Adding New Users<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Migrating User Data (Documents/Email Profile)<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Resetting User Passwords<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Adding New Workstations<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Installing Third-Party Software<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Installing Microsoft Office **<br />
|<br />
|X<br />
|<br />
|-<br />
|style="text-align: left;"|Server Backups<br />
|<br />
|X<br />
|<br />
|-<br />
|style="text-align: left;"|Microsoft Windows Updates<br />
|<br />
|X<br />
|<br />
|-<br />
|style="text-align: left;"|Newton Software Updates<br />
|<br />
|<br />
|X<br />
|-<br />
|style="text-align: left;"|Newton + [[:Category:Third-Party Integration|Third-Party Integration]] Troubleshooting<br />
|X<br />
|<br />
|X<br />
|}<br />
<br />
''**Additional Monthly Microsoft Office licensing fees apply.''<br />
<br />
== Adding a New User to ACP ==<br />
Prior to adding an additional user, [[#Contact ACP Support|contact ACP Support]] to notify them of the user count increase. This is required to properly license the agency with Microsoft Office and other software providers. <br />
<br />
If you are also adding an additional Newton user, [mailto:sales@agencysystems.com?Subject=Agency%20Systems%20User%20Count%20Increase&body=Please%20contact%20me%20regarding%20an%20additional%20Agency%20Systems%20User. email Agency Systems sales] regarding the user count increase.<br />
#Log into ACP as the agency administrator user. <br />
#Create a new Windows user account.<br />
#Add the new user to the '''Remote Desktop Users''' group.<br />
#To create the Microsoft Remote Desktop icon, see [[#Adding a New Workstation to ACP|Adding a New Workstation to ACP]] below.<br />
<br />
== Adding a New Workstation to ACP ==<br />
To configure the new workstation, you will need the following:<br />
*ACP server IP address (''If unknown, review another workstation or contact support)''<br />
*ACP Windows user name. (''See [[#Adding a New User to ACP|adding a new user to ACP above]] if the user is new.'').<br />
*ACP Windows user password.<br />
*Microsoft Remote Desktop Connection 7.0 or greater installed. (''For XP and Vista users see http://support.microsoft.com/kb/969084)''<br />
==== Add the ACP Remote Desktop Shortcut ====<br />
All workstations connect to the ACP server through Microsoft Remote Desktop. <br />
#Select '''Windows Start -> All Programs -> Accessories -> Remote Desktop Connection'''.<br />
#In the '''Computer field''', place the server IP address.<br />
#Select '''Show Options'''.<br />
#:[[File:Acp-rdp-options.png]]<br />
#Enter your ACP Windows user name in the '''User name:''' field.<br />
#Select '''Allow me to save credentials'''.<br />
#:[[File:Acp-rdp-unamecred.png]]<br />
#Select the '''Display''' tab.<br />
#:If you would like to use dual monitors, select '''User all my monitors for remote session'''.<br />
#:[[File:Acp-rdp-allmon.png]]<br />
#Select the '''Local Resources''' tab. <br />
#Select '''Clipboard'''. Select the '''More...''' button.<br />
#:[[File:Acp-rdp-localres.png]]<br />
#Check '''Drives''', and select '''OK'''.<br />
#:[[File:Acp-rdp-localres-drives.png]]<br />
#Select the '''Experience''' tab.<br />
#Select '''Low-speed broadband (256Kbps - 2 Mpbs) from the drop down.<br />
#:[[File:Acp-rdp-exp.png]]<br />
#Select the '''General''' tab. <br />
#Select '''Save As...'''.<br />
#:[[File:Acp-rdp-gen-saveas.png]]<br />
#Select the Desktop.<br />
#Enter a file name, such as '''ACP'''. Select '''Save'''.<br />
<br />
==== Other Workstation Considerations ====<br />
In addition to configuring the Microsoft Remote Desktop connection, the Thinprint print driver will need to be installed on the workstation to allow the locally installed printer to be available within the hosted ACP session. <br />
<br />
[http://acp.us.com/support/ Thinprint Print Driver Client Downloads]<br />
<br />
end</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=ACP_Technologies_Hosting&diff=2463
ACP Technologies Hosting
2015-01-22T16:03:39Z
<p>Aostermann: </p>
<hr />
<div>[[Category:Third-Party Integration]][[Category:Installation]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr style="text-align: center;"><br />
<td>[[File:Acplogo.jpg]]<br />
</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[http://mynewtononline.com Visit: My Newton Online Webpage]</li><br />
<li>[http://acp.us.com/index.php Visit: ACP Technologies Webpage]</li><br />
<li>[[Hardware Recommendations]]</li><br />
<li>[[Installation Environment Requirements]]</li><br />
<li>[[Attachment Integration]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Installation|Installation]]</li><br />
<li>[[:Category:Third-Party Integration|Third-Party Integration]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
Newton by Agency Systems can be installed on a [[Hardware Recommendations|peer-to-peer/server client local network environment]], or within a hosted Microsoft Remote Desktop environment. Access to ACP Technologies hosting is provided over the internet through Microsoft Remote Desktop.<br />
<br />
== What is Included With ACP Hosting? ==<br />
ACP hosting provides a dedicated virtual server in a secure data center that is accessed over your internet connection. <br />
<br />
http://mynewtononline.com/dedicated-cloud-hosting-with-acp/<br />
<br />
*'''Server Clustering & Failover:''' ACP deploys VMware technology to perform server clustering and redundant fail-over, resulting in the OS instance not being limited to a specific piece of hardware. ACP is designed with not just one redundant machine inside of itself, but multiple machines with the same capabilities. The result is scalable server platform customized to the agency's needs, performance monitoring, and around the clock access. <br />
*'''Backups:''' The entire server instance is backed up each night using a virtual server cloning software in-house.<br />
*'''Security:''' Primary Security is handled by CISCO ASA devices. Secondary software security is handled by Continuum Monitoring, and Viper Business Edition.<br />
*'''Microsoft Office:''' Microsoft Office applications can be deployed directly within ACP, depending on which applications the agency needs. Microsoft Office licensing can be bundled with the ACP server cost for an additional fee.<br />
<br />
== Contact ACP Support ==<br />
If you are having issues connecting to your ACP server, contact ACP Support:<br />
*'''Online:''' http://acp.us.com/index.php<br />
*'''Phone:''' 979-485-2702<br />
*'''Email:''' [mailto:kuptain@acp.us.com?Subject=Agency%20Systems%20User%20-%20Service%20Request&body=Please%20contact%20me%20regarding%20ACP%20and%20Agency%20Systems. Click Here To Send An Email Request To Kenneth at ACP Technologies]<br />
<br />
== Server Administration ==<br />
An ACP server has many similarities to a physical on-site server in your office. Your server is dedicated to your agency, granting your agency control over how it is configured, and which third-party programs are installed. <br />
<br />
ACP technologies provides the hardware and operating system for your agency's server. Any task commonly delegated to your IT professional for on-site servers should also be delegated to your IT professional if your office uses ACP. <br />
<br />
'''Your IT professional is primarily responsible''' for your server's administration, including adding workstations and new users.<br />
<br />
{| class="wikitable" style="text-align: center;"<br />
|+Common Server Administration Tasks and Responsibility<br />
!Server Task<br />
!Your IT Professional<br />
!ACP Support<br />
![[Help:Contents|Newton Support]]<br />
|-<br />
|style="text-align: left;"|Adding New Users<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Migrating User Data (Documents/Email Profile)<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Resetting User Passwords<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Adding New Workstations<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Installing Third-Party Software<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Installing Microsoft Office **<br />
|<br />
|X<br />
|<br />
|-<br />
|style="text-align: left;"|Server Backups<br />
|<br />
|X<br />
|<br />
|-<br />
|style="text-align: left;"|Microsoft Windows Updates<br />
|<br />
|X<br />
|<br />
|-<br />
|style="text-align: left;"|Newton Software Updates<br />
|<br />
|<br />
|X<br />
|-<br />
|style="text-align: left;"|Newton + [[:Category:Third-Party Integration|Third-Party Integration]] Troubleshooting<br />
|X<br />
|<br />
|X<br />
|}<br />
<br />
''**Additional Monthly Microsoft Office licensing fees apply.''<br />
<br />
== Adding a New User to ACP ==<br />
Prior to adding an additional user, [[#Contact ACP Support|contact ACP Support]] to notify them of the user count increase. This is required to properly license the agency with Microsoft Office and other software providers. <br />
<br />
If you are also adding an additional Newton user, [mailto:sales@agencysystems.com?Subject=Agency%20Systems%20User%20Count%20Increase&body=Please%20contact%20me%20regarding%20an%20additional%20Agency%20Systems%20User. email Agency Systems sales] regarding the user count increase.<br />
#Log into ACP as the agency administrator user. <br />
#Create a new Windows user account.<br />
#Add the new user to the '''Remote Desktop Users''' group.<br />
#To create the Microsoft Remote Desktop icon, see [[#Adding a New Workstation to ACP|Adding a New Workstation to ACP]] below.<br />
<br />
== Adding a New Workstation to ACP ==<br />
To configure the new workstation, you will need the following:<br />
*ACP server IP address (''If unknown, review another workstation or contact support)''<br />
*ACP Windows user name. (''See [[#Adding a New User to ACP|adding a new user to ACP above]] if the user is new.'').<br />
*ACP Windows user password.<br />
*Microsoft Remote Desktop Connection 7.0 or greater installed. (''For XP and Vista users see http://support.microsoft.com/kb/969084)''<br />
==== Add the ACP Remote Desktop Shortcut ====<br />
All workstations connect to the ACP server through Microsoft Remote Desktop. <br />
#Select '''Windows Start -> All Programs -> Accessories -> Remote Desktop Connection'''.<br />
#In the '''Computer field''', place the server IP address.<br />
#Select '''Show Options'''.<br />
#:[[File:Acp-rdp-options.png]]<br />
#Enter your ACP Windows user name in the '''User name:''' field.<br />
#Select '''Allow me to save credentials'''.<br />
#:[[File:Acp-rdp-unamecred.png]]<br />
#Select the '''Display''' tab.<br />
#:If you would like to use dual monitors, select '''User all my monitors for remote session'''.<br />
#:[[File:Acp-rdp-allmon.png]]<br />
#Select the '''Local Resources''' tab. <br />
#Select '''Clipboard'''. Select the '''More...''' button.<br />
#:[[File:Acp-rdp-localres.png]]<br />
#Check '''Drives''', and select '''OK'''.<br />
#:[[File:Acp-rdp-localres-drives.png]]<br />
#Select the '''Experience''' tab.<br />
#Select '''Low-speed broadband (256Kbps - 2 Mpbs) from the drop down.<br />
#:[[File:Acp-rdp-exp.png]]<br />
#Select the '''General''' tab. <br />
#Select '''Save As...'''.<br />
#:[[File:Acp-rdp-gen-saveas.png]]<br />
#Select the Desktop.<br />
#Enter a file name, such as '''ACP'''. Select '''Save'''.<br />
<br />
==== Other Workstation Considerations ====<br />
In addition to configuring the Microsoft Remote Desktop connection, the Thinprint print driver will need to be installed on the workstation to allow the locally installed printer to be available within the hosted ACP session. <br />
<br />
[http://acp.us.com/support/ Thinprint Print Driver Client Downloads]</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=ACP_Technologies_Hosting&diff=2462
ACP Technologies Hosting
2015-01-22T16:01:51Z
<p>Aostermann: </p>
<hr />
<div>[[Category:Third-Party Integration]][[Category:Installation]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr style="text-align: center;"><br />
<td>[[File:Acplogo.jpg]]<br />
</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[http://mynewtononline.com Visit: My Newton Online Webpage]</li><br />
<li>[http://acp.us.com/index.php Visit: ACP Technologies Webpage]</li><br />
<li>[[Hardware Recommendations]]</li><br />
<li>[[Installation Environment Requirements]]</li><br />
<li>[[Attachment Integration]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Installation|Installation]]</li><br />
<li>[[:Category:Third-Party Integration|Third-Party Integration]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
Newton by Agency Systems can be installed on a [[Hardware Recommendations|peer-to-peer/server client local network environment]], or within a hosted Microsoft Remote Desktop environment. Access to ACP Technologies hosting is provided over the internet through Microsoft Remote Desktop.<br />
<br />
== What is Included With ACP Hosting? ==<br />
ACP hosting provides a dedicated virtual server in a secure data center that is accessed over your internet connection. <br />
<br />
http://mynewtononline.com/dedicated-cloud-hosting-with-acp/<br />
<br />
*'''Server Clustering & Failover:''' ACP deploys VMware technology to perform server clustering and redundant fail-over, resulting in the OS instance not being limited to a specific piece of hardware. ACP is designed with not just one redundant machine inside of itself, but multiple machines with the same capabilities. The result is scalable server platform customized to the agency's needs, performance monitoring, and around the clock access. <br />
*'''Backups:''' The entire server instance is backed up each night using a virtual server cloning software in-house.<br />
*'''Security:''' Primary Security is handled by CISCO ASA devices. Secondary software security is handled by Continuum Monitoring, and Viper Business Edition.<br />
*'''Microsoft Office:''' Microsoft Office applications can be deployed directly within ACP, depending on which applications the agency needs. Microsoft Office licensing can be bundled with the ACP server cost for an additional fee.<br />
<br />
== Contact ACP Support ==<br />
If you are having issues connecting to your ACP server, contact ACP Support:<br />
*'''Online:''' http://acp.us.com/index.php<br />
*'''Phone:''' 979-485-2702<br />
*'''Email:''' [mailto:kuptain@acp.us.com?Subject=Agency%20Systems%20User%20-%20Service%20Request&body=Please%20contact%20me%20regarding%20ACP%20and%20Agency%20Systems. Click Here To Send An Email Request To Kenneth at ACP Technologies]<br />
<br />
== Server Administration ==<br />
An ACP server has many similarities to a physical on-site server in your office. Your server is dedicated to your agency, granting your agency control over how it is configured, and which third-party programs are installed. <br />
<br />
ACP technologies provides the hardware and operating system for your agency's server. Any task commonly delegated to your IT professional for on-site servers should also be delegated to your IT professional if your office uses ACP. <br />
<br />
'''Your IT professional is primarily responsible''' for your server's administration, including adding workstations and new users.<br />
<br />
{| class="wikitable" style="text-align: center;"<br />
|+Common Server Administration Tasks and Responsibility<br />
!Server Task<br />
!Your IT Professional<br />
!ACP Support<br />
![[Help:Contents|Newton Support]]<br />
|-<br />
|style="text-align: left;"|Adding New Users<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Migrating User Data (Documents/Email Profile)<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Resetting User Passwords<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Adding New Workstations<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Installing Third-Party Software<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Installing Microsoft Office **<br />
|<br />
|X<br />
|<br />
|-<br />
|style="text-align: left;"|Server Backups<br />
|<br />
|X<br />
|<br />
|-<br />
|style="text-align: left;"|Microsoft Windows Updates<br />
|<br />
|X<br />
|<br />
|-<br />
|style="text-align: left;"|Newton Software Updates<br />
|<br />
|<br />
|X<br />
|-<br />
|style="text-align: left;"|Newton + [[:Category:Third-Party Integration|Third-Party Integration]] Troubleshooting<br />
|X<br />
|<br />
|X<br />
|}<br />
<br />
''**Additional Monthly Microsoft Office licensing fees apply.''<br />
<br />
== Adding a New User to ACP ==<br />
Prior to adding an additional user, [[#Contact ACP Support|contact ACP Support]] to notify them of the user count increase. This is required to properly license the agency with Microsoft Office and other software providers. <br />
<br />
If you are also adding an additional Newton user, [mailto:sales@agencysystems.com?Subject=Agency%20Systems%20User%20Count%20Increase&body=Please%20contact%20me%20regarding%20an%20additional%20Agency%20Systems%20User. email Agency Systems sales] regarding the user count increase.<br />
#Log into ACP as the agency administrator user. <br />
#Create a new Windows user account.<br />
#Add the new user to the '''Remote Desktop Users''' group.<br />
#To create the Microsoft Remote Desktop icon, see [[#Adding a New Workstation to ACP|Adding a New Workstation to ACP]] below.<br />
<br />
== Adding a New Workstation to ACP ==<br />
To configure the new workstation, you will need the following:<br />
*ACP server IP address (''If unknown, review another workstation or contact support)''<br />
*ACP Windows user name. (''See [[#Adding a New User to ACP|adding a new user to ACP above]] if the user is new.'').<br />
*ACP Windows user password.<br />
*Microsoft Remote Desktop Connection 7.0 or greater installed. (''For XP and Vista users see http://support.microsoft.com/kb/969084)''<br />
==== Add the ACP Remote Desktop Shortcut ====<br />
All workstations connect to the ACP server through Microsoft Remote Desktop. <br />
#Select '''Windows Start -> All Programs -> Accessories -> Remote Desktop Connection'''.<br />
#In the '''Computer field''', place the server IP address.<br />
#Select '''Show Options'''.<br />
#:[[File:Acp-rdp-options.png]]<br />
#Enter your ACP Windows user name in the '''User name:''' field.<br />
#Select '''Allow me to save credentials'''.<br />
#:[[File:Acp-rdp-unamecred.png]]<br />
#Select the '''Display''' tab.<br />
#:If you would like to use dual monitors, select '''User all my monitors for remote session'''.<br />
#:[[File:Acp-rdp-allmon.png]]<br />
#Select the '''Local Resources''' tab. <br />
#Select '''Clipboard'''. Select the '''More...''' button.<br />
#:[[File:Acp-rdp-localres.png]]<br />
#Check '''Drives''', and select '''OK'''.<br />
#:[[File:Acp-rdp-localres-drives.png]]<br />
#Select the '''Experience''' tab.<br />
#Select '''Low-speed broadband (256Kbps - 2 Mpbs) from the drop down.<br />
#:[[File:Acp-rdp-exp.png]]<br />
#Select the '''General''' tab. <br />
#Select '''Save As...'''.<br />
#:[[File:Acp-rdp-gen-saveas.png]]<br />
#Select the Desktop.<br />
#Enter a file name, such as '''ACP'''. Select '''Save'''.<br />
<br />
==== Other Workstation Considerations ====<br />
In addition to configuring the Microsoft Remote Desktop connection, the Thinprint print driver will need to be installed on the workstation to allow the locally installed printer to be available within the hosted ACP session. <br />
<br />
[http://acp.us.com/support/ Thinprint Print Driver Client Downloads]<br />
<br />
test</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=ACP_Technologies_Hosting&diff=2461
ACP Technologies Hosting
2015-01-22T15:58:16Z
<p>Aostermann: </p>
<hr />
<div>[[Category:Third-Party Integration]][[Category:Installation]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr style="text-align: center;"><br />
<td>[[File:Acplogo.jpg]]<br />
</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[http://mynewtononline.com Visit: My Newton Online Webpage]</li><br />
<li>[http://acp.us.com/index.php Visit: ACP Technologies Webpage]</li><br />
<li>[[Hardware Recommendations]]</li><br />
<li>[[Installation Environment Requirements]]</li><br />
<li>[[Attachment Integration]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Installation|Installation]]</li><br />
<li>[[:Category:Third-Party Integration|Third-Party Integration]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
Newton by Agency Systems can be installed on a [[Hardware Recommendations|peer-to-peer/server client local network environment]], or within a hosted Microsoft Remote Desktop environment. Access to ACP Technologies hosting is provided over the internet through Microsoft Remote Desktop.<br />
<br />
== What is Included With ACP Hosting? ==<br />
ACP hosting provides a dedicated virtual server in a secure data center that is accessed over your internet connection. <br />
<br />
http://mynewtononline.com/dedicated-cloud-hosting-with-acp/<br />
<br />
*'''Server Clustering & Failover:''' ACP deploys VMware technology to perform server clustering and redundant fail-over, resulting in the OS instance not being limited to a specific piece of hardware. ACP is designed with not just one redundant machine inside of itself, but multiple machines with the same capabilities. The result is scalable server platform customized to the agency's needs, performance monitoring, and around the clock access. <br />
*'''Backups:''' The entire server instance is backed up each night using a virtual server cloning software in-house.<br />
*'''Security:''' Primary Security is handled by CISCO ASA devices. Secondary software security is handled by Continuum Monitoring, and Viper Business Edition.<br />
*'''Microsoft Office:''' Microsoft Office applications can be deployed directly within ACP, depending on which applications the agency needs. Microsoft Office licensing can be bundled with the ACP server cost for an additional fee.<br />
<br />
== Contact ACP Support ==<br />
If you are having issues connecting to your ACP server, contact ACP Support:<br />
*'''Online:''' http://acp.us.com/index.php<br />
*'''Phone:''' 979-485-2702<br />
*'''Email:''' [mailto:kuptain@acp.us.com?Subject=Agency%20Systems%20User%20-%20Service%20Request&body=Please%20contact%20me%20regarding%20ACP%20and%20Agency%20Systems. Click Here To Send An Email Request To Kenneth at ACP Technologies]<br />
<br />
== Server Administration ==<br />
An ACP server has many similarities to a physical on-site server in your office. Your server is dedicated to your agency, granting your agency control over how it is configured, and which third-party programs are installed. <br />
<br />
ACP technologies provides the hardware and operating system for your agency's server. Any task commonly delegated to your IT professional for on-site servers should also be delegated to your IT professional if your office uses ACP. <br />
<br />
'''Your IT professional is primarily responsible''' for your server's administration, including adding workstations and new users.<br />
<br />
{| class="wikitable" style="text-align: center;"<br />
|+Common Server Administration Tasks and Responsibility<br />
!Server Task<br />
!Your IT Professional<br />
!ACP Support<br />
![[Help:Contents|Newton Support]]<br />
|-<br />
|style="text-align: left;"|Adding New Users<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Migrating User Data (Documents/Email Profile)<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Resetting User Passwords<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Adding New Workstations<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Installing Third-Party Software<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Installing Microsoft Office **<br />
|<br />
|X<br />
|<br />
|-<br />
|style="text-align: left;"|Server Backups<br />
|<br />
|X<br />
|<br />
|-<br />
|style="text-align: left;"|Microsoft Windows Updates<br />
|<br />
|X<br />
|<br />
|-<br />
|style="text-align: left;"|Newton Software Updates<br />
|<br />
|<br />
|X<br />
|-<br />
|style="text-align: left;"|Newton + [[:Category:Third-Party Integration|Third-Party Integration]] Troubleshooting<br />
|X<br />
|<br />
|X<br />
|}<br />
<br />
''**Additional Monthly Microsoft Office licensing fees apply.''<br />
<br />
== Adding a New User to ACP ==<br />
Prior to adding an additional user, [[#Contact ACP Support|contact ACP Support]] to notify them of the user count increase. This is required to properly license the agency with Microsoft Office and other software providers. <br />
<br />
If you are also adding an additional Newton user, [mailto:sales@agencysystems.com?Subject=Agency%20Systems%20User%20Count%20Increase&body=Please%20contact%20me%20regarding%20an%20additional%20Agency%20Systems%20User. email Agency Systems sales] regarding the user count increase.<br />
#Log into ACP as the agency administrator user. <br />
#Create a new Windows user account.<br />
#Add the new user to the '''Remote Desktop Users''' group.<br />
#To create the Microsoft Remote Desktop icon, see [[#Adding a New Workstation to ACP|Adding a New Workstation to ACP]] below.<br />
<br />
== Adding a New Workstation to ACP ==<br />
To configure the new workstation, you will need the following:<br />
*ACP server IP address (''If unknown, review another workstation or contact support)''<br />
*ACP Windows user name. (''See [[#Adding a New User to ACP|adding a new user to ACP above]] if the user is new.'').<br />
*ACP Windows user password.<br />
*Microsoft Remote Desktop Connection 7.0 or greater installed. (''For XP and Vista users see http://support.microsoft.com/kb/969084)''<br />
==== Add the ACP Remote Desktop Shortcut ====<br />
All workstations connect to the ACP server through Microsoft Remote Desktop. <br />
#Select '''Windows Start -> All Programs -> Accessories -> Remote Desktop Connection'''.<br />
#In the '''Computer field''', place the server IP address.<br />
#Select '''Show Options'''.<br />
#:[[File:Acp-rdp-options.png]]<br />
#Enter your ACP Windows user name in the '''User name:''' field.<br />
#Select '''Allow me to save credentials'''.<br />
#:[[File:Acp-rdp-unamecred.png]]<br />
#Select the '''Display''' tab.<br />
#:If you would like to use dual monitors, select '''User all my monitors for remote session'''.<br />
#:[[File:Acp-rdp-allmon.png]]<br />
#Select the '''Local Resources''' tab. <br />
#Select '''Clipboard'''. Select the '''More...''' button.<br />
#:[[File:Acp-rdp-localres.png]]<br />
#Check '''Drives''', and select '''OK'''.<br />
#:[[File:Acp-rdp-localres-drives.png]]<br />
#Select the '''Experience''' tab.<br />
#Select '''Low-speed broadband (256Kbps - 2 Mpbs) from the drop down.<br />
#:[[File:Acp-rdp-exp.png]]<br />
#Select the '''General''' tab. <br />
#Select '''Save As...'''.<br />
#:[[File:Acp-rdp-gen-saveas.png]]<br />
#Select the Desktop.<br />
#Enter a file name, such as '''ACP'''. Select '''Save'''.<br />
<br />
==== Other Workstation Considerations ====<br />
In addition to configuring the Microsoft Remote Desktop connection, the Thinprint print driver will need to be installed on the workstation to allow the locally installed printer to be available within the hosted ACP session. <br />
<br />
[http://acp.us.com/support/ Thinprint Print Driver Client Downloads]</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=ACP_Technologies_Hosting&diff=2460
ACP Technologies Hosting
2015-01-22T15:50:21Z
<p>Aostermann: </p>
<hr />
<div>[[Category:Third-Party Integration]][[Category:Installation]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr style="text-align: center;"><br />
<td>[[File:Acplogo.jpg]]<br />
</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[http://mynewtononline.com Visit: My Newton Online Webpage]</li><br />
<li>[http://acp.us.com/index.php Visit: ACP Technologies Webpage]</li><br />
<li>[[Hardware Recommendations]]</li><br />
<li>[[Installation Environment Requirements]]</li><br />
<li>[[Attachment Integration]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Installation|Installation]]</li><br />
<li>[[:Category:Third-Party Integration|Third-Party Integration]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
Newton by Agency Systems can be installed on a [[Hardware Recommendations|peer-to-peer/server client local network environment]], or within a hosted Microsoft Remote Desktop environment. Access to ACP Technologies hosting is provided over the internet through Microsoft Remote Desktop.<br />
<br />
== What is Included With ACP Hosting? ==<br />
ACP hosting provides a dedicated virtual server in a secure data center that is accessed over your internet connection. <br />
<br />
http://mynewtononline.com/dedicated-cloud-hosting-with-acp/<br />
<br />
*'''Server Clustering & Failover:''' ACP deploys VMware technology to perform server clustering and redundant fail-over, resulting in the OS instance not being limited to a specific piece of hardware. ACP is designed with not just one redundant machine inside of itself, but multiple machines with the same capabilities. The result is scalable server platform customized to the agency's needs, performance monitoring, and around the clock access. <br />
*'''Backups:''' The entire server instance is backed up each night using a virtual server cloning software in-house.<br />
*'''Security:''' Primary Security is handled by CISCO ASA devices. Secondary software security is handled by Continuum Monitoring, and Viper Business Edition.<br />
*'''Microsoft Office:''' Microsoft Office applications can be deployed directly within ACP, depending on which applications the agency needs. Microsoft Office licensing can be bundled with the ACP server cost for an additional fee.<br />
<br />
== Contact ACP Support ==<br />
If you are having issues connecting to your ACP server, contact ACP Support:<br />
*'''Online:''' http://acp.us.com/index.php<br />
*'''Phone:''' 979-485-2702<br />
*'''Email:''' [mailto:kuptain@acp.us.com?Subject=Agency%20Systems%20User%20-%20Service%20Request&body=Please%20contact%20me%20regarding%20ACP%20and%20Agency%20Systems. Click Here To Send An Email Request To Kenneth at ACP Technologies]<br />
<br />
== Server Administration ==<br />
An ACP server has many similarities to a physical on-site server in your office. Your server is dedicated to your agency, granting your agency control over how it is configured, and which third-party programs are installed. <br />
<br />
ACP technologies provides the hardware and operating system for your agency's server. Any task commonly delegated to your IT professional for on-site servers should also be delegated to your IT professional if your office uses ACP. <br />
<br />
'''Your IT professional is primarily responsible''' for your server's administration, including adding workstations and new users.<br />
<br />
{| class="wikitable" style="text-align: center;"<br />
|+Common Server Administration Tasks and Responsibility<br />
!Server Task<br />
!Your IT Professional<br />
!ACP Support<br />
![[Help:Contents|Newton Support]]<br />
|-<br />
|style="text-align: left;"|Adding New Users<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Migrating User Data (Documents/Email Profile)<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Resetting User Passwords<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Adding New Workstations<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Installing Third-Party Software<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Installing Microsoft Office **<br />
|<br />
|X<br />
|<br />
|-<br />
|style="text-align: left;"|Server Backups<br />
|<br />
|X<br />
|<br />
|-<br />
|style="text-align: left;"|Microsoft Windows Updates<br />
|<br />
|X<br />
|<br />
|-<br />
|style="text-align: left;"|Newton Software Updates<br />
|<br />
|<br />
|X<br />
|-<br />
|style="text-align: left;"|Newton + [[:Category:Third-Party Integration|Third-Party Integration]] Troubleshooting<br />
|X<br />
|<br />
|X<br />
|}<br />
<br />
''**Additional Monthly Microsoft Office licensing fees apply.''<br />
<br />
== Adding a New User to ACP ==<br />
Prior to adding an additional user, [[#Contact ACP Support|contact ACP Support]] to notify them of the user count increase. This is required to properly license the agency with Microsoft Office and other software providers. <br />
<br />
If you are also adding an additional Newton user, [mailto:sales@agencysystems.com?Subject=Agency%20Systems%20User%20Count%20Increase&body=Please%20contact%20me%20regarding%20an%20additional%20Agency%20Systems%20User. email Agency Systems sales] regarding the user count increase.<br />
#Log into ACP as the agency administrator user. <br />
#Create a new Windows user account.<br />
#Add the new user to the '''Remote Desktop Users''' group.<br />
#To create the Microsoft Remote Desktop icon, see [[#Adding a New Workstation to ACP|Adding a New Workstation to ACP]] below.<br />
<br />
== Adding a New Workstation to ACP ==<br />
To configure the new workstation, you will need the following:<br />
*ACP server IP address (''If unknown, review another workstation or contact support)''<br />
*ACP Windows user name. (''See [[#Adding a New User to ACP|adding a new user to ACP above]] if the user is new.'').<br />
*ACP Windows user password.<br />
*Microsoft Remote Desktop Connection 7.0 or greater installed. (''For XP and Vista users see http://support.microsoft.com/kb/969084)''<br />
==== Add the ACP Remote Desktop Shortcut ====<br />
All workstations connect to the ACP server through Microsoft Remote Desktop. <br />
#Select '''Windows Start -> All Programs -> Accessories -> Remote Desktop Connection'''.<br />
#In the '''Computer field''', place the server IP address.<br />
#Select '''Show Options'''.<br />
#:[[File:Acp-rdp-options.png]]<br />
#Enter your ACP Windows user name in the '''User name:''' field.<br />
#Select '''Allow me to save credentials'''.<br />
#:[[File:Acp-rdp-unamecred.png]]<br />
#Select the '''Display''' tab.<br />
#:If you would like to use dual monitors, select '''User all my monitors for remote session'''.<br />
#:[[File:Acp-rdp-allmon.png]]<br />
#Select the '''Local Resources''' tab. <br />
#Select '''Clipboard'''. Select the '''More...''' button.<br />
#:[[File:Acp-rdp-localres.png]]<br />
#Check '''Drives''', and select '''OK'''.<br />
#:[[File:Acp-rdp-localres-drives.png]]<br />
#Select the '''Experience''' tab.<br />
#Select '''Low-speed broadband (256Kbps - 2 Mpbs) from the drop down.<br />
#:[[File:Acp-rdp-exp.png]]<br />
#Select the '''General''' tab. <br />
#Select '''Save As...'''.<br />
#:[[File:Acp-rdp-gen-saveas.png]]<br />
#Select the Desktop.<br />
#Enter a file name, such as '''ACP'''. Select '''Save'''.<br />
<br />
==== Other Workstation Considerations ====<br />
In addition to configuring the Microsoft Remote Desktop connection, the Thinprint print driver will need to be installed on the workstation to allow the locally installed printer to be available within the hosted ACP session. <br />
<br />
[http://acp.us.com/support/ Thinprint Print Driver Client Downloads]<br />
<br />
Added extra text</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=ACP_Technologies_Hosting&diff=2459
ACP Technologies Hosting
2015-01-22T15:48:33Z
<p>Aostermann: </p>
<hr />
<div>[[Category:Third-Party Integration]][[Category:Installation]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr style="text-align: center;"><br />
<td>[[File:Acplogo.jpg]]<br />
</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[http://mynewtononline.com Visit: My Newton Online Webpage]</li><br />
<li>[http://acp.us.com/index.php Visit: ACP Technologies Webpage]</li><br />
<li>[[Hardware Recommendations]]</li><br />
<li>[[Installation Environment Requirements]]</li><br />
<li>[[Attachment Integration]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Installation|Installation]]</li><br />
<li>[[:Category:Third-Party Integration|Third-Party Integration]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
Newton by Agency Systems can be installed on a [[Hardware Recommendations|peer-to-peer/server client local network environment]], or within a hosted Microsoft Remote Desktop environment. Access to ACP Technologies hosting is provided over the internet through Microsoft Remote Desktop.<br />
<br />
== What is Included With ACP Hosting? ==<br />
ACP hosting provides a dedicated virtual server in a secure data center that is accessed over your internet connection. <br />
<br />
http://mynewtononline.com/dedicated-cloud-hosting-with-acp/<br />
<br />
*'''Server Clustering & Failover:''' ACP deploys VMware technology to perform server clustering and redundant fail-over, resulting in the OS instance not being limited to a specific piece of hardware. ACP is designed with not just one redundant machine inside of itself, but multiple machines with the same capabilities. The result is scalable server platform customized to the agency's needs, performance monitoring, and around the clock access. <br />
*'''Backups:''' The entire server instance is backed up each night using a virtual server cloning software in-house.<br />
*'''Security:''' Primary Security is handled by CISCO ASA devices. Secondary software security is handled by Continuum Monitoring, and Viper Business Edition.<br />
*'''Microsoft Office:''' Microsoft Office applications can be deployed directly within ACP, depending on which applications the agency needs. Microsoft Office licensing can be bundled with the ACP server cost for an additional fee.<br />
<br />
== Contact ACP Support ==<br />
If you are having issues connecting to your ACP server, contact ACP Support:<br />
*'''Online:''' http://acp.us.com/index.php<br />
*'''Phone:''' 979-485-2702<br />
*'''Email:''' [mailto:kuptain@acp.us.com?Subject=Agency%20Systems%20User%20-%20Service%20Request&body=Please%20contact%20me%20regarding%20ACP%20and%20Agency%20Systems. Click Here To Send An Email Request To Kenneth at ACP Technologies]<br />
<br />
== Server Administration ==<br />
An ACP server has many similarities to a physical on-site server in your office. Your server is dedicated to your agency, granting your agency control over how it is configured, and which third-party programs are installed. <br />
<br />
ACP technologies provides the hardware and operating system for your agency's server. Any task commonly delegated to your IT professional for on-site servers should also be delegated to your IT professional if your office uses ACP. <br />
<br />
'''Your IT professional is primarily responsible''' for your server's administration, including adding workstations and new users.<br />
<br />
{| class="wikitable" style="text-align: center;"<br />
|+Common Server Administration Tasks and Responsibility<br />
!Server Task<br />
!Your IT Professional<br />
!ACP Support<br />
![[Help:Contents|Newton Support]]<br />
|-<br />
|style="text-align: left;"|Adding New Users<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Migrating User Data (Documents/Email Profile)<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Resetting User Passwords<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Adding New Workstations<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Installing Third-Party Software<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Installing Microsoft Office **<br />
|<br />
|X<br />
|<br />
|-<br />
|style="text-align: left;"|Server Backups<br />
|<br />
|X<br />
|<br />
|-<br />
|style="text-align: left;"|Microsoft Windows Updates<br />
|<br />
|X<br />
|<br />
|-<br />
|style="text-align: left;"|Newton Software Updates<br />
|<br />
|<br />
|X<br />
|-<br />
|style="text-align: left;"|Newton + [[:Category:Third-Party Integration|Third-Party Integration]] Troubleshooting<br />
|X<br />
|<br />
|X<br />
|}<br />
<br />
''**Additional Monthly Microsoft Office licensing fees apply.''<br />
<br />
== Adding a New User to ACP ==<br />
Prior to adding an additional user, [[#Contact ACP Support|contact ACP Support]] to notify them of the user count increase. This is required to properly license the agency with Microsoft Office and other software providers. <br />
<br />
If you are also adding an additional Newton user, [mailto:sales@agencysystems.com?Subject=Agency%20Systems%20User%20Count%20Increase&body=Please%20contact%20me%20regarding%20an%20additional%20Agency%20Systems%20User. email Agency Systems sales] regarding the user count increase.<br />
#Log into ACP as the agency administrator user. <br />
#Create a new Windows user account.<br />
#Add the new user to the '''Remote Desktop Users''' group.<br />
#To create the Microsoft Remote Desktop icon, see [[#Adding a New Workstation to ACP|Adding a New Workstation to ACP]] below.<br />
<br />
== Adding a New Workstation to ACP ==<br />
To configure the new workstation, you will need the following:<br />
*ACP server IP address (''If unknown, review another workstation or contact support)''<br />
*ACP Windows user name. (''See [[#Adding a New User to ACP|adding a new user to ACP above]] if the user is new.'').<br />
*ACP Windows user password.<br />
*Microsoft Remote Desktop Connection 7.0 or greater installed. (''For XP and Vista users see http://support.microsoft.com/kb/969084)''<br />
==== Add the ACP Remote Desktop Shortcut ====<br />
All workstations connect to the ACP server through Microsoft Remote Desktop. <br />
#Select '''Windows Start -> All Programs -> Accessories -> Remote Desktop Connection'''.<br />
#In the '''Computer field''', place the server IP address.<br />
#Select '''Show Options'''.<br />
#:[[File:Acp-rdp-options.png]]<br />
#Enter your ACP Windows user name in the '''User name:''' field.<br />
#Select '''Allow me to save credentials'''.<br />
#:[[File:Acp-rdp-unamecred.png]]<br />
#Select the '''Display''' tab.<br />
#:If you would like to use dual monitors, select '''User all my monitors for remote session'''.<br />
#:[[File:Acp-rdp-allmon.png]]<br />
#Select the '''Local Resources''' tab. <br />
#Select '''Clipboard'''. Select the '''More...''' button.<br />
#:[[File:Acp-rdp-localres.png]]<br />
#Check '''Drives''', and select '''OK'''.<br />
#:[[File:Acp-rdp-localres-drives.png]]<br />
#Select the '''Experience''' tab.<br />
#Select '''Low-speed broadband (256Kbps - 2 Mpbs) from the drop down.<br />
#:[[File:Acp-rdp-exp.png]]<br />
#Select the '''General''' tab. <br />
#Select '''Save As...'''.<br />
#:[[File:Acp-rdp-gen-saveas.png]]<br />
#Select the Desktop.<br />
#Enter a file name, such as '''ACP'''. Select '''Save'''.<br />
<br />
==== Other Workstation Considerations ====<br />
In addition to configuring the Microsoft Remote Desktop connection, the Thinprint print driver will need to be installed on the workstation to allow the locally installed printer to be available within the hosted ACP session. <br />
<br />
[http://acp.us.com/support/ Thinprint Print Driver Client Downloads]<br />
<br />
Added extra text at the bottom of the page.</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=ACP_Technologies_Hosting&diff=2458
ACP Technologies Hosting
2015-01-22T15:45:13Z
<p>Aostermann: </p>
<hr />
<div>[[Category:Third-Party Integration]][[Category:Installation]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr style="text-align: center;"><br />
<td>[[File:Acplogo.jpg]]<br />
</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[http://mynewtononline.com Visit: My Newton Online Webpage]</li><br />
<li>[http://acp.us.com/index.php Visit: ACP Technologies Webpage]</li><br />
<li>[[Hardware Recommendations]]</li><br />
<li>[[Installation Environment Requirements]]</li><br />
<li>[[Attachment Integration]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Installation|Installation]]</li><br />
<li>[[:Category:Third-Party Integration|Third-Party Integration]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
Newton by Agency Systems can be installed on a [[Hardware Recommendations|peer-to-peer/server client local network environment]], or within a hosted Microsoft Remote Desktop environment. Access to ACP Technologies hosting is provided over the internet through Microsoft Remote Desktop.<br />
<br />
== What is Included With ACP Hosting? ==<br />
ACP hosting provides a dedicated virtual server in a secure data center that is accessed over your internet connection. <br />
<br />
http://mynewtononline.com/dedicated-cloud-hosting-with-acp/<br />
<br />
*'''Server Clustering & Failover:''' ACP deploys VMware technology to perform server clustering and redundant fail-over, resulting in the OS instance not being limited to a specific piece of hardware. ACP is designed with not just one redundant machine inside of itself, but multiple machines with the same capabilities. The result is scalable server platform customized to the agency's needs, performance monitoring, and around the clock access. <br />
*'''Backups:''' The entire server instance is backed up each night using a virtual server cloning software in-house.<br />
*'''Security:''' Primary Security is handled by CISCO ASA devices. Secondary software security is handled by Continuum Monitoring, and Viper Business Edition.<br />
*'''Microsoft Office:''' Microsoft Office applications can be deployed directly within ACP, depending on which applications the agency needs. Microsoft Office licensing can be bundled with the ACP server cost for an additional fee.<br />
<br />
== Contact ACP Support ==<br />
If you are having issues connecting to your ACP server, contact ACP Support:<br />
*'''Online:''' http://acp.us.com/index.php<br />
*'''Phone:''' 979-485-2702<br />
*'''Email:''' [mailto:kuptain@acp.us.com?Subject=Agency%20Systems%20User%20-%20Service%20Request&body=Please%20contact%20me%20regarding%20ACP%20and%20Agency%20Systems. Click Here To Send An Email Request To Kenneth at ACP Technologies]<br />
<br />
== Server Administration ==<br />
An ACP server has many similarities to a physical on-site server in your office. Your server is dedicated to your agency, granting your agency control over how it is configured, and which third-party programs are installed. <br />
<br />
ACP technologies provides the hardware and operating system for your agency's server. Any task commonly delegated to your IT professional for on-site servers should also be delegated to your IT professional if your office uses ACP. <br />
<br />
'''Your IT professional is primarily responsible''' for your server's administration, including adding workstations and new users.<br />
<br />
{| class="wikitable" style="text-align: center;"<br />
|+Common Server Administration Tasks and Responsibility<br />
!Server Task<br />
!Your IT Professional<br />
!ACP Support<br />
![[Help:Contents|Newton Support]]<br />
|-<br />
|style="text-align: left;"|Adding New Users<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Migrating User Data (Documents/Email Profile)<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Resetting User Passwords<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Adding New Workstations<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Installing Third-Party Software<br />
|X<br />
|<br />
|<br />
|-<br />
|style="text-align: left;"|Installing Microsoft Office **<br />
|<br />
|X<br />
|<br />
|-<br />
|style="text-align: left;"|Server Backups<br />
|<br />
|X<br />
|<br />
|-<br />
|style="text-align: left;"|Microsoft Windows Updates<br />
|<br />
|X<br />
|<br />
|-<br />
|style="text-align: left;"|Newton Software Updates<br />
|<br />
|<br />
|X<br />
|-<br />
|style="text-align: left;"|Newton + [[:Category:Third-Party Integration|Third-Party Integration]] Troubleshooting<br />
|X<br />
|<br />
|X<br />
|}<br />
<br />
''**Additional Monthly Microsoft Office licensing fees apply.''<br />
<br />
== Adding a New User to ACP ==<br />
Prior to adding an additional user, [[#Contact ACP Support|contact ACP Support]] to notify them of the user count increase. This is required to properly license the agency with Microsoft Office and other software providers. <br />
<br />
If you are also adding an additional Newton user, [mailto:sales@agencysystems.com?Subject=Agency%20Systems%20User%20Count%20Increase&body=Please%20contact%20me%20regarding%20an%20additional%20Agency%20Systems%20User. email Agency Systems sales] regarding the user count increase.<br />
#Log into ACP as the agency administrator user. <br />
#Create a new Windows user account.<br />
#Add the new user to the '''Remote Desktop Users''' group.<br />
#To create the Microsoft Remote Desktop icon, see [[#Adding a New Workstation to ACP|Adding a New Workstation to ACP]] below.<br />
<br />
== Adding a New Workstation to ACP ==<br />
To configure the new workstation, you will need the following:<br />
*ACP server IP address (''If unknown, review another workstation or contact support)''<br />
*ACP Windows user name. (''See [[#Adding a New User to ACP|adding a new user to ACP above]] if the user is new.'').<br />
*ACP Windows user password.<br />
*Microsoft Remote Desktop Connection 7.0 or greater installed. (''For XP and Vista users see http://support.microsoft.com/kb/969084)''<br />
==== Add the ACP Remote Desktop Shortcut ====<br />
All workstations connect to the ACP server through Microsoft Remote Desktop. <br />
#Select '''Windows Start -> All Programs -> Accessories -> Remote Desktop Connection'''.<br />
#In the '''Computer field''', place the server IP address.<br />
#Select '''Show Options'''.<br />
#:[[File:Acp-rdp-options.png]]<br />
#Enter your ACP Windows user name in the '''User name:''' field.<br />
#Select '''Allow me to save credentials'''.<br />
#:[[File:Acp-rdp-unamecred.png]]<br />
#Select the '''Display''' tab.<br />
#:If you would like to use dual monitors, select '''User all my monitors for remote session'''.<br />
#:[[File:Acp-rdp-allmon.png]]<br />
#Select the '''Local Resources''' tab. <br />
#Select '''Clipboard'''. Select the '''More...''' button.<br />
#:[[File:Acp-rdp-localres.png]]<br />
#Check '''Drives''', and select '''OK'''.<br />
#:[[File:Acp-rdp-localres-drives.png]]<br />
#Select the '''Experience''' tab.<br />
#Select '''Low-speed broadband (256Kbps - 2 Mpbs) from the drop down.<br />
#:[[File:Acp-rdp-exp.png]]<br />
#Select the '''General''' tab. <br />
#Select '''Save As...'''.<br />
#:[[File:Acp-rdp-gen-saveas.png]]<br />
#Select the Desktop.<br />
#Enter a file name, such as '''ACP'''. Select '''Save'''.<br />
<br />
==== Other Workstation Considerations ====<br />
In addition to configuring the Microsoft Remote Desktop connection, the Thinprint print driver will need to be installed on the workstation to allow the locally installed printer to be available within the hosted ACP session. <br />
<br />
[http://acp.us.com/support/ Thinprint Print Driver Client Downloads]</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Transition_Guide:_FSC_Manager_FAQ&diff=991
Transition Guide: FSC Manager FAQ
2014-06-11T12:29:19Z
<p>Aostermann: /* (47-52) User Groups/Training/Costs/History/Future Questions */</p>
<hr />
<div>[[Category: Transition Guides]]<br />
==(1-18) Questions Concerning The Operating Environment For Your System==<br />
;(1) Is your system web-based, 3rd party hosted and/or available as stand alone in agent's office? If hosted who is your provider? Do you handle all back up? If system ever crashes do we have that data available? Do you have to move us to another server? Ease of setting up laptops for use out of the office? If you host do you work together to coordinate assistance? <br />
<br />
Newton is flexible and available for multiple platforms. Many agencies prefer to run locally on their own in-house server due to the flexibility and cost effective nature of that setup. For those preferring cloud services, we offer both a Shared and Dedicated cloud. <br />
*Shared Cloud Hosting provider is Ajasent<br />
*Dedicated Cloud Hosting provider is ACP<br />
*Local Server/Client<br />
<br />
The system is friendly to the on-line environment and setting up a user is very simple. The dedicated cloud is a virtual server with resources and software customized solely to your agency. All cloud services include software options such as Microsoft Outlook (with or without Exchange) and Office. <br />
<br />
For hosted solutions, the backups are the responsibility of the hosting providers, Ajasent and ACP. The backup for systems located in the agent's office are the responsibility of the agency. In the event a backup must be restored, our technical team will assist the agency to verify a proper restoration of the system and data. <br />
<br />
<br />
;(2) Ability to host OUTLOOK Email service and integrate with your system so we can easily moved emails from OUTLOOK into mgmt system? Ex- Drag and Drop? Can they handle fax @ skeele? Does your system automatically drop them into a client file or do we need to drag and drop? Email on cells of users? Does your system ask you to grant access for each email every time you send one? Do you offer encrypted email?<br />
<br />
The system is integrated with Outlook in both email and Calendar functions. Any item generated from within the system (certificates, Auto ID’s etc.) can be emailed, faxed or printed easily. Items are created as .pdf and inserted into the email. When sending, you can select “templates” for the email to standardize common email wording. This also works for things like e-fax, MetroFax etc., Unless there is something extraordinary with the skeele fax solution, accommodating fax@skeele should be possible. <br />
<br />
Incoming emails can be dragged directly from Outlook and dropped on the client tab, or a policy. The email is searchable within the client by key word and also any word within the email. This is a powerful feature to ensure you find exactly what you are looking for quickly. All incoming and outgoing items automatically date/time stamped with user ID in the Activity and are not editable.<br />
<br />
Encrypted email is available within Outlook. <br />
<br />
<br />
;(3) Ability to host Agency Shared Folders available to all system users? Host Personal Folders?<br />
<br />
Your cloud service provider will facilitate Shared and Personal Folders. While your cloud provider will establish this for you, we assist in the transition process to ensure your needs are met. We have a team dedicated to the success of your cloud experience.<br />
<br />
<br />
;(4) We are concerned with the speed of sending items to PRINT within the mgmt software, as well as time pulling up stored images? Compatible with word/excel/outlook/pdf, jpg files? Do you use Black Ice?<br />
<br />
Printing performance is exactly the same as with your common Microsoft Office Products and .PDF Readers. Newton does not place an additional burden on your printing services and is completely optimized for the local or hosting solution of your choice. Black Ice is fully supported and in use at Ajasent. We do not demand a specific print solution with Newton in a typical agency setup, however a thin client print service is desired in hosted environments. Newton will indeed work with many if not all these printing solutions. <br />
<br />
<br />
;(5) How is support handled? Chat / Sign into computer/ Log a request and await response? Can you “shadow” user direct or do we need to log into a webex and grant you permission?<br />
<br />
Newton does not require support tickets or on-line requests for support. All support calls are answered when you call, and any question you have is addressed at that time. If further research is required, we work your question without delay and communicate with you proactively. You may also email if more convenient, or you can visit our support page and click the help button. If you desire a support representative to answer your question while sharing your computer screen, we provide that service as well.<br />
<br />
<br />
;(6) Integration with EZLynx and /or PL Rater for rating? Can you import/export between two?<br />
<br />
<br />
Below is our list of supported rating vendors and their integration level within Newton.<br />
We do not restrict you to any one vendor.<br />
<br />
{| class="wikitable"<br />
!Vendor<br />
!Export From Newton<br />
!Import Into Newton<br />
!Integration File Type<br />
|-<br />
|[[AccuAuto Rating Integration|AccuAuto]]<br />
|No<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[ACS2000 Rating Integration|ACS2000]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[Evolution Rating Integration (Capital Rating)|Evolution (Capital Rating)]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[EZ Lynx Rating Integration|EZ Lynx]]<br />
|Yes<br />
|No<br />
|Completed ACORD .PDF Forms<br />
|-<br />
|FSC Rater<br />
|No<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[IBQ Rating Integration|IBQ]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[ITC TurboRater Rating Integration|ITC Turborater]]<br />
|No<br />
|Yes<br />
|ITC .TT2 File<br />
|-<br />
|[[PL Rating Integration (Vertafore)|PL Rating / Silverplume (Vertafore)]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[SEMCAT Rating Integration|SEMCAT]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[WinRater Rating Integration|WinRater (Boston Software)]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|}<br />
<br />
<br />
;(7) Download of PL and CL policies; Certified list of carriers and how easy to become “certified” for download with your system? Packages for CL & PL? When renewals come in do they overwrite the existing policy line/data or do they create a new policy line? Does the system cancel out the old if a new line is issued or do we cancel it out? If it overwrites how do you see past policy and history? If you have policy history is it highlighted to show the changes or do we need to look at it page by page? For mid term endorsements when you d/l do you list what the change is and any billing associate with it? We referred to this in AFW as quick view and in FSC as download summary. We had this at AFW and FSC added it but FSC had a concern about the download time being increased. We understand Allstate never has any billing. We had issue of downloads dropping zeroes and numbers after dashes will your system handle these policy numbers fine? (ngm,prog, etc). billing mid-term or on prior term how is that handled? As an endorsement? How about cancel billings?<br />
<br />
Agency Systems is certified with every major carrier and their subsidiaries and hundreds of other regional carriers. We are constantly adding new companies as requested by our agents. Certification requests are routinely turned around within a day or two. The process is simple, and can be accomplished from start to finish and implemented in your agency within a week or two. We offer the full complement of downloads for Personal, Commercial, and Commission Statements.<br />
<br />
The download setup in Newton is straight forward and accomplished during a one on one training session. After that session, you should be ready to download within an hour. From that point, your download managers are run to capture all files available from the companies since the last download. Next, inside Newton, you open the download management center, select the new files to process, verify the downloads as they are processed, and address any items that require further attention. After the first training most offices on a daily basis will complete their downloads in less than 10 minutes.<br />
<br />
Policy numbers from the company play a key role in how the data will show in Newton. We accept the policy number format as it comes directly from the carrier and do not modify that number in any way. This being the case, there are two conditions that take place with how download data is viewed. <br />
<br />
One, if the policy number does not change at renewal, download will create a new policy sequence to retain all prior policy history. Download will never overwrite existing policy, or ACORD Form data. It will create updated information to compare to prior terms. You will be assisted in the setup of all your download alerts, a tool that notifies you of important changes from the prior download data. Alerts can be established to notify you if the policy has cancelled, or if the premium has changed by a certain amount, or if there is a change to drivers or vehicles, or all changes to any key account. The alerts can be sent to the producer or CSR responsible for the account and allows you to proactively address changes.<br />
<br />
An example for Case Two is if the company changes the policy number at renewal with a trailing number. The policy history is retained under the old and new number. The view is intuitive and easy to identify changes.<br />
<br />
Companies deal with cancelled policy transactions differently and we have workflows in place to best implement those company differences in your agency.<br />
<br />
Most agencies deploy the Commission Download module for their direct bill commissions which allows you to process them quickly. For companies that do not offer Commission Download, our agencies use the Commission Builder in Newton to enter the transactions quickly by hand providing a full direct bill reconciliation. <br />
<br />
In addition we have an optional module supporting companies that do not create commission download files. The process converts a carrier specific .csv file into one that can be processed electronically. <br />
<br />
<br />
;(8) “SERVICE LINK” with FSC is like Transformation Station and TransActNow….what do you have/use for real time access to clients accounts? How does it handle 5 different offices/codes? Does it need to update/refresh each day on the first use? When you use this link can you capture or copy the images from the web? <br />
<br />
Newton employs Policy View, a quick and easy way to access carrier web sites from the client or policy within Newton. Policy View stores appropriate agency staff unique ID, passwords and policy number for a quick connect to the carrier website specific to that policy. You are not required to update/refresh daily. <br />
<br />
We currently do not offer the image capture, however that is an attractive feature and we have added it to the enhancement list.<br />
<br />
<br />
;(9) Does your system drop phone calls into our pull up client files automatically?<br />
<br />
No, however digital voice messages can be dragged to the client file as an attachment. In addition, a client can be quickly found by searching for as little as the last 4 numbers of a phone number, displaying all matches in a "Google" like search.<br />
<br />
<br />
;(10) Does your system allow for minimizing screens so you can switch between screens? Dual monitors?<br />
<br />
Multiple client screens can be open at the same time, and you can switch between them. Dual monitors are no problem. In addition, you can open Newton multiple times on the same workstation, as the same operator. Unlike some vendor databases, multiple open instances of Newton does not require additional seat licensing. <br />
<br />
;(11) Memos or client single letter templates- nonpay cxl, lpr to prior agent, etc Can you pull in policy dates such as a cancel date? FSC couldn’t we had to type in the date.<br />
<br />
Newton Memowriter contains merge codes for many different data fields, including policy transaction effective and expiration dates. When a policy is cancelled in Newton, the transactions dates are set to the date of the cancellation. As a result, the cancellation dates can be merged directly onto a memo through merge codes. <br />
<br />
Merge codes are automatically replaced with client/policy data when a letter is “merged” with a policy.<br />
<br />
[[File:pres-fsc-mergecodes.png]]<br />
<br />
<br />
;(12) Compatible with xp? Do you use internet explorer? Firefox? Chrome? Most companies still use IE so have moved to firefox but very few.<br />
<br />
Our system will work with any browser. When “launching” into Carrier websites, we use our own proprietary browser window to insure compatibility with carrier websites. Although Newton will work with XP, we strongly recommend against its use because Microsoft has discontinued security updates. This would expose your agency to potential virus attacks.<br />
<br />
<br />
;(13) Visual Organization- font size? Bold type? We had issues only with fsc not afw and were told that it was a monitor resolution system size issue.<br />
<br />
All primary user areas of Newton use a consistent visual band viewer to display information. The band viewer will bold items or set specific font colors to easily identify areas of interest to the user. <br />
<br />
[[File:pres-fsc-bandview.png]]<br />
<br />
Most users who have issues reading text with a high resolution monitor will benefit from lowering the Windows resolution. Lowering the resolution will make all text easier to read, inside and outside of Newton. Our technical staff will work with your IT team to insure your working environment is optimized to meet your needs. <br />
<br />
<br />
;(14) Do you have to refresh your system or is it instant? AFW was instant, fsc you have to “click” another screen tab.<br />
<br />
Many bands of the system will refresh automatically, such as editing a filter to display the activity for a client. When an activity filter is changed, the updated activity view is automatically displayed with the changed view of the data. Some areas of the system will require a refresh. <br />
<br />
<br />
;(15) Are we able to run multiple agency entities with your program?<br />
<br />
We support both department separation and multiple agency needs. <br />
<br />
<br />
;(16) Are there separate companies? Ex- One to handle property and casualty and a separate one to handle life and health?<br />
<br />
You could separate them by company and still have access to consolidated financials or in the same department, whichever works for you<br />
<br />
[[File:Basictab-activepolicies-billed.png]]<br />
<br />
Individual company codes in Agency Systems can be assigned to a Parent Company. The '''Company Tab -> Active Policies''' list for a parent company will list all policies assigned to the parent company, and all policies assigned to any subsidiary. The '''Management -> Company Tab''' will summarize all active polices by Parent Company, but will retain the option to display only policies assigned to specific company codes.<br />
<br />
[[File:Profiles-company-parentcompany.png]]<br />
<br />
<br />
;(17) Does your system have signatures for users on acord forms? Do you offer electronic signature of forms on client end?<br />
<br />
Yes Acord form signatures are established by user in the agency. Electronic signatures are under consideration for a future release. <br />
<br />
[[File:Profiles-producer-formssig-4.png]]<br />
<br />
<br />
;(18) Do you somehow integrate or interact with an agency website or social media such as facebook?<br />
<br />
MyInsuranceDashboard.com provides a 24/7 web portal for your customers to access their policy related information that integrates directly with Newton by Agency Systems. Your customers will be able to review schedule items, generate published certificates with updated holder information, and view published documents to their dashboard. They will also be able to interact with your agency by requesting changes to schedule items, and upload supporting documents to your office. These items will flow directly to your management system with minimal effort by your staff. MID is an optional feature.<br />
<br />
==(19-44) System Specific - Dashboard, Navigation, Features and Processes ==<br />
;(19) Process to scan/attach/organize and recall stored images within your system? <br />
<br />
Items can be loaded by client or by policy in a client file using drag and drop, browse and attach. After an item is selected, it prompts you for a unique searchable description and is automatically date/time stamped with user ID in the Activity and place attached.<br />
<br />
While it is easy to find attachments now, a soon to be released feature will allow you to organized them by user defined categories as well. <br />
<br />
;(20) NYS ID card system…integration with them? Ability to do Canadian Id Cards? FSC had to create a template for us. Company verse writing company for NY State? Also, it should default to all capital letters like the NY id card generator does. We had issue with ID cards deleting the replacement vehicle. How does yours work? Can you add a vehicle? Do as a transfer? Just print an updated card? Does the writing company pull? If someone changes that writing company one time is it always changed?<br />
<br />
*Canada Non-Resident ID Card is integrated directly in Newton’s ACORD form system. <br />
*FS-20, FS-21, and FS-83 bar code ID Cards can be generated directly from Newton’s ACORD forms system. <br />
*Vehicles can be individually added/removed from a New York Bar Code ID Card just like any other ACORD form. New forms can be printed, and previous copies reprinted.<br />
*The replacement vehicle setting, and other NY ID specific options are saved directly to the vehicle schedule.<br />
*:[[File:pres-fsc-nyid.png]]<br />
<br />
The company code listed on the ID Card is based on the company code assigned to the policy. Newton separates the invoice company from the policy/writing company. The NY Company Code identification number is saved within the policy/writing company’s profile.<br />
<br />
<br />
;(21) REPORTS- How do we record monies from clients? What reports are available to cross check monies in order to do deposits? // BOB reports…available in side by side periods ie 1st quarter 2014 vs 1st quarter 2013? Producer/sub office breakdown availability in the reports? Do you have an unbilled report? AFW online did but not FSC. DL error report? DL memo report (prog)? Tranlog/suspense/f/u reports? New business report? Expiration report? Marketing reports (auto no home)<br />
<br />
Entering payment from a client can be performed for a single policy, multiple invoices, including automatically forwarding the money to the company. In addition, Agency Fees can be easily added on-the-fly when a payment is received. <br />
<br />
Newton includes many in depth reporting options for financials, and policy production. While there are others, the circled items below list our more basic reports. <br />
<br />
[[File:pres-fsc-allreports.png]]<br />
<br />
In addition, Automatic Reports allow you to set up a group of reports once, and run them every day or month.<br />
<br />
[[File:Pres-fsc-automaticreports.png]]<br />
<br />
In addition, Newton has a unique live "Dashboard" incorporated throughout the system which allows your CSRs to see their to do lists, work expirations, and produce reports. The result is an interactive reporting system, up to date as you work, without the need to exit and print reports. The view of those lists are customizable and easily viewable in excel.<br />
<br />
<br />
;(22) Where do we store carrier info (now in SYSTEM TAB on FSC) to include contracts, loss ratios, memos, commission defaults, contacts, emails, phone #’s , writing companies etc? Where do we store banks, markets etc that are in the address book now?<br />
<br />
An easily accessible Company tab is used to store company information for general access. The company section of the Management tab is used to store secure documents, with limited access to system administrators only.<br />
<br />
"Address Book" information is handled by creating “Inactive client” files that hold your Rolodex information – <br />
For example: <br />
Vendor Rolodex – would have contacts for….<br />
- Landlord<br />
- Utility Company<br />
- Phone Company<br />
- First National Bank<br />
<br />
<br />
;(23) SYSTEM Calendar for use by system users?<br />
<br />
Newton pushes diary/suspense items to your outlook calendar.<br />
<br />
Both our public and private cloud providers support MS Exchange shared calendar options. <br />
<br />
[[File:Releasenotes-basic-diaryitem.png]]<br />
<br />
Selecting the option will create a calendar event with a default day that matches the diary suspense date. <br />
<br />
[[File:releasenotes-basic-diaryoutlook.png]]<br />
<br />
<br />
;(24) Can we tell what users are actively signed into the system? Different user levels? <br />
<br />
Currently active users can be viewed by a system administrator from the server. If you are hosted in a private cloud, you view this information directly within your session. In a public cloud your server access is limited.<br />
<br />
<br />
;(25) Office Notes locations if available? Verse quick notes?<br />
<br />
Newton currently does not offer a system wide message board. <br />
<br />
<br />
;(26) Go over your suspension system or follow ups or tranlogs and options;<br />
<br />
Diary/Suspense items can be between User and/or Client and/or Company and/or Interest or any mix of these. They are integrated with Outlook for calendar and email. If you must send a reminder for a client to mail or fax to you, click suspense on the client, assign a due date and possibly a user defined tag such as “application follow up”, choose the contact at the client and write your note. <br />
<br />
A diary/suspense can be associated with a specific policy, and a specific company contact. Selecting a company contact will automatically start an outgoing email, with text pre-filled from the diary window.<br />
:[[File:pres-fsc-diary-company.png]] <br />
<br />
Once sent, it will be processed through Outlook and date/time stamped by the user ID automatically. <br />
:[[File:pres-fsc-diary-company-toemail.png]]<br />
<br />
Diary items can also be “updated" if you need to follow up again and the system will capture the new notes and date/time/user ID stamp them. Of course, all activity is recorded in the permanent client and/or policy activity.<br />
:[[File:Release-notes-diary-comment-timestamp.png]]<br />
<br />
<br />
;(27) Search capabilities for clients….options available (ex with fsc you do .. etc) By name? Address? Policy number? Etc<br />
<br />
Newton Search capabilities are designed to work like Google. You can search for client by First, Middle, Last, nickname or DBA, address, phone or fax, email address or driver name. Like Google does, Newton gives you a “predictive” search, so long names can be found without typing the entire name.<br />
<br />
Policy search can find by an exact match, first 5 characters, last five or using the predictive search which will save you from typing the whole number. <br />
<br />
Newton search capabilities is a real strength, you will appreciate the power of our "Google" like search engines.<br />
<br />
<br />
;(28)Describe the download processing an agency goes thru each day and time involved? Available to run off hours?<br />
<br />
<br />
After the one-on-one training session, you should be ready to download within an hour. From that point, your download managers are run to capture all files available from the companies since the last download. Next, inside Newton, you open the download management center, select the new files to process, verify the downloads as they are processed, and address any items that require further attention. After the first training most offices will complete their daily downloads in less than 10 minutes.<br />
<br />
We have options to "process all silently" which allows the person running download to simply let it run and move to other work until completed. Then they would review any items that “pended” such as a new policy for a client that was not entered into the system. This is a tremendous time saving feature.<br />
<br />
Commission statements are run on a monthly basis and normally take less than 5 min per company. <br />
<br />
Certain companies will reduce the direct bill commission for fees, such as an MVR expense, or possibly combine and Agency and Direct Bill statements. Newton's Commission Download can handle these adjustments on-the-fly, reducing the amount of time required to process the download.<br />
<br />
[[File:Commissiondownload-editcash-adjustcommission.png]] [[File:Commissiondownload-editcash-adjustcommission-mvr.png]]<br />
<br />
<br />
;(29) Format of system pages in relation to ACORD format? How does your system look when we go into it? Can we type into acords? Can we print blank acords?<br />
<br />
Newton uses the WYSIWYG method for ACORD forms. They look exactly like the actual Acord forms. Large fields can be used in their entirety and even “re-sized” if needed. Forms related to a particular policy as well as drivers, vehicles, properties, etc. are “Grouped” together to make policy service such as an endorsements, renewals and re-marketing simpler with very little data entry. <br />
<br />
Yes, you may print blank Acord forms. As forms are printed, emailed or faxed, they are automatically date/time stamped by user ID and stored permanently in the client/policy activity and place attached.<br />
<br />
<br />
;(30) Explain your “TRAN LOG” system as far as the defaults, how we can set it up, etc? Does it require automatic tranlog?<br />
<br />
The activity part of our system is automatic and comprehensive. When client and policy actions are performed, such as adding an attachment, or updating any part of a policy, the activity log will be updated. You will be prompted to append additional text if you desire, otherwise the action is completely automatic. <br />
<br />
[[File:Automatedproc-end-appendtolog.png]]<br />
<br />
All activity can be filtered based on activity type, and an activity search will automatically find the activity item, email, or attachment that matches the search term. Further, you may search the text in the body of an email as well as subject line. <br />
<br />
[[File:Activity-right-click.png]]<br />
<br />
<br />
;(31) Personal client files verse commercial client files? AFW you had to pick on or the other. FSC has both personal and commercials form in each client file.<br />
<br />
You can mix and match personal and commercial activity as fits your operation. You can copy contacts from the Commercial file to the Personal file or the reverse to make the process simpler.<br />
<br />
However, if you want to use our automated marketing feature, the personal lines vs. commercial lines indicator drives the correct correspondence to be delivered.<br />
<br />
<br />
;(32) In a commercial file does your system have a specific spot to put in tax id #’s like personal has for date of birth or ss#? Can you convert or retain our household member info (name/dob/social sec #/ driver’s license #/occupation/employer)?<br />
<br />
Yes. Also, you may copy “contacts” from one client to another where there are common employees or ownership or in this case from a Personal to a Commercial client.<br />
<br />
[[File:Client-edit-contacts-copy-copyfrom.png]]<br />
<br />
<br />
;(33) FSC can push changes to a policy when a loss acord is completed does your system ask to do this? Why push changes for a loss but not if we complete an acord change form it doesn’t push that info into file?<br />
<br />
Newton is a policy driven system, where all forms are saved to a policy. The forms will pre-fill data on many forms based on policy transaction dates, and prior risk information. We do not generate a policy transaction from the Acord loss notice.<br />
<br />
<br />
;(34) How does your system handle disability policies? Watercraft? Cycle? Landlord and dwelling fire? Flood?<br />
<br />
All policy types in Newton have the same features and functionality, and are not limited by their class of business. For all unique types of policies, a unique "class code" or line of business can be created. You can have an appropriate ACORD form attached to the policy, or a company-specific attachment saved to the policy for full risk and coverage details. <br />
<br />
If a policy is entered with a specific class code such as '''Motorcycle''', and the company sends the download file incorrectly as '''Personal Auto''', the system can correct in many cases because we compare to the prior term class code. <br />
<br />
<br />
;35) Can you easily move a file that downloaded to the wrong client file to the correct client file? What if it has been billed or what if not billed?<br />
<br />
A downloaded policy can easily be moved to the correct client if a duplicate client is created by download in error. The download system also has built in mechanisms to check against "likely" client duplicates to prevent the problem from happening. If the policy has already been invoiced, a new transaction can be added to the existing policy, and that transaction easily moved to a new client.<br />
<br />
<br />
;(36) Do you have a true copy application? Or does it create a “future application”<br />
<br />
When a policy is updated, such as a renewal or an endorsement, existing ACORD forms can be copied to the new policy transaction automatically. The updated forms are an exact copy of the original form. <br />
<br />
In addition, coverage data can be copied between ACORD forms, and entire holder lists can be easily copied between certificates of insurance.<br />
<br />
<br />
;(37) Dates are they consistent in each area- 04/04/2014? Can we type in with dashes or without? That was an upgrade at FSC. Do you default to current date?<br />
<br />
Newton date fields work the same throughout the system. They do not require the entry of any special characters, such as / or -. Where appropriate we default the current date.<br />
<br />
Example: [[File:pres-fsc-effdate-before.png]] translates to [[File:pres-fsc-effdate-after.png]]<br />
<br />
<br />
;(38) Does the system default to correct home percents for HO, MH, FO? Ex- 10% of A, etc?<br />
<br />
Our agencies normally begin the workflow with the rating vendor of choice. Download automatically populates these fields appropriately, both in the unique download viewer and Acord form. <br />
<br />
<br />
;(39) Do you have separate local defaults verse system defaults? Ex- auto show quicknotes, ask if word is closed, manual refresh, etc.<br />
<br />
Our user preferences area has many options which can be set per operator, with additional options available for system-wide changes.<br />
<br />
[[File:Menu-preferences-accounthistory.png]] [[File:Menu-preferences-activitylisting.png]] [[File:Menu-preferences-useroptions.png]]<br />
<br />
<br />
;(40) Can anyone delete an application they created by error? Can we delete a customer we created by error or in duplicate? Also delete forms?<br />
<br />
Yes, assuming access for deleting has been established by the system administrator. Access to deleting clients/forms/policies is controlled by the security system and further by the security level of the operator.<br />
<br />
<br />
;(41) Cross reference capabilities? Can you cross reference between two different accounts ex- a commercial account and then a personal account for same person? John Doe LLC verse John Doe personal auto?<br />
<br />
Yes, in the latest update to Newton related clients are displayed, and you can toggle back and forth to work on, or view any of the related client’s information. This update is not yet in distribution.<br />
<br />
<br />
;(42) If a client is incorrectly assigned to a wrong sub-producer how easy to correct?<br />
<br />
Correcting the CSR/Producer/Sub Producer is as easy as opening the client file, changing the assignment to the correct sub-producer and saving. <br />
<br />
<br />
;(43) Does your system allow the administrator to “customize” the agency workflow processes to force everyone to work thru the same process, the same way and do the same documentation (tranlog)?<br />
<br />
Newton provides options for most processes and does not dictate which process must be used. However, My Newton Education along with the Newton support team will work with you to determine "best practices" and document those for any user on our WIKI. <br />
<br />
My Newton Education is the most "hands on" ongoing education group in the industry and they will quickly become a valuable partner for you and your staff. <br />
<br />
;(44) For auto clients when you are entering data does your system have a vin look up of some sort?<br />
<br />
Although Newton does not offer the feature directly at this time, many of the rating vendors which integrate with Newton have this capability.<br />
<br />
==(45-46) Accounting And Billing Discussion ==<br />
;(45) Accounting features- Built within your system or integration with Quickbooks/Peachtree? DB commission download available? Agency bill verse direct bill?<br />
<br />
Accounting is completely integrated with no end of day, end of month or end of year processes. All trust accounts are fully integrated by item within the GL. This guarantees that at that all times your company/producer payable, company receivable and income are reflected correctly in your financial system. This also eliminates errors and the extra complexity of posting to an outside system such as Quickbooks. <br />
<br />
Why is integrated accounting important? <br />
<br />
If your daily policy and payment activity is not automatically updating your financial system, you can never guarantee those transactions are included correctly (if at all) in your agency financial picture. With millions of dollars at play annually and thousands of transactions involved, you can see how errors might affect your agency's security. Errors and malfeasance happens unfortunately, and transaction level integration with your financial system reduces the risk of that going unnoticed. <br />
<br />
The majority of our clients use commission statement download for the auto creation of their invoices, handling fees, etc. effectively in the process. Surplus lines and other policy “invoice” needs are integrated seamlessly within the accounting system, as well as installments and premium finance. <br />
<br />
Direct bill commission download is available an fully integrated within the financial system. For companies that do not provide electronic commission download, we include commission builder, a tool to quickly enter transactions directly from the DB statement.<br />
<br />
Newton handles all aspects of both agency and direct bill transactions.<br />
<br />
<br />
;(46) Automatic billing of new business and renewals; automatic processing of daily processed billings on system? Do we need to perform billing tasks such as ok invoices or calculate payments? Are these things “scheduled” or automatically run or do we need to run them manually every day, weekly? Etc? Can your system default to a full payment plan in billing? Can your system default invoice views say for direct bill verse agency bill?<br />
<br />
Invoices can default as either Agency Bill, or Direct bill, depending on the company. Agency bill policies can be configured as installment invoices, including an initial down payment amount. There are not extra steps to required to "calculate" transactions as all areas of the system update automatically. There are no "end of day" or "end of month" processes.<br />
<br />
For Agency Billed policies, invoice wizards can be configured to easily create multi-line invoices including, premium, fees, and automatically calculate taxes. For direct bill policies, most agencies will use commission download or commission builder to quickly process a statement without the need to manually enter individual invoices.<br />
<br />
==(47-52) User Groups/Training/Costs/History/Future Questions==<br />
;(47) User groups in areas of county? Annual regional or national conference? What states are you currently operating in?<br />
<br />
<br />
Regional workshops are hosted regularly by our education partner My Newton Education. These include not only education and training staff, but some feature Newton support staff as well. Workshops are very flexible, productive, hands-on and each class includes question and answer sessions. Our most recent workshops were held in VA, TX and NC, and we have California scheduled for July and Massachusetts scheduled for October. We operate in 50 states.<br />
<br />
<br />
;(48) How do you handle training? Do you send someone out to the agency? Is it online? Over phone with tech support webexed into our system? We need full training not a general workflow. We know each agency may process things differently but the how to should be the same format.<br />
<br />
<br />
You will have a Customer Success Manager assigned to your agency to guide you through the implementation process and coordinate the conversion, training and any hardware implementation issues. <br />
<br />
Our education partner (My Newton Education) handles your training, and there are two stages to the process. We first work with you one on one to understand the foundation of Newton. At that time you are sent a video and workbook series followed by unlimited regularly scheduled webinar classrooms with a live trainer to review each topic. The second stage moves you into one-on-one sessions with a trainer, designed to address agency specific needs and workflows for your office. <br />
<br />
MNE attends to your training needs both during your pre-live and post-live periods. While you are pre-live, your agency is provided with trial data converted from your previous system and that data is used for your training. Because you are familiar with your own data, the training is easier, more relate-able, and retention is better. <br />
<br />
In addition, because your are actually working with the data, you have a chance to review it before you go live on Newton. This phase usually lasts 30 days and flexible to your agency needs. <br />
<br />
Just before the live date, the final data conversion will be placed on your system. By now you have been through your initial training (during which you have verified the conversion data), and you are ready to go. <br />
<br />
During the post live phase you have the same access to training resources for an additional 30 days. This period includes proactive checkups and reviews from your trainer and accounting check ups from our specialists on a scheduled basis.<br />
<br />
This process defines the signature difference in the Newton relationship compared to others. Software is only as good as your ability to use it, and My Newton Education provides every resource to insure "you know what you need to know", for a smooth transition from FSC.<br />
<br />
<br />
;(49) In this age of data mining, is our data accessible via standard means, free ODBC driver, in the event we had another program that needed to read our data? Or in case we ever needed to convert to another system. If so please give us the name of the ODBC driver so we may download a copy for testing purposes.<br />
<br />
<br />
Newton uses an industry standard SQL database from Pervasive. Some well-known corporations using our PSQL are Sage, Intuit, Disney Companies and even the WebMD website. The data connection between your workstation and server employ an ODBC driver (Pervasive) and all is constructed with industry standard coding methods. You will never have issues with the stability of your data or your access to your data. <br />
<br />
A note about stability and industry standard SQL. <br />
<br />
As you can imagine, large corporations would never stand for the constant rebuilding of data files as is common in our industry today. The SQL product driving Newton is rock solid and a rebuild of any file is rare. It is important to validate 2 things in your analysis here: Exactly how often do rebuilds happen? Are they recommended as a routine maintenance precaution? A red flag would be documentation found on support sites instructing agencies how to rebuild data files.<br />
<br />
Regarding SQL, you must insure your data is not in a proprietary or non-standard database. If a competent programming professional cannot easily understand your database, you should be concerned. Horror stories abound of agencies held hostage because their management system is built around proprietary or other non-standard (or non-SQL) database products. <br />
<br />
The data accessed through Newton is yours and portable to insure you have access to your data whenever and however you may need.<br />
<br />
<br />
;(50) Is there a cost to purchase your system? How many years do you/can you convert? What are the costs for initial conversion? Monthly maintenance fees based on agency size, users? What are those monthly fees? Training fees if any? Webinars verse onsite? Ability to take agent information and load into a training agency database for new agency to work on before going live? Guarantee a number of years? Price up after those years? A charge to release data? What are the 3rd party hosting fees if applicable?<br />
<br />
<br />
At the March PIA meeting we distributed a flyer which included our pricing as shown below. We do have a setup fee but have allowed FSC clients to spread that payment over 24 months with zero down. This of course is optional. <br />
<br />
Pricing for the options below are included or excluded accordingly:<br />
<br />
{| class="wikitable"<br />
!Option<br />
!Included / Optional<br />
|-<br />
|Personal Lines Download<br />
|(included)<br />
|-<br />
|Commercial Lines Download<br />
|(included)<br />
|-<br />
|Commission Statement Download<br />
|(included in the last column)<br />
|-<br />
|Sales and Marketing Automated Drip Marketing Module<br />
|(optional)<br />
|-<br />
|Dataview - Historical reporting dashboard<br />
|(optional)<br />
|-<br />
|My Insurance Dashboard – Web Portal for clients<br />
|(optional)<br />
|}<br />
<br />
[[File:Pres-fsc-pricing.PNG]]<br />
<br />
<br />
We normally recommend two years of data for conversion. This can be altered by the agency. Specific details about the conversion is found later under the conversion section questions.<br />
<br />
Our conversion partner, EDI Concepts, is completely responsible for the conversion and takes complete ownership of each conversion. Your success is theirs. The owner of the company has owned an agency and is a CPCU. The level of commitment to the conversion, data and process is un-paralleled in our industry.<br />
<br />
A charge to release data was answered on question 49. No charge.<br />
<br />
Our support fees do not get increased each year as other vendors do. We carefully evaluate our costs/expenses and over the past ten years have raised our prices three times. <br />
<br />
The cloud fees are priced separately and are not included in these prices. The costs can vary with each agency due to other needs outside of Newton. <br />
<br />
'''Below is the pricing structure for all of our training programs.'''<br />
<br />
{| class="wikitable"<br />
!Training Product<br />
!Cost<br />
|-<br />
|Pre Live Training<br />
|Included<br />
|-<br />
|Post Live Care<br />
|Included<br />
|-<br />
|Membership To My Newton Education<br />
|$15 per month per agency<br />
|-<br />
|Post Live Webinars<br />
|$19 per agency<br />
|-<br />
|Post Live Onsite Visit <br />
|$895 + Travel expenses per day per agency<br />
|-<br />
|Additional One On One Sessions<br />
|$65 per session<br />
|-<br />
|Additional Accounting Check Ups<br />
|$75 per session<br />
|}<br />
<br />
<br />
;(51) Explain how the company uses the Users groups for training, enhancements, improvements etc? How direct a “voice” do we have to affect change and what is the time frame?<br />
<br />
<br />
Along with training, My Newton Education handles your ongoing education needs with an extensive suite of services for members. The continuity they provide from training to ongoing education is invaluable to our agency partners as relationships are established and maintained for the long haul. <br />
<br />
MNE provides extensive hand holding throughout the transition process and hosts a full calendar of webinars and regularly scheduled workshops. You may also read or post articles on the agency forum. My Newton Education resources are a convenient and effective means to stay current on all new releases and updates and industry changes. More importantly, MNE focuses on your agency to help implement workflows that work best for you. My Newton Education is the most "hands on" ongoing education group in the industry, and will quickly become a valuable agency partner. <br />
<br />
We have a few avenues for our agencies to be heard. MNE has a user to user forum for agencies to discuss future and/or immediate needs together. Our support team is always willing to “place and enhancement” request in for you. We accept emails regarding enhancements and are willing to discuss these with you. And we are very dedicated to this group of FSC users and have already evaluated many areas where we see differences to make the transition smoother for agencies that decide to move to Newton.<br />
<br />
Most importantly, we always have listened to our users and credit the success we are today with the strong group of clients currently in place.<br />
<br />
We provide 2 releases annually. The first release includes major feature additions but also updates to the infrastructure to keep up with Microsoft technology advances, guaranteeing your agency against system obsolescence. The second release provides minor point revisions and updates.<br />
<br />
<br />
;(52) History of company? Growth in the past 3 years? Projections? Prospect of selling to larger company? What was done in the LAST UPDATE release and how long ago? Plans for next release and what is to be included (release notes)? Do you have online manager manual? How often do you update? Do you have tutorial videos? Describe your agency system of the future.<br />
<br />
<br />
Our company has been under the same ownership for 25 years. While other vendors have come and gone, we have thrived because we embrace the technology employed by Fortune 1000 companies and others such as Disney, Intuit, Sage, and WebMD. While that decision was more costly, it has guaranteed our customers against obsolescence for the long term.<br />
<br />
As our competitors chose the path of "rapid" development tools, that decision ultimately led to the "rapid" obsolescence of their products. Agencies everywhere are still left on platforms unable to keep up with important changes in technology, and could be forced into an unwanted conversion. <br />
<br />
We have experienced profitable and stable growth for decades. Our client base has increased over 22% the past 3 years. We are not selling out, and for a number of reasons. 1.) we are stable and profitable and as such, AMS and Applied will acquire their customers cheaper by buying out distressed vendors, 2.) our customers would never agree to convert to an inferior product, and 3.) this is an employee owned business with many long term loyal employees and members of the founder's family in key positions.<br />
<br />
We offer product updates 2 times annually. The first update provides major revisions while the second update are for point revisions and technology and maintenance updates. Every release is accompanied by a complete set of release notes with links directly to our WIKI support library. My Newton Education also provides a series of new release webinars for each new release. These webinars are wildly popular and the recordings are made available to members.<br />
<br />
We have a complete set of videos broken into 2 categories. The Newton video library is complete with 40 or more videos of features, overviews and how-to's. More importantly, MNE offers a more comprehensive set of agency-view videos to show you how to use the system in your agency. This is unique in the industry and a most effective agency learning tool. In addition, and just as unique, MNE can record your training sessions for later review and distribution to staff that may not have had the opportunity to attend a training session. <br />
<br />
The management system of the future employs a web-based user interface running over a private virtual server under the control of the agency. This is important because of security and customization. The forward thinking agency would never relinquish the control of their data. <br />
<br />
Finally, the system must be built on technology employed by the largest of corporations. Those companies will always be aligned with the latest technology and you should be there with them.<br />
<br />
To see how the system of the future may work, see MyInsuranceDashboard.com. MID is an optional secure web portal available for your clients convenience today.<br />
<br />
== CONVERSION PROCESS==<br />
'''Detail discussion of these questions can be found at http://ediconcepts.net/conversions/fsc-manager/.'''<br />
<br />
#NAME, ADDRESS, CONTACT INFO (how many phones and emails) and driver fields dob/ss/dl #<br />
#Sub Agency/Producer<br />
#TRAN LOG History<br />
#Policies/ TAG Field<br />
#Policy History<br />
#Simple Receipts history<br />
#Family Information Section<br />
#Invoices<br />
#BILLING HISTORY<br />
#Follow ups<br />
#Completed forms (Certs, Binders, LPR’s etc)<br />
#Quick Notes on system<br />
#IMAGES/Categories for the organization of images<br />
#How do we do the SMP/BOP/CPP Acord app breakdown with your system/download<br />
#ID Card merge in your system (in NYS…integration with IIES NYS System)<br />
#E-fax out of OUTLOOK?<br />
#Is PRINT PREVIEW always available?<br />
#Security Rights within system? Explain the layers of rights assigned? <br />
#Signature on docs available?</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Transition_Guide:_FSC_Manager_FAQ&diff=990
Transition Guide: FSC Manager FAQ
2014-06-11T12:18:56Z
<p>Aostermann: /* (47-52) User Groups/Training/Costs/History/Future Questions */</p>
<hr />
<div>[[Category: Transition Guides]]<br />
==(1-18) Questions Concerning The Operating Environment For Your System==<br />
;(1) Is your system web-based, 3rd party hosted and/or available as stand alone in agent's office? If hosted who is your provider? Do you handle all back up? If system ever crashes do we have that data available? Do you have to move us to another server? Ease of setting up laptops for use out of the office? If you host do you work together to coordinate assistance? <br />
<br />
Newton is flexible and available for multiple platforms. Many agencies prefer to run locally on their own in-house server due to the flexibility and cost effective nature of that setup. For those preferring cloud services, we offer both a Shared and Dedicated cloud. <br />
*Shared Cloud Hosting provider is Ajasent<br />
*Dedicated Cloud Hosting provider is ACP<br />
*Local Server/Client<br />
<br />
The system is friendly to the on-line environment and setting up a user is very simple. The dedicated cloud is a virtual server with resources and software customized solely to your agency. All cloud services include software options such as Microsoft Outlook (with or without Exchange) and Office. <br />
<br />
For hosted solutions, the backups are the responsibility of the hosting providers, Ajasent and ACP. The backup for systems located in the agent's office are the responsibility of the agency. In the event a backup must be restored, our technical team will assist the agency to verify a proper restoration of the system and data. <br />
<br />
<br />
;(2) Ability to host OUTLOOK Email service and integrate with your system so we can easily moved emails from OUTLOOK into mgmt system? Ex- Drag and Drop? Can they handle fax @ skeele? Does your system automatically drop them into a client file or do we need to drag and drop? Email on cells of users? Does your system ask you to grant access for each email every time you send one? Do you offer encrypted email?<br />
<br />
The system is integrated with Outlook in both email and Calendar functions. Any item generated from within the system (certificates, Auto ID’s etc.) can be emailed, faxed or printed easily. Items are created as .pdf and inserted into the email. When sending, you can select “templates” for the email to standardize common email wording. This also works for things like e-fax, MetroFax etc., Unless there is something extraordinary with the skeele fax solution, accommodating fax@skeele should be possible. <br />
<br />
Incoming emails can be dragged directly from Outlook and dropped on the client tab, or a policy. The email is searchable within the client by key word and also any word within the email. This is a powerful feature to ensure you find exactly what you are looking for quickly. All incoming and outgoing items automatically date/time stamped with user ID in the Activity and are not editable.<br />
<br />
Encrypted email is available within Outlook. <br />
<br />
<br />
;(3) Ability to host Agency Shared Folders available to all system users? Host Personal Folders?<br />
<br />
Your cloud service provider will facilitate Shared and Personal Folders. While your cloud provider will establish this for you, we assist in the transition process to ensure your needs are met. We have a team dedicated to the success of your cloud experience.<br />
<br />
<br />
;(4) We are concerned with the speed of sending items to PRINT within the mgmt software, as well as time pulling up stored images? Compatible with word/excel/outlook/pdf, jpg files? Do you use Black Ice?<br />
<br />
Printing performance is exactly the same as with your common Microsoft Office Products and .PDF Readers. Newton does not place an additional burden on your printing services and is completely optimized for the local or hosting solution of your choice. Black Ice is fully supported and in use at Ajasent. We do not demand a specific print solution with Newton in a typical agency setup, however a thin client print service is desired in hosted environments. Newton will indeed work with many if not all these printing solutions. <br />
<br />
<br />
;(5) How is support handled? Chat / Sign into computer/ Log a request and await response? Can you “shadow” user direct or do we need to log into a webex and grant you permission?<br />
<br />
Newton does not require support tickets or on-line requests for support. All support calls are answered when you call, and any question you have is addressed at that time. If further research is required, we work your question without delay and communicate with you proactively. You may also email if more convenient, or you can visit our support page and click the help button. If you desire a support representative to answer your question while sharing your computer screen, we provide that service as well.<br />
<br />
<br />
;(6) Integration with EZLynx and /or PL Rater for rating? Can you import/export between two?<br />
<br />
<br />
Below is our list of supported rating vendors and their integration level within Newton.<br />
We do not restrict you to any one vendor.<br />
<br />
{| class="wikitable"<br />
!Vendor<br />
!Export From Newton<br />
!Import Into Newton<br />
!Integration File Type<br />
|-<br />
|[[AccuAuto Rating Integration|AccuAuto]]<br />
|No<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[ACS2000 Rating Integration|ACS2000]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[Evolution Rating Integration (Capital Rating)|Evolution (Capital Rating)]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[EZ Lynx Rating Integration|EZ Lynx]]<br />
|Yes<br />
|No<br />
|Completed ACORD .PDF Forms<br />
|-<br />
|FSC Rater<br />
|No<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[IBQ Rating Integration|IBQ]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[ITC TurboRater Rating Integration|ITC Turborater]]<br />
|No<br />
|Yes<br />
|ITC .TT2 File<br />
|-<br />
|[[PL Rating Integration (Vertafore)|PL Rating / Silverplume (Vertafore)]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[SEMCAT Rating Integration|SEMCAT]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[WinRater Rating Integration|WinRater (Boston Software)]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|}<br />
<br />
<br />
;(7) Download of PL and CL policies; Certified list of carriers and how easy to become “certified” for download with your system? Packages for CL & PL? When renewals come in do they overwrite the existing policy line/data or do they create a new policy line? Does the system cancel out the old if a new line is issued or do we cancel it out? If it overwrites how do you see past policy and history? If you have policy history is it highlighted to show the changes or do we need to look at it page by page? For mid term endorsements when you d/l do you list what the change is and any billing associate with it? We referred to this in AFW as quick view and in FSC as download summary. We had this at AFW and FSC added it but FSC had a concern about the download time being increased. We understand Allstate never has any billing. We had issue of downloads dropping zeroes and numbers after dashes will your system handle these policy numbers fine? (ngm,prog, etc). billing mid-term or on prior term how is that handled? As an endorsement? How about cancel billings?<br />
<br />
Agency Systems is certified with every major carrier and their subsidiaries and hundreds of other regional carriers. We are constantly adding new companies as requested by our agents. Certification requests are routinely turned around within a day or two. The process is simple, and can be accomplished from start to finish and implemented in your agency within a week or two. We offer the full complement of downloads for Personal, Commercial, and Commission Statements.<br />
<br />
The download setup in Newton is straight forward and accomplished during a one on one training session. After that session, you should be ready to download within an hour. From that point, your download managers are run to capture all files available from the companies since the last download. Next, inside Newton, you open the download management center, select the new files to process, verify the downloads as they are processed, and address any items that require further attention. After the first training most offices on a daily basis will complete their downloads in less than 10 minutes.<br />
<br />
Policy numbers from the company play a key role in how the data will show in Newton. We accept the policy number format as it comes directly from the carrier and do not modify that number in any way. This being the case, there are two conditions that take place with how download data is viewed. <br />
<br />
One, if the policy number does not change at renewal, download will create a new policy sequence to retain all prior policy history. Download will never overwrite existing policy, or ACORD Form data. It will create updated information to compare to prior terms. You will be assisted in the setup of all your download alerts, a tool that notifies you of important changes from the prior download data. Alerts can be established to notify you if the policy has cancelled, or if the premium has changed by a certain amount, or if there is a change to drivers or vehicles, or all changes to any key account. The alerts can be sent to the producer or CSR responsible for the account and allows you to proactively address changes.<br />
<br />
An example for Case Two is if the company changes the policy number at renewal with a trailing number. The policy history is retained under the old and new number. The view is intuitive and easy to identify changes.<br />
<br />
Companies deal with cancelled policy transactions differently and we have workflows in place to best implement those company differences in your agency.<br />
<br />
Most agencies deploy the Commission Download module for their direct bill commissions which allows you to process them quickly. For companies that do not offer Commission Download, our agencies use the Commission Builder in Newton to enter the transactions quickly by hand providing a full direct bill reconciliation. <br />
<br />
In addition we have an optional module supporting companies that do not create commission download files. The process converts a carrier specific .csv file into one that can be processed electronically. <br />
<br />
<br />
;(8) “SERVICE LINK” with FSC is like Transformation Station and TransActNow….what do you have/use for real time access to clients accounts? How does it handle 5 different offices/codes? Does it need to update/refresh each day on the first use? When you use this link can you capture or copy the images from the web? <br />
<br />
Newton employs Policy View, a quick and easy way to access carrier web sites from the client or policy within Newton. Policy View stores appropriate agency staff unique ID, passwords and policy number for a quick connect to the carrier website specific to that policy. You are not required to update/refresh daily. <br />
<br />
We currently do not offer the image capture, however that is an attractive feature and we have added it to the enhancement list.<br />
<br />
<br />
;(9) Does your system drop phone calls into our pull up client files automatically?<br />
<br />
No, however digital voice messages can be dragged to the client file as an attachment. In addition, a client can be quickly found by searching for as little as the last 4 numbers of a phone number, displaying all matches in a "Google" like search.<br />
<br />
<br />
;(10) Does your system allow for minimizing screens so you can switch between screens? Dual monitors?<br />
<br />
Multiple client screens can be open at the same time, and you can switch between them. Dual monitors are no problem. In addition, you can open Newton multiple times on the same workstation, as the same operator. Unlike some vendor databases, multiple open instances of Newton does not require additional seat licensing. <br />
<br />
;(11) Memos or client single letter templates- nonpay cxl, lpr to prior agent, etc Can you pull in policy dates such as a cancel date? FSC couldn’t we had to type in the date.<br />
<br />
Newton Memowriter contains merge codes for many different data fields, including policy transaction effective and expiration dates. When a policy is cancelled in Newton, the transactions dates are set to the date of the cancellation. As a result, the cancellation dates can be merged directly onto a memo through merge codes. <br />
<br />
Merge codes are automatically replaced with client/policy data when a letter is “merged” with a policy.<br />
<br />
[[File:pres-fsc-mergecodes.png]]<br />
<br />
<br />
;(12) Compatible with xp? Do you use internet explorer? Firefox? Chrome? Most companies still use IE so have moved to firefox but very few.<br />
<br />
Our system will work with any browser. When “launching” into Carrier websites, we use our own proprietary browser window to insure compatibility with carrier websites. Although Newton will work with XP, we strongly recommend against its use because Microsoft has discontinued security updates. This would expose your agency to potential virus attacks.<br />
<br />
<br />
;(13) Visual Organization- font size? Bold type? We had issues only with fsc not afw and were told that it was a monitor resolution system size issue.<br />
<br />
All primary user areas of Newton use a consistent visual band viewer to display information. The band viewer will bold items or set specific font colors to easily identify areas of interest to the user. <br />
<br />
[[File:pres-fsc-bandview.png]]<br />
<br />
Most users who have issues reading text with a high resolution monitor will benefit from lowering the Windows resolution. Lowering the resolution will make all text easier to read, inside and outside of Newton. Our technical staff will work with your IT team to insure your working environment is optimized to meet your needs. <br />
<br />
<br />
;(14) Do you have to refresh your system or is it instant? AFW was instant, fsc you have to “click” another screen tab.<br />
<br />
Many bands of the system will refresh automatically, such as editing a filter to display the activity for a client. When an activity filter is changed, the updated activity view is automatically displayed with the changed view of the data. Some areas of the system will require a refresh. <br />
<br />
<br />
;(15) Are we able to run multiple agency entities with your program?<br />
<br />
We support both department separation and multiple agency needs. <br />
<br />
<br />
;(16) Are there separate companies? Ex- One to handle property and casualty and a separate one to handle life and health?<br />
<br />
You could separate them by company and still have access to consolidated financials or in the same department, whichever works for you<br />
<br />
[[File:Basictab-activepolicies-billed.png]]<br />
<br />
Individual company codes in Agency Systems can be assigned to a Parent Company. The '''Company Tab -> Active Policies''' list for a parent company will list all policies assigned to the parent company, and all policies assigned to any subsidiary. The '''Management -> Company Tab''' will summarize all active polices by Parent Company, but will retain the option to display only policies assigned to specific company codes.<br />
<br />
[[File:Profiles-company-parentcompany.png]]<br />
<br />
<br />
;(17) Does your system have signatures for users on acord forms? Do you offer electronic signature of forms on client end?<br />
<br />
Yes Acord form signatures are established by user in the agency. Electronic signatures are under consideration for a future release. <br />
<br />
[[File:Profiles-producer-formssig-4.png]]<br />
<br />
<br />
;(18) Do you somehow integrate or interact with an agency website or social media such as facebook?<br />
<br />
MyInsuranceDashboard.com provides a 24/7 web portal for your customers to access their policy related information that integrates directly with Newton by Agency Systems. Your customers will be able to review schedule items, generate published certificates with updated holder information, and view published documents to their dashboard. They will also be able to interact with your agency by requesting changes to schedule items, and upload supporting documents to your office. These items will flow directly to your management system with minimal effort by your staff. MID is an optional feature.<br />
<br />
==(19-44) System Specific - Dashboard, Navigation, Features and Processes ==<br />
;(19) Process to scan/attach/organize and recall stored images within your system? <br />
<br />
Items can be loaded by client or by policy in a client file using drag and drop, browse and attach. After an item is selected, it prompts you for a unique searchable description and is automatically date/time stamped with user ID in the Activity and place attached.<br />
<br />
While it is easy to find attachments now, a soon to be released feature will allow you to organized them by user defined categories as well. <br />
<br />
;(20) NYS ID card system…integration with them? Ability to do Canadian Id Cards? FSC had to create a template for us. Company verse writing company for NY State? Also, it should default to all capital letters like the NY id card generator does. We had issue with ID cards deleting the replacement vehicle. How does yours work? Can you add a vehicle? Do as a transfer? Just print an updated card? Does the writing company pull? If someone changes that writing company one time is it always changed?<br />
<br />
*Canada Non-Resident ID Card is integrated directly in Newton’s ACORD form system. <br />
*FS-20, FS-21, and FS-83 bar code ID Cards can be generated directly from Newton’s ACORD forms system. <br />
*Vehicles can be individually added/removed from a New York Bar Code ID Card just like any other ACORD form. New forms can be printed, and previous copies reprinted.<br />
*The replacement vehicle setting, and other NY ID specific options are saved directly to the vehicle schedule.<br />
*:[[File:pres-fsc-nyid.png]]<br />
<br />
The company code listed on the ID Card is based on the company code assigned to the policy. Newton separates the invoice company from the policy/writing company. The NY Company Code identification number is saved within the policy/writing company’s profile.<br />
<br />
<br />
;(21) REPORTS- How do we record monies from clients? What reports are available to cross check monies in order to do deposits? // BOB reports…available in side by side periods ie 1st quarter 2014 vs 1st quarter 2013? Producer/sub office breakdown availability in the reports? Do you have an unbilled report? AFW online did but not FSC. DL error report? DL memo report (prog)? Tranlog/suspense/f/u reports? New business report? Expiration report? Marketing reports (auto no home)<br />
<br />
Entering payment from a client can be performed for a single policy, multiple invoices, including automatically forwarding the money to the company. In addition, Agency Fees can be easily added on-the-fly when a payment is received. <br />
<br />
Newton includes many in depth reporting options for financials, and policy production. While there are others, the circled items below list our more basic reports. <br />
<br />
[[File:pres-fsc-allreports.png]]<br />
<br />
In addition, Automatic Reports allow you to set up a group of reports once, and run them every day or month.<br />
<br />
[[File:Pres-fsc-automaticreports.png]]<br />
<br />
In addition, Newton has a unique live "Dashboard" incorporated throughout the system which allows your CSRs to see their to do lists, work expirations, and produce reports. The result is an interactive reporting system, up to date as you work, without the need to exit and print reports. The view of those lists are customizable and easily viewable in excel.<br />
<br />
<br />
;(22) Where do we store carrier info (now in SYSTEM TAB on FSC) to include contracts, loss ratios, memos, commission defaults, contacts, emails, phone #’s , writing companies etc? Where do we store banks, markets etc that are in the address book now?<br />
<br />
An easily accessible Company tab is used to store company information for general access. The company section of the Management tab is used to store secure documents, with limited access to system administrators only.<br />
<br />
"Address Book" information is handled by creating “Inactive client” files that hold your Rolodex information – <br />
For example: <br />
Vendor Rolodex – would have contacts for….<br />
- Landlord<br />
- Utility Company<br />
- Phone Company<br />
- First National Bank<br />
<br />
<br />
;(23) SYSTEM Calendar for use by system users?<br />
<br />
Newton pushes diary/suspense items to your outlook calendar.<br />
<br />
Both our public and private cloud providers support MS Exchange shared calendar options. <br />
<br />
[[File:Releasenotes-basic-diaryitem.png]]<br />
<br />
Selecting the option will create a calendar event with a default day that matches the diary suspense date. <br />
<br />
[[File:releasenotes-basic-diaryoutlook.png]]<br />
<br />
<br />
;(24) Can we tell what users are actively signed into the system? Different user levels? <br />
<br />
Currently active users can be viewed by a system administrator from the server. If you are hosted in a private cloud, you view this information directly within your session. In a public cloud your server access is limited.<br />
<br />
<br />
;(25) Office Notes locations if available? Verse quick notes?<br />
<br />
Newton currently does not offer a system wide message board. <br />
<br />
<br />
;(26) Go over your suspension system or follow ups or tranlogs and options;<br />
<br />
Diary/Suspense items can be between User and/or Client and/or Company and/or Interest or any mix of these. They are integrated with Outlook for calendar and email. If you must send a reminder for a client to mail or fax to you, click suspense on the client, assign a due date and possibly a user defined tag such as “application follow up”, choose the contact at the client and write your note. <br />
<br />
A diary/suspense can be associated with a specific policy, and a specific company contact. Selecting a company contact will automatically start an outgoing email, with text pre-filled from the diary window.<br />
:[[File:pres-fsc-diary-company.png]] <br />
<br />
Once sent, it will be processed through Outlook and date/time stamped by the user ID automatically. <br />
:[[File:pres-fsc-diary-company-toemail.png]]<br />
<br />
Diary items can also be “updated" if you need to follow up again and the system will capture the new notes and date/time/user ID stamp them. Of course, all activity is recorded in the permanent client and/or policy activity.<br />
:[[File:Release-notes-diary-comment-timestamp.png]]<br />
<br />
<br />
;(27) Search capabilities for clients….options available (ex with fsc you do .. etc) By name? Address? Policy number? Etc<br />
<br />
Newton Search capabilities are designed to work like Google. You can search for client by First, Middle, Last, nickname or DBA, address, phone or fax, email address or driver name. Like Google does, Newton gives you a “predictive” search, so long names can be found without typing the entire name.<br />
<br />
Policy search can find by an exact match, first 5 characters, last five or using the predictive search which will save you from typing the whole number. <br />
<br />
Newton search capabilities is a real strength, you will appreciate the power of our "Google" like search engines.<br />
<br />
<br />
;(28)Describe the download processing an agency goes thru each day and time involved? Available to run off hours?<br />
<br />
<br />
After the one-on-one training session, you should be ready to download within an hour. From that point, your download managers are run to capture all files available from the companies since the last download. Next, inside Newton, you open the download management center, select the new files to process, verify the downloads as they are processed, and address any items that require further attention. After the first training most offices will complete their daily downloads in less than 10 minutes.<br />
<br />
We have options to "process all silently" which allows the person running download to simply let it run and move to other work until completed. Then they would review any items that “pended” such as a new policy for a client that was not entered into the system. This is a tremendous time saving feature.<br />
<br />
Commission statements are run on a monthly basis and normally take less than 5 min per company. <br />
<br />
Certain companies will reduce the direct bill commission for fees, such as an MVR expense, or possibly combine and Agency and Direct Bill statements. Newton's Commission Download can handle these adjustments on-the-fly, reducing the amount of time required to process the download.<br />
<br />
[[File:Commissiondownload-editcash-adjustcommission.png]] [[File:Commissiondownload-editcash-adjustcommission-mvr.png]]<br />
<br />
<br />
;(29) Format of system pages in relation to ACORD format? How does your system look when we go into it? Can we type into acords? Can we print blank acords?<br />
<br />
Newton uses the WYSIWYG method for ACORD forms. They look exactly like the actual Acord forms. Large fields can be used in their entirety and even “re-sized” if needed. Forms related to a particular policy as well as drivers, vehicles, properties, etc. are “Grouped” together to make policy service such as an endorsements, renewals and re-marketing simpler with very little data entry. <br />
<br />
Yes, you may print blank Acord forms. As forms are printed, emailed or faxed, they are automatically date/time stamped by user ID and stored permanently in the client/policy activity and place attached.<br />
<br />
<br />
;(30) Explain your “TRAN LOG” system as far as the defaults, how we can set it up, etc? Does it require automatic tranlog?<br />
<br />
The activity part of our system is automatic and comprehensive. When client and policy actions are performed, such as adding an attachment, or updating any part of a policy, the activity log will be updated. You will be prompted to append additional text if you desire, otherwise the action is completely automatic. <br />
<br />
[[File:Automatedproc-end-appendtolog.png]]<br />
<br />
All activity can be filtered based on activity type, and an activity search will automatically find the activity item, email, or attachment that matches the search term. Further, you may search the text in the body of an email as well as subject line. <br />
<br />
[[File:Activity-right-click.png]]<br />
<br />
<br />
;(31) Personal client files verse commercial client files? AFW you had to pick on or the other. FSC has both personal and commercials form in each client file.<br />
<br />
You can mix and match personal and commercial activity as fits your operation. You can copy contacts from the Commercial file to the Personal file or the reverse to make the process simpler.<br />
<br />
However, if you want to use our automated marketing feature, the personal lines vs. commercial lines indicator drives the correct correspondence to be delivered.<br />
<br />
<br />
;(32) In a commercial file does your system have a specific spot to put in tax id #’s like personal has for date of birth or ss#? Can you convert or retain our household member info (name/dob/social sec #/ driver’s license #/occupation/employer)?<br />
<br />
Yes. Also, you may copy “contacts” from one client to another where there are common employees or ownership or in this case from a Personal to a Commercial client.<br />
<br />
[[File:Client-edit-contacts-copy-copyfrom.png]]<br />
<br />
<br />
;(33) FSC can push changes to a policy when a loss acord is completed does your system ask to do this? Why push changes for a loss but not if we complete an acord change form it doesn’t push that info into file?<br />
<br />
Newton is a policy driven system, where all forms are saved to a policy. The forms will pre-fill data on many forms based on policy transaction dates, and prior risk information. We do not generate a policy transaction from the Acord loss notice.<br />
<br />
<br />
;(34) How does your system handle disability policies? Watercraft? Cycle? Landlord and dwelling fire? Flood?<br />
<br />
All policy types in Newton have the same features and functionality, and are not limited by their class of business. For all unique types of policies, a unique "class code" or line of business can be created. You can have an appropriate ACORD form attached to the policy, or a company-specific attachment saved to the policy for full risk and coverage details. <br />
<br />
If a policy is entered with a specific class code such as '''Motorcycle''', and the company sends the download file incorrectly as '''Personal Auto''', the system can correct in many cases because we compare to the prior term class code. <br />
<br />
<br />
;35) Can you easily move a file that downloaded to the wrong client file to the correct client file? What if it has been billed or what if not billed?<br />
<br />
A downloaded policy can easily be moved to the correct client if a duplicate client is created by download in error. The download system also has built in mechanisms to check against "likely" client duplicates to prevent the problem from happening. If the policy has already been invoiced, a new transaction can be added to the existing policy, and that transaction easily moved to a new client.<br />
<br />
<br />
;(36) Do you have a true copy application? Or does it create a “future application”<br />
<br />
When a policy is updated, such as a renewal or an endorsement, existing ACORD forms can be copied to the new policy transaction automatically. The updated forms are an exact copy of the original form. <br />
<br />
In addition, coverage data can be copied between ACORD forms, and entire holder lists can be easily copied between certificates of insurance.<br />
<br />
<br />
;(37) Dates are they consistent in each area- 04/04/2014? Can we type in with dashes or without? That was an upgrade at FSC. Do you default to current date?<br />
<br />
Newton date fields work the same throughout the system. They do not require the entry of any special characters, such as / or -. Where appropriate we default the current date.<br />
<br />
Example: [[File:pres-fsc-effdate-before.png]] translates to [[File:pres-fsc-effdate-after.png]]<br />
<br />
<br />
;(38) Does the system default to correct home percents for HO, MH, FO? Ex- 10% of A, etc?<br />
<br />
Our agencies normally begin the workflow with the rating vendor of choice. Download automatically populates these fields appropriately, both in the unique download viewer and Acord form. <br />
<br />
<br />
;(39) Do you have separate local defaults verse system defaults? Ex- auto show quicknotes, ask if word is closed, manual refresh, etc.<br />
<br />
Our user preferences area has many options which can be set per operator, with additional options available for system-wide changes.<br />
<br />
[[File:Menu-preferences-accounthistory.png]] [[File:Menu-preferences-activitylisting.png]] [[File:Menu-preferences-useroptions.png]]<br />
<br />
<br />
;(40) Can anyone delete an application they created by error? Can we delete a customer we created by error or in duplicate? Also delete forms?<br />
<br />
Yes, assuming access for deleting has been established by the system administrator. Access to deleting clients/forms/policies is controlled by the security system and further by the security level of the operator.<br />
<br />
<br />
;(41) Cross reference capabilities? Can you cross reference between two different accounts ex- a commercial account and then a personal account for same person? John Doe LLC verse John Doe personal auto?<br />
<br />
Yes, in the latest update to Newton related clients are displayed, and you can toggle back and forth to work on, or view any of the related client’s information. This update is not yet in distribution.<br />
<br />
<br />
;(42) If a client is incorrectly assigned to a wrong sub-producer how easy to correct?<br />
<br />
Correcting the CSR/Producer/Sub Producer is as easy as opening the client file, changing the assignment to the correct sub-producer and saving. <br />
<br />
<br />
;(43) Does your system allow the administrator to “customize” the agency workflow processes to force everyone to work thru the same process, the same way and do the same documentation (tranlog)?<br />
<br />
Newton provides options for most processes and does not dictate which process must be used. However, My Newton Education along with the Newton support team will work with you to determine "best practices" and document those for any user on our WIKI. <br />
<br />
My Newton Education is the most "hands on" ongoing education group in the industry and they will quickly become a valuable partner for you and your staff. <br />
<br />
;(44) For auto clients when you are entering data does your system have a vin look up of some sort?<br />
<br />
Although Newton does not offer the feature directly at this time, many of the rating vendors which integrate with Newton have this capability.<br />
<br />
==(45-46) Accounting And Billing Discussion ==<br />
;(45) Accounting features- Built within your system or integration with Quickbooks/Peachtree? DB commission download available? Agency bill verse direct bill?<br />
<br />
Accounting is completely integrated with no end of day, end of month or end of year processes. All trust accounts are fully integrated by item within the GL. This guarantees that at that all times your company/producer payable, company receivable and income are reflected correctly in your financial system. This also eliminates errors and the extra complexity of posting to an outside system such as Quickbooks. <br />
<br />
Why is integrated accounting important? <br />
<br />
If your daily policy and payment activity is not automatically updating your financial system, you can never guarantee those transactions are included correctly (if at all) in your agency financial picture. With millions of dollars at play annually and thousands of transactions involved, you can see how errors might affect your agency's security. Errors and malfeasance happens unfortunately, and transaction level integration with your financial system reduces the risk of that going unnoticed. <br />
<br />
The majority of our clients use commission statement download for the auto creation of their invoices, handling fees, etc. effectively in the process. Surplus lines and other policy “invoice” needs are integrated seamlessly within the accounting system, as well as installments and premium finance. <br />
<br />
Direct bill commission download is available an fully integrated within the financial system. For companies that do not provide electronic commission download, we include commission builder, a tool to quickly enter transactions directly from the DB statement.<br />
<br />
Newton handles all aspects of both agency and direct bill transactions.<br />
<br />
<br />
;(46) Automatic billing of new business and renewals; automatic processing of daily processed billings on system? Do we need to perform billing tasks such as ok invoices or calculate payments? Are these things “scheduled” or automatically run or do we need to run them manually every day, weekly? Etc? Can your system default to a full payment plan in billing? Can your system default invoice views say for direct bill verse agency bill?<br />
<br />
Invoices can default as either Agency Bill, or Direct bill, depending on the company. Agency bill policies can be configured as installment invoices, including an initial down payment amount. There are not extra steps to required to "calculate" transactions as all areas of the system update automatically. There are no "end of day" or "end of month" processes.<br />
<br />
For Agency Billed policies, invoice wizards can be configured to easily create multi-line invoices including, premium, fees, and automatically calculate taxes. For direct bill policies, most agencies will use commission download or commission builder to quickly process a statement without the need to manually enter individual invoices.<br />
<br />
==(47-52) User Groups/Training/Costs/History/Future Questions==<br />
;(47) User groups in areas of county? Annual regional or national conference? What states are you currently operating in?<br />
<br />
<br />
Regional workshops are hosted regularly by our education partner My Newton Education. These include not only education and training staff, but some feature Newton support staff as well. Workshops are very flexible, productive, hands-on and each class includes question and answer sessions. Our most recent workshops were held in VA, TX and NC, and we have California scheduled for July and Massachusetts scheduled for October. We operate in 50 states.<br />
<br />
<br />
;(48) How do you handle training? Do you send someone out to the agency? Is it online? Over phone with tech support webexed into our system? We need full training not a general workflow. We know each agency may process things differently but the how to should be the same format.<br />
<br />
<br />
You will have a Customer Success Manager assigned to your agency to guide you through the implementation process and coordinate the conversion, training and any hardware implementation issues. <br />
<br />
Our education partner (My Newton Education) handles your training, and there are two stages to the process. We first work with you one on one to understand the foundation of Newton. At that time you are sent a video and workbook series followed by unlimited regularly scheduled webinar classrooms with a live trainer to review each topic. The second stage moves you into one-on-one sessions with a trainer, designed to address agency specific needs and workflows for your office. <br />
<br />
MNE attends to your training needs both during your pre-live and post-live periods. While you are pre-live, your agency is provided with trial data converted from your previous system and that data is used for your training. Because you are familiar with your own data, the training is easier, more relate-able, and retention is better. <br />
<br />
In addition, because your are actually working with the data, you have a chance to review it before you go live on Newton. This phase usually lasts 30 days and flexible to your agency needs. <br />
<br />
Just before the live date, the final data conversion will be placed on your system. By now you have been through your initial training (during which you have verified the conversion data), and you are ready to go. <br />
<br />
During the post live phase you have the same access to training resources for an additional 30 days. This period includes proactive checkups and reviews from your trainer and accounting check ups from our specialists on a scheduled basis.<br />
<br />
This process defines the signature difference in the Newton relationship compared to others. Software is only as good as your ability to use it, and My Newton Education provides every resource to insure "you know what you need to know", for a smooth transition from FSC.<br />
<br />
<br />
;(49) In this age of data mining, is our data accessible via standard means, free ODBC driver, in the event we had another program that needed to read our data? Or in case we ever needed to convert to another system. If so please give us the name of the ODBC driver so we may download a copy for testing purposes.<br />
<br />
<br />
Newton uses an industry standard SQL database from Pervasive. Some well-known corporations using our PSQL are Sage, Intuit, Disney Companies and even the WebMD website. The data connection between your workstation and server employ an ODBC driver (Pervasive) and all is constructed with industry standard coding methods. You will never have issues with the stability of your data or your access to your data. <br />
<br />
A note about stability and industry standard SQL. <br />
<br />
As you can imagine, large corporations would never stand for the constant rebuilding of data files as is common in our industry today. The SQL product driving Newton is rock solid and a rebuild of any file is rare. It is important to validate in your analysis here: Exactly how often do rebuilds happen? Are they recommended as a routine maintenance precaution? You might be surprised by the responses.<br />
<br />
Regarding SQL, you must insure your data is not in a proprietary or non-standard database. If a competent programming professional cannot easily understand your database, you should be concerned. Horror stories abound of agencies held hostage because their management system is built around proprietary or other non-standard (or non-SQL) database products. <br />
<br />
The data accessed through Newton is yours and portable to insure you have access to your data whenever and however you may need.<br />
<br />
<br />
;(50) Is there a cost to purchase your system? How many years do you/can you convert? What are the costs for initial conversion? Monthly maintenance fees based on agency size, users? What are those monthly fees? Training fees if any? Webinars verse onsite? Ability to take agent information and load into a training agency database for new agency to work on before going live? Guarantee a number of years? Price up after those years? A charge to release data? What are the 3rd party hosting fees if applicable?<br />
<br />
<br />
At the March PIA meeting we distributed a flyer which included our pricing as shown below. We do have a setup fee but have allowed FSC clients to spread that payment over 24 months with zero down. This of course is optional. <br />
<br />
Pricing for the options below are included or excluded accordingly:<br />
<br />
{| class="wikitable"<br />
!Option<br />
!Included / Optional<br />
|-<br />
|Personal Lines Download<br />
|(included)<br />
|-<br />
|Commercial Lines Download<br />
|(included)<br />
|-<br />
|Commission Statement Download<br />
|(included in the last column)<br />
|-<br />
|Sales and Marketing Automated Drip Marketing Module<br />
|(optional)<br />
|-<br />
|Dataview - Historical reporting dashboard<br />
|(optional)<br />
|-<br />
|My Insurance Dashboard – Web Portal for clients<br />
|(optional)<br />
|}<br />
<br />
[[File:Pres-fsc-pricing.PNG]]<br />
<br />
<br />
We normally recommend two years of data for conversion. This can be altered by the agency. Specific details about the conversion is found later under the conversion section questions.<br />
<br />
Our conversion partner, EDI Concepts, is completely responsible for the conversion and takes complete ownership of each conversion. Your success is theirs. The owner of the company has owned an agency and is a CPCU. The level of commitment to the conversion, data and process is un-paralleled in our industry.<br />
<br />
A charge to release data was answered on question 49. No charge.<br />
<br />
Our support fees do not get increased each year as other vendors do. We carefully evaluate our costs/expenses and over the past ten years have raised our prices three times. <br />
<br />
The cloud fees are priced separately and are not included in these prices. The costs can vary with each agency due to other needs outside of Newton. <br />
<br />
'''Below is the pricing structure for all of our training programs.'''<br />
<br />
{| class="wikitable"<br />
!Training Product<br />
!Cost<br />
|-<br />
|Pre Live Training<br />
|Included<br />
|-<br />
|Post Live Care<br />
|Included<br />
|-<br />
|Membership To My Newton Education<br />
|$15 per month per agency<br />
|-<br />
|Post Live Webinars<br />
|$19 per agency<br />
|-<br />
|Post Live Onsite Visit <br />
|$895 + Travel expenses per day per agency<br />
|-<br />
|Additional One On One Sessions<br />
|$65 per session<br />
|-<br />
|Additional Accounting Check Ups<br />
|$75 per session<br />
|}<br />
<br />
<br />
;(51) Explain how the company uses the Users groups for training, enhancements, improvements etc? How direct a “voice” do we have to affect change and what is the time frame?<br />
<br />
<br />
Along with training, My Newton Education handles your ongoing education needs with an extensive suite of services for members. The continuity they provide from training to ongoing education is invaluable to our agency partners as relationships are established and maintained for the long haul. <br />
<br />
MNE provides extensive hand holding throughout the transition process and hosts a full calendar of webinars and regularly scheduled workshops. You may also read or post articles on the agency forum. My Newton Education resources are a convenient and effective means to stay current on all new releases and updates and industry changes. More importantly, MNE focuses on your agency to help implement workflows that work best for you. My Newton Education is the most "hands on" ongoing education group in the industry, and will quickly become a valuable agency partner. <br />
<br />
We have a few avenues for our agencies to be heard. MNE has a user to user forum for agencies to discuss future and/or immediate needs together. Our support team is always willing to “place and enhancement” request in for you. We accept emails regarding enhancements and are willing to discuss these with you. And we are very dedicated to this group of FSC users and have already evaluated many areas where we see differences to make the transition smoother for agencies that decide to move to Newton.<br />
<br />
Most importantly, we always have listened to our users and credit the success we are today with the strong group of clients currently in place.<br />
<br />
We provide 2 releases annually. The first release includes major feature additions but also updates to the infrastructure to keep up with Microsoft technology advances, guaranteeing your agency against system obsolescence. The second release provides minor point revisions and updates.<br />
<br />
<br />
;(52) History of company? Growth in the past 3 years? Projections? Prospect of selling to larger company? What was done in the LAST UPDATE release and how long ago? Plans for next release and what is to be included (release notes)? Do you have online manager manual? How often do you update? Do you have tutorial videos? Describe your agency system of the future.<br />
<br />
<br />
Our company has been under the same ownership for 25 years. While other vendors have come and gone, we have thrived because we embrace the technology employed by Fortune 1000 companies and others such as Disney, Intuit, Sage, and WebMD. While that decision was more costly, it has guaranteed our customers against obsolescence for the long term.<br />
<br />
As our competitors chose the path of "rapid" development tools, that decision ultimately led to the "rapid" obsolescence of their products. Agencies everywhere are still left on platforms unable to keep up with important changes in technology, and could be forced into an unwanted conversion. <br />
<br />
We have experienced profitable and stable growth for decades. Our client base has increased over 22% the past 3 years. We are not selling out, and for a number of reasons. 1.) we are stable and profitable and as such, AMS and Applied will acquire their customers cheaper by buying out distressed vendors, 2.) our customers would never agree to convert to an inferior product, and 3.) this is an employee owned business with many long term loyal employees and members of the founder's family in key positions.<br />
<br />
We offer product updates 2 times annually. The first update provides major revisions while the second update are for point revisions and technology and maintenance updates. Every release is accompanied by a complete set of release notes with links directly to our WIKI support library. My Newton Education also provides a series of new release webinars for each new release. These webinars are wildly popular and the recordings are made available to members.<br />
<br />
We have a complete set of videos broken into 2 categories. The Newton video library is complete with 40 or more videos of features, overviews and how-to's. More importantly, MNE offers a more comprehensive set of agency-view videos to show you how to use the system in your agency. This is unique in the industry and a most effective agency learning tool. In addition, and just as unique, MNE can record your training sessions for later review and distribution to staff that may not have had the opportunity to attend a training session. <br />
<br />
The management system of the future employs a web-based user interface running over a private virtual server under the control of the agency. This is important because of security and customization. The forward thinking agency would never relinquish the control of their data. <br />
<br />
Finally, the system must be built on technology employed by the largest of corporations. Those companies will always be aligned with the latest technology and you should be there with them.<br />
<br />
To see how the system of the future may work, see MyInsuranceDashboard.com. MID is an optional secure web portal available for your clients convenience today.<br />
<br />
== CONVERSION PROCESS==<br />
'''Detail discussion of these questions can be found at http://ediconcepts.net/conversions/fsc-manager/.'''<br />
<br />
#NAME, ADDRESS, CONTACT INFO (how many phones and emails) and driver fields dob/ss/dl #<br />
#Sub Agency/Producer<br />
#TRAN LOG History<br />
#Policies/ TAG Field<br />
#Policy History<br />
#Simple Receipts history<br />
#Family Information Section<br />
#Invoices<br />
#BILLING HISTORY<br />
#Follow ups<br />
#Completed forms (Certs, Binders, LPR’s etc)<br />
#Quick Notes on system<br />
#IMAGES/Categories for the organization of images<br />
#How do we do the SMP/BOP/CPP Acord app breakdown with your system/download<br />
#ID Card merge in your system (in NYS…integration with IIES NYS System)<br />
#E-fax out of OUTLOOK?<br />
#Is PRINT PREVIEW always available?<br />
#Security Rights within system? Explain the layers of rights assigned? <br />
#Signature on docs available?</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Transition_Guide:_FSC_Manager_FAQ&diff=988
Transition Guide: FSC Manager FAQ
2014-06-10T19:38:44Z
<p>Aostermann: /* (1-18) Questions Concerning The Operating Environment For Your System */</p>
<hr />
<div>[[Category: Transition Guides]]<br />
==(1-18) Questions Concerning The Operating Environment For Your System==<br />
;(1) Is your system web-based, 3rd party hosted and/or available as stand alone in agent's office? If hosted who is your provider? Do you handle all back up? If system ever crashes do we have that data available? Do you have to move us to another server? Ease of setting up laptops for use out of the office? If you host do you work together to coordinate assistance? <br />
<br />
Newton is flexible and available for multiple platforms. Many agencies prefer to run locally on their own in-house server due to the flexibility and cost effective nature of that setup. For those preferring cloud services, we offer both a Shared and Dedicated cloud. <br />
*Shared Cloud Hosting provider is Ajasent<br />
*Dedicated Cloud Hosting provider is ACP<br />
*Local Server/Client<br />
<br />
The system is friendly to the on-line environment and setting up a user is very simple. The dedicated cloud is a virtual server with resources and software customized solely to your agency. All cloud services include software options such as Microsoft Outlook (with or without Exchange) and Office. <br />
<br />
For hosted solutions, the backups are the responsibility of the hosting providers, Ajasent and ACP. The backup for systems located in the agent's office are the responsibility of the agency. In the event a backup must be restored, our technical team will assist the agency to verify a proper restoration of the system and data. <br />
<br />
<br />
;(2) Ability to host OUTLOOK Email service and integrate with your system so we can easily moved emails from OUTLOOK into mgmt system? Ex- Drag and Drop? Can they handle fax @ skeele? Does your system automatically drop them into a client file or do we need to drag and drop? Email on cells of users? Does your system ask you to grant access for each email every time you send one? Do you offer encrypted email?<br />
<br />
The system is integrated with Outlook in both email and Calendar functions. Any item generated from within the system (certificates, Auto ID’s etc.) can be emailed, faxed or printed easily. Items are created as .pdf and inserted into the email. When sending, you can select “templates” for the email to standardize common email wording. This also works for things like e-fax, MetroFax etc., Unless there is something extraordinary with the skeele fax solution, accommodating fax@skeele should be possible. <br />
<br />
Incoming emails can be dragged directly from Outlook and dropped on the client tab, or a policy. The email is searchable within the client by key word and also any word within the email. This is a powerful feature to ensure you find exactly what you are looking for quickly. All incoming and outgoing items automatically date/time stamped with user ID in the Activity and are not editable.<br />
<br />
Encrypted email is available within Outlook. <br />
<br />
<br />
;(3) Ability to host Agency Shared Folders available to all system users? Host Personal Folders?<br />
<br />
Your cloud service provider will facilitate Shared and Personal Folders. While your cloud provider will establish this for you, we assist in the transition process to ensure your needs are met. We have a team dedicated to the success of your cloud experience.<br />
<br />
<br />
;(4) We are concerned with the speed of sending items to PRINT within the mgmt software, as well as time pulling up stored images? Compatible with word/excel/outlook/pdf, jpg files? Do you use Black Ice?<br />
<br />
Printing performance is exactly the same as with your common Microsoft Office Products and .PDF Readers. Newton does not place an additional burden on your printing services and is completely optimized for the local or hosting solution of your choice. Black Ice is fully supported and in use at Ajasent. We do not demand a specific print solution with Newton in a typical agency setup, however a thin client print service is desired in hosted environments. Newton will indeed work with many if not all these printing solutions. <br />
<br />
<br />
;(5) How is support handled? Chat / Sign into computer/ Log a request and await response? Can you “shadow” user direct or do we need to log into a webex and grant you permission?<br />
<br />
Newton does not require support tickets or on-line requests for support. All support calls are answered when you call, and any question you have is addressed at that time. If further research is required, we work your question without delay and communicate with you proactively. You may also email if more convenient, or you can visit our support page and click the help button. If you desire a support representative to answer your question while sharing your computer screen, we provide that service as well.<br />
<br />
<br />
;(6) Integration with EZLynx and /or PL Rater for rating? Can you import/export between two?<br />
<br />
<br />
Below is our list of supported rating vendors and their integration level within Newton.<br />
We do not restrict you to any one vendor.<br />
<br />
{| class="wikitable"<br />
!Vendor<br />
!Export From Newton<br />
!Import Into Newton<br />
!Integration File Type<br />
|-<br />
|[[AccuAuto Rating Integration|AccuAuto]]<br />
|No<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[ACS2000 Rating Integration|ACS2000]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[Evolution Rating Integration (Capital Rating)|Evolution (Capital Rating)]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[EZ Lynx Rating Integration|EZ Lynx]]<br />
|Yes<br />
|No<br />
|Completed ACORD .PDF Forms<br />
|-<br />
|[[IBQ Rating Integration|IBQ]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[ITC TurboRater Rating Integration|ITC Turborater]]<br />
|No<br />
|Yes<br />
|ITC .TT2 File<br />
|-<br />
|[[PL Rating Integration (Vertafore)|PL Rating / Silverplume (Vertafore)]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[SEMCAT Rating Integration|SEMCAT]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[WinRater Rating Integration|WinRater (Boston Software)]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|}<br />
<br />
<br />
;(7) Download of PL and CL policies; Certified list of carriers and how easy to become “certified” for download with your system? Packages for CL & PL? When renewals come in do they overwrite the existing policy line/data or do they create a new policy line? Does the system cancel out the old if a new line is issued or do we cancel it out? If it overwrites how do you see past policy and history? If you have policy history is it highlighted to show the changes or do we need to look at it page by page? For mid term endorsements when you d/l do you list what the change is and any billing associate with it? We referred to this in AFW as quick view and in FSC as download summary. We had this at AFW and FSC added it but FSC had a concern about the download time being increased. We understand Allstate never has any billing. We had issue of downloads dropping zeroes and numbers after dashes will your system handle these policy numbers fine? (ngm,prog, etc). billing mid-term or on prior term how is that handled? As an endorsement? How about cancel billings?<br />
<br />
Agency Systems is certified with every major carrier and their subsidiaries and hundreds of other regional carriers. We are constantly adding new companies as requested by our agents. Certification requests are routinely turned around within a day or two. The process is simple, and can be accomplished from start to finish and implemented in your agency within a week or two. We offer the full complement of downloads for Personal, Commercial, and Commission Statements.<br />
<br />
The download setup in Newton is straight forward and accomplished during a one on one training session. After that session, you should be ready to download within an hour. From that point, your download managers are run to capture all files available from the companies since the last download. Next, inside Newton, you open the download management center, select the new files to process, verify the downloads as they are processed, and address any items that require further attention. After the first training most offices on a daily basis will complete their downloads in less than 10 minutes.<br />
<br />
Policy numbers from the company play a key role in how the data will show in Newton. We accept the policy number format as it comes directly from the carrier and do not modify that number in any way. This being the case, there are two conditions that take place with how download data is viewed. <br />
<br />
One, if the policy number does not change at renewal, download will create a new policy sequence to retain all prior policy history. Download will never overwrite existing policy, or ACORD Form data. It will create updated information to compare to prior terms. You will be assisted in the setup of all your download alerts, a tool that notifies you of important changes from the prior download data. Alerts can be established to notify you if the policy has cancelled, or if the premium has changed by a certain amount, or if there is a change to drivers or vehicles, or all changes to any key account. The alerts can be sent to the producer or CSR responsible for the account and allows you to proactively address changes.<br />
<br />
An example for Case Two is if the company changes the policy number at renewal with a trailing number. The policy history is retained under the old and new number. The view is intuitive and easy to identify changes.<br />
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Companies deal with cancelled policy transactions differently and we have workflows in place to best implement those company differences in your agency.<br />
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Most agencies deploy the Commission Download module for their direct bill commissions which allows you to process them quickly. For companies that do not offer Commission Download, our agencies use the Commission Builder in Newton to enter the transactions quickly by hand providing a full direct bill reconciliation. <br />
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In addition we have an optional module supporting companies that do not create commission download files. The process converts a carrier specific .csv file into one that can be processed electronically. <br />
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;(8) “SERVICE LINK” with FSC is like Transformation Station and TransActNow….what do you have/use for real time access to clients accounts? How does it handle 5 different offices/codes? Does it need to update/refresh each day on the first use? When you use this link can you capture or copy the images from the web? <br />
<br />
Newton employs Policy View, a quick and easy way to access carrier web sites from the client or policy within Newton. Policy View stores appropriate agency staff unique ID, passwords and policy number for a quick connect to the carrier website specific to that policy. You are not required to update/refresh daily. <br />
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We currently do not offer the image capture, however that is an attractive feature and we have added it to the enhancement list.<br />
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;(9) Does your system drop phone calls into our pull up client files automatically?<br />
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No, however digital voice messages can be dragged to the client file as an attachment. In addition, a client can be quickly found by searching for as little as the last 4 numbers of a phone number, displaying all matches in a "Google" like search.<br />
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;(10) Does your system allow for minimizing screens so you can switch between screens? Dual monitors?<br />
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Multiple client screens can be open at the same time, and you can switch between them. Dual monitors are no problem. In addition, you can open Newton multiple times on the same workstation, as the same operator. Unlike some vendor databases, multiple open instances of Newton does not require additional seat licensing. <br />
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;(11) Memos or client single letter templates- nonpay cxl, lpr to prior agent, etc Can you pull in policy dates such as a cancel date? FSC couldn’t we had to type in the date.<br />
<br />
Newton Memowriter contains merge codes for many different data fields, including policy transaction effective and expiration dates. When a policy is cancelled in Newton, the transactions dates are set to the date of the cancellation. As a result, the cancellation dates can be merged directly onto a memo through merge codes. <br />
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Merge codes are automatically replaced with client/policy data when a letter is “merged” with a policy.<br />
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[[File:pres-fsc-mergecodes.png]]<br />
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;(12) Compatible with xp? Do you use internet explorer? Firefox? Chrome? Most companies still use IE so have moved to firefox but very few.<br />
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Our system will work with any browser. When “launching” into Carrier websites, we use our own proprietary browser window to insure compatibility with carrier websites. Although Newton will work with XP, we strongly recommend against its use because Microsoft has discontinued security updates. This would expose your agency to potential virus attacks.<br />
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;(13) Visual Organization- font size? Bold type? We had issues only with fsc not afw and were told that it was a monitor resolution system size issue.<br />
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All primary user areas of Newton use a consistent visual band viewer to display information. The band viewer will bold items or set specific font colors to easily identify areas of interest to the user. <br />
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[[File:pres-fsc-bandview.png]]<br />
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Most users who have issues reading text with a high resolution monitor will benefit from lowering the Windows resolution. Lowering the resolution will make all text easier to read, inside and outside of Newton. Our technical staff will work with your IT team to insure your working environment is optimized to meet your needs. <br />
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<br />
;(14) Do you have to refresh your system or is it instant? AFW was instant, fsc you have to “click” another screen tab.<br />
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Many bands of the system will refresh automatically, such as editing a filter to display the activity for a client. When an activity filter is changed, the updated activity view is automatically displayed with the changed view of the data. Some areas of the system will require a refresh. <br />
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;(15) Are we able to run multiple agency entities with your program?<br />
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We support both department separation and multiple agency needs. <br />
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;(16) Are there separate companies? Ex- One to handle property and casualty and a separate one to handle life and health?<br />
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You could separate them by company and still have access to consolidated financials or in the same department, whichever works for you<br />
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[[File:Basictab-activepolicies-billed.png]]<br />
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Individual company codes in Agency Systems can be assigned to a Parent Company. The '''Company Tab -> Active Policies''' list for a parent company will list all policies assigned to the parent company, and all policies assigned to any subsidiary. The '''Management -> Company Tab''' will summarize all active polices by Parent Company, but will retain the option to display only policies assigned to specific company codes.<br />
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[[File:Profiles-company-parentcompany.png]]<br />
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;(17) Does your system have signatures for users on acord forms? Do you offer electronic signature of forms on client end?<br />
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Yes Acord form signatures are established by user in the agency. Electronic signatures are under consideration for a future release. <br />
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[[File:Profiles-producer-formssig-4.png]]<br />
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;(18) Do you somehow integrate or interact with an agency website or social media such as facebook?<br />
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MyInsuranceDashboard.com provides a 24/7 web portal for your customers to access their policy related information that integrates directly with Newton by Agency Systems. Your customers will be able to review schedule items, generate published certificates with updated holder information, and view published documents to their dashboard. They will also be able to interact with your agency by requesting changes to schedule items, and upload supporting documents to your office. These items will flow directly to your management system with minimal effort by your staff. MID is an optional feature.<br />
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==(19-44) System Specific - Dashboard, Navigation, Features and Processes ==<br />
;(19) Process to scan/attach/organize and recall stored images within your system? <br />
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Items can be loaded by client or by policy in a client file using drag and drop, browse and attach. After an item is selected, it prompts you for a unique searchable description and is automatically date/time stamped with user ID in the Activity and place attached.<br />
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While it is easy to find attachments now, a soon to be released feature will allow you to organized them by user defined categories as well. <br />
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;(20) NYS ID card system…integration with them? Ability to do Canadian Id Cards? FSC had to create a template for us. Company verse writing company for NY State? Also, it should default to all capital letters like the NY id card generator does. We had issue with ID cards deleting the replacement vehicle. How does yours work? Can you add a vehicle? Do as a transfer? Just print an updated card? Does the writing company pull? If someone changes that writing company one time is it always changed?<br />
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*Canada Non-Resident ID Card is integrated directly in Newton’s ACORD form system. <br />
*FS-20, FS-21, and FS-83 bar code ID Cards can be generated directly from Newton’s ACORD forms system. <br />
*Vehicles can be individually added/removed from a New York Bar Code ID Card just like any other ACORD form. New forms can be printed, and previous copies reprinted.<br />
*The replacement vehicle setting, and other NY ID specific options are saved directly to the vehicle schedule.<br />
*:[[File:pres-fsc-nyid.png]]<br />
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The company code listed on the ID Card is based on the company code assigned to the policy. Newton separates the invoice company from the policy/writing company. The NY Company Code identification number is saved within the policy/writing company’s profile.<br />
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;(21) REPORTS- How do we record monies from clients? What reports are available to cross check monies in order to do deposits? // BOB reports…available in side by side periods ie 1st quarter 2014 vs 1st quarter 2013? Producer/sub office breakdown availability in the reports? Do you have an unbilled report? AFW online did but not FSC. DL error report? DL memo report (prog)? Tranlog/suspense/f/u reports? New business report? Expiration report? Marketing reports (auto no home)<br />
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Entering payment from a client can be performed for a single policy, multiple invoices, including automatically forwarding the money to the company. In addition, Agency Fees can be easily added on-the-fly when a payment is received. <br />
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Newton includes many in depth reporting options for financials, and policy production. While there are others, the circled items below list our more basic reports. <br />
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[[File:pres-fsc-allreports.png]]<br />
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In addition, Automatic Reports allow you to set up a group of reports once, and run them every day or month.<br />
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[[File:Pres-fsc-automaticreports.png]]<br />
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In addition, Newton has a unique live "Dashboard" incorporated throughout the system which allows your CSRs to see their to do lists, work expirations, and produce reports. The result is an interactive reporting system, up to date as you work, without the need to exit and print reports. The view of those lists are customizable and easily viewable in excel.<br />
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;(22) Where do we store carrier info (now in SYSTEM TAB on FSC) to include contracts, loss ratios, memos, commission defaults, contacts, emails, phone #’s , writing companies etc? Where do we store banks, markets etc that are in the address book now?<br />
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An easily accessible Company tab is used to store company information for general access. The company section of the Management tab is used to store secure documents, with limited access to system administrators only.<br />
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"Address Book" information is handled by creating “Inactive client” files that hold your Rolodex information – <br />
For example: <br />
Vendor Rolodex – would have contacts for….<br />
- Landlord<br />
- Utility Company<br />
- Phone Company<br />
- First National Bank<br />
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;(23) SYSTEM Calendar for use by system users?<br />
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Newton pushes diary/suspense items to your outlook calendar.<br />
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Both our public and private cloud providers support MS Exchange shared calendar options. <br />
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[[File:Releasenotes-basic-diaryitem.png]]<br />
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Selecting the option will create a calendar event with a default day that matches the diary suspense date. <br />
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[[File:releasenotes-basic-diaryoutlook.png]]<br />
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;(24) Can we tell what users are actively signed into the system? Different user levels? <br />
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Currently active users can be viewed by a system administrator from the server. If you are hosted in a private cloud, you view this information directly within your session. In a public cloud your server access is limited.<br />
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;(25) Office Notes locations if available? Verse quick notes?<br />
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Newton currently does not offer a system wide message board. <br />
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;(26) Go over your suspension system or follow ups or tranlogs and options;<br />
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Diary/Suspense items can be between User and/or Client and/or Company and/or Interest or any mix of these. They are integrated with Outlook for calendar and email. If you must send a reminder for a client to mail or fax to you, click suspense on the client, assign a due date and possibly a user defined tag such as “application follow up”, choose the contact at the client and write your note. <br />
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A diary/suspense can be associated with a specific policy, and a specific company contact. Selecting a company contact will automatically start an outgoing email, with text pre-filled from the diary window.<br />
:[[File:pres-fsc-diary-company.png]] <br />
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Once sent, it will be processed through Outlook and date/time stamped by the user ID automatically. <br />
:[[File:pres-fsc-diary-company-toemail.png]]<br />
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Diary items can also be “updated" if you need to follow up again and the system will capture the new notes and date/time/user ID stamp them. Of course, all activity is recorded in the permanent client and/or policy activity.<br />
:[[File:Release-notes-diary-comment-timestamp.png]]<br />
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;(27) Search capabilities for clients….options available (ex with fsc you do .. etc) By name? Address? Policy number? Etc<br />
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Newton Search capabilities are designed to work like Google. You can search for client by First, Middle, Last, nickname or DBA, address, phone or fax, email address or driver name. Like Google does, Newton gives you a “predictive” search, so long names can be found without typing the entire name.<br />
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Policy search can find by an exact match, first 5 characters, last five or using the predictive search which will save you from typing the whole number. <br />
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Newton search capabilities is a real strength, you will appreciate the power of our "Google" like search engines.<br />
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;(28)Describe the download processing an agency goes thru each day and time involved? Available to run off hours?<br />
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<br />
After the one-on-one training session, you should be ready to download within an hour. From that point, your download managers are run to capture all files available from the companies since the last download. Next, inside Newton, you open the download management center, select the new files to process, verify the downloads as they are processed, and address any items that require further attention. After the first training most offices will complete their daily downloads in less than 10 minutes.<br />
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We have options to "process all silently" which allows the person running download to simply let it run and move to other work until completed. Then they would review any items that “pended” such as a new policy for a client that was not entered into the system. This is a tremendous time saving feature.<br />
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Commission statements are run on a monthly basis and normally take less than 5 min per company. <br />
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Certain companies will reduce the direct bill commission for fees, such as an MVR expense, or possibly combine and Agency and Direct Bill statements. Newton's Commission Download can handle these adjustments on-the-fly, reducing the amount of time required to process the download.<br />
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[[File:Commissiondownload-editcash-adjustcommission.png]] [[File:Commissiondownload-editcash-adjustcommission-mvr.png]]<br />
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;(29) Format of system pages in relation to ACORD format? How does your system look when we go into it? Can we type into acords? Can we print blank acords?<br />
<br />
Newton uses the WYSIWYG method for ACORD forms. They look exactly like the actual Acord forms. Large fields can be used in their entirety and even “re-sized” if needed. Forms related to a particular policy as well as drivers, vehicles, properties, etc. are “Grouped” together to make policy service such as an endorsements, renewals and re-marketing simpler with very little data entry. <br />
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Yes, you may print blank Acord forms. As forms are printed, emailed or faxed, they are automatically date/time stamped by user ID and stored permanently in the client/policy activity and place attached.<br />
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;(30) Explain your “TRAN LOG” system as far as the defaults, how we can set it up, etc? Does it require automatic tranlog?<br />
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The activity part of our system is automatic and comprehensive. When client and policy actions are performed, such as adding an attachment, or updating any part of a policy, the activity log will be updated. You will be prompted to append additional text if you desire, otherwise the action is completely automatic. <br />
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[[File:Automatedproc-end-appendtolog.png]]<br />
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All activity can be filtered based on activity type, and an activity search will automatically find the activity item, email, or attachment that matches the search term. Further, you may search the text in the body of an email as well as subject line. <br />
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[[File:Activity-right-click.png]]<br />
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;(31) Personal client files verse commercial client files? AFW you had to pick on or the other. FSC has both personal and commercials form in each client file.<br />
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You can mix and match personal and commercial activity as fits your operation. You can copy contacts from the Commercial file to the Personal file or the reverse to make the process simpler.<br />
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However, if you want to use our automated marketing feature, the personal lines vs. commercial lines indicator drives the correct correspondence to be delivered.<br />
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;(32) In a commercial file does your system have a specific spot to put in tax id #’s like personal has for date of birth or ss#? Can you convert or retain our household member info (name/dob/social sec #/ driver’s license #/occupation/employer)?<br />
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Yes. Also, you may copy “contacts” from one client to another where there are common employees or ownership or in this case from a Personal to a Commercial client.<br />
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[[File:Client-edit-contacts-copy-copyfrom.png]]<br />
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;(33) FSC can push changes to a policy when a loss acord is completed does your system ask to do this? Why push changes for a loss but not if we complete an acord change form it doesn’t push that info into file?<br />
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Newton is a policy driven system, where all forms are saved to a policy. The forms will pre-fill data on many forms based on policy transaction dates, and prior risk information. We do not generate a policy transaction from the Acord loss notice.<br />
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;(34) How does your system handle disability policies? Watercraft? Cycle? Landlord and dwelling fire? Flood?<br />
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All policy types in Newton have the same features and functionality, and are not limited by their class of business. For all unique types of policies, a unique "class code" or line of business can be created. You can have an appropriate ACORD form attached to the policy, or a company-specific attachment saved to the policy for full risk and coverage details. <br />
<br />
If a policy is entered with a specific class code such as '''Motorcycle''', and the company sends the download file incorrectly as '''Personal Auto''', the system can correct in many cases because we compare to the prior term class code. <br />
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;35) Can you easily move a file that downloaded to the wrong client file to the correct client file? What if it has been billed or what if not billed?<br />
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A downloaded policy can easily be moved to the correct client if a duplicate client is created by download in error. The download system also has built in mechanisms to check against "likely" client duplicates to prevent the problem from happening. If the policy has already been invoiced, a new transaction can be added to the existing policy, and that transaction easily moved to a new client.<br />
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;(36) Do you have a true copy application? Or does it create a “future application”<br />
<br />
When a policy is updated, such as a renewal or an endorsement, existing ACORD forms can be copied to the new policy transaction automatically. The updated forms are an exact copy of the original form. <br />
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In addition, coverage data can be copied between ACORD forms, and entire holder lists can be easily copied between certificates of insurance.<br />
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;(37) Dates are they consistent in each area- 04/04/2014? Can we type in with dashes or without? That was an upgrade at FSC. Do you default to current date?<br />
<br />
Newton date fields work the same throughout the system. They do not require the entry of any special characters, such as / or -. Where appropriate we default the current date.<br />
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Example: [[File:pres-fsc-effdate-before.png]] translates to [[File:pres-fsc-effdate-after.png]]<br />
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;(38) Does the system default to correct home percents for HO, MH, FO? Ex- 10% of A, etc?<br />
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Our agencies normally begin the workflow with the rating vendor of choice. Download automatically populates these fields appropriately, both in the unique download viewer and Acord form. <br />
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;(39) Do you have separate local defaults verse system defaults? Ex- auto show quicknotes, ask if word is closed, manual refresh, etc.<br />
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Our user preferences area has many options which can be set per operator, with additional options available for system-wide changes.<br />
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[[File:Menu-preferences-accounthistory.png]] [[File:Menu-preferences-activitylisting.png]] [[File:Menu-preferences-useroptions.png]]<br />
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;(40) Can anyone delete an application they created by error? Can we delete a customer we created by error or in duplicate? Also delete forms?<br />
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Yes, assuming access for deleting has been established by the system administrator. Access to deleting clients/forms/policies is controlled by the security system and further by the security level of the operator.<br />
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;(41) Cross reference capabilities? Can you cross reference between two different accounts ex- a commercial account and then a personal account for same person? John Doe LLC verse John Doe personal auto?<br />
<br />
Yes, in the latest update to Newton related clients are displayed, and you can toggle back and forth to work on, or view any of the related client’s information. This update is not yet in distribution.<br />
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;(42) If a client is incorrectly assigned to a wrong sub-producer how easy to correct?<br />
<br />
Correcting the CSR/Producer/Sub Producer is as easy as opening the client file, changing the assignment to the correct sub-producer and saving. <br />
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;(43) Does your system allow the administrator to “customize” the agency workflow processes to force everyone to work thru the same process, the same way and do the same documentation (tranlog)?<br />
<br />
Newton provides options for most processes and does not dictate which process must be used. However, My Newton Education along with the Newton support team will work with you to determine "best practices" and document those for any user on our WIKI. <br />
<br />
My Newton Education is the most "hands on" ongoing education group in the industry and they will quickly become a valuable partner for you and your staff. <br />
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;(44) For auto clients when you are entering data does your system have a vin look up of some sort?<br />
<br />
Although Newton does not offer the feature directly at this time, many of the rating vendors which integrate with Newton have this capability.<br />
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==(45-46) Accounting And Billing Discussion ==<br />
;(45) Accounting features- Built within your system or integration with Quickbooks/Peachtree? DB commission download available? Agency bill verse direct bill?<br />
<br />
Accounting is completely integrated with no end of day, end of month or end of year processes. All trust accounts are fully integrated by item within the GL. This guarantees that at that all times your company/producer payable, company receivable and income are reflected correctly in your financial system. This also eliminates errors and the extra complexity of posting to an outside system such as Quickbooks. <br />
<br />
Why is integrated accounting important? <br />
<br />
If your daily policy and payment activity is not automatically updating your financial system, you can never guarantee those transactions are included correctly (if at all) in your agency financial picture. With millions of dollars at play annually and thousands of transactions involved, you can see how errors might affect your agency's security. Errors and malfeasance happens unfortunately, and transaction level integration with your financial system reduces the risk of that going unnoticed. <br />
<br />
The majority of our clients use commission statement download for the auto creation of their invoices, handling fees, etc. effectively in the process. Surplus lines and other policy “invoice” needs are integrated seamlessly within the accounting system, as well as installments and premium finance. <br />
<br />
Direct bill commission download is available an fully integrated within the financial system. For companies that do not provide electronic commission download, we include commission builder, a tool to quickly enter transactions directly from the DB statement.<br />
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Newton handles all aspects of both agency and direct bill transactions.<br />
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;(46) Automatic billing of new business and renewals; automatic processing of daily processed billings on system? Do we need to perform billing tasks such as ok invoices or calculate payments? Are these things “scheduled” or automatically run or do we need to run them manually every day, weekly? Etc? Can your system default to a full payment plan in billing? Can your system default invoice views say for direct bill verse agency bill?<br />
<br />
Invoices can default as either Agency Bill, or Direct bill, depending on the company. Agency bill policies can be configured as installment invoices, including an initial down payment amount. There are not extra steps to required to "calculate" transactions as all areas of the system update automatically. There are no "end of day" or "end of month" processes.<br />
<br />
For Agency Billed policies, invoice wizards can be configured to easily create multi-line invoices including, premium, fees, and automatically calculate taxes. For direct bill policies, most agencies will use commission download or commission builder to quickly process a statement without the need to manually enter individual invoices.<br />
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==(47-52) User Groups/Training/Costs/History/Future Questions==<br />
;(47) User groups in areas of county? Annual regional or national conference? What states are you currently operating in?<br />
<br />
<br />
Regional workshops are hosted regularly by our education partner My Newton Education. These include not only education and training staff, but some feature Newton support staff as well. Workshops are very flexible, productive, hands-on and each class includes question and answer sessions. Our most recent workshops were held in VA, TX and NC, and we have California scheduled for July and Massachusetts scheduled for October. We operate in 50 states.<br />
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<br />
;(48) How do you handle training? Do you send someone out to the agency? Is it online? Over phone with tech support webexed into our system? We need full training not a general workflow. We know each agency may process things differently but the how to should be the same format.<br />
<br />
<br />
You will have a Customer Success Manager assigned to your agency to guide you through the implementation process and coordinate the conversion, training and any hardware implementation issues. <br />
<br />
Our education partner (My Newton Education) handles your training, and there are two stages to the process. We first work with you one on one to understand the foundation of Newton. At that time you are sent a video and workbook series followed by unlimited regularly scheduled webinar classrooms with a live trainer to review each topic. The second stage moves you into one-on-one sessions with a trainer, designed to address agency specific needs and workflows for your office. <br />
<br />
MNE attends to your training needs both during your pre-live and post-live periods. While you are pre-live, your agency is provided with trial data converted from your previous system and that data is used for your training. Because you are familiar with your own data, the training is easier, more relate-able, and retention is better. <br />
<br />
In addition, because your are actually working with the data, you have a chance to review it before you go live on Newton. This phase usually lasts 30 days and flexible to your agency needs. <br />
<br />
Just before the live date, the final data conversion will be placed on your system. By now you have been through your initial training (during which you have verified the conversion data), and you are ready to go. <br />
<br />
During the post live phase you have the same access to training resources for an additional 30 days. This period includes proactive checkups and reviews from your trainer and accounting check ups from our specialists on a scheduled basis.<br />
<br />
This process defines the signature difference in the Newton relationship compared to others. Software is only as good as your ability to use it, and My Newton Education provides every resource to insure "you know what you need to know", for a smooth transition from FSC.<br />
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<br />
;(49) In this age of data mining, is our data accessible via standard means, free ODBC driver, in the event we had another program that needed to read our data? Or in case we ever needed to convert to another system. If so please give us the name of the ODBC driver so we may download a copy for testing purposes.<br />
<br />
<br />
Newton uses an industry standard SQL database from Pervasive. Some well-known corporations using our PSQL are Sage, Intuit, Disney Companies and even the WebMD website. The data connection between your workstation and server employ an ODBC driver (Pervasive) and all is constructed with industry standard coding methods. You will never have issues with the stability of your data or your access to your data. <br />
<br />
A note about stability and industry standard SQL. <br />
<br />
As you can imagine, large corporations would never stand for the constant rebuilding of data files as is common in our industry today. The SQL product driving Newton is rock solid and a rebuild of any file is rare. It is important to validate in your analysis here: Exactly how often do rebuilds happen? Are they recommended as a routine maintenance precaution? You might be surprised by the responses.<br />
<br />
Regarding SQL, you must insure your data is not in a proprietary or non-standard database. If a competent programming professional cannot easily understand your database, you should be concerned. Horror stories abound of agencies held hostage because their management system is built around proprietary or other non-standard (or non-SQL) database products. <br />
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The data accessed through Newton is yours and portable to insure you have access to your data whenever and however you may need.<br />
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<br />
;(50) Is there a cost to purchase your system? How many years do you/can you convert? What are the costs for initial conversion? Monthly maintenance fees based on agency size, users? What are those monthly fees? Training fees if any? Webinars verse onsite? Ability to take agent information and load into a training agency database for new agency to work on before going live? Guarantee a number of years? Price up after those years? A charge to release data? What are the 3rd party hosting fees if applicable?<br />
<br />
<br />
At the March PIA meeting we distributed a flyer which included our pricing as shown below. We do have a setup fee but have allowed FSC clients to spread that payment over 24 months with zero down. This of course is optional. <br />
<br />
Pricing for the options below are included or excluded accordingly:<br />
<br />
{| class="wikitable"<br />
!Option<br />
!Included / Optional<br />
|-<br />
|Personal Lines Download<br />
|(included)<br />
|-<br />
|Commercial Lines Download<br />
|(included)<br />
|-<br />
|Commission Statement Download<br />
|(included in the last column)<br />
|-<br />
|Sales and Marketing Automated Drip Marketing Module<br />
|(optional)<br />
|-<br />
|Dataview - Historical reporting dashboard<br />
|(optional)<br />
|-<br />
|My Insurance Dashboard – Web Portal for clients<br />
|(optional)<br />
|}<br />
<br />
[[File:Pres-fsc-pricing.PNG]]<br />
<br />
<br />
We normally recommend two years of data for conversion. This can be altered by the agency. Specific details about the conversion is found later under the conversion section questions.<br />
<br />
Our conversion partner, EDI Concepts, is completely responsible for the conversion and takes complete ownership of each conversion. Your success is theirs. The owner of the company has owned an agency and is a CPCU. The level of commitment to the conversion, data and process is un-paralleled in our industry.<br />
<br />
A charge to release data was answered on question 49. No charge.<br />
<br />
Our support fees do not get increased each year as other vendors do. We carefully evaluate our costs/expenses and over the past ten years have raised our prices three times. <br />
<br />
The cloud fees are priced separately and are not included in these prices. The costs can vary with each agency due to other needs outside of Newton. <br />
<br />
'''Below is the pricing structure for all of our training programs.'''<br />
<br />
{| class="wikitable"<br />
!Training Product<br />
!Cost<br />
|-<br />
|Pre Live Training<br />
|Included<br />
|-<br />
|Post Live Care<br />
|Included<br />
|-<br />
|Membership To My Newton Education<br />
|$15 per month per agency<br />
|-<br />
|Post Live Webinars<br />
|$19 per agency<br />
|-<br />
|Post Live Onsite Visit <br />
|$895 + Travel expenses per day per agency<br />
|-<br />
|Additional One On One Sessions<br />
|$65 per session<br />
|-<br />
|Additional Accounting Check Ups<br />
|$75 per session<br />
|}<br />
<br />
<br />
;(51) Explain how the company uses the Users groups for training, enhancements, improvements etc? How direct a “voice” do we have to affect change and what is the time frame?<br />
<br />
<br />
Along with training, My Newton Education handles your ongoing education needs with an extensive suite of services for members. The continuity they provide from training to ongoing education is invaluable to our agency partners as relationships are established and maintained for the long haul. <br />
<br />
MNE provides extensive hand holding throughout the transition process and hosts a full calendar of webinars and regularly scheduled workshops. You may also read or post articles on the agency forum. My Newton Education resources are a convenient and effective means to stay current on all new releases and updates and industry changes. More importantly, MNE focuses on your agency to help implement workflows that work best for you. My Newton Education is the most "hands on" ongoing education group in the industry, and will quickly become a valuable agency partner. <br />
<br />
We have a few avenues for our agencies to be heard. MNE has a user to user forum for agencies to discuss future and/or immediate needs together. Our support team is always willing to “place and enhancement” request in for you. We accept emails regarding enhancements and are willing to discuss these with you. And we are very dedicated to this group of FSC users and have already evaluated many areas where we see differences to make the transition smoother for agencies that decide to move to Newton.<br />
<br />
Most importantly, we always have listened to our users and credit the success we are today with the strong group of clients currently in place.<br />
<br />
We provide 2 releases annually. The first release includes major feature additions but also updates to the infrastructure to keep up with Microsoft technology advances, guaranteeing your agency against system obsolescence. The second release provides minor point revisions and updates.<br />
<br />
<br />
;(52) History of company? Growth in the past 3 years? Projections? Prospect of selling to larger company? What was done in the LAST UPDATE release and how long ago? Plans for next release and what is to be included (release notes)? Do you have online manager manual? How often do you update? Do you have tutorial videos? Describe your agency system of the future.<br />
<br />
<br />
Our company has been under the same ownership for 25 years. While other vendors have come and gone, we have thrived because we embrace the technology employed by Fortune 1000 companies and others such as Disney, Intuit, Sage, and WebMD. While that decision was more costly, it has guaranteed our customers against obsolescence for the long term.<br />
<br />
As our competitors chose the path of "rapid" development tools, that decision ultimately led to the "rapid" obsolescence of their products. Agencies everywhere are still left on platforms unable to keep up with important changes in technology, and could be forced into an unwanted conversion. <br />
<br />
We have experienced profitable and stable growth for decades. Our client base has increased over 20% the past 3 years. We are not selling out, and for a number of reasons. 1.) we are stable and profitable and as such, AMS and Applied will acquire their customers cheaper by buying out distressed vendors, 2.) our customers would never agree to convert to an inferior product, and 3.) this is an employee owned business with many long term loyal employees and members of the founder's family in key positions.<br />
<br />
We offer product updates 2 times annually. The first update provides major revisions while the second update are for point revisions and technology and maintenance updates. Every release is accompanied by a complete set of release notes with links directly to our WIKI support library. My Newton Education also provides a series of new release webinars for each new release. These webinars are wildly popular and the recordings are made available to members.<br />
<br />
We have a complete set of videos broken into 2 categories. The Newton video library is complete with 40 or more videos of features, overviews and how-to's. More importantly, MNE offers a more comprehensive set of agency-view videos to show you how to use the system in your agency. This is unique in the industry and a most effective agency learning tool. In addition, and just as unique, MNE can record your training sessions for later review and distribution to staff that may not have had the opportunity to attend a training session. <br />
<br />
The management system of the future employs a web-based user interface running over a private virtual server under the control of the agency. This is important because of security and customization. The forward thinking agency would never relinquish the control of their data. <br />
<br />
Finally, the system must be built on technology employed by the largest of corporations. Those companies will always be aligned with the latest technology and you should be there with them.<br />
<br />
To see how the system of the future may work, see MyInsuranceDashboard.com. MID is an optional secure web portal available for your clients convenience today.<br />
<br />
== CONVERSION PROCESS==<br />
'''Detail discussion of these questions can be found at http://ediconcepts.net/conversions/fsc-manager/.'''<br />
<br />
#NAME, ADDRESS, CONTACT INFO (how many phones and emails) and driver fields dob/ss/dl #<br />
#Sub Agency/Producer<br />
#TRAN LOG History<br />
#Policies/ TAG Field<br />
#Policy History<br />
#Simple Receipts history<br />
#Family Information Section<br />
#Invoices<br />
#BILLING HISTORY<br />
#Follow ups<br />
#Completed forms (Certs, Binders, LPR’s etc)<br />
#Quick Notes on system<br />
#IMAGES/Categories for the organization of images<br />
#How do we do the SMP/BOP/CPP Acord app breakdown with your system/download<br />
#ID Card merge in your system (in NYS…integration with IIES NYS System)<br />
#E-fax out of OUTLOOK?<br />
#Is PRINT PREVIEW always available?<br />
#Security Rights within system? Explain the layers of rights assigned? <br />
#Signature on docs available?</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Transition_Guide:_FSC_Manager_FAQ&diff=987
Transition Guide: FSC Manager FAQ
2014-06-10T19:36:31Z
<p>Aostermann: /* (1-18) Questions Concerning The Operating Environment For Your System */</p>
<hr />
<div>[[Category: Transition Guides]]<br />
==(1-18) Questions Concerning The Operating Environment For Your System==<br />
;(1) Is your system web-based, 3rd party hosted and/or available as stand alone in agent's office? If hosted who is your provider? Do you handle all back up? If system ever crashes do we have that data available? Do you have to move us to another server? Ease of setting up laptops for use out of the office? If you host do you work together to coordinate assistance? <br />
<br />
Newton is flexible and available for multiple platforms. Many agencies prefer to run locally on their own in-house server due to the flexibility and cost effective nature of that setup. For those preferring cloud services, we offer both a Shared and Dedicated cloud. <br />
*Shared Cloud Hosting provider is Ajasent<br />
*Dedicated Cloud Hosting provider is ACP<br />
*Local Server/Client<br />
<br />
The system is friendly to the on-line environment and setting up a user is very simple. The Dedicated cloud is a virtual server with resources and software customized solely to your agency. All cloud services include software options such as Microsoft Outlook (with or without Exchange) and Office. <br />
<br />
For hosted solutions, the backups are the responsibility of the hosting providers, Ajasent and ACP. The backup for systems located in the agent's office are the responsibility of the agency. In the event a backup must be restored, our technical team will assist the agency to verify a proper restoration of the system and data. <br />
<br />
<br />
;(2) Ability to host OUTLOOK Email service and integrate with your system so we can easily moved emails from OUTLOOK into mgmt system? Ex- Drag and Drop? Can they handle fax @ skeele? Does your system automatically drop them into a client file or do we need to drag and drop? Email on cells of users? Does your system ask you to grant access for each email every time you send one? Do you offer encrypted email?<br />
<br />
The system is integrated with Outlook in both email and Calendar functions. Any item generated from within the system (certificates, Auto ID’s etc.) can be emailed, faxed or printed easily. Items are created as .pdf and inserted into the email. When sending, you can select “templates” for the email to standardize common email wording. This also works for things like e-fax, MetroFax etc., Unless there is something extraordinary with the skeele fax solution, accommodating fax@skeele should be possible. <br />
<br />
Incoming emails can be dragged directly from Outlook and dropped on the client tab, or a policy. The email is searchable within the client by key word and also any word within the email. This is a powerful feature to ensure you find exactly what you are looking for quickly. All incoming and outgoing items automatically date/time stamped with user ID in the Activity and are not editable.<br />
<br />
Encrypted email is available within Outlook. <br />
<br />
<br />
;(3) Ability to host Agency Shared Folders available to all system users? Host Personal Folders?<br />
<br />
Your cloud service provider will facilitate Shared and Personal Folders. While your cloud provider will establish this for you, we assist in the transition process to ensure your needs are met. We have a team dedicated to the success of your cloud experience.<br />
<br />
<br />
;(4) We are concerned with the speed of sending items to PRINT within the mgmt software, as well as time pulling up stored images? Compatible with word/excel/outlook/pdf, jpg files? Do you use Black Ice?<br />
<br />
Printing performance is exactly the same as with your common Microsoft Office Products and .PDF Readers. Newton does not place an additional burden on your printing services and is completely optimized for the local or hosting solution of your choice. Black Ice is fully supported and in use at Ajasent. We do not demand a specific print solution with Newton in a typical agency setup, however a thin client print service is desired in hosted environments. Newton will indeed work with many if not all these printing solutions. <br />
<br />
<br />
;(5) How is support handled? Chat / Sign into computer/ Log a request and await response? Can you “shadow” user direct or do we need to log into a webex and grant you permission?<br />
<br />
Newton does not require support tickets or on-line requests for support. All support calls are answered when you call, and any question you have is addressed at that time. If further research is required, we work your question without delay and communicate with you proactively. You may also email if more convenient, or you can visit our support page and click the help button. If you desire a support representative to answer your question while sharing your computer screen, we provide that service as well.<br />
<br />
<br />
;(6) Integration with EZLynx and /or PL Rater for rating? Can you import/export between two?<br />
<br />
<br />
Below is our list of supported rating vendors and their integration level within Newton.<br />
We do not restrict you to any one vendor.<br />
<br />
{| class="wikitable"<br />
!Vendor<br />
!Export From Newton<br />
!Import Into Newton<br />
!Integration File Type<br />
|-<br />
|[[AccuAuto Rating Integration|AccuAuto]]<br />
|No<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[ACS2000 Rating Integration|ACS2000]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[Evolution Rating Integration (Capital Rating)|Evolution (Capital Rating)]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[EZ Lynx Rating Integration|EZ Lynx]]<br />
|Yes<br />
|No<br />
|Completed ACORD .PDF Forms<br />
|-<br />
|[[IBQ Rating Integration|IBQ]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[ITC TurboRater Rating Integration|ITC Turborater]]<br />
|No<br />
|Yes<br />
|ITC .TT2 File<br />
|-<br />
|[[PL Rating Integration (Vertafore)|PL Rating / Silverplume (Vertafore)]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[SEMCAT Rating Integration|SEMCAT]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[WinRater Rating Integration|WinRater (Boston Software)]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|}<br />
<br />
<br />
;(7) Download of PL and CL policies; Certified list of carriers and how easy to become “certified” for download with your system? Packages for CL & PL? When renewals come in do they overwrite the existing policy line/data or do they create a new policy line? Does the system cancel out the old if a new line is issued or do we cancel it out? If it overwrites how do you see past policy and history? If you have policy history is it highlighted to show the changes or do we need to look at it page by page? For mid term endorsements when you d/l do you list what the change is and any billing associate with it? We referred to this in AFW as quick view and in FSC as download summary. We had this at AFW and FSC added it but FSC had a concern about the download time being increased. We understand Allstate never has any billing. We had issue of downloads dropping zeroes and numbers after dashes will your system handle these policy numbers fine? (ngm,prog, etc). billing mid-term or on prior term how is that handled? As an endorsement? How about cancel billings?<br />
<br />
Agency Systems is certified with every major carrier and their subsidiaries and hundreds of other regional carriers. We are constantly adding new companies as requested by our agents. Certification requests are routinely turned around within a day or two. The process is simple, and can be accomplished from start to finish and implemented in your agency within a week or two. We offer the full complement of downloads for Personal, Commercial, and Commission Statements.<br />
<br />
The download setup in Newton is straight forward and accomplished during a one on one training session. After that session, you should be ready to download within an hour. From that point, your download managers are run to capture all files available from the companies since the last download. Next, inside Newton, you open the download management center, select the new files to process, verify the downloads as they are processed, and address any items that require further attention. After the first training most offices on a daily basis will complete their downloads in less than 10 minutes.<br />
<br />
Policy numbers from the company play a key role in how the data will show in Newton. We accept the policy number format as it comes directly from the carrier and do not modify that number in any way. This being the case, there are two conditions that take place with how download data is viewed. <br />
<br />
One, if the policy number does not change at renewal, download will create a new policy sequence to retain all prior policy history. Download will never overwrite existing policy, or ACORD Form data. It will create updated information to compare to prior terms. You will be assisted in the setup of all your download alerts, a tool that notifies you of important changes from the prior download data. Alerts can be established to notify you if the policy has cancelled, or if the premium has changed by a certain amount, or if there is a change to drivers or vehicles, or all changes to any key account. The alerts can be sent to the producer or CSR responsible for the account and allows you to proactively address changes.<br />
<br />
An example for Case Two is if the company changes the policy number at renewal with a trailing number. The policy history is retained under the old and new number. The view is intuitive and easy to identify changes.<br />
<br />
Companies deal with cancelled policy transactions differently and we have workflows in place to best implement those company differences in your agency.<br />
<br />
Most agencies deploy the Commission Download module for their direct bill commissions which allows you to process them quickly. For companies that do not offer Commission Download, our agencies use the Commission Builder in Newton to enter the transactions quickly by hand providing a full direct bill reconciliation. <br />
<br />
In addition we have an optional module supporting companies that do not create commission download files. The process converts a carrier specific .csv file into one that can be processed electronically. <br />
<br />
<br />
;(8) “SERVICE LINK” with FSC is like Transformation Station and TransActNow….what do you have/use for real time access to clients accounts? How does it handle 5 different offices/codes? Does it need to update/refresh each day on the first use? When you use this link can you capture or copy the images from the web? <br />
<br />
Newton employs Policy View, a quick and easy way to access carrier web sites from the client or policy within Newton. Policy View stores appropriate agency staff unique ID, passwords and policy number for a quick connect to the carrier website specific to that policy. You are not required to update/refresh daily. <br />
<br />
We currently do not offer the image capture, however that is an attractive feature and we have added it to the enhancement list.<br />
<br />
<br />
;(9) Does your system drop phone calls into our pull up client files automatically?<br />
<br />
No, however digital voice messages can be dragged to the client file as an attachment. In addition, a client can be quickly found by searching for as little as the last 4 numbers of a phone number, displaying all matches in a "Google" like search.<br />
<br />
<br />
;(10) Does your system allow for minimizing screens so you can switch between screens? Dual monitors?<br />
<br />
Multiple client screens can be open at the same time, and you can switch between them. Dual monitors are no problem. In addition, you can open Newton multiple times on the same workstation, as the same operator. Unlike some vendor databases, multiple open instances of Newton does not require additional seat licensing. <br />
<br />
;(11) Memos or client single letter templates- nonpay cxl, lpr to prior agent, etc Can you pull in policy dates such as a cancel date? FSC couldn’t we had to type in the date.<br />
<br />
Newton Memowriter contains merge codes for many different data fields, including policy transaction effective and expiration dates. When a policy is cancelled in Newton, the transactions dates are set to the date of the cancellation. As a result, the cancellation dates can be merged directly onto a memo through merge codes. <br />
<br />
Merge codes are automatically replaced with client/policy data when a letter is “merged” with a policy.<br />
<br />
[[File:pres-fsc-mergecodes.png]]<br />
<br />
<br />
;(12) Compatible with xp? Do you use internet explorer? Firefox? Chrome? Most companies still use IE so have moved to firefox but very few.<br />
<br />
Our system will work with any browser. When “launching” into Carrier websites, we use our own proprietary browser window to insure compatibility with carrier websites. Although Newton will work with XP, we strongly recommend against its use because Microsoft has discontinued security updates. This would expose your agency to potential virus attacks.<br />
<br />
<br />
;(13) Visual Organization- font size? Bold type? We had issues only with fsc not afw and were told that it was a monitor resolution system size issue.<br />
<br />
All primary user areas of Newton use a consistent visual band viewer to display information. The band viewer will bold items or set specific font colors to easily identify areas of interest to the user. <br />
<br />
[[File:pres-fsc-bandview.png]]<br />
<br />
Most users who have issues reading text with a high resolution monitor will benefit from lowering the Windows resolution. Lowering the resolution will make all text easier to read, inside and outside of Newton. Our technical staff will work with your IT team to insure your working environment is optimized to meet your needs. <br />
<br />
<br />
;(14) Do you have to refresh your system or is it instant? AFW was instant, fsc you have to “click” another screen tab.<br />
<br />
Many bands of the system will refresh automatically, such as editing a filter to display the activity for a client. When an activity filter is changed, the updated activity view is automatically displayed with the changed view of the data. Some areas of the system will require a refresh. <br />
<br />
<br />
;(15) Are we able to run multiple agency entities with your program?<br />
<br />
We support both department separation and multiple agency needs. <br />
<br />
<br />
;(16) Are there separate companies? Ex- One to handle property and casualty and a separate one to handle life and health?<br />
<br />
You could separate them by company and still have access to consolidated financials or in the same department, whichever works for you<br />
<br />
[[File:Basictab-activepolicies-billed.png]]<br />
<br />
Individual company codes in Agency Systems can be assigned to a Parent Company. The '''Company Tab -> Active Policies''' list for a parent company will list all policies assigned to the parent company, and all policies assigned to any subsidiary. The '''Management -> Company Tab''' will summarize all active polices by Parent Company, but will retain the option to display only policies assigned to specific company codes.<br />
<br />
[[File:Profiles-company-parentcompany.png]]<br />
<br />
<br />
;(17) Does your system have signatures for users on acord forms? Do you offer electronic signature of forms on client end?<br />
<br />
Yes Acord form signatures are established by user in the agency. Electronic signatures are under consideration for a future release. <br />
<br />
[[File:Profiles-producer-formssig-4.png]]<br />
<br />
<br />
;(18) Do you somehow integrate or interact with an agency website or social media such as facebook?<br />
<br />
MyInsuranceDashboard.com provides a 24/7 web portal for your customers to access their policy related information that integrates directly with Newton by Agency Systems. Your customers will be able to review schedule items, generate published certificates with updated holder information, and view published documents to their dashboard. They will also be able to interact with your agency by requesting changes to schedule items, and upload supporting documents to your office. These items will flow directly to your management system with minimal effort by your staff. MID is an optional feature.<br />
<br />
==(19-44) System Specific - Dashboard, Navigation, Features and Processes ==<br />
;(19) Process to scan/attach/organize and recall stored images within your system? <br />
<br />
Items can be loaded by client or by policy in a client file using drag and drop, browse and attach. After an item is selected, it prompts you for a unique searchable description and is automatically date/time stamped with user ID in the Activity and place attached.<br />
<br />
While it is easy to find attachments now, a soon to be released feature will allow you to organized them by user defined categories as well. <br />
<br />
;(20) NYS ID card system…integration with them? Ability to do Canadian Id Cards? FSC had to create a template for us. Company verse writing company for NY State? Also, it should default to all capital letters like the NY id card generator does. We had issue with ID cards deleting the replacement vehicle. How does yours work? Can you add a vehicle? Do as a transfer? Just print an updated card? Does the writing company pull? If someone changes that writing company one time is it always changed?<br />
<br />
*Canada Non-Resident ID Card is integrated directly in Newton’s ACORD form system. <br />
*FS-20, FS-21, and FS-83 bar code ID Cards can be generated directly from Newton’s ACORD forms system. <br />
*Vehicles can be individually added/removed from a New York Bar Code ID Card just like any other ACORD form. New forms can be printed, and previous copies reprinted.<br />
*The replacement vehicle setting, and other NY ID specific options are saved directly to the vehicle schedule.<br />
*:[[File:pres-fsc-nyid.png]]<br />
<br />
The company code listed on the ID Card is based on the company code assigned to the policy. Newton separates the invoice company from the policy/writing company. The NY Company Code identification number is saved within the policy/writing company’s profile.<br />
<br />
<br />
;(21) REPORTS- How do we record monies from clients? What reports are available to cross check monies in order to do deposits? // BOB reports…available in side by side periods ie 1st quarter 2014 vs 1st quarter 2013? Producer/sub office breakdown availability in the reports? Do you have an unbilled report? AFW online did but not FSC. DL error report? DL memo report (prog)? Tranlog/suspense/f/u reports? New business report? Expiration report? Marketing reports (auto no home)<br />
<br />
Entering payment from a client can be performed for a single policy, multiple invoices, including automatically forwarding the money to the company. In addition, Agency Fees can be easily added on-the-fly when a payment is received. <br />
<br />
Newton includes many in depth reporting options for financials, and policy production. While there are others, the circled items below list our more basic reports. <br />
<br />
[[File:pres-fsc-allreports.png]]<br />
<br />
In addition, Automatic Reports allow you to set up a group of reports once, and run them every day or month.<br />
<br />
[[File:Pres-fsc-automaticreports.png]]<br />
<br />
In addition, Newton has a unique live "Dashboard" incorporated throughout the system which allows your CSRs to see their to do lists, work expirations, and produce reports. The result is an interactive reporting system, up to date as you work, without the need to exit and print reports. The view of those lists are customizable and easily viewable in excel.<br />
<br />
<br />
;(22) Where do we store carrier info (now in SYSTEM TAB on FSC) to include contracts, loss ratios, memos, commission defaults, contacts, emails, phone #’s , writing companies etc? Where do we store banks, markets etc that are in the address book now?<br />
<br />
An easily accessible Company tab is used to store company information for general access. The company section of the Management tab is used to store secure documents, with limited access to system administrators only.<br />
<br />
"Address Book" information is handled by creating “Inactive client” files that hold your Rolodex information – <br />
For example: <br />
Vendor Rolodex – would have contacts for….<br />
- Landlord<br />
- Utility Company<br />
- Phone Company<br />
- First National Bank<br />
<br />
<br />
;(23) SYSTEM Calendar for use by system users?<br />
<br />
Newton pushes diary/suspense items to your outlook calendar.<br />
<br />
Both our public and private cloud providers support MS Exchange shared calendar options. <br />
<br />
[[File:Releasenotes-basic-diaryitem.png]]<br />
<br />
Selecting the option will create a calendar event with a default day that matches the diary suspense date. <br />
<br />
[[File:releasenotes-basic-diaryoutlook.png]]<br />
<br />
<br />
;(24) Can we tell what users are actively signed into the system? Different user levels? <br />
<br />
Currently active users can be viewed by a system administrator from the server. If you are hosted in a private cloud, you view this information directly within your session. In a public cloud your server access is limited.<br />
<br />
<br />
;(25) Office Notes locations if available? Verse quick notes?<br />
<br />
Newton currently does not offer a system wide message board. <br />
<br />
<br />
;(26) Go over your suspension system or follow ups or tranlogs and options;<br />
<br />
Diary/Suspense items can be between User and/or Client and/or Company and/or Interest or any mix of these. They are integrated with Outlook for calendar and email. If you must send a reminder for a client to mail or fax to you, click suspense on the client, assign a due date and possibly a user defined tag such as “application follow up”, choose the contact at the client and write your note. <br />
<br />
A diary/suspense can be associated with a specific policy, and a specific company contact. Selecting a company contact will automatically start an outgoing email, with text pre-filled from the diary window.<br />
:[[File:pres-fsc-diary-company.png]] <br />
<br />
Once sent, it will be processed through Outlook and date/time stamped by the user ID automatically. <br />
:[[File:pres-fsc-diary-company-toemail.png]]<br />
<br />
Diary items can also be “updated" if you need to follow up again and the system will capture the new notes and date/time/user ID stamp them. Of course, all activity is recorded in the permanent client and/or policy activity.<br />
:[[File:Release-notes-diary-comment-timestamp.png]]<br />
<br />
<br />
;(27) Search capabilities for clients….options available (ex with fsc you do .. etc) By name? Address? Policy number? Etc<br />
<br />
Newton Search capabilities are designed to work like Google. You can search for client by First, Middle, Last, nickname or DBA, address, phone or fax, email address or driver name. Like Google does, Newton gives you a “predictive” search, so long names can be found without typing the entire name.<br />
<br />
Policy search can find by an exact match, first 5 characters, last five or using the predictive search which will save you from typing the whole number. <br />
<br />
Newton search capabilities is a real strength, you will appreciate the power of our "Google" like search engines.<br />
<br />
<br />
;(28)Describe the download processing an agency goes thru each day and time involved? Available to run off hours?<br />
<br />
<br />
After the one-on-one training session, you should be ready to download within an hour. From that point, your download managers are run to capture all files available from the companies since the last download. Next, inside Newton, you open the download management center, select the new files to process, verify the downloads as they are processed, and address any items that require further attention. After the first training most offices will complete their daily downloads in less than 10 minutes.<br />
<br />
We have options to "process all silently" which allows the person running download to simply let it run and move to other work until completed. Then they would review any items that “pended” such as a new policy for a client that was not entered into the system. This is a tremendous time saving feature.<br />
<br />
Commission statements are run on a monthly basis and normally take less than 5 min per company. <br />
<br />
Certain companies will reduce the direct bill commission for fees, such as an MVR expense, or possibly combine and Agency and Direct Bill statements. Newton's Commission Download can handle these adjustments on-the-fly, reducing the amount of time required to process the download.<br />
<br />
[[File:Commissiondownload-editcash-adjustcommission.png]] [[File:Commissiondownload-editcash-adjustcommission-mvr.png]]<br />
<br />
<br />
;(29) Format of system pages in relation to ACORD format? How does your system look when we go into it? Can we type into acords? Can we print blank acords?<br />
<br />
Newton uses the WYSIWYG method for ACORD forms. They look exactly like the actual Acord forms. Large fields can be used in their entirety and even “re-sized” if needed. Forms related to a particular policy as well as drivers, vehicles, properties, etc. are “Grouped” together to make policy service such as an endorsements, renewals and re-marketing simpler with very little data entry. <br />
<br />
Yes, you may print blank Acord forms. As forms are printed, emailed or faxed, they are automatically date/time stamped by user ID and stored permanently in the client/policy activity and place attached.<br />
<br />
<br />
;(30) Explain your “TRAN LOG” system as far as the defaults, how we can set it up, etc? Does it require automatic tranlog?<br />
<br />
The activity part of our system is automatic and comprehensive. When client and policy actions are performed, such as adding an attachment, or updating any part of a policy, the activity log will be updated. You will be prompted to append additional text if you desire, otherwise the action is completely automatic. <br />
<br />
[[File:Automatedproc-end-appendtolog.png]]<br />
<br />
All activity can be filtered based on activity type, and an activity search will automatically find the activity item, email, or attachment that matches the search term. Further, you may search the text in the body of an email as well as subject line. <br />
<br />
[[File:Activity-right-click.png]]<br />
<br />
<br />
;(31) Personal client files verse commercial client files? AFW you had to pick on or the other. FSC has both personal and commercials form in each client file.<br />
<br />
You can mix and match personal and commercial activity as fits your operation. You can copy contacts from the Commercial file to the Personal file or the reverse to make the process simpler.<br />
<br />
However, if you want to use our automated marketing feature, the personal lines vs. commercial lines indicator drives the correct correspondence to be delivered.<br />
<br />
<br />
;(32) In a commercial file does your system have a specific spot to put in tax id #’s like personal has for date of birth or ss#? Can you convert or retain our household member info (name/dob/social sec #/ driver’s license #/occupation/employer)?<br />
<br />
Yes. Also, you may copy “contacts” from one client to another where there are common employees or ownership or in this case from a Personal to a Commercial client.<br />
<br />
[[File:Client-edit-contacts-copy-copyfrom.png]]<br />
<br />
<br />
;(33) FSC can push changes to a policy when a loss acord is completed does your system ask to do this? Why push changes for a loss but not if we complete an acord change form it doesn’t push that info into file?<br />
<br />
Newton is a policy driven system, where all forms are saved to a policy. The forms will pre-fill data on many forms based on policy transaction dates, and prior risk information. We do not generate a policy transaction from the Acord loss notice.<br />
<br />
<br />
;(34) How does your system handle disability policies? Watercraft? Cycle? Landlord and dwelling fire? Flood?<br />
<br />
All policy types in Newton have the same features and functionality, and are not limited by their class of business. For all unique types of policies, a unique "class code" or line of business can be created. You can have an appropriate ACORD form attached to the policy, or a company-specific attachment saved to the policy for full risk and coverage details. <br />
<br />
If a policy is entered with a specific class code such as '''Motorcycle''', and the company sends the download file incorrectly as '''Personal Auto''', the system can correct in many cases because we compare to the prior term class code. <br />
<br />
<br />
;35) Can you easily move a file that downloaded to the wrong client file to the correct client file? What if it has been billed or what if not billed?<br />
<br />
A downloaded policy can easily be moved to the correct client if a duplicate client is created by download in error. The download system also has built in mechanisms to check against "likely" client duplicates to prevent the problem from happening. If the policy has already been invoiced, a new transaction can be added to the existing policy, and that transaction easily moved to a new client.<br />
<br />
<br />
;(36) Do you have a true copy application? Or does it create a “future application”<br />
<br />
When a policy is updated, such as a renewal or an endorsement, existing ACORD forms can be copied to the new policy transaction automatically. The updated forms are an exact copy of the original form. <br />
<br />
In addition, coverage data can be copied between ACORD forms, and entire holder lists can be easily copied between certificates of insurance.<br />
<br />
<br />
;(37) Dates are they consistent in each area- 04/04/2014? Can we type in with dashes or without? That was an upgrade at FSC. Do you default to current date?<br />
<br />
Newton date fields work the same throughout the system. They do not require the entry of any special characters, such as / or -. Where appropriate we default the current date.<br />
<br />
Example: [[File:pres-fsc-effdate-before.png]] translates to [[File:pres-fsc-effdate-after.png]]<br />
<br />
<br />
;(38) Does the system default to correct home percents for HO, MH, FO? Ex- 10% of A, etc?<br />
<br />
Our agencies normally begin the workflow with the rating vendor of choice. Download automatically populates these fields appropriately, both in the unique download viewer and Acord form. <br />
<br />
<br />
;(39) Do you have separate local defaults verse system defaults? Ex- auto show quicknotes, ask if word is closed, manual refresh, etc.<br />
<br />
Our user preferences area has many options which can be set per operator, with additional options available for system-wide changes.<br />
<br />
[[File:Menu-preferences-accounthistory.png]] [[File:Menu-preferences-activitylisting.png]] [[File:Menu-preferences-useroptions.png]]<br />
<br />
<br />
;(40) Can anyone delete an application they created by error? Can we delete a customer we created by error or in duplicate? Also delete forms?<br />
<br />
Yes, assuming access for deleting has been established by the system administrator. Access to deleting clients/forms/policies is controlled by the security system and further by the security level of the operator.<br />
<br />
<br />
;(41) Cross reference capabilities? Can you cross reference between two different accounts ex- a commercial account and then a personal account for same person? John Doe LLC verse John Doe personal auto?<br />
<br />
Yes, in the latest update to Newton related clients are displayed, and you can toggle back and forth to work on, or view any of the related client’s information. This update is not yet in distribution.<br />
<br />
<br />
;(42) If a client is incorrectly assigned to a wrong sub-producer how easy to correct?<br />
<br />
Correcting the CSR/Producer/Sub Producer is as easy as opening the client file, changing the assignment to the correct sub-producer and saving. <br />
<br />
<br />
;(43) Does your system allow the administrator to “customize” the agency workflow processes to force everyone to work thru the same process, the same way and do the same documentation (tranlog)?<br />
<br />
Newton provides options for most processes and does not dictate which process must be used. However, My Newton Education along with the Newton support team will work with you to determine "best practices" and document those for any user on our WIKI. <br />
<br />
My Newton Education is the most "hands on" ongoing education group in the industry and they will quickly become a valuable partner for you and your staff. <br />
<br />
;(44) For auto clients when you are entering data does your system have a vin look up of some sort?<br />
<br />
Although Newton does not offer the feature directly at this time, many of the rating vendors which integrate with Newton have this capability.<br />
<br />
==(45-46) Accounting And Billing Discussion ==<br />
;(45) Accounting features- Built within your system or integration with Quickbooks/Peachtree? DB commission download available? Agency bill verse direct bill?<br />
<br />
Accounting is completely integrated with no end of day, end of month or end of year processes. All trust accounts are fully integrated by item within the GL. This guarantees that at that all times your company/producer payable, company receivable and income are reflected correctly in your financial system. This also eliminates errors and the extra complexity of posting to an outside system such as Quickbooks. <br />
<br />
Why is integrated accounting important? <br />
<br />
If your daily policy and payment activity is not automatically updating your financial system, you can never guarantee those transactions are included correctly (if at all) in your agency financial picture. With millions of dollars at play annually and thousands of transactions involved, you can see how errors might affect your agency's security. Errors and malfeasance happens unfortunately, and transaction level integration with your financial system reduces the risk of that going unnoticed. <br />
<br />
The majority of our clients use commission statement download for the auto creation of their invoices, handling fees, etc. effectively in the process. Surplus lines and other policy “invoice” needs are integrated seamlessly within the accounting system, as well as installments and premium finance. <br />
<br />
Direct bill commission download is available an fully integrated within the financial system. For companies that do not provide electronic commission download, we include commission builder, a tool to quickly enter transactions directly from the DB statement.<br />
<br />
Newton handles all aspects of both agency and direct bill transactions.<br />
<br />
<br />
;(46) Automatic billing of new business and renewals; automatic processing of daily processed billings on system? Do we need to perform billing tasks such as ok invoices or calculate payments? Are these things “scheduled” or automatically run or do we need to run them manually every day, weekly? Etc? Can your system default to a full payment plan in billing? Can your system default invoice views say for direct bill verse agency bill?<br />
<br />
Invoices can default as either Agency Bill, or Direct bill, depending on the company. Agency bill policies can be configured as installment invoices, including an initial down payment amount. There are not extra steps to required to "calculate" transactions as all areas of the system update automatically. There are no "end of day" or "end of month" processes.<br />
<br />
For Agency Billed policies, invoice wizards can be configured to easily create multi-line invoices including, premium, fees, and automatically calculate taxes. For direct bill policies, most agencies will use commission download or commission builder to quickly process a statement without the need to manually enter individual invoices.<br />
<br />
==(47-52) User Groups/Training/Costs/History/Future Questions==<br />
;(47) User groups in areas of county? Annual regional or national conference? What states are you currently operating in?<br />
<br />
<br />
Regional workshops are hosted regularly by our education partner My Newton Education. These include not only education and training staff, but some feature Newton support staff as well. Workshops are very flexible, productive, hands-on and each class includes question and answer sessions. Our most recent workshops were held in VA, TX and NC, and we have California scheduled for July and Massachusetts scheduled for October. We operate in 50 states.<br />
<br />
<br />
;(48) How do you handle training? Do you send someone out to the agency? Is it online? Over phone with tech support webexed into our system? We need full training not a general workflow. We know each agency may process things differently but the how to should be the same format.<br />
<br />
<br />
You will have a Customer Success Manager assigned to your agency to guide you through the implementation process and coordinate the conversion, training and any hardware implementation issues. <br />
<br />
Our education partner (My Newton Education) handles your training, and there are two stages to the process. We first work with you one on one to understand the foundation of Newton. At that time you are sent a video and workbook series followed by unlimited regularly scheduled webinar classrooms with a live trainer to review each topic. The second stage moves you into one-on-one sessions with a trainer, designed to address agency specific needs and workflows for your office. <br />
<br />
MNE attends to your training needs both during your pre-live and post-live periods. While you are pre-live, your agency is provided with trial data converted from your previous system and that data is used for your training. Because you are familiar with your own data, the training is easier, more relate-able, and retention is better. <br />
<br />
In addition, because your are actually working with the data, you have a chance to review it before you go live on Newton. This phase usually lasts 30 days and flexible to your agency needs. <br />
<br />
Just before the live date, the final data conversion will be placed on your system. By now you have been through your initial training (during which you have verified the conversion data), and you are ready to go. <br />
<br />
During the post live phase you have the same access to training resources for an additional 30 days. This period includes proactive checkups and reviews from your trainer and accounting check ups from our specialists on a scheduled basis.<br />
<br />
This process defines the signature difference in the Newton relationship compared to others. Software is only as good as your ability to use it, and My Newton Education provides every resource to insure "you know what you need to know", for a smooth transition from FSC.<br />
<br />
<br />
;(49) In this age of data mining, is our data accessible via standard means, free ODBC driver, in the event we had another program that needed to read our data? Or in case we ever needed to convert to another system. If so please give us the name of the ODBC driver so we may download a copy for testing purposes.<br />
<br />
<br />
Newton uses an industry standard SQL database from Pervasive. Some well-known corporations using our PSQL are Sage, Intuit, Disney Companies and even the WebMD website. The data connection between your workstation and server employ an ODBC driver (Pervasive) and all is constructed with industry standard coding methods. You will never have issues with the stability of your data or your access to your data. <br />
<br />
A note about stability and industry standard SQL. <br />
<br />
As you can imagine, large corporations would never stand for the constant rebuilding of data files as is common in our industry today. The SQL product driving Newton is rock solid and a rebuild of any file is rare. It is important to validate in your analysis here: Exactly how often do rebuilds happen? Are they recommended as a routine maintenance precaution? You might be surprised by the responses.<br />
<br />
Regarding SQL, you must insure your data is not in a proprietary or non-standard database. If a competent programming professional cannot easily understand your database, you should be concerned. Horror stories abound of agencies held hostage because their management system is built around proprietary or other non-standard (or non-SQL) database products. <br />
<br />
The data accessed through Newton is yours and portable to insure you have access to your data whenever and however you may need.<br />
<br />
<br />
;(50) Is there a cost to purchase your system? How many years do you/can you convert? What are the costs for initial conversion? Monthly maintenance fees based on agency size, users? What are those monthly fees? Training fees if any? Webinars verse onsite? Ability to take agent information and load into a training agency database for new agency to work on before going live? Guarantee a number of years? Price up after those years? A charge to release data? What are the 3rd party hosting fees if applicable?<br />
<br />
<br />
At the March PIA meeting we distributed a flyer which included our pricing as shown below. We do have a setup fee but have allowed FSC clients to spread that payment over 24 months with zero down. This of course is optional. <br />
<br />
Pricing for the options below are included or excluded accordingly:<br />
<br />
{| class="wikitable"<br />
!Option<br />
!Included / Optional<br />
|-<br />
|Personal Lines Download<br />
|(included)<br />
|-<br />
|Commercial Lines Download<br />
|(included)<br />
|-<br />
|Commission Statement Download<br />
|(included in the last column)<br />
|-<br />
|Sales and Marketing Automated Drip Marketing Module<br />
|(optional)<br />
|-<br />
|Dataview - Historical reporting dashboard<br />
|(optional)<br />
|-<br />
|My Insurance Dashboard – Web Portal for clients<br />
|(optional)<br />
|}<br />
<br />
[[File:Pres-fsc-pricing.PNG]]<br />
<br />
<br />
We normally recommend two years of data for conversion. This can be altered by the agency. Specific details about the conversion is found later under the conversion section questions.<br />
<br />
Our conversion partner, EDI Concepts, is completely responsible for the conversion and takes complete ownership of each conversion. Your success is theirs. The owner of the company has owned an agency and is a CPCU. The level of commitment to the conversion, data and process is un-paralleled in our industry.<br />
<br />
A charge to release data was answered on question 49. No charge.<br />
<br />
Our support fees do not get increased each year as other vendors do. We carefully evaluate our costs/expenses and over the past ten years have raised our prices three times. <br />
<br />
The cloud fees are priced separately and are not included in these prices. The costs can vary with each agency due to other needs outside of Newton. <br />
<br />
'''Below is the pricing structure for all of our training programs.'''<br />
<br />
{| class="wikitable"<br />
!Training Product<br />
!Cost<br />
|-<br />
|Pre Live Training<br />
|Included<br />
|-<br />
|Post Live Care<br />
|Included<br />
|-<br />
|Membership To My Newton Education<br />
|$15 per month per agency<br />
|-<br />
|Post Live Webinars<br />
|$19 per agency<br />
|-<br />
|Post Live Onsite Visit <br />
|$895 + Travel expenses per day per agency<br />
|-<br />
|Additional One On One Sessions<br />
|$65 per session<br />
|-<br />
|Additional Accounting Check Ups<br />
|$75 per session<br />
|}<br />
<br />
<br />
;(51) Explain how the company uses the Users groups for training, enhancements, improvements etc? How direct a “voice” do we have to affect change and what is the time frame?<br />
<br />
<br />
Along with training, My Newton Education handles your ongoing education needs with an extensive suite of services for members. The continuity they provide from training to ongoing education is invaluable to our agency partners as relationships are established and maintained for the long haul. <br />
<br />
MNE provides extensive hand holding throughout the transition process and hosts a full calendar of webinars and regularly scheduled workshops. You may also read or post articles on the agency forum. My Newton Education resources are a convenient and effective means to stay current on all new releases and updates and industry changes. More importantly, MNE focuses on your agency to help implement workflows that work best for you. My Newton Education is the most "hands on" ongoing education group in the industry, and will quickly become a valuable agency partner. <br />
<br />
We have a few avenues for our agencies to be heard. MNE has a user to user forum for agencies to discuss future and/or immediate needs together. Our support team is always willing to “place and enhancement” request in for you. We accept emails regarding enhancements and are willing to discuss these with you. And we are very dedicated to this group of FSC users and have already evaluated many areas where we see differences to make the transition smoother for agencies that decide to move to Newton.<br />
<br />
Most importantly, we always have listened to our users and credit the success we are today with the strong group of clients currently in place.<br />
<br />
We provide 2 releases annually. The first release includes major feature additions but also updates to the infrastructure to keep up with Microsoft technology advances, guaranteeing your agency against system obsolescence. The second release provides minor point revisions and updates.<br />
<br />
<br />
;(52) History of company? Growth in the past 3 years? Projections? Prospect of selling to larger company? What was done in the LAST UPDATE release and how long ago? Plans for next release and what is to be included (release notes)? Do you have online manager manual? How often do you update? Do you have tutorial videos? Describe your agency system of the future.<br />
<br />
<br />
Our company has been under the same ownership for 25 years. While other vendors have come and gone, we have thrived because we embrace the technology employed by Fortune 1000 companies and others such as Disney, Intuit, Sage, and WebMD. While that decision was more costly, it has guaranteed our customers against obsolescence for the long term.<br />
<br />
As our competitors chose the path of "rapid" development tools, that decision ultimately led to the "rapid" obsolescence of their products. Agencies everywhere are still left on platforms unable to keep up with important changes in technology, and could be forced into an unwanted conversion. <br />
<br />
We have experienced profitable and stable growth for decades. Our client base has increased over 20% the past 3 years. We are not selling out, and for a number of reasons. 1.) we are stable and profitable and as such, AMS and Applied will acquire their customers cheaper by buying out distressed vendors, 2.) our customers would never agree to convert to an inferior product, and 3.) this is an employee owned business with many long term loyal employees and members of the founder's family in key positions.<br />
<br />
We offer product updates 2 times annually. The first update provides major revisions while the second update are for point revisions and technology and maintenance updates. Every release is accompanied by a complete set of release notes with links directly to our WIKI support library. My Newton Education also provides a series of new release webinars for each new release. These webinars are wildly popular and the recordings are made available to members.<br />
<br />
We have a complete set of videos broken into 2 categories. The Newton video library is complete with 40 or more videos of features, overviews and how-to's. More importantly, MNE offers a more comprehensive set of agency-view videos to show you how to use the system in your agency. This is unique in the industry and a most effective agency learning tool. In addition, and just as unique, MNE can record your training sessions for later review and distribution to staff that may not have had the opportunity to attend a training session. <br />
<br />
The management system of the future employs a web-based user interface running over a private virtual server under the control of the agency. This is important because of security and customization. The forward thinking agency would never relinquish the control of their data. <br />
<br />
Finally, the system must be built on technology employed by the largest of corporations. Those companies will always be aligned with the latest technology and you should be there with them.<br />
<br />
To see how the system of the future may work, see MyInsuranceDashboard.com. MID is an optional secure web portal available for your clients convenience today.<br />
<br />
== CONVERSION PROCESS==<br />
'''Detail discussion of these questions can be found at http://ediconcepts.net/conversions/fsc-manager/.'''<br />
<br />
#NAME, ADDRESS, CONTACT INFO (how many phones and emails) and driver fields dob/ss/dl #<br />
#Sub Agency/Producer<br />
#TRAN LOG History<br />
#Policies/ TAG Field<br />
#Policy History<br />
#Simple Receipts history<br />
#Family Information Section<br />
#Invoices<br />
#BILLING HISTORY<br />
#Follow ups<br />
#Completed forms (Certs, Binders, LPR’s etc)<br />
#Quick Notes on system<br />
#IMAGES/Categories for the organization of images<br />
#How do we do the SMP/BOP/CPP Acord app breakdown with your system/download<br />
#ID Card merge in your system (in NYS…integration with IIES NYS System)<br />
#E-fax out of OUTLOOK?<br />
#Is PRINT PREVIEW always available?<br />
#Security Rights within system? Explain the layers of rights assigned? <br />
#Signature on docs available?</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Transition_Guide:_FSC_Manager_FAQ&diff=986
Transition Guide: FSC Manager FAQ
2014-06-10T19:34:49Z
<p>Aostermann: /* (1-18) Questions Concerning The Operating Environment For Your System */</p>
<hr />
<div>[[Category: Transition Guides]]<br />
==(1-18) Questions Concerning The Operating Environment For Your System==<br />
;(1) Is your system web-based, 3rd party hosted and/or available as stand alone in agent's office? If hosted who is your provider? Do you handle all back up? If system ever crashes do we have that data available? Do you have to move us to another server? Ease of setting up laptops for use out of the office? If you host do you work together to coordinate assistance? <br />
<br />
Newton is flexible and available for multiple platforms. Many agencies prefer to run locally on their own in-house server due to the flexibility and cost effective nature of that setup. For those preferring cloud services, we offer both a Shared and Dedicated cloud. <br />
*Shared Cloud Hosting provider is Ajasent<br />
*Dedicated Cloud Hosting provider is ACP<br />
*Local Server/Client<br />
<br />
The system is friendly to the on-line environment and setting up a user is very simple. The private cloud is a virtual server with resources and software customized solely to your agency. All cloud services include software options such as Microsoft Outlook (with or without Exchange) and Office. <br />
<br />
For hosted solutions, the backups are the responsibility of the hosting providers, Ajasent and ACP. The backup for systems located in the agent's office are the responsibility of the agency. In the event a backup must be restored, our technical team will assist the agency to verify a proper restoration of the system and data. <br />
<br />
<br />
;(2) Ability to host OUTLOOK Email service and integrate with your system so we can easily moved emails from OUTLOOK into mgmt system? Ex- Drag and Drop? Can they handle fax @ skeele? Does your system automatically drop them into a client file or do we need to drag and drop? Email on cells of users? Does your system ask you to grant access for each email every time you send one? Do you offer encrypted email?<br />
<br />
The system is integrated with Outlook in both email and Calendar functions. Any item generated from within the system (certificates, Auto ID’s etc.) can be emailed, faxed or printed easily. Items are created as .pdf and inserted into the email. When sending, you can select “templates” for the email to standardize common email wording. This also works for things like e-fax, MetroFax etc., Unless there is something extraordinary with the skeele fax solution, accommodating fax@skeele should be possible. <br />
<br />
Incoming emails can be dragged directly from Outlook and dropped on the client tab, or a policy. The email is searchable within the client by key word and also any word within the email. This is a powerful feature to ensure you find exactly what you are looking for quickly. All incoming and outgoing items automatically date/time stamped with user ID in the Activity and are not editable.<br />
<br />
Encrypted email is available within Outlook. <br />
<br />
<br />
;(3) Ability to host Agency Shared Folders available to all system users? Host Personal Folders?<br />
<br />
Your cloud service provider will facilitate Shared and Personal Folders. While your cloud provider will establish this for you, we assist in the transition process to ensure your needs are met. We have a team dedicated to the success of your cloud experience.<br />
<br />
<br />
;(4) We are concerned with the speed of sending items to PRINT within the mgmt software, as well as time pulling up stored images? Compatible with word/excel/outlook/pdf, jpg files? Do you use Black Ice?<br />
<br />
Printing performance is exactly the same as with your common Microsoft Office Products and .PDF Readers. Newton does not place an additional burden on your printing services and is completely optimized for the local or hosting solution of your choice. Black Ice is fully supported and in use at Ajasent. We do not demand a specific print solution with Newton in a typical agency setup, however a thin client print service is desired in hosted environments. Newton will indeed work with many if not all these printing solutions. <br />
<br />
<br />
;(5) How is support handled? Chat / Sign into computer/ Log a request and await response? Can you “shadow” user direct or do we need to log into a webex and grant you permission?<br />
<br />
Newton does not require support tickets or on-line requests for support. All support calls are answered when you call, and any question you have is addressed at that time. If further research is required, we work your question without delay and communicate with you proactively. You may also email if more convenient, or you can visit our support page and click the help button. If you desire a support representative to answer your question while sharing your computer screen, we provide that service as well.<br />
<br />
<br />
;(6) Integration with EZLynx and /or PL Rater for rating? Can you import/export between two?<br />
<br />
<br />
Below is our list of supported rating vendors and their integration level within Newton.<br />
We do not restrict you to any one vendor.<br />
<br />
{| class="wikitable"<br />
!Vendor<br />
!Export From Newton<br />
!Import Into Newton<br />
!Integration File Type<br />
|-<br />
|[[AccuAuto Rating Integration|AccuAuto]]<br />
|No<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[ACS2000 Rating Integration|ACS2000]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[Evolution Rating Integration (Capital Rating)|Evolution (Capital Rating)]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[EZ Lynx Rating Integration|EZ Lynx]]<br />
|Yes<br />
|No<br />
|Completed ACORD .PDF Forms<br />
|-<br />
|[[IBQ Rating Integration|IBQ]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[ITC TurboRater Rating Integration|ITC Turborater]]<br />
|No<br />
|Yes<br />
|ITC .TT2 File<br />
|-<br />
|[[PL Rating Integration (Vertafore)|PL Rating / Silverplume (Vertafore)]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[SEMCAT Rating Integration|SEMCAT]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|-<br />
|[[WinRater Rating Integration|WinRater (Boston Software)]]<br />
|Yes<br />
|Yes<br />
|Download .Al3<br />
|}<br />
<br />
<br />
;(7) Download of PL and CL policies; Certified list of carriers and how easy to become “certified” for download with your system? Packages for CL & PL? When renewals come in do they overwrite the existing policy line/data or do they create a new policy line? Does the system cancel out the old if a new line is issued or do we cancel it out? If it overwrites how do you see past policy and history? If you have policy history is it highlighted to show the changes or do we need to look at it page by page? For mid term endorsements when you d/l do you list what the change is and any billing associate with it? We referred to this in AFW as quick view and in FSC as download summary. We had this at AFW and FSC added it but FSC had a concern about the download time being increased. We understand Allstate never has any billing. We had issue of downloads dropping zeroes and numbers after dashes will your system handle these policy numbers fine? (ngm,prog, etc). billing mid-term or on prior term how is that handled? As an endorsement? How about cancel billings?<br />
<br />
Agency Systems is certified with every major carrier and their subsidiaries and hundreds of other regional carriers. We are constantly adding new companies as requested by our agents. Certification requests are routinely turned around within a day or two. The process is simple, and can be accomplished from start to finish and implemented in your agency within a week or two. We offer the full complement of downloads for Personal, Commercial, and Commission Statements.<br />
<br />
The download setup in Newton is straight forward and accomplished during a one on one training session. After that session, you should be ready to download within an hour. From that point, your download managers are run to capture all files available from the companies since the last download. Next, inside Newton, you open the download management center, select the new files to process, verify the downloads as they are processed, and address any items that require further attention. After the first training most offices on a daily basis will complete their downloads in less than 10 minutes.<br />
<br />
Policy numbers from the company play a key role in how the data will show in Newton. We accept the policy number format as it comes directly from the carrier and do not modify that number in any way. This being the case, there are two conditions that take place with how download data is viewed. <br />
<br />
One, if the policy number does not change at renewal, download will create a new policy sequence to retain all prior policy history. Download will never overwrite existing policy, or ACORD Form data. It will create updated information to compare to prior terms. You will be assisted in the setup of all your download alerts, a tool that notifies you of important changes from the prior download data. Alerts can be established to notify you if the policy has cancelled, or if the premium has changed by a certain amount, or if there is a change to drivers or vehicles, or all changes to any key account. The alerts can be sent to the producer or CSR responsible for the account and allows you to proactively address changes.<br />
<br />
An example for Case Two is if the company changes the policy number at renewal with a trailing number. The policy history is retained under the old and new number. The view is intuitive and easy to identify changes.<br />
<br />
Companies deal with cancelled policy transactions differently and we have workflows in place to best implement those company differences in your agency.<br />
<br />
Most agencies deploy the Commission Download module for their direct bill commissions which allows you to process them quickly. For companies that do not offer Commission Download, our agencies use the Commission Builder in Newton to enter the transactions quickly by hand providing a full direct bill reconciliation. <br />
<br />
In addition we have an optional module supporting companies that do not create commission download files. The process converts a carrier specific .csv file into one that can be processed electronically. <br />
<br />
<br />
;(8) “SERVICE LINK” with FSC is like Transformation Station and TransActNow….what do you have/use for real time access to clients accounts? How does it handle 5 different offices/codes? Does it need to update/refresh each day on the first use? When you use this link can you capture or copy the images from the web? <br />
<br />
Newton employs Policy View, a quick and easy way to access carrier web sites from the client or policy within Newton. Policy View stores appropriate agency staff unique ID, passwords and policy number for a quick connect to the carrier website specific to that policy. You are not required to update/refresh daily. <br />
<br />
We currently do not offer the image capture, however that is an attractive feature and we have added it to the enhancement list.<br />
<br />
<br />
;(9) Does your system drop phone calls into our pull up client files automatically?<br />
<br />
No, however digital voice messages can be dragged to the client file as an attachment. In addition, a client can be quickly found by searching for as little as the last 4 numbers of a phone number, displaying all matches in a "Google" like search.<br />
<br />
<br />
;(10) Does your system allow for minimizing screens so you can switch between screens? Dual monitors?<br />
<br />
Multiple client screens can be open at the same time, and you can switch between them. Dual monitors are no problem. In addition, you can open Newton multiple times on the same workstation, as the same operator. Unlike some vendor databases, multiple open instances of Newton does not require additional seat licensing. <br />
<br />
;(11) Memos or client single letter templates- nonpay cxl, lpr to prior agent, etc Can you pull in policy dates such as a cancel date? FSC couldn’t we had to type in the date.<br />
<br />
Newton Memowriter contains merge codes for many different data fields, including policy transaction effective and expiration dates. When a policy is cancelled in Newton, the transactions dates are set to the date of the cancellation. As a result, the cancellation dates can be merged directly onto a memo through merge codes. <br />
<br />
Merge codes are automatically replaced with client/policy data when a letter is “merged” with a policy.<br />
<br />
[[File:pres-fsc-mergecodes.png]]<br />
<br />
<br />
;(12) Compatible with xp? Do you use internet explorer? Firefox? Chrome? Most companies still use IE so have moved to firefox but very few.<br />
<br />
Our system will work with any browser. When “launching” into Carrier websites, we use our own proprietary browser window to insure compatibility with carrier websites. Although Newton will work with XP, we strongly recommend against its use because Microsoft has discontinued security updates. This would expose your agency to potential virus attacks.<br />
<br />
<br />
;(13) Visual Organization- font size? Bold type? We had issues only with fsc not afw and were told that it was a monitor resolution system size issue.<br />
<br />
All primary user areas of Newton use a consistent visual band viewer to display information. The band viewer will bold items or set specific font colors to easily identify areas of interest to the user. <br />
<br />
[[File:pres-fsc-bandview.png]]<br />
<br />
Most users who have issues reading text with a high resolution monitor will benefit from lowering the Windows resolution. Lowering the resolution will make all text easier to read, inside and outside of Newton. Our technical staff will work with your IT team to insure your working environment is optimized to meet your needs. <br />
<br />
<br />
;(14) Do you have to refresh your system or is it instant? AFW was instant, fsc you have to “click” another screen tab.<br />
<br />
Many bands of the system will refresh automatically, such as editing a filter to display the activity for a client. When an activity filter is changed, the updated activity view is automatically displayed with the changed view of the data. Some areas of the system will require a refresh. <br />
<br />
<br />
;(15) Are we able to run multiple agency entities with your program?<br />
<br />
We support both department separation and multiple agency needs. <br />
<br />
<br />
;(16) Are there separate companies? Ex- One to handle property and casualty and a separate one to handle life and health?<br />
<br />
You could separate them by company and still have access to consolidated financials or in the same department, whichever works for you<br />
<br />
[[File:Basictab-activepolicies-billed.png]]<br />
<br />
Individual company codes in Agency Systems can be assigned to a Parent Company. The '''Company Tab -> Active Policies''' list for a parent company will list all policies assigned to the parent company, and all policies assigned to any subsidiary. The '''Management -> Company Tab''' will summarize all active polices by Parent Company, but will retain the option to display only policies assigned to specific company codes.<br />
<br />
[[File:Profiles-company-parentcompany.png]]<br />
<br />
<br />
;(17) Does your system have signatures for users on acord forms? Do you offer electronic signature of forms on client end?<br />
<br />
Yes Acord form signatures are established by user in the agency. Electronic signatures are under consideration for a future release. <br />
<br />
[[File:Profiles-producer-formssig-4.png]]<br />
<br />
<br />
;(18) Do you somehow integrate or interact with an agency website or social media such as facebook?<br />
<br />
MyInsuranceDashboard.com provides a 24/7 web portal for your customers to access their policy related information that integrates directly with Newton by Agency Systems. Your customers will be able to review schedule items, generate published certificates with updated holder information, and view published documents to their dashboard. They will also be able to interact with your agency by requesting changes to schedule items, and upload supporting documents to your office. These items will flow directly to your management system with minimal effort by your staff. MID is an optional feature.<br />
<br />
==(19-44) System Specific - Dashboard, Navigation, Features and Processes ==<br />
;(19) Process to scan/attach/organize and recall stored images within your system? <br />
<br />
Items can be loaded by client or by policy in a client file using drag and drop, browse and attach. After an item is selected, it prompts you for a unique searchable description and is automatically date/time stamped with user ID in the Activity and place attached.<br />
<br />
While it is easy to find attachments now, a soon to be released feature will allow you to organized them by user defined categories as well. <br />
<br />
;(20) NYS ID card system…integration with them? Ability to do Canadian Id Cards? FSC had to create a template for us. Company verse writing company for NY State? Also, it should default to all capital letters like the NY id card generator does. We had issue with ID cards deleting the replacement vehicle. How does yours work? Can you add a vehicle? Do as a transfer? Just print an updated card? Does the writing company pull? If someone changes that writing company one time is it always changed?<br />
<br />
*Canada Non-Resident ID Card is integrated directly in Newton’s ACORD form system. <br />
*FS-20, FS-21, and FS-83 bar code ID Cards can be generated directly from Newton’s ACORD forms system. <br />
*Vehicles can be individually added/removed from a New York Bar Code ID Card just like any other ACORD form. New forms can be printed, and previous copies reprinted.<br />
*The replacement vehicle setting, and other NY ID specific options are saved directly to the vehicle schedule.<br />
*:[[File:pres-fsc-nyid.png]]<br />
<br />
The company code listed on the ID Card is based on the company code assigned to the policy. Newton separates the invoice company from the policy/writing company. The NY Company Code identification number is saved within the policy/writing company’s profile.<br />
<br />
<br />
;(21) REPORTS- How do we record monies from clients? What reports are available to cross check monies in order to do deposits? // BOB reports…available in side by side periods ie 1st quarter 2014 vs 1st quarter 2013? Producer/sub office breakdown availability in the reports? Do you have an unbilled report? AFW online did but not FSC. DL error report? DL memo report (prog)? Tranlog/suspense/f/u reports? New business report? Expiration report? Marketing reports (auto no home)<br />
<br />
Entering payment from a client can be performed for a single policy, multiple invoices, including automatically forwarding the money to the company. In addition, Agency Fees can be easily added on-the-fly when a payment is received. <br />
<br />
Newton includes many in depth reporting options for financials, and policy production. While there are others, the circled items below list our more basic reports. <br />
<br />
[[File:pres-fsc-allreports.png]]<br />
<br />
In addition, Automatic Reports allow you to set up a group of reports once, and run them every day or month.<br />
<br />
[[File:Pres-fsc-automaticreports.png]]<br />
<br />
In addition, Newton has a unique live "Dashboard" incorporated throughout the system which allows your CSRs to see their to do lists, work expirations, and produce reports. The result is an interactive reporting system, up to date as you work, without the need to exit and print reports. The view of those lists are customizable and easily viewable in excel.<br />
<br />
<br />
;(22) Where do we store carrier info (now in SYSTEM TAB on FSC) to include contracts, loss ratios, memos, commission defaults, contacts, emails, phone #’s , writing companies etc? Where do we store banks, markets etc that are in the address book now?<br />
<br />
An easily accessible Company tab is used to store company information for general access. The company section of the Management tab is used to store secure documents, with limited access to system administrators only.<br />
<br />
"Address Book" information is handled by creating “Inactive client” files that hold your Rolodex information – <br />
For example: <br />
Vendor Rolodex – would have contacts for….<br />
- Landlord<br />
- Utility Company<br />
- Phone Company<br />
- First National Bank<br />
<br />
<br />
;(23) SYSTEM Calendar for use by system users?<br />
<br />
Newton pushes diary/suspense items to your outlook calendar.<br />
<br />
Both our public and private cloud providers support MS Exchange shared calendar options. <br />
<br />
[[File:Releasenotes-basic-diaryitem.png]]<br />
<br />
Selecting the option will create a calendar event with a default day that matches the diary suspense date. <br />
<br />
[[File:releasenotes-basic-diaryoutlook.png]]<br />
<br />
<br />
;(24) Can we tell what users are actively signed into the system? Different user levels? <br />
<br />
Currently active users can be viewed by a system administrator from the server. If you are hosted in a private cloud, you view this information directly within your session. In a public cloud your server access is limited.<br />
<br />
<br />
;(25) Office Notes locations if available? Verse quick notes?<br />
<br />
Newton currently does not offer a system wide message board. <br />
<br />
<br />
;(26) Go over your suspension system or follow ups or tranlogs and options;<br />
<br />
Diary/Suspense items can be between User and/or Client and/or Company and/or Interest or any mix of these. They are integrated with Outlook for calendar and email. If you must send a reminder for a client to mail or fax to you, click suspense on the client, assign a due date and possibly a user defined tag such as “application follow up”, choose the contact at the client and write your note. <br />
<br />
A diary/suspense can be associated with a specific policy, and a specific company contact. Selecting a company contact will automatically start an outgoing email, with text pre-filled from the diary window.<br />
:[[File:pres-fsc-diary-company.png]] <br />
<br />
Once sent, it will be processed through Outlook and date/time stamped by the user ID automatically. <br />
:[[File:pres-fsc-diary-company-toemail.png]]<br />
<br />
Diary items can also be “updated" if you need to follow up again and the system will capture the new notes and date/time/user ID stamp them. Of course, all activity is recorded in the permanent client and/or policy activity.<br />
:[[File:Release-notes-diary-comment-timestamp.png]]<br />
<br />
<br />
;(27) Search capabilities for clients….options available (ex with fsc you do .. etc) By name? Address? Policy number? Etc<br />
<br />
Newton Search capabilities are designed to work like Google. You can search for client by First, Middle, Last, nickname or DBA, address, phone or fax, email address or driver name. Like Google does, Newton gives you a “predictive” search, so long names can be found without typing the entire name.<br />
<br />
Policy search can find by an exact match, first 5 characters, last five or using the predictive search which will save you from typing the whole number. <br />
<br />
Newton search capabilities is a real strength, you will appreciate the power of our "Google" like search engines.<br />
<br />
<br />
;(28)Describe the download processing an agency goes thru each day and time involved? Available to run off hours?<br />
<br />
<br />
After the one-on-one training session, you should be ready to download within an hour. From that point, your download managers are run to capture all files available from the companies since the last download. Next, inside Newton, you open the download management center, select the new files to process, verify the downloads as they are processed, and address any items that require further attention. After the first training most offices will complete their daily downloads in less than 10 minutes.<br />
<br />
We have options to "process all silently" which allows the person running download to simply let it run and move to other work until completed. Then they would review any items that “pended” such as a new policy for a client that was not entered into the system. This is a tremendous time saving feature.<br />
<br />
Commission statements are run on a monthly basis and normally take less than 5 min per company. <br />
<br />
Certain companies will reduce the direct bill commission for fees, such as an MVR expense, or possibly combine and Agency and Direct Bill statements. Newton's Commission Download can handle these adjustments on-the-fly, reducing the amount of time required to process the download.<br />
<br />
[[File:Commissiondownload-editcash-adjustcommission.png]] [[File:Commissiondownload-editcash-adjustcommission-mvr.png]]<br />
<br />
<br />
;(29) Format of system pages in relation to ACORD format? How does your system look when we go into it? Can we type into acords? Can we print blank acords?<br />
<br />
Newton uses the WYSIWYG method for ACORD forms. They look exactly like the actual Acord forms. Large fields can be used in their entirety and even “re-sized” if needed. Forms related to a particular policy as well as drivers, vehicles, properties, etc. are “Grouped” together to make policy service such as an endorsements, renewals and re-marketing simpler with very little data entry. <br />
<br />
Yes, you may print blank Acord forms. As forms are printed, emailed or faxed, they are automatically date/time stamped by user ID and stored permanently in the client/policy activity and place attached.<br />
<br />
<br />
;(30) Explain your “TRAN LOG” system as far as the defaults, how we can set it up, etc? Does it require automatic tranlog?<br />
<br />
The activity part of our system is automatic and comprehensive. When client and policy actions are performed, such as adding an attachment, or updating any part of a policy, the activity log will be updated. You will be prompted to append additional text if you desire, otherwise the action is completely automatic. <br />
<br />
[[File:Automatedproc-end-appendtolog.png]]<br />
<br />
All activity can be filtered based on activity type, and an activity search will automatically find the activity item, email, or attachment that matches the search term. Further, you may search the text in the body of an email as well as subject line. <br />
<br />
[[File:Activity-right-click.png]]<br />
<br />
<br />
;(31) Personal client files verse commercial client files? AFW you had to pick on or the other. FSC has both personal and commercials form in each client file.<br />
<br />
You can mix and match personal and commercial activity as fits your operation. You can copy contacts from the Commercial file to the Personal file or the reverse to make the process simpler.<br />
<br />
However, if you want to use our automated marketing feature, the personal lines vs. commercial lines indicator drives the correct correspondence to be delivered.<br />
<br />
<br />
;(32) In a commercial file does your system have a specific spot to put in tax id #’s like personal has for date of birth or ss#? Can you convert or retain our household member info (name/dob/social sec #/ driver’s license #/occupation/employer)?<br />
<br />
Yes. Also, you may copy “contacts” from one client to another where there are common employees or ownership or in this case from a Personal to a Commercial client.<br />
<br />
[[File:Client-edit-contacts-copy-copyfrom.png]]<br />
<br />
<br />
;(33) FSC can push changes to a policy when a loss acord is completed does your system ask to do this? Why push changes for a loss but not if we complete an acord change form it doesn’t push that info into file?<br />
<br />
Newton is a policy driven system, where all forms are saved to a policy. The forms will pre-fill data on many forms based on policy transaction dates, and prior risk information. We do not generate a policy transaction from the Acord loss notice.<br />
<br />
<br />
;(34) How does your system handle disability policies? Watercraft? Cycle? Landlord and dwelling fire? Flood?<br />
<br />
All policy types in Newton have the same features and functionality, and are not limited by their class of business. For all unique types of policies, a unique "class code" or line of business can be created. You can have an appropriate ACORD form attached to the policy, or a company-specific attachment saved to the policy for full risk and coverage details. <br />
<br />
If a policy is entered with a specific class code such as '''Motorcycle''', and the company sends the download file incorrectly as '''Personal Auto''', the system can correct in many cases because we compare to the prior term class code. <br />
<br />
<br />
;35) Can you easily move a file that downloaded to the wrong client file to the correct client file? What if it has been billed or what if not billed?<br />
<br />
A downloaded policy can easily be moved to the correct client if a duplicate client is created by download in error. The download system also has built in mechanisms to check against "likely" client duplicates to prevent the problem from happening. If the policy has already been invoiced, a new transaction can be added to the existing policy, and that transaction easily moved to a new client.<br />
<br />
<br />
;(36) Do you have a true copy application? Or does it create a “future application”<br />
<br />
When a policy is updated, such as a renewal or an endorsement, existing ACORD forms can be copied to the new policy transaction automatically. The updated forms are an exact copy of the original form. <br />
<br />
In addition, coverage data can be copied between ACORD forms, and entire holder lists can be easily copied between certificates of insurance.<br />
<br />
<br />
;(37) Dates are they consistent in each area- 04/04/2014? Can we type in with dashes or without? That was an upgrade at FSC. Do you default to current date?<br />
<br />
Newton date fields work the same throughout the system. They do not require the entry of any special characters, such as / or -. Where appropriate we default the current date.<br />
<br />
Example: [[File:pres-fsc-effdate-before.png]] translates to [[File:pres-fsc-effdate-after.png]]<br />
<br />
<br />
;(38) Does the system default to correct home percents for HO, MH, FO? Ex- 10% of A, etc?<br />
<br />
Our agencies normally begin the workflow with the rating vendor of choice. Download automatically populates these fields appropriately, both in the unique download viewer and Acord form. <br />
<br />
<br />
;(39) Do you have separate local defaults verse system defaults? Ex- auto show quicknotes, ask if word is closed, manual refresh, etc.<br />
<br />
Our user preferences area has many options which can be set per operator, with additional options available for system-wide changes.<br />
<br />
[[File:Menu-preferences-accounthistory.png]] [[File:Menu-preferences-activitylisting.png]] [[File:Menu-preferences-useroptions.png]]<br />
<br />
<br />
;(40) Can anyone delete an application they created by error? Can we delete a customer we created by error or in duplicate? Also delete forms?<br />
<br />
Yes, assuming access for deleting has been established by the system administrator. Access to deleting clients/forms/policies is controlled by the security system and further by the security level of the operator.<br />
<br />
<br />
;(41) Cross reference capabilities? Can you cross reference between two different accounts ex- a commercial account and then a personal account for same person? John Doe LLC verse John Doe personal auto?<br />
<br />
Yes, in the latest update to Newton related clients are displayed, and you can toggle back and forth to work on, or view any of the related client’s information. This update is not yet in distribution.<br />
<br />
<br />
;(42) If a client is incorrectly assigned to a wrong sub-producer how easy to correct?<br />
<br />
Correcting the CSR/Producer/Sub Producer is as easy as opening the client file, changing the assignment to the correct sub-producer and saving. <br />
<br />
<br />
;(43) Does your system allow the administrator to “customize” the agency workflow processes to force everyone to work thru the same process, the same way and do the same documentation (tranlog)?<br />
<br />
Newton provides options for most processes and does not dictate which process must be used. However, My Newton Education along with the Newton support team will work with you to determine "best practices" and document those for any user on our WIKI. <br />
<br />
My Newton Education is the most "hands on" ongoing education group in the industry and they will quickly become a valuable partner for you and your staff. <br />
<br />
;(44) For auto clients when you are entering data does your system have a vin look up of some sort?<br />
<br />
Although Newton does not offer the feature directly at this time, many of the rating vendors which integrate with Newton have this capability.<br />
<br />
==(45-46) Accounting And Billing Discussion ==<br />
;(45) Accounting features- Built within your system or integration with Quickbooks/Peachtree? DB commission download available? Agency bill verse direct bill?<br />
<br />
Accounting is completely integrated with no end of day, end of month or end of year processes. All trust accounts are fully integrated by item within the GL. This guarantees that at that all times your company/producer payable, company receivable and income are reflected correctly in your financial system. This also eliminates errors and the extra complexity of posting to an outside system such as Quickbooks. <br />
<br />
Why is integrated accounting important? <br />
<br />
If your daily policy and payment activity is not automatically updating your financial system, you can never guarantee those transactions are included correctly (if at all) in your agency financial picture. With millions of dollars at play annually and thousands of transactions involved, you can see how errors might affect your agency's security. Errors and malfeasance happens unfortunately, and transaction level integration with your financial system reduces the risk of that going unnoticed. <br />
<br />
The majority of our clients use commission statement download for the auto creation of their invoices, handling fees, etc. effectively in the process. Surplus lines and other policy “invoice” needs are integrated seamlessly within the accounting system, as well as installments and premium finance. <br />
<br />
Direct bill commission download is available an fully integrated within the financial system. For companies that do not provide electronic commission download, we include commission builder, a tool to quickly enter transactions directly from the DB statement.<br />
<br />
Newton handles all aspects of both agency and direct bill transactions.<br />
<br />
<br />
;(46) Automatic billing of new business and renewals; automatic processing of daily processed billings on system? Do we need to perform billing tasks such as ok invoices or calculate payments? Are these things “scheduled” or automatically run or do we need to run them manually every day, weekly? Etc? Can your system default to a full payment plan in billing? Can your system default invoice views say for direct bill verse agency bill?<br />
<br />
Invoices can default as either Agency Bill, or Direct bill, depending on the company. Agency bill policies can be configured as installment invoices, including an initial down payment amount. There are not extra steps to required to "calculate" transactions as all areas of the system update automatically. There are no "end of day" or "end of month" processes.<br />
<br />
For Agency Billed policies, invoice wizards can be configured to easily create multi-line invoices including, premium, fees, and automatically calculate taxes. For direct bill policies, most agencies will use commission download or commission builder to quickly process a statement without the need to manually enter individual invoices.<br />
<br />
==(47-52) User Groups/Training/Costs/History/Future Questions==<br />
;(47) User groups in areas of county? Annual regional or national conference? What states are you currently operating in?<br />
<br />
<br />
Regional workshops are hosted regularly by our education partner My Newton Education. These include not only education and training staff, but some feature Newton support staff as well. Workshops are very flexible, productive, hands-on and each class includes question and answer sessions. Our most recent workshops were held in VA, TX and NC, and we have California scheduled for July and Massachusetts scheduled for October. We operate in 50 states.<br />
<br />
<br />
;(48) How do you handle training? Do you send someone out to the agency? Is it online? Over phone with tech support webexed into our system? We need full training not a general workflow. We know each agency may process things differently but the how to should be the same format.<br />
<br />
<br />
You will have a Customer Success Manager assigned to your agency to guide you through the implementation process and coordinate the conversion, training and any hardware implementation issues. <br />
<br />
Our education partner (My Newton Education) handles your training, and there are two stages to the process. We first work with you one on one to understand the foundation of Newton. At that time you are sent a video and workbook series followed by unlimited regularly scheduled webinar classrooms with a live trainer to review each topic. The second stage moves you into one-on-one sessions with a trainer, designed to address agency specific needs and workflows for your office. <br />
<br />
MNE attends to your training needs both during your pre-live and post-live periods. While you are pre-live, your agency is provided with trial data converted from your previous system and that data is used for your training. Because you are familiar with your own data, the training is easier, more relate-able, and retention is better. <br />
<br />
In addition, because your are actually working with the data, you have a chance to review it before you go live on Newton. This phase usually lasts 30 days and flexible to your agency needs. <br />
<br />
Just before the live date, the final data conversion will be placed on your system. By now you have been through your initial training (during which you have verified the conversion data), and you are ready to go. <br />
<br />
During the post live phase you have the same access to training resources for an additional 30 days. This period includes proactive checkups and reviews from your trainer and accounting check ups from our specialists on a scheduled basis.<br />
<br />
This process defines the signature difference in the Newton relationship compared to others. Software is only as good as your ability to use it, and My Newton Education provides every resource to insure "you know what you need to know", for a smooth transition from FSC.<br />
<br />
<br />
;(49) In this age of data mining, is our data accessible via standard means, free ODBC driver, in the event we had another program that needed to read our data? Or in case we ever needed to convert to another system. If so please give us the name of the ODBC driver so we may download a copy for testing purposes.<br />
<br />
<br />
Newton uses an industry standard SQL database from Pervasive. Some well-known corporations using our PSQL are Sage, Intuit, Disney Companies and even the WebMD website. The data connection between your workstation and server employ an ODBC driver (Pervasive) and all is constructed with industry standard coding methods. You will never have issues with the stability of your data or your access to your data. <br />
<br />
A note about stability and industry standard SQL. <br />
<br />
As you can imagine, large corporations would never stand for the constant rebuilding of data files as is common in our industry today. The SQL product driving Newton is rock solid and a rebuild of any file is rare. It is important to validate in your analysis here: Exactly how often do rebuilds happen? Are they recommended as a routine maintenance precaution? You might be surprised by the responses.<br />
<br />
Regarding SQL, you must insure your data is not in a proprietary or non-standard database. If a competent programming professional cannot easily understand your database, you should be concerned. Horror stories abound of agencies held hostage because their management system is built around proprietary or other non-standard (or non-SQL) database products. <br />
<br />
The data accessed through Newton is yours and portable to insure you have access to your data whenever and however you may need.<br />
<br />
<br />
;(50) Is there a cost to purchase your system? How many years do you/can you convert? What are the costs for initial conversion? Monthly maintenance fees based on agency size, users? What are those monthly fees? Training fees if any? Webinars verse onsite? Ability to take agent information and load into a training agency database for new agency to work on before going live? Guarantee a number of years? Price up after those years? A charge to release data? What are the 3rd party hosting fees if applicable?<br />
<br />
<br />
At the March PIA meeting we distributed a flyer which included our pricing as shown below. We do have a setup fee but have allowed FSC clients to spread that payment over 24 months with zero down. This of course is optional. <br />
<br />
Pricing for the options below are included or excluded accordingly:<br />
<br />
{| class="wikitable"<br />
!Option<br />
!Included / Optional<br />
|-<br />
|Personal Lines Download<br />
|(included)<br />
|-<br />
|Commercial Lines Download<br />
|(included)<br />
|-<br />
|Commission Statement Download<br />
|(included in the last column)<br />
|-<br />
|Sales and Marketing Automated Drip Marketing Module<br />
|(optional)<br />
|-<br />
|Dataview - Historical reporting dashboard<br />
|(optional)<br />
|-<br />
|My Insurance Dashboard – Web Portal for clients<br />
|(optional)<br />
|}<br />
<br />
[[File:Pres-fsc-pricing.PNG]]<br />
<br />
<br />
We normally recommend two years of data for conversion. This can be altered by the agency. Specific details about the conversion is found later under the conversion section questions.<br />
<br />
Our conversion partner, EDI Concepts, is completely responsible for the conversion and takes complete ownership of each conversion. Your success is theirs. The owner of the company has owned an agency and is a CPCU. The level of commitment to the conversion, data and process is un-paralleled in our industry.<br />
<br />
A charge to release data was answered on question 49. No charge.<br />
<br />
Our support fees do not get increased each year as other vendors do. We carefully evaluate our costs/expenses and over the past ten years have raised our prices three times. <br />
<br />
The cloud fees are priced separately and are not included in these prices. The costs can vary with each agency due to other needs outside of Newton. <br />
<br />
'''Below is the pricing structure for all of our training programs.'''<br />
<br />
{| class="wikitable"<br />
!Training Product<br />
!Cost<br />
|-<br />
|Pre Live Training<br />
|Included<br />
|-<br />
|Post Live Care<br />
|Included<br />
|-<br />
|Membership To My Newton Education<br />
|$15 per month per agency<br />
|-<br />
|Post Live Webinars<br />
|$19 per agency<br />
|-<br />
|Post Live Onsite Visit <br />
|$895 + Travel expenses per day per agency<br />
|-<br />
|Additional One On One Sessions<br />
|$65 per session<br />
|-<br />
|Additional Accounting Check Ups<br />
|$75 per session<br />
|}<br />
<br />
<br />
;(51) Explain how the company uses the Users groups for training, enhancements, improvements etc? How direct a “voice” do we have to affect change and what is the time frame?<br />
<br />
<br />
Along with training, My Newton Education handles your ongoing education needs with an extensive suite of services for members. The continuity they provide from training to ongoing education is invaluable to our agency partners as relationships are established and maintained for the long haul. <br />
<br />
MNE provides extensive hand holding throughout the transition process and hosts a full calendar of webinars and regularly scheduled workshops. You may also read or post articles on the agency forum. My Newton Education resources are a convenient and effective means to stay current on all new releases and updates and industry changes. More importantly, MNE focuses on your agency to help implement workflows that work best for you. My Newton Education is the most "hands on" ongoing education group in the industry, and will quickly become a valuable agency partner. <br />
<br />
We have a few avenues for our agencies to be heard. MNE has a user to user forum for agencies to discuss future and/or immediate needs together. Our support team is always willing to “place and enhancement” request in for you. We accept emails regarding enhancements and are willing to discuss these with you. And we are very dedicated to this group of FSC users and have already evaluated many areas where we see differences to make the transition smoother for agencies that decide to move to Newton.<br />
<br />
Most importantly, we always have listened to our users and credit the success we are today with the strong group of clients currently in place.<br />
<br />
We provide 2 releases annually. The first release includes major feature additions but also updates to the infrastructure to keep up with Microsoft technology advances, guaranteeing your agency against system obsolescence. The second release provides minor point revisions and updates.<br />
<br />
<br />
;(52) History of company? Growth in the past 3 years? Projections? Prospect of selling to larger company? What was done in the LAST UPDATE release and how long ago? Plans for next release and what is to be included (release notes)? Do you have online manager manual? How often do you update? Do you have tutorial videos? Describe your agency system of the future.<br />
<br />
<br />
Our company has been under the same ownership for 25 years. While other vendors have come and gone, we have thrived because we embrace the technology employed by Fortune 1000 companies and others such as Disney, Intuit, Sage, and WebMD. While that decision was more costly, it has guaranteed our customers against obsolescence for the long term.<br />
<br />
As our competitors chose the path of "rapid" development tools, that decision ultimately led to the "rapid" obsolescence of their products. Agencies everywhere are still left on platforms unable to keep up with important changes in technology, and could be forced into an unwanted conversion. <br />
<br />
We have experienced profitable and stable growth for decades. Our client base has increased over 20% the past 3 years. We are not selling out, and for a number of reasons. 1.) we are stable and profitable and as such, AMS and Applied will acquire their customers cheaper by buying out distressed vendors, 2.) our customers would never agree to convert to an inferior product, and 3.) this is an employee owned business with many long term loyal employees and members of the founder's family in key positions.<br />
<br />
We offer product updates 2 times annually. The first update provides major revisions while the second update are for point revisions and technology and maintenance updates. Every release is accompanied by a complete set of release notes with links directly to our WIKI support library. My Newton Education also provides a series of new release webinars for each new release. These webinars are wildly popular and the recordings are made available to members.<br />
<br />
We have a complete set of videos broken into 2 categories. The Newton video library is complete with 40 or more videos of features, overviews and how-to's. More importantly, MNE offers a more comprehensive set of agency-view videos to show you how to use the system in your agency. This is unique in the industry and a most effective agency learning tool. In addition, and just as unique, MNE can record your training sessions for later review and distribution to staff that may not have had the opportunity to attend a training session. <br />
<br />
The management system of the future employs a web-based user interface running over a private virtual server under the control of the agency. This is important because of security and customization. The forward thinking agency would never relinquish the control of their data. <br />
<br />
Finally, the system must be built on technology employed by the largest of corporations. Those companies will always be aligned with the latest technology and you should be there with them.<br />
<br />
To see how the system of the future may work, see MyInsuranceDashboard.com. MID is an optional secure web portal available for your clients convenience today.<br />
<br />
== CONVERSION PROCESS==<br />
'''Detail discussion of these questions can be found at http://ediconcepts.net/conversions/fsc-manager/.'''<br />
<br />
#NAME, ADDRESS, CONTACT INFO (how many phones and emails) and driver fields dob/ss/dl #<br />
#Sub Agency/Producer<br />
#TRAN LOG History<br />
#Policies/ TAG Field<br />
#Policy History<br />
#Simple Receipts history<br />
#Family Information Section<br />
#Invoices<br />
#BILLING HISTORY<br />
#Follow ups<br />
#Completed forms (Certs, Binders, LPR’s etc)<br />
#Quick Notes on system<br />
#IMAGES/Categories for the organization of images<br />
#How do we do the SMP/BOP/CPP Acord app breakdown with your system/download<br />
#ID Card merge in your system (in NYS…integration with IIES NYS System)<br />
#E-fax out of OUTLOOK?<br />
#Is PRINT PREVIEW always available?<br />
#Security Rights within system? Explain the layers of rights assigned? <br />
#Signature on docs available?</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Installation_Environment_and_Network_Requirements&diff=897
Installation Environment and Network Requirements
2014-05-20T15:46:08Z
<p>Aostermann: </p>
<hr />
<div>[[Category:Installation]]<br />
At Agency Systems, we strive to provide the best possible experience for our end users. This is why we test, validate, and endorse particular setup types for our application. While there are potentially many solutions, we have identified and support the environments best suited to run Newton by Agency Systems. Our application is designed to run on Microsoft Windows Operating Systems. <br />
;Supported Installation Scenarios<br />
:Single user, single PC<br />
:Peer-to-Peer workgroup using [[Network Requirements|TCP/IP and DNS]] (five or less users)<br />
:Windows Server/Client (five or more users)<br />
:Remote Desktop to RDP server acting as the PSQL server or client<br />
:[[Hardware Recommendations]]<br />
<br />
;Not Recommended<br />
:Running Microsoft Exchange or other database applications on the same server, competition for server resources may lead to degraded performance<br />
<br />
;Not Supported:<br />
:Microsoft Remote Web Application<br />
:Thin clients***<br />
:VPN***<br />
:Network Attached Storage (NAS)<br />
:External Hard Drive<br />
<br />
''***Thin Client and VPN may be supported by using Microsoft RDP inside your session''<br />
<br />
Deviation from these supported setup types may result in reduced functionality or features. Please have your technician [[Help:Contents|contact us]] to answer any questions you may have.</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Hardware_Recommendations&diff=882
Hardware Recommendations
2014-05-15T14:27:48Z
<p>Aostermann: </p>
<hr />
<div>[[Category:Installation]][[Category:Pervasive]]<br />
Agency Systems and Pervasive SQL require resources on your workstation, network and server in order to function properly. In addition to these resources, you must have adequate memory on the station hard drive, and optimally a "Current" Processor for speed purposes. This document details the network and hardware requirements for Newton by Agency Systems. Personal Computers, including servers, are designed by the manufactures to have a 3-5 year life. That assumes replacing components as they break during that period. Any computer you have that is older than 5 years is working past its expected mean time to failure, and a migration plan to new machines should be considered.<br />
<br />
The recommendations below are to make Agency Systems run optimally. If you are using other programs simultaneously with Agency Systems your tech will need to evaluate your components for the best possible experience.<br />
<br />
== Workstation Recommendations ==<br />
For Existing Clients: If a new workstation or server is purchased, your Pervasive version must be compatible or upgraded if required. See the [[Pervasive Compatibility Chart]] or [http://www.agencysystems.com/support contact support] with any questions prior to making your purchase decision.<br />
{| class ="wikitable" style="text-align: center;"<br />
!<br />
!Minimum<br />
!Better<br />
!Best<br />
!Not Supported<br />
|-<br />
|Processor (AMD/Intel)<br />
|Dual Core<br />
|Quad Core<br />
|Quad Core with HT<br />
|ARM<br />
|-<br />
|Memory (RAM)<br />
|4 GB<br />
|6 GB<br />
|8 GB+<br />
|<br />
|-<br />
|Hard Drive<br />
|7200 RPM<br />
|Hybrid Drive<br />
|Solid State Drive<br />
|<20 % Capacity<br />
|-<br />
|Screen Resolution<br />
|1024 x 768<br />
|1600 x 900<br />
|Dual Monitors<br />
|800 x 600<br />
|-<br />
|Networking<br />
|Wired 10/100<br />
|Wired Gigabit<br />
|Wired Gigabit<br />
|Wireless<br />
|-<br />
|Pervasive Database<br />
|colspan = "4" align="center"|[[Pervasive Compatibility Chart]]<br />
|}<br />
==== Operating Systems ====<br />
[[Installation Environment Requirements]]<br />
;Supported<br />
:All versions supported 32bit or 64bit<br />
:Windows 8 (Pro, Enterprise)<br />
:Windows 7 (Professional, Ultimate)<br />
:Windows Vista (Business, Ultimate)<br />
<br />
;Not Supported<br />
:Windows RT<br />
:"Home" Editions<br />
:Windows XP [http://www.microsoft.com/en-us/windows/enterprise/endofsupport.aspx (End of Microsoft Support April 8, 2014)] <br />
:Windows 2000<br />
:Windows 98<br />
<br />
<br />
;Other Required Applications or Considerations<br />
:Database SQL Engine: Please reference the [[Pervasive Compatibility Chart]]<br />
:Adobe Reader 11<br />
:Microsoft Outlook 2007, 2010, 2013 (32 bit recommended)<br />
:Latest Service Packs of the Operating System required.<br />
<br />
== Server Recommendations ==<br />
A dedicated server is required for an office that has 6 or more users. The [[#Workstation Recommendations|workstation recommendations]] may be used as a “Server / Master” machine for 5 or less user offices.<br />
{| class ="wikitable" style="text-align: center;"<br />
!<br />
!Minimum<br />
!Better<br />
!Best<br />
!Not Supported<br />
|-<br />
|Processor (AMD/Intel)<br />
|Dual Core<br />
|Quad Core<br />
|Multiple Processors<br />
|ARM<br />
|-<br />
|Memory (RAM)<br />
|4 GB<br />
|8 GB<br />
|12 GB+<br />
|<br />
|-<br />
|Hard Drive<br />
|7200 RPM<br />
|Hybrid Drive<br />
|Solid State Drive<br />
|<20 % Capacity<br />
|-<br />
|RAID Configuration<br />
|None<br />
|RAID 1<br />
|RAID 5<br />
|<br />
|-<br />
|Networking<br />
|Wired 10/100<br />
|Wired Gigabit<br />
|Wired Gigabit<br />
|Wireless<br />
|-<br />
|Pervasive Database<br />
|colspan = "4" align="center"|[[Pervasive Compatibility Chart]]<br />
|}<br />
<br />
See [[Backup Information]] for additional guidelines. <br />
<br />
==== Operating Systems ====<br />
[[Installation Environment Requirements]]<br />
;Supported<br />
:All versions supported 32bit or 64bit<br />
:Windows Server 2012 Foundation<br />
:Windows Server 2012 Essentials<br />
:Windows Server 2012 Standard<br />
:Windows Server 2012 Datacenter<br />
:Windows Small Business Server 2011 Essentials<br />
:Windows Server 2008 R2<br />
:Windows Server 2008 R2 Foundation<br />
:Windows Server 2008<br />
:Windows Server 2003 R2<br />
:Windows Server 2003<br />
<br />
;Not Supported<br />
:Server Core Installs (any version)<br />
:Windows Small Business Server 2011 Standard<br />
:Windows Home Server 2011<br />
:Windows Small Business Server<br />
:Windows Home Server<br />
:Windows Server 2000<br />
:Novell<br />
<br />
;Other Required Applications or Considerations <br />
:Database SQL Engine: Please reference the [[Pervasive Compatibility Chart]].<br />
:Latest Service Packs of the Operating System required<br />
:There are known performance issues due to the amount of resources used by Microsoft Exchange. It is recommended to run Agency Systems on a separate Windows installation.</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Scan_An_Electronic_Signature&diff=793
Scan An Electronic Signature
2014-04-30T19:57:58Z
<p>Aostermann: /* Process */</p>
<hr />
<div>[[Category:ACORD Forms]][[Category:Cash]][[Category:Profiles]]<br />
Electronic signatures can be saved to the operator or producer profile. The electronic signature can be placed at the bottom of selected ACORD forms, or on the client cash receipt.<br />
<br />
The steps for configuring an email signature can be found in the [[Email Integration#Configure a New Email Signature|Email Integration page]].<br />
<br />
====Before you Begin ====<br />
In order to save an electronic signature, '''Other -> Security Systems -> Profiles -> Producer -> Edit''' is required. <br />
<br />
The ability to crop the image within Agency Systems [[Newton Release Notes: March 2014|requires build 6560 or greater]]. <br />
<br />
==== Process ====<br />
#Sign a blank piece of paper with your signature.<br />
#Scan your signature and save the image file as a '''.JPG''' or '''.BMP''', on your PC.<br />
#Log into Agency Systems.<br />
#Select '''Profiles -> Producer'''.<br />
#Select '''Search''' button, '''left-click''' to select the desired producer code, then select '''Ok'''.<br />
#Select '''Forms Signature''' at the bottom of the window.<br />
#Select '''Browse''' and locate the image file you saved in step 2. Select it and select '''Open'''.<br />
#The scanned image will be displayed.<br />
#:[[File:Profiles-producer-formssig-1.png]]<br />
#To select a specific region, '''left-click''' in the top left corner, but '''do not release the mouse click'''. Drag the mouse to the bottom right-hand corner, and release the mouse click.<br />
#:[[File:Profiles-producer-formssig-2.png]]<br />
#The signature will now appear in the Signature window.<br />
#:[[File:Profiles-producer-formssig-3.png]] <br />
#If you need to make adjustments to the selected area, select '''Select Region''' and repeat step 9.<br />
#Select the '''Accept''' button, then '''Save'''. Select '''Exit'''.<br />
#:[[File:Profiles-producer-formssig-4.png]]<br />
#When all signatures have been saved, restarting Agency Systems is recommended.</div>
Aostermann
http://wiki.agencysystems.com/index.php?title=Workstation_Installation_Instructions&diff=339
Workstation Installation Instructions
2013-09-12T19:51:21Z
<p>Aostermann: /* Setup Client Data Source Name (DSN) */</p>
<hr />
<div>[[Category:Installation]][[Category:Pervasive]]<br />
Adding Newton by Agency Systems to a workstation requires the installation of Pervasive. The instructions below reference the most current version of pervasive, however your office may be running an older version. Since all versions of Pervasive on the same network must match, please contact [http://www.agencysystems.com/support Agency Systems Support] to verify the installed version before proceeding.<br />
<br />
== Windows 8 / 7 / Vista ==<br />
<br />
Verify the workstation is running one of the following:<br />
Microsoft Windows 8 / Windows 7 / Windows Vista<br />
<br />
Review the [[Network Requirements]] and [[Hardware Recommendations]].<br />
<br />
You will need to be logged in as a local Administrative user. <br />
<br />
==== Map the Network Drive ====<br />
Map a network drive to the share directory containing the empire folder on the Server/Master machine. It is recommended to use the same drive letter on every machine in the office. For the examples below the letter X: will be used. Substitute X: with your drive letter as needed. <br />
<br />
;Example:<tt><br />
:Server Name: SERVERNAME<br />
:Shared Folder: APPS<br />
:Mapped Path: X:\APPS\ </tt><br />
<br />
[[File:Mapnetworkdrive-gui.png]]<br />
<br />
Optionally, the drive can be mapped from a cmd.exe prompt. <br />
net use X: \\SERVERNAME\APPS<br />
<br />
==== Install the Pervasive Client ====<br />
Browse to X:\Empire\ and run the pervasive installer PSQ11.3Client32.exe. The version number of 11.3 may be different if you are using an older version of Pervasive. <br />
<br />
If the file does not exist, download it from the following location and save it to the X:\Empire\ folder on the server.<br />
<br />
http://www.asfiles.com/PSQL/PSQL11.3Client32.exe<br />
<br />
Take all of the defaults except, select "Install as Service" when prompted.<br />
<br />
==== Setup Client Data Source Name (DSN) ====<br />
#Select the Microsoft Windows Start Menu. <br />
#Enter '''PCC''' in the start search box then select Ok.<br />
#Select '''Tools -> ODBC Administrator''' or '''32-bit ODBC Administrator''' if using a 64-bit operating system.<br />
#Select the '''System DSN''' tab and then select Add.<br />
#Highlight '''Pervasive ODBC Client Interface''' and select Finish.<br />
#Under Data Source Name enter '''AgyForms'''.<br />
#Enter the full server name in the Server Name/IP: field and select Get List.<br />
#Verify AgyForms is selected in the drop down box named Database Name.<br />
#Select Test and select Ok once the Connection Successful box appears.<br />
#Select Ok to create the Client DSN.<br />
#Exit the ODBC Administrator.<br />
<br />
==== Setup the Agency Systems Icon ====<br />
When installing from a mapped network drive, the drive mappings are lost when the Administrator account is elevated. This is a function of the User Access Control (UAC) in Windows. The elevated and non-elevated administrator accounts have different logon tokens and can therefore have different drive mappings.<br />
<br />
#Select the Microsoft Windows Start Menu.<br />
#Enter CMD in the start search box. <br />
#Right-click and select Run as Administrator. '''This step is critical, even if you are already logged into the machine as Administrator.'''<br />
#Enter the following commands where X: is the drive letter for your office:<br />
net use X: \\SEVERNAME\SHAREDFOLDERNAME<br />
X:<br />
cd Empire<br />
Adduser.exe<br />
<br />
Select Run, Begin, then Finish.<br />
<br />
If prompted to reboot the machine select Yes.</div>
Aostermann