Client Tab

Required Software Version: March 2017

Legacy Instructions Available: Click Here

Related Pages

Client Profile Client Tab: Client Dashboard Main Menu and Tab Navigation

Related Categories

Training Guides

This page provides an overview of the Client Tab that displays when a customer is loaded from the User Dashboard Tab, or through the Client Keyword Search, Policy Keyword Search, or Named Insured Keyword Search.

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.

Find a Client

Multiple client tabs can be opened at the same time, similar to tabs in a browser. When an operator is finished with a client, the client tab can be closed entirely.

A Client Tab is created by using one of the following methods

• Client Keyword Search.
• Policy Keyword Search.
• Named Insured Keyword Search (GA).
• Client -> Add Tab.
• Dashboard Tab (User): Right-Click -> Open client.
• Client Dashboard -> Related Clients.

Client Keyword Search

Client Keyword Search

See: Client Keyword Search for more information.

1. From the Main Menu, select Find Client or press <F3> to open the Client Keyword Search.

   

2. Enter the search text and press <Enter> or select Search to list any matches.
3. Left-Click to view additional information for the client, or press the <Up Arrow> and <Down Arrow> to scroll through the list.
4. Double-click to load the desired result, or press <Enter> if selected.
5. A Client Tab will be created for the selected client.
6. Multiple client tabs can be opened at the same time, similar to tabs in a browser.
7. When a task is completed, select Exit or the 'X' on the Client Tab to close the client file.

Policy Keyword Search

Enhanced Policy Keyword Search

See: Policy Keyword Search for more information.

1. From the Main Menu, select Find Policy or press <Shift + F3> to open the Policy Keyword Search.

   

2. Enter the search text and press <Enter> or select Search to list any matches.
3. The Policy Keyword Search displays possible matches while the policy number is entered, and can even locate partial policy numbers and close matches.

   

4. Left-Click to view additional information for the policy, or press the <Up Arrow> and <Down Arrow> to scroll through the list.
5. Double-click to load the desired result, select Load Client, or press <Enter> if selected.
6. A Client Tab will be created for the selected client.

   Optionally select Load Policy to create both the Client Tab and automatically load the Policy Dashboard.

7. Multiple client tabs can be opened at the same time, similar to tabs in a browser.
8. When a task is completed, select Exit or the 'X' on the Client Tab to close the client file.

Named Insured Keyword Search

Clients who are saved as agents (broker billed) can also be found by Named Insured. Like the Client Keyword Search, the Named Insured Keyword Search displays possible matches as each character is entered.

When a search term is entered, the Named Insured Keyword Search automatically includes matches for a number of fields, such as the phone number.

1. From the Main Menu, select Find Insured or press <CTRL + F3> to open the Named INsured Keyword Search.

   

2. Enter the search text and press <Enter> or select Search to list any matches.
3. Left-Click to view additional information for the insured, or press the <Up Arrow> and <Down Arrow> to scroll through the list.

   

4. Double-click to load the desired result, or press <Enter> if selected.
5. A Client Tab will be created for the selected insured, and the insured filter automatically applied to a number data sections.
6. Multiple client tabs can be opened at the same time, similar to tabs in a browser.
7. When a task is completed, select Exit or the 'X' on the Client Tab to close the client file.

The Named Insured Keyword Search button is only visible for agencies configured as General Agencies, or if the option to always show the named insured is enabled.

Find a Client by Number

The Client Keyword Search is the primary method for loading clients, however a client can also be found by entering the client number. From the main menu select Client -> Add Tab to create a new empty tab. Enter the client number in the client selection drop-down box and press <Enter> or <TAB> when finished.

By default, inactive clients are not included in the drop-down list. To load an inactive client by number, first select the "Include Inactive Clients" check box.

Create a Client

To enter a new client or prospect into Newton, you should always search existing clients first to avoid creating duplicates. Remember to include inactive clients.

For more information, see: Client Profile.

Client Tab Interface

The client tab contains client information such as contact numbers and client type, and data tabs for different data types. The client sub-tabs are Client Dashboard, Accounting, Forms, Download, History, and Invoices.

The main menu is not specific to the Client Tab, displayed at the top of the Newton window.

See: Main Menu and Tab Navigation for more information.

Client Tab: Summary Panel

The client summary panel is below the main menu. The summary panel includes the client selection drop-down box, and client details.

Client Details

• Client name and number.
• Client DBA name.
• Client phone and fax for commercial lines, or phone1 and phone2 for personal lines.
• Client Address.
• Client Producer, Sub Producer and CSR, including both the code and profile name for each.
• My Insurance Dashboard enrollment status.
• Client Type of Regular Personal, Regular Commercial, or Broker Billed and if the client status is a Prospect.
• Client User Code 1-3 ,Territory, and Source of Business, including both the code and profile name for each.

Action Icons

• Edit: Edit Client - Edits the current Client Profile.
• Contact Card: Contact List - Lists contacts for the current client in a window.
• Globe: View Website - Opens the customer website in a browser.
• Printer: Dymo - Send customer address to a Dymo label printer.
• Street Sign: View Map - Opens a map to the customer address in a browser.
• House: Reload Tab - Clears any filters and sub-tabs and reloads the current client tab.
• Up Arrow: Pop Out Tab - Opens the current tab as a window. Select again to reload the client window as a client tab.
• Exit: Exit Tab - Closes the current tab.

Client Tab: Client Dashboard

After searching for and loading a client, the Client Dashboard Tab is displayed below the Summary Panel.

For more information, see: Client Tab: Client Dashboard.

Client Tab: Accounting

See Newton Release Notes: Client Tab - Accounting.

Client Tab: Download

After searching for and loading a client, the client’s Download tab is displayed below the Summary Panel.

The Download tab displays all policy risk information received from companies for both personal and commercial lines. The risk information includes, premium, limits, deductibles, drivers, vehicles, properties, accidents and much more.

The Download tab on the client displays all policies for the client, while the Download tab within Policy Express only displays downloads for as single policy. The Download tab may also contain conversion data from your prior management system.

Quick actions are available on the Download tab by right-clicking on a specific download. Easily create new ACORD Forms, or send the downloaded policy risk to a third-party rating application.

Creating a new ACORD form is not necessary if the line type is configured to automatically create the form when the download is received. To locate and view an existing form, select the Forms tab on the client, or the Forms tab within Policy Express.

The Download tab includes recent download activity by default, however the date range can be expanded to show older transactions. After selecting the Download tab, select the Filter button within the top client toolbar. Select Options to modify the date filter, or Print to print the downloaded risk.

For more information, see: Category: Download.

Frequently Asked Questions (FAQ)

• How do I recover a deleted client?
• How do I export client addresses for Christmas cards?
• How do I correct the county for a client?
• How do I assign more than two clients to a related client group?
• How do I delete a duplicate client?