Difference between revisions of "Main Page"

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{{DISPLAYTITLE:<span style="display:none"></span>}}__NOTOC__
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<div style="text-align:center;">
 
'''Welcome to the Newton by Agency Systems Wiki.'''
 
'''Welcome to the Newton by Agency Systems Wiki.'''
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----
 
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To search for a page, use the search field in the top right corner of the web page. 
 
  
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[[Special:Categories|Click here for a list of all categories]].
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[https://agencysystems.com AgencySystems.com] | [[Newsletter]] | [https://www.facebook.com/Newton-by-Agency-Systems-170910319590056/ Facebook.com] | [https://twitter.com/agencysystems Twitter.com] | [https://www.youtube.com/user/AgencySystems/playlists YouTube.com]
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[[Newton Release Notes: Spring 2020]] | [[:Category: Release Notes|Release Notes Archive]]</div>
  
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To access the legacy knowledge base system, see http://www.agencysystems.com/knowledge-base
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{| style="width:100%; border-spacing:8px; margin:0px;" cellpadding="8";
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|-style="text-align:center;"
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<!-- -------- Start left column -->
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| style="width:33%; background:#f4f8fb; border:1px solid #DBDDD8; vertical-align:top;" |
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[[File:Ic_description_black_48dp.png|link=Newton User Guide]] <span style="font-size:140%;;">[[Newton User Guide]]</span>
  
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== New Features and Product Guides ==
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<!-- -------- Start middle column -->
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[http://www.facebook.com/pages/Newton-by-Agency-Systems/170910319590056 Facebook.com] [http://twitter.com/agencysystems Twitter.com] [http://youtube.com/AgencySystems YouTube.com]
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| style="width:33%; background:#f4f8fb; border:1px solid #DBDDD8; vertical-align:top;" |
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==== Newsletter ====
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[[File:Ic settings applications black 48dp.png|link=Workstation Installation Instructions]] <span style="font-size:140%;">[[Workstation Installation Instructions|Workstation Installation]]</span>
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[http://www.icontact-archive.com/YEDwjSNaO72nCHgXpDMQnUBBgyTvI65B?w=3 Current Newsletter]
 
  
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[[Newsletter Archive|Archive]]
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<!-- -------- Start right column -->
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| style="width:33%; background:#f4f8fb; border:1px solid #DBDDD8; vertical-align:top;" |
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[[File:Ic_live_help_black_48dp.png|link=Help:Contents]] <span style="font-size:140%;">[[Help:Contents|Contact Support]]</span>
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|}
  
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==== Release Notes ====
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<!-- -------- Start table2 -->
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{| style="width:100%; border-spacing:8px; margin:0px;" cellpadding="8"
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|-
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| style="width:100%; background:#f6fafd; border:1px solid #E3EEF7; vertical-align:top;" |
  
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[[Newton Release Notes: July 2013|Current Release: July 2013]]
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<h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Sections</h2>
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'''[[Implementation Process Overview|New Agency Implementation Process Overview]]'''
  
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[http://www.agencysystems.com/release-notes Archive]
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'''[[Newton User Guide#Installation|Installation]]'''
  
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==== Training Guides ====
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'''[[Newton User Guide#Newton Interface Overview|Newton Interface Overview]]'''
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[[How We Train Your Agency]]
 
  
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[[Training 1: Newton Interface Overview]]
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'''[[Newton User Guide#Setup Profiles|Setup Profiles]]'''
  
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[[Training 2: Setting Up Your Agency]]
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'''[[Newton User Guide#Client|Client]]'''
  
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[[Training 3: Entering Policy Information]]
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'''[[Newton_User_Guide#Policy|Policy]]'''
  
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[[Training 4: ACORD Forms]]
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'''[[Newton User Guide#Forms|Forms]]'''
  
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[[Training 5: Submissions, Diaries, Client Notes & Memos]]
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'''[[Newton User Guide#Correspondence|Correspondence (Email, Attachments, Batch Send, Fax, Memos)]]'''
  
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[[Training 6: Accounting]]
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'''[[Newton User Guide#Suspense|Suspense]]'''
  
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[[Training 7: Management]]
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'''[[Newton_User_Guide#Accounting_-_Invoice.2FBilling|Accounting - Invoice/Billing]]'''
  
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== Product Integration ==
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'''[[Newton User Guide#Other|Accounting (Other Processes and Reports)]]'''
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==== Download Integration ====
 
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[[Certified Download Companies]]
 
  
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[[Requesting Policy Download Data From Companies]]
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|-
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| style="width:100%; background:#f6fafd; border:1px solid #E3EEF7; vertical-align:top;" |
  
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==== Management Integration ====
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<h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Help by Category</h2>
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[http://www.agencysystems.com/news/video-dataview-newton-s-new-premium-integrated-reporting-package Dataview Integration]
 
  
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[[MyInsuranceDashboard.com Integration |MyInsuranceDashboard.com Integration]]
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'''[[Special:Categories|////////// Click Here: View All Wiki Categories \\\\\\\\\\]]'''
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*'''[[Training 6: Accounting|Accounting]]'''
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==== Marketing Integration ====
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*:[[:Category:Cash|Cash]]
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[http://www.agencysystems.com/news/video-nova-express NOVA Express Marketing Integration]
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*::[[Deposit (disambiguation)|Client and Company Deposits]]
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*:[[:Category:Checks|Checks]]
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==== Rating Integration ====
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*:[[:Category:Invoice|Invoice (Agency Bill or Direct Bill)]] - [[Invoice: Create An Invoice|Create]], [[Invoice: Edit An Invoice|Edit]], [[Invoice: Delete An Invoice|Delete]], and [[Invoice: Adjust An Invoice|Adjust]].  
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[[EZ Lynx Rating Integration]]
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*:[[:Category:Payables|Payables]]
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*:[[:Category:Receivables|Receivables]]  
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[http://www.agencysystems.com/knowledge-base/item/306-pl-rater-integration-with-agency-systems/306-pl-rater-integration-with-agency-systems PL Rater Integration]
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*:[[Reconcile (disambiguation)|Reconcile]]
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*'''[[:Category:Attachment|Attachments]]'''
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==== Real Time Company Integration ====
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*'''[[:Category:Download|Download]]'''
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[[Policy View]]
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*:[[Daily Process for Policy Downloads]]
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*::[[Daily_Process_for_Policy_Downloads#Step_3:_Pending_Tab:_Address_Any_Notes_or_Errors|Daily Process: Address Any Notes or Errors]]
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[[Policy View Companies|Policy View Companies]]
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*:[[Commission Download]] and [[Commission Builder]]
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*::[[Direct Bill: Commission Notes and Errors]]
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== Technical References ==
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*:[[XML Activity and Claims Download]]
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[[Hardware Recommendations]]
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*'''[[:Category:Email|Email]]'''
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*'''[[:Category:Forms|Forms]]'''
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[[Network Requirements]]
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*'''[[:Category: Marketing|Marketing]]'''
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*:[[:Category:Memowriter|Memowriter]]
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[[Workstation Installation Instructions]]
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*'''[[:Category:Policy Tasks|Policy Tasks]]'''
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*'''[[:Category:Profiles|Profile Setup (Agency, Users, General Ledger)]]'''
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===== Error Codes and Troubleshooting =====
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*'''[[:Category:Reports|Reports]]'''
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[[:Category:Error|List of All Pages in Category:Error]]
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*:[[Automatic Reports]]
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*:[[:Category:Client Query Wizard|Client Query Wizard]]
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*:[[Premium Volume (disambiguation)|Premium Volume]]
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*'''[[:Category:Technical|Technical References]]'''
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*:[[:Category:Error|Error Codes]]'''
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*:[[Hardware Recommendations]]
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*:[[Make Text and Other Items Larger or Smaller]]
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*:[[Workstation Installation Instructions]]
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*'''[[:Category:Third-Party Integration|Third Party Integration]]'''
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|}

Latest revision as of 16:24, 14 August 2020

Welcome to the Newton by Agency Systems Wiki.

AgencySystems.com | Newsletter | Facebook.com | Twitter.com | YouTube.com

Newton Release Notes: Spring 2020 | Release Notes Archive

Ic description black 48dp.png Newton User Guide

Ic settings applications black 48dp.png Workstation Installation

Ic live help black 48dp.png Contact Support

Sections

New Agency Implementation Process Overview

Installation

Newton Interface Overview

Setup Profiles

Client

Policy

Forms

Correspondence (Email, Attachments, Batch Send, Fax, Memos)

Suspense

Accounting - Invoice/Billing

Accounting (Other Processes and Reports)

Help by Category

////////// Click Here: View All Wiki Categories \\\\\\\\\\

Retrieved from "http://wiki.agencysystems.com/index.php?title=Main_Page&oldid=6403"