Newton User Guide

Required Software Version: Spring 2017

Related Pages

Implementation Process Overview Log in to Newton by Agency Systems

Related Categories

Training Guides View All Wiki Categories

This page provides an overview for Newton by Agency Systems. (This page is currently in progress, and will be updated regularly.)

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Installation

Implementation Process Overview

• Workstation Installation Instructions

  Hardware Recommendations

  Installation Environment and Network Requirements

  Make Text and Other Items Larger or Smaller

• Ajasent Hosting
• Backup Information
• Subscription Code
• Troubleshooting Errors

Newton Interface Overview

Log in to Newton by Agency Systems

• Main Menu and Tab Navigation
• User Dashboard Tab
• Client Tab
• Policy Dashboard
• Policy & Billing
• Company Tab
• Vendor Tab
• Management Tab

Setup Profiles

Setting Up Your Agency (Users, Profiles, Accounting)

• 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

Client

Client Profile

• Find a Client or Prospect
• Find a Client by Policy Number
• Find an Agent by Named Insured
• Client Tab

  Client Tab: Client Dashboard

  Client Tab: Download

• Client: Create a Client or Prospect
• Client: Edit a Client

  Change a Client from a Prospect to a Client

  Change a Client to Inactive

  Change the County for 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

Policy

Policy & Billing

• Policy: Find a Policy, Quote, or Binder
• Policy: Create A Policy

Policy Dashboard

• 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

• Forms: Drivers
• Forms: Vehicles
• Forms: Form Bundle
• Forms: Print Or Email A Blank Form
• Category: New York State Insurance 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

Attachments

• Attachments: Tag Setup

Email

• Email: Email Signature

Batch Send

• Fax Integration

Suspense

Diary

Other

Documentation below is currently being updated.

• Accounting
• Management