Client Profile

Related Pages

Client Tab Training 2: Setting Up Your Agency

Related Categories

Profiles Mailing Labels

The client profile represents the initial client or prospect record for an insured within Newton. Prior to entering policy information, a client profile must first be created. Clients can be created manually, through rating integration, or through download.

Before entering a new client or prospect into Newton, you should always search existing clients first to avoid creating duplicates.

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?

Client Profile Screen

Select Profiles -> Client. (Requires Security System: Profiles -> Client -> View)

The client profile screen can also be accessed from the basic tab of an existing client by selecting Edit Client or New Client.

Client Profile Menu Options

• Add - Create a new client (Requires Security System: Profiles -> Client -> Entry)
• Delete - Delete a client (Requires Security System: Profiles -> Client -> Global)
• Find - Load an existing client.
• Edit Codes - Opens the User Code Profile Menu.
• Exit - Close the window. You will be prompted to save if you have changed the client.

Client Profile Fields

Client Profile Basic Information Tab

Field	Description
Client #	Currently assigned client number, or displayed as *AUTO* for a new client. The next client number can be changed in the Agency Profile.
Client Name	Name assigned to the client, either first and last name or business name.
DBA Name
Line Type	Select commercial or personal lines. You can also select Broker-Billed type for outside agents who write through your agency. This does not restrict the type of policies and forms the client can have. It is strictly for your information. If you select commercial, “Home” and “Work” numbers change to “Phone” and “Fax.”
Addresses	After entering the address lines, enter the zip code to pre-fill the city and state.
Producer	The producer field is required and will be the default producer for new polices. See Producer Profile.
Sub-Producer	Sub-Producers are assigned to clients, and to invoices in order to split commission. Commission Download will automatically assign client sub-producers to new Direct Bill invoices. See Producer Profile.
Service Rep (CSR)	CSR codes are only assigned to clients, however a CSR's dashboard will include all policies saved to clients for that CSR. See Producer Profile.

Client Profile Details Tab

Field	Description
Can Write New Business	Yes or No, indicating the client as active or inactive. Inactive clients can be excluded from the Client Keyword Search and from the Client Query Wizard.
Gets Late Charges?	See Automatic Late Charges
Territory	Identifies the territory for the client, configured in the User Code Profile, and available as a filter for the Client Query Wizard.
Source Of Business	Identifies the source of business for the client, configured in the User Code Profile, and available as a filter for the Client Query Wizard.
User Codes	Identifies the User Codes (1,2, and 3) for the client, configured in the User Code Profile, and available as a filter for the Client Query Wizard.
Organization Type	Corporation, Individual, or Partnership.
Web Page	Website address for the client, displayed on the client basic tab and as an icon in the client toolbar.
Alpha Code	System generated code based on the client name, and client type, used for sorting on printable reports.
Related To	See Related Clients (Cross-Reference)
Client Status	Client or Prospect, displayed on the client basic tab.
Schedule Items	Drivers, Vehicles, Properties and Equipment saved to the client, and available on the client basic tab.

Related Clients (Cross-Reference)

Client profiles can be related to each other, allowing the operator simple one-click access to multiple client profiles.

Multiple clients are related in a group, which can be more than two clients. Each client is individually related to all clients in a client group.

When a group is initially created, the first related client is assigned as the primary client.

Assign a Related Client

1. Load a Client on a client tab.
2. Select Profile.
3. Select the Details Tab.
4. Select Related To -> and choose the related client.
5. Select Save, then Exit.

View a Related Client

Load a Client on one of the client tabs.

Related Clients are directly below the Contacts band. The related clients band is only visible if the currently selected client is related to another client.

The list includes the client name, DBA, address, and phone numbers.

Remove a Related Client

A primary client which has other client's assigned cannot be edited until all sub-client references are removed.

1. Load the sub-client on a client tab.
2. Select Profile.
3. Select the Details Tab.
4. Select Related To -> and remove the displayed client number.
5. Select Save, then Exit.

After all sub-clients are removed, the original primary client can now be reassigned.

Client Profile 1099 Information Tab

Client Profile Contacts Tab

Contacts can be viewed from the Client Profile, or from the client Basic Tab. The Client Keyword Search can be used with contact e-mail addresses, and the contact’s date of birth can be used for reports, such as birthday mailings and age-group-targeted marketing.

Copy Contacts From An Existing Client

One or more contacts can be copied from an existing client.

1. Load a Client on one of the four client tabs.
2. Select Edit above the contact list.
3. Select the Contacts tab.
4. Select Copy.

   

5. Enter the existing source client number, or use the client keyword search to select the client. (To search left-click the display area labeled "Must Enter Client".)
6. Select the desired contacts, and select Copy.

   

7. Exit the client profile screen and the copied contacts will display on the client basic tab.

   

Copy Contacts From Drivers

Select Create Contact from the client dashboard to open the contact entry screen.

Select Copy within the top toolbar to create contacts from drivers, in addition to copying contacts from other clients.

Select From -> Drivers, and select the existing drivers to copy as contacts. Select Copy when finished.

Any selected item will always create a new contact, and will merge both driver information with client information if not defined. For example, if the driver address is not defined within the driver schedule, the contact will automatically use the client mailing address.

Client Profile Insureds Tab

Only available if Line Type -> Broker Billed is configured on the Basic Information Tab.

Each client profile, configured as type Broker, can contain a schedule of insureds which are assigned to policies for the client.