Difference between revisions of "Category:Download"
Jump to navigation
Jump to search
| Line 20: | Line 20: | ||
=== Using Downloaded Risk === | === Using Downloaded Risk === | ||
| − | [[ | + | [[Client Tab: Download]] |
| − | [[ | + | [[Policy_Dashboard#Policy_Download|Policy Dashboard: Download]] |
=== Additional Download Features === | === Additional Download Features === | ||
Revision as of 20:07, 28 August 2017
Newton by Agency Systems allows you to download information directly from participating carriers into your management system, saving time to service your accounts and reduce or eliminate data entry.
Contents
Download Setup
Requesting Policy Download Data From Companies
Download Processing
Daily Process for Policy Downloads
Direct Bill: Commission Statement Processing (Commission Download, Commission Builder)
Using Downloaded Risk
Additional Download Features
Pages in category "Download"
The following 20 pages are in this category, out of 20 total.
C
D
- Daily Process for Policy Downloads
- Direct Bill: Adjust Commission for Fees or Agency Bill Payable
- Direct Bill: Commission Notes and Errors
- Direct Bill: Commission Statement Processing
- Direct Bill: Create A Check For Return Commission
- Direct Bill: Record Commissions By Company Without Invoicing
- Download Alerts
- Download Options
- Download: Package Policies with Kemper Preferred
