Newton User Guide
(Redirected from Training 3: Entering Policy Information)
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 Required Software Version: Spring 2017 |
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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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Contents
Installation
- Workstation Installation Instructions
- Neptune9 - Newton Dedicated Cloud Hosting
- Backup Information
- Subscription Code
- Troubleshooting Errors
Newton Interface Overview
- Main Menu and Tab Navigation
- User Dashboard Tab
- Client Tab
- Policy Dashboard
- Policy & Billing
- Company Tab
- Vendor Tab
- Management Tab
Setup Profiles
- 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
- Preferences
Client
- Find a Client or Prospect
- Find a Client by Policy Number
- Find an Agent by Named Insured
- Cross-Agency Search
- Client Tab
- Client: Create a Client or Prospect
- Client: Edit 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
Events
Policy
- 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: Certificate of Insurance
- Forms: Drivers
- Forms: Evidence of Property
- Forms: Vehicles
- Forms: Form Bundle
- Forms: Print Or Email A Blank Form
- EZ Lynx Rating Integration
- New York State Insurance 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
- Memowriter: Create A Form Letter Template
- Memowriter: Sample Memo Templates
- Memowriter: Client Memo
- Memowriter: Policy Memo
Suspense
Accounting - Invoice/Billing
- Invoice: Create An Invoice - Installment Billing
- Invoice: Create An Invoice - Premium Finance
- Invoice: Create An Invoice - Premium Finance: Return Premium To Finance Company
- Invoice: Override Payee On Invoice (Mortgagee Invoices)
- Agency Fee Wizard
Accounting (Other Processes and Reports)
- Adjust Client Receivable - Client Paid Carrier Direct
- Adjust Client Receivable - Write Off Small Balance or Bad Debt
- Invoice Summary Report
Download
- AccuAuto Rating Integration
- ACS2000 Rating Integration
- Evolution Rating Integration (Capital Rating)
Other
Documentation below is currently being updated.
