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 […]
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 […]
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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 […]
Innovative, Intuitive, Intelligent Software
We’ve been diligent in creating intelligent agency management software that will empower you to work smarter and more efficiently. Our innovative user interface offers capabilities and design features unlike anything […]
Long-Term Means Lower Costs To You
Obsolete agency software systems are a function of poor product decisions fueled by short-term profit motives. We have one product built on solid, scalable and evolving technology. Costly upgrades and […]
We’re Rock Solid
Some of our earliest customers are using Newton after having purchased a DOS system as many as 30 years ago. Today they are up to date with the latest technology, […]
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