Difference between revisions of "Main Page"

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{{DISPLAYTITLE:<span style="display:none"></span>}}__NOTOC__
Welcome to the Newton by Agency Systems Wiki. The wiki will be be the new destination for all Agency Systems documentation.
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<div style="text-align:center;">
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'''Welcome to the Newton by Agency Systems Wiki.'''
  
To access the legacy knowledge base system, see http://www.agencysystems.com/knowledge-base
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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 search for a page, use the search field in the top right corner of the web page.  Otherwise, use the table of contents below.  
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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]
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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://twitter.com/agencysystems Twitter.com]
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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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|}
  
[http://youtube.com/AgencySystems YouTube.com]
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{| style="width:100%; border-spacing:8px; margin:0px;" cellpadding="8"
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|-
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| style="width:100%; background:#f6fafd; border:1px solid #E3EEF7; vertical-align:top;" |
  
==== Newsletter ====
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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>
[http://www.icontact-archive.com/YEDwjSNaO72nCHgXpDMQnc-AW5jFlgJ-?w=3 Current Newsletter]
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'''[[Implementation Process Overview|New Agency Implementation Process Overview]]'''
  
[[Newsletter Archive|Archive]]
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'''[[Newton User Guide#Installation|Installation]]'''
  
==== Release Notes ====
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'''[[Newton User Guide#Newton Interface Overview|Newton Interface Overview]]'''
  
[[Newton Release Notes: July 2013|Current Release]]
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'''[[Newton User Guide#Setup Profiles|Setup Profiles]]'''
  
[http://www.agencysystems.com/release-notes Archive]
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'''[[Newton User Guide#Client|Client]]'''
  
==== Training Guides ====
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'''[[Newton_User_Guide#Policy|Policy]]'''
[[How We Train Your Agency]]
 
  
[[Training 1: Newton Interface Overview]]
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'''[[Newton User Guide#Forms|Forms]]'''
  
[[Training 2: Setting Up Your Agency]]
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'''[[Newton User Guide#Correspondence|Correspondence (Email, Attachments, Batch Send, Fax, Memos)]]'''
  
[[Training 3: Entering Policy Information]]
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'''[[Newton User Guide#Suspense|Suspense]]'''
  
[[Training 4: ACORD Forms]]
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'''[[Newton_User_Guide#Accounting_-_Invoice.2FBilling|Accounting - Invoice/Billing]]'''
  
[[Training 5: Submissions, Diaries, Client Notes & Memos]]
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'''[[Newton User Guide#Other|Accounting (Other Processes and Reports)]]'''
  
[[Training 6: Accounting]]
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|-
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| style="width:100%; background:#f6fafd; border:1px solid #E3EEF7; vertical-align:top;" |
  
[[Training 7: Management]]
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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>
  
== Product Integration ==
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'''[[Special:Categories|////////// Click Here: View All Wiki Categories \\\\\\\\\\]]'''
==== Download Integration ====
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*'''[[Training 6: Accounting|Accounting]]'''
[http://www.agencysystems.com/retail-agencies/download-carriers Certified Download Carriers]
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*:[[:Category:Cash|Cash]]
 
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*::[[Deposit (disambiguation)|Client and Company Deposits]]
[[Requesting Policy Download Data From Companies]]
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*:[[:Category:Checks|Checks]]
 
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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]].
==== Management Integration ====
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*:[[:Category:Payables|Payables]]
[[Dataview Integration]]
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*:[[:Category:Receivables|Receivables]]
 
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*:[[Reconcile (disambiguation)|Reconcile]]
[[MyInsuranceDashboard.com Integration]]
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*'''[[:Category:Attachment|Attachments]]'''
 
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*'''[[:Category:Download|Download]]'''
==== Marketing Integration ====
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*:[[Daily Process for Policy Downloads]]
[[NOVA Express Marketing Integration]]
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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]]
 
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*:[[Commission Download]] and [[Commission Builder]]
==== Rating Integration ====
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*::[[Direct Bill: Commission Notes and Errors]]
[[EZ Lynx Rating Integration]]
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*:[[XML Activity and Claims Download]]
 
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*'''[[:Category:Email|Email]]'''
[[PL Rater Integration]]
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*'''[[:Category:Forms|Forms]]'''
 
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*'''[[:Category: Marketing|Marketing]]'''
== Technical References ==
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*:[[:Category:Memowriter|Memowriter]]
[[Hardware Recommendations]]
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*'''[[:Category:Policy Tasks|Policy Tasks]]'''
 
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*'''[[:Category:Profiles|Profile Setup (Agency, Users, General Ledger)]]'''
[[Network Requirements]]
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*'''[[:Category:Reports|Reports]]'''
 
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*:[[Automatic Reports]]
[[Workstation Installation Instructions]]
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*:[[:Category:Client Query Wizard|Client Query Wizard]]
 
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*:[[Premium Volume (disambiguation)|Premium Volume]]
===== Error Codes and Troubleshooting =====
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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