Difference between revisions of "Main Page"

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<div style="text-align:center;">
 
'''Welcome to the Newton by Agency Systems Wiki.'''
 
'''Welcome to the Newton by Agency Systems Wiki.'''
----
 
To search for a page, use the search field in the top right corner of the web page. 
 
  
[[Special:Categories|Click here for a list of all categories]].
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[https://agencysystems.com AgencySystems.com] | [[Newsletter]] | [https://www.facebook.com/Newton-by-Agency-Systems-170910319590056/ Facebook.com] | [https://twitter.com/agencysystems Twitter.com] | [https://www.youtube.com/user/AgencySystems/playlists YouTube.com]
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[[Newton Release Notes: Spring 2020]] | [[:Category: Release Notes|Release Notes Archive]]</div>
  
To access the legacy knowledge base system, see http://www.agencysystems.com/knowledge-base
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[[File:Ic_description_black_48dp.png|link=Newton User Guide]] <span style="font-size:140%;;">[[Newton User Guide]]</span>
  
== New Features and Product Guides ==
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[http://www.facebook.com/pages/Newton-by-Agency-Systems/170910319590056 Facebook.com] [http://twitter.com/agencysystems Twitter.com] [http://youtube.com/AgencySystems YouTube.com]
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==== Newsletter ====
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[[File:Ic settings applications black 48dp.png|link=Workstation Installation Instructions]] <span style="font-size:140%;">[[Workstation Installation Instructions|Workstation Installation]]</span>
[http://www.icontact-archive.com/YEDwjSNaO72nCHgXpDMQnUBBgyTvI65B?w=3 Current Newsletter]
 
  
[[Newsletter Archive|Archive]]
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[[File:Ic_live_help_black_48dp.png|link=Help:Contents]] <span style="font-size:140%;">[[Help:Contents|Contact Support]]</span>
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|}
  
==== Release Notes ====
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{| style="width:100%; border-spacing:8px; margin:0px;" cellpadding="8"
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|-
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[[Newton Release Notes: July 2013|Current Release: July 2013]]
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<h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Sections</h2>
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'''[[Implementation Process Overview|New Agency Implementation Process Overview]]'''
  
[http://www.agencysystems.com/release-notes Archive]
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'''[[Newton User Guide#Installation|Installation]]'''
  
==== Training Guides ====
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'''[[Newton User Guide#Newton Interface Overview|Newton Interface Overview]]'''
[[How We Train Your Agency]]
 
  
[[Training 1: Newton Interface Overview]]
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'''[[Newton User Guide#Setup Profiles|Setup Profiles]]'''
  
[[Training 2: Setting Up Your Agency]]
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'''[[Newton User Guide#Client|Client]]'''
  
[[Training 3: Entering Policy Information]]
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'''[[Newton_User_Guide#Policy|Policy]]'''
  
[[Training 4: ACORD Forms]]
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'''[[Newton User Guide#Forms|Forms]]'''
  
[[Training 5: Submissions, Diaries, Client Notes & Memos]]
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'''[[Newton User Guide#Correspondence|Correspondence (Email, Attachments, Batch Send, Fax, Memos)]]'''
  
[[Training 6: Accounting]]
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'''[[Newton User Guide#Suspense|Suspense]]'''
  
[[Training 7: Management]]
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'''[[Newton_User_Guide#Accounting_-_Invoice.2FBilling|Accounting - Invoice/Billing]]'''
  
== Product Integration ==
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'''[[Newton User Guide#Other|Accounting (Other Processes and Reports)]]'''
==== Download Integration ====
 
[[Certified Download Companies]]
 
  
[[Requesting Policy Download Data From Companies]]
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|-
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==== Management Integration ====
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<h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Help by Category</h2>
[http://www.agencysystems.com/news/video-dataview-newton-s-new-premium-integrated-reporting-package Dataview Integration]
 
  
[[MyInsuranceDashboard.com Integration |MyInsuranceDashboard.com Integration]]
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'''[[Special:Categories|////////// Click Here: View All Wiki Categories \\\\\\\\\\]]'''
 
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*'''[[Training 6: Accounting|Accounting]]'''
==== Marketing Integration ====
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*:[[:Category:Cash|Cash]]
[http://www.agencysystems.com/news/video-nova-express NOVA Express Marketing Integration]
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*::[[Deposit (disambiguation)|Client and Company Deposits]]
 
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*:[[:Category:Checks|Checks]]
==== Rating Integration ====
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*:[[:Category:Invoice|Invoice (Agency Bill or Direct Bill)]] - [[Invoice: Create An Invoice|Create]], [[Invoice: Edit An Invoice|Edit]], [[Invoice: Delete An Invoice|Delete]], and [[Invoice: Adjust An Invoice|Adjust]].  
[[EZ Lynx Rating Integration]]
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*:[[:Category:Payables|Payables]]
 
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*:[[:Category:Receivables|Receivables]]  
[http://www.agencysystems.com/knowledge-base/item/306-pl-rater-integration-with-agency-systems/306-pl-rater-integration-with-agency-systems PL Rater Integration]
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*:[[Reconcile (disambiguation)|Reconcile]]
 
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*'''[[:Category:Attachment|Attachments]]'''
==== Real Time Company Integration ====
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*'''[[:Category:Download|Download]]'''
[[Policy View]]
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*:[[Daily Process for Policy Downloads]]
 
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*::[[Daily_Process_for_Policy_Downloads#Step_3:_Pending_Tab:_Address_Any_Notes_or_Errors|Daily Process: Address Any Notes or Errors]]
[[Policy View Companies|Policy View Companies]]
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*:[[Commission Download]] and [[Commission Builder]]
 
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*::[[Direct Bill: Commission Notes and Errors]]
== Technical References ==
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*:[[XML Activity and Claims Download]]
[[Hardware Recommendations]]
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*'''[[:Category:Email|Email]]'''
 
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*'''[[:Category:Forms|Forms]]'''
[[Network Requirements]]
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*'''[[:Category: Marketing|Marketing]]'''
 
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*:[[:Category:Memowriter|Memowriter]]
[[Workstation Installation Instructions]]
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*'''[[:Category:Policy Tasks|Policy Tasks]]'''
 
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*'''[[:Category:Profiles|Profile Setup (Agency, Users, General Ledger)]]'''
===== Error Codes and Troubleshooting =====
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*'''[[:Category:Reports|Reports]]'''
[[:Category:Error|List of All Pages in Category:Error]]
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*:[[Automatic Reports]]
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*:[[:Category:Client Query Wizard|Client Query Wizard]]
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*:[[Premium Volume (disambiguation)|Premium Volume]]
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*'''[[:Category:Technical|Technical References]]'''
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*:[[:Category:Error|Error Codes]]'''
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*:[[Hardware Recommendations]]
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*:[[Make Text and Other Items Larger or Smaller]]
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*:[[Workstation Installation Instructions]]
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*'''[[:Category:Third-Party Integration|Third Party Integration]]'''
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|}

Latest revision as of 16:24, 14 August 2020