Implementation Process Overview

1) Installation a. The first step is getting your Newton by Agency Systems installed. You will be contacted by an installation technician in the next few days to help you prepare. Attached to this email are a few links that will help you and your technician prepare your system for Newton.

2) Data Conversion a. The second step is to begin the conversion process from your prior management system. Jim, from EDI Concepts, will be in contact with you to go over the conversion process in greater detail.

3) Training a. Once the trial conversion is placed on your server, you will be contacted My Newton Education to establish a training schedule and begin training sessions. There are 8-10 modules that deal with policy services and accounting functions. b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.

4) Continued Support and Education a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!