Difference between revisions of "Newton User Guide"
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== Installation == | == Installation == | ||
| − | ;[[Implementation Process Overview]] | + | ;[[File:Ic_info_black_24dp.png|link=Implementation Process Overview]] [[Implementation Process Overview]] |
*[[Workstation Installation Instructions]] | *[[Workstation Installation Instructions]] | ||
*:[[Hardware Recommendations]] | *:[[Hardware Recommendations]] | ||
*:[[Installation Environment and Network Requirements]] | *:[[Installation Environment and Network Requirements]] | ||
*:[[Make Text and Other Items Larger or Smaller]] | *:[[Make Text and Other Items Larger or Smaller]] | ||
| − | *[ | + | *[https://agencysystems.com/support/resources/#neptune9 Neptune9 - Newton Dedicated Cloud Hosting] |
*[[Backup Information]] | *[[Backup Information]] | ||
*[[Agency Systems Software Subscription Code|Subscription Code]] | *[[Agency Systems Software Subscription Code|Subscription Code]] | ||
| Line 43: | Line 43: | ||
== Newton Interface Overview == | == Newton Interface Overview == | ||
| − | ;[[Log in to Newton by Agency Systems]] | + | ;[[File:Ic_info_black_24dp.png|link=Log in to Newton by Agency Systems]] [[Log in to Newton by Agency Systems]] |
*[[Main Menu and Tab Navigation]] | *[[Main Menu and Tab Navigation]] | ||
*[[User Dashboard Tab]] | *[[User Dashboard Tab]] | ||
| Line 54: | Line 54: | ||
==Setup Profiles== | ==Setup Profiles== | ||
| − | ;[[Setting Up Your Agency (Users, Profiles, Accounting)]] | + | ;[[File:Ic_info_black_24dp.png|link=Setting Up Your Agency (Users, Profiles, Accounting)]] [[Setting Up Your Agency (Users, Profiles, Accounting)]] |
*[[Agency Profile]] | *[[Agency Profile]] | ||
*[[Bank Profile]] | *[[Bank Profile]] | ||
| Line 63: | Line 63: | ||
*[[General Ledger Profile]] | *[[General Ledger Profile]] | ||
*[[Producer Profile|Producer Profile (Users)]] | *[[Producer Profile|Producer Profile (Users)]] | ||
| + | *[[Transaction Profile]] | ||
*[[Vendor Profile]] | *[[Vendor Profile]] | ||
*[[Report: Newton Add-on Reports|Newton Add-on Reports]] | *[[Report: Newton Add-on Reports|Newton Add-on Reports]] | ||
| + | *[[Preferences]] | ||
== Client == | == Client == | ||
| − | ;[[Client Profile]] | + | ;[[File:Ic_info_black_24dp.png|link=Client Profile]] [[Client Profile]] |
*[[Client Keyword Search|Find a Client or Prospect]] | *[[Client Keyword Search|Find a Client or Prospect]] | ||
*[[Policy Keyword Search|Find a Client by Policy Number]] | *[[Policy Keyword Search|Find a Client by Policy Number]] | ||
*[[Named Insured Keyword Search|Find an Agent by Named Insured]] | *[[Named Insured Keyword Search|Find an Agent by Named Insured]] | ||
| + | *[[Cross-Agency Search]] | ||
*[[Client Tab]] | *[[Client Tab]] | ||
*:[[Client Tab: Client Dashboard]] | *:[[Client Tab: Client Dashboard]] | ||
| Line 82: | Line 85: | ||
*[[Client: Related Clients (Cross-Reference)]] | *[[Client: Related Clients (Cross-Reference)]] | ||
*[[Client: User Code, Territory, and Source of Business Profile]] | *[[Client: User Code, Territory, and Source of Business Profile]] | ||
| − | *[[Client Profile# | + | *[[Client Profile#Delete a Client|Client: Delete a Client]] |
*[[Client Profile#How_do_I_recover_a_deleted_client.3F|Client: Recover a Deleted Client]] | *[[Client Profile#How_do_I_recover_a_deleted_client.3F|Client: Recover a Deleted Client]] | ||
| + | |||
| + | ==Events== | ||
| + | *[[Events#Creating New Event|Creating New Event]] | ||
| + | *[[Events#Completing Steps on Event|Completing Steps on Event]] | ||
| + | *[[Events#Event Templates|Event Templates]] | ||
==Policy == | ==Policy == | ||
| − | + | ;[[File:Ic_info_black_24dp.png|link=Policy & Billing]] [[Policy & Billing]] | |
*[[Policy Keyword Search|Policy: Find a Policy, Quote, or Binder]] | *[[Policy Keyword Search|Policy: Find a Policy, Quote, or Binder]] | ||
*[[Policy: Create A Policy]] | *[[Policy: Create A Policy]] | ||
| − | + | ||
| + | |||
| + | ;[[File:Ic_info_black_24dp.png|link=Policy Dashboard]] [[Policy Dashboard]] | ||
*[[Policy: Endorse A Policy]] | *[[Policy: Endorse A Policy]] | ||
| + | *[[Policy: Renew A Policy]] | ||
*[[Policy: Cancel A Policy]] | *[[Policy: Cancel A Policy]] | ||
| + | *[[Policy: Reinstate A Policy]] | ||
| + | *[[Policy: Rewrite A Policy]] | ||
*[[Policy: Insert An Audit Transaction Or Prior Term Endorsement]] | *[[Policy: Insert An Audit Transaction Or Prior Term Endorsement]] | ||
*[[Policy: Convert A Quote To A Policy]] | *[[Policy: Convert A Quote To A Policy]] | ||
| Line 97: | Line 110: | ||
*[[Policy: Move A Policy To Another Client]] | *[[Policy: Move A Policy To Another Client]] | ||
*[[:Category: Policy Tasks|Category: Policy Tasks]] | *[[:Category: Policy Tasks|Category: Policy Tasks]] | ||
| + | |||
| + | |||
| + | ;[[File:Ic_info_black_24dp.png|link=Claims]] [[Claims]] | ||
| + | |||
| + | == Forms == | ||
| + | ;[[File:Ic_info_black_24dp.png|link=Forms]] [[Forms]] | ||
| + | *[[Forms: Certificate of Insurance]] | ||
| + | *[[Forms: Drivers]] | ||
| + | *[[Forms: Evidence of Property]] | ||
| + | *[[Forms: Vehicles]] | ||
| + | *[[Forms: Form Bundle]] | ||
| + | *[[Forms: Print Or Email A Blank Form]] | ||
| + | *[[EZ Lynx Rating Integration]] | ||
| + | *[[:Category:New York State Insurance Forms|New York State Insurance Forms]] | ||
| + | |||
| + | |||
| + | ;[[File:Ic_info_black_24dp.png|link=Forms: Configure Forms]] [[Forms: Configure Forms]] | ||
| + | *[[Forms: Configure Agency Address by Department (Location)]] | ||
| + | *[[Forms: New York Driver ID Card Configuration]] | ||
| + | *[[Forms: New York Driver ID Card Configuration by Department]] | ||
| + | *[[Scan An Electronic Signature]] | ||
| + | |||
| + | == Correspondence == | ||
| + | ;[[File:Ic_info_black_24dp.png|link=Attachments]] [[Attachments]] | ||
| + | *[[Attachments: Tag Setup]] | ||
| + | |||
| + | |||
| + | ;[[File:Ic_info_black_24dp.png|link=Email]] [[Email]] | ||
| + | *[[Email: Email Signature]] | ||
| + | |||
| + | |||
| + | ;[[File:Ic_info_black_24dp.png|link=Batch Send]] [[Batch Send]] | ||
| + | *[[Fax Integration]] | ||
| + | |||
| + | |||
| + | ;[[File:Ic_info_black_24dp.png|link=Memowriter]] [[Memowriter]] | ||
| + | *[[Memowriter: Create A Form Letter Template]] | ||
| + | *[[Memowriter: Sample Memo Templates]] | ||
| + | *[[Memowriter: Client Memo]] | ||
| + | *[[Memowriter: Policy Memo]] | ||
| + | |||
| + | == Suspense == | ||
| + | ;[[File:Ic_info_black_24dp.png|link=Diary]] [[Diary]] | ||
| + | *[[Download Alerts]] | ||
| + | |||
| + | == Accounting - Invoice/Billing == | ||
| + | ;[[File:Ic_info_black_24dp.png|link=:Category:Invoice]] [[:Category:Invoice|Billing Types]] | ||
| + | *[[Agency Bill]] | ||
| + | *[[Agency Bill (Broker Billed)]] | ||
| + | *[[Direct Bill]] | ||
| + | *[[Direct Bill (Broker Billed)]] | ||
| + | |||
| + | ;[[File:Ic_info_black_24dp.png|link=Invoice: Create An Invoice]] [[Invoice: Create An Invoice]] | ||
| + | *[[Invoice: Create An Invoice - Installment Billing]] | ||
| + | *[[Invoice: Create An Invoice - Premium Finance]] | ||
| + | *[[Invoice: Create An Invoice - Premium Finance: Return Premium To Finance Company]] | ||
| + | *[[Invoice: Override Payee On Invoice (Mortgagee Invoices)]] | ||
| + | *[[Agency Fee Wizard]] | ||
| + | ;[[File:Ic_info_black_24dp.png|link=Invoice: Find An Invoice]] [[Invoice: Find An Invoice]] | ||
| + | *[[Invoice: Print An Invoice]] | ||
| + | *[[Add Agency Logo to Custom Invoice and Statement]] | ||
| + | |||
| + | == Accounting (Other Processes and Reports) == | ||
| + | *[[Month-End Process]] | ||
| + | *[[Year-End]] | ||
| + | ;[[File:Ic_info_black_24dp.png|link=:Category:Agency Bill]] [[:Category:Agency Bill|Agency Bill Processes]] | ||
| + | *[[:Agency Bill: Adjust Client Receivable - Client Paid Carrier Direct|Adjust Client Receivable - Client Paid Carrier Direct]] | ||
| + | *[[:Agency Bill: Adjust Client Receivable - Write Off Small Balance or Bad Debt|Adjust Client Receivable - Write Off Small Balance or Bad Debt]] | ||
| + | *[[Invoice_Summary|Invoice Summary Report]] | ||
| + | |||
| + | == Download == | ||
| + | ;[[File:Ic_info_black_24dp.png|link=:Category:Rating Integration]] [[:Category:Rating Integration|Rating Integration]] | ||
| + | *[[AccuAuto Rating Integration]] | ||
| + | *[[ACS2000 Rating Integration]] | ||
| + | *[[Evolution Rating Integration (Capital Rating)]] | ||
| + | |||
| + | == Other == | ||
| + | Documentation below is currently being updated. | ||
| + | |||
| + | '''[[Special:Categories|All Categories]]''' | ||
| + | *'''[[Training 6: Accounting|Accounting]]''' | ||
| + | *'''[[:Category:Download|Download]]''' | ||
| + | *'''[[Training 7: Management|Management]]''' | ||
Latest revision as of 14:22, 20 April 2020
 Required Software Version: Spring 2017 |
| Related Pages |
| Related Categories |
This page provides an overview for Newton by Agency Systems. (This page is currently in progress, and will be updated regularly.)
Click here to search for a specific page.
Contents
Installation
- Workstation Installation Instructions
- Neptune9 - Newton Dedicated Cloud Hosting
- Backup Information
- Subscription Code
- Troubleshooting Errors
Newton Interface Overview
- Main Menu and Tab Navigation
- User Dashboard Tab
- Client Tab
- Policy Dashboard
- Policy & Billing
- Company Tab
- Vendor Tab
- Management Tab
Setup Profiles
- Agency Profile
- Bank Profile
- Class Profile
- Client Profile
- Company Profile
- Department Profile
- General Ledger Profile
- Producer Profile (Users)
- Transaction Profile
- Vendor Profile
- Newton Add-on Reports
- Preferences
Client
- Find a Client or Prospect
- Find a Client by Policy Number
- Find an Agent by Named Insured
- Cross-Agency Search
- Client Tab
- Client: Create a Client or Prospect
- Client: Edit a Client
- Client: Contacts (Create, Edit, or Delete)
- Client: Related Clients (Cross-Reference)
- Client: User Code, Territory, and Source of Business Profile
- Client: Delete a Client
- Client: Recover a Deleted Client
Events
Policy
- Policy: Endorse A Policy
- Policy: Renew A Policy
- Policy: Cancel A Policy
- Policy: Reinstate A Policy
- Policy: Rewrite A Policy
- Policy: Insert An Audit Transaction Or Prior Term Endorsement
- Policy: Convert A Quote To A Policy
- Policy: Change A Policy Number
- Policy: Move A Policy To Another Client
- Category: Policy Tasks
Forms
- Forms: Certificate of Insurance
- Forms: Drivers
- Forms: Evidence of Property
- Forms: Vehicles
- Forms: Form Bundle
- Forms: Print Or Email A Blank Form
- EZ Lynx Rating Integration
- New York State Insurance Forms
- Forms: Configure Agency Address by Department (Location)
- Forms: New York Driver ID Card Configuration
- Forms: New York Driver ID Card Configuration by Department
- Scan An Electronic Signature
Correspondence
- Memowriter: Create A Form Letter Template
- Memowriter: Sample Memo Templates
- Memowriter: Client Memo
- Memowriter: Policy Memo
Suspense
Accounting - Invoice/Billing
- Invoice: Create An Invoice - Installment Billing
- Invoice: Create An Invoice - Premium Finance
- Invoice: Create An Invoice - Premium Finance: Return Premium To Finance Company
- Invoice: Override Payee On Invoice (Mortgagee Invoices)
- Agency Fee Wizard
Accounting (Other Processes and Reports)
- Adjust Client Receivable - Client Paid Carrier Direct
- Adjust Client Receivable - Write Off Small Balance or Bad Debt
- Invoice Summary Report
Download
- AccuAuto Rating Integration
- ACS2000 Rating Integration
- Evolution Rating Integration (Capital Rating)
Other
Documentation below is currently being updated.
