Enhanced Tabbed Interface
Newton by Agency Systems now features an enhanced tabbed interface providing additional customization, flexibility, and control for the primary data dashboards. The primary navigation for Newton by Agency Systems has […]
Introducing Voucher Invoices
Expense accounting with Newton by Agency Systems has been revamped this year by introducing voucher invoices – a simple and user-friendly way to track and pay a variety of agency […]
Daily Bank Deposit With Cash On-Hand Account
This video outlines the day-to-day process of accepting cash and check transactions, and creating a single daily bank deposit in Newton by Agency Systems. Any cash and check transactions received […]
Usability Options for Newton by Agency Systems
This video outlines the process of adjusting a number of usability options and settings both inside and outside of Newton by Agency Systems. The video contains four settings: Lowering the […]
Client Payment Processing for Agency Bill Policies
This video outlines the process of taking a client payment on an Agency Bill policy for a single invoice, multiple invoices, or Agency Bill items without an outstanding invoice. Visit […]
Adjust Premium and Commission on Existing Invoices in Closed GL Periods
When an invoice is entered, multiple receivables and payables are created based on the invoice type, and the amount of agency and producer commission. Sometimes, one or more of the […]
Knowledge Base
Explore our expansive list of topics to solve any issue you may encounter.
Client Payment Processing for Direct Bill Policies: Cash Transmittal
This procedure outlines how to receive a client payment on a direct bill policy. This single process will create a cash receipt, and create a check to the direct bill […]
Publish ACORD Forms and Attachments to the My Insurance Dashboard Cloud Portal Using Batch Send
Batch Send is a powerful feature that allows you to group Memos, ACORD Forms, and other Attachments together. The selected items can be sent in batch to the printer, fax […]
Create and Process Return Premium Invoice
Cancelling an Agency Bill policy involves: Processing the policy cancellation Creating the cancellation invoice Receiving the return payment from the company Issuing the return premium check to the client Although […]
Easily Add Attachments Using My Newton Online Cloud Hosting
Adding attachments, including documents, images, and emails into Newton is as easy as drag+drop. For My Newton Online cloud hosting customers using Ajasent, the files must first be transferred from […]
Your Success Is Our Success
Even the most stable agency management system provider is of no value unless they are willing to commit all of the resources required for a successful transition, including the unlimited […]
An agency management system you can control
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