User Dashboard Tab

Required Software Version: March 2017

Legacy Instructions Available: Click Here

Related Pages

Main Menu and Tab Navigation

Related Categories

Training Guides

This page provides an overview of the initial User Dashboard Tab that displays immediately after the login screen.

The Main Menu, User Dashboard Tab, Client Tab, Policy Dashboard, Policy & Billing, Company Tab, Vendor Tab, and Management Tab are the primary interfaces and dashboards within Newton.

The User Dashboard Tab is an interactive reporting view for ToDo items (Submissions and Diaries), expiring policies, active policies, active clients, and recent correspondence. The dashboard allows the current operator quick-and-easy one-click access to information previously only available through multiple reports.

By default, the dashboard displays all information based on the current operator. The view can easily be changed with a single selection to another member of the team. This allows a manager to quickly view total estimated future production by producer, and expiration lists by CSR.

User Dashboard Tab Interface

The dashboard tab contains a top toolbar of global options, and a profile drop-down box to change the selected operator.

• Refresh: Refreshes the currently selected dashboard, without removing any applied filters.
• Find Text: Displays the find window to find a value displayed on the dashboard.
• Wiki: Opens the help documentation on the Newton Wiki for the dashboard tab.

Select the drop-down box to view a different operator, or enter the operator code in the drop-down field and press <Enter> or <TAB> when finished. By default, inactive operators are not included in the drop-down list. To load an inactive operator, first select the "Include Inactive Operators" check box. (Changing to another operator’s list can be disabled per operator through Setup -> Producer (Users).)

Navigation: Right-Click, Sorting, and Preview Pane

Click the (+) next to any section to expand that section, or (-) to collapse it. You can click the column headers in any of these bands to sort the list; for example, to sort policies by premium, or clients by source of business.

Each band of the Dashboard Tab includes a Right-Click option to copy the contents to the clipboard. Once copied, the content can be pasted into an email, Microsoft Word document, or Microsoft Excel spreadsheet.

Each band of the Dashboard Tab includes a Right-Click option to Open Client, which creates a new Client Tab. (The Active Clients band does not require a Right-Click to open the client)

Selecting a record will display contextual information in the right preview pane. The information displayed will change based on the type of record selected. For example, submission and diary items will display comments, while a client record will display detailed client information. The preview pane width can be adjusted, and the font size changed by Right-Clicking, and selecting the desired size.

The position and font size will be retained for each user after exiting the application.

Submissions

A submission is a follow-up item that is attached to the task of marketing or writing a specific policy or quote. A submission allows the operator to attach company-specific applications, loss runs, renewal apps, etc. to a quote or policy. Comments added to a submission are permanent and cannot be changed or erased, and all changes to description, suspense dates, etc. are recorded in activity.

All submissions within the default ToDo date range with a status type of open assigned to the current operator. (See Other -> Preferences -> User Options -> To Do Future Days Filter to change the value)

Active submissions are displayed in blue. Past-due submissions are displayed in red.

Expand the submission detail band to view the same additional information listed on the Client Tab.

Right-Click -> Print Section to print all ToDo items or select Options to apply additional filters.

A closed submissions sub-band is also available.

The submissions band also includes a Submissions Assigned to Others sub-band. An assigned submission is any open submission originally created by the current user, assigned to another user. Only open submissions within the default future ToDo range used for the active submissions band will be displayed.

Active Diaries

A diary is a simple follow-up item; for example, a telephone message. A diary includes a suspense-date for follow-up, description, and notes.

All diaries within the default ToDo date range with a status type of open assigned to the current operator. (See Other -> Preferences -> User Options -> ToDo Future Days Filter to change the value)

Active diaries are displayed in blue. Past-due diaries are displayed in red.

Right-Click and select options to apply additional filters or print a report.

The active diaries band also includes a Diaries Assigned to Others sub-band. An assigned diary is any open diary originally created by the current user, assigned to another user. Only open diaries within the default future ToDo range used for the active diaries band will be displayed.

Expiring Policies

Lists all expiring policies, quotes, and binders where the current operator is the client CSR, policy producer, or policy sub-producer. Select a policy to open the Policy Express window, or right-click to open the client. The expiration list can be worked directly from the Dashboard Tab; as policies are renewed , replaced, or marked non-renewed, they will be removed from the list.

The expiration list is split into four sections:

• Recently Expired – Policies expired within the last 30 days.
• 30 days – Policies set to expire within the next 30 days. This band is expanded by default.
• 60 days – Policies set to expire within the next 60 days.
• 90 days – Policies set to expire within the next 90 days.

The same detailed policy information can be accessed by expanding the policy details band. Policy Express and Express Billing can be accessed in the same manner as the Basic Tab.

Active Policies

Lists all active policies and binders where the current operator is the client CSR, policy producer, or policy sub-producer.

Quotes can be displayed by right-clicking and selecting “Include Quotes”.

The same detailed policy information can be accessed by expanding the policy details band. Policy Express and Express Billing can be accessed in the same manner as the Basic Tab.

Active Clients

Lists all active clients and prospects where the current operator is the client CSR, client producer, or client sub-producer.

Prospects can be hidden by Right-Clicking and de-selecting “Include Prospects”.

Selecting the client name will open the client’s basic tab on the first client tab.

Right-Clicking and selecting Edit Client will open the client profile window.

The Inactive Clients sub-band lists inactive clients and prospects where the current operator is the client CSR, client producer, or client sub-producer.

Emails

Lists all emails saved by the operator, or sent from within Agency Systems to the operator within the last 14 days.

An option to extend the view to the last 30 days is available.

Activity

Lists all activity recorded by the operator within the last 14 days. The same activity type filters available on the client basic tab are applied. To change the filters, right-click on a record and select the appropriate option.

An option to extend the view to the last 30 days is available.

Attachments

Lists all attachments saved by the operator within the last 30 days.

An option to extend the view to the last 90 days is available.