March Newton News
Are you ready to “spring” forward? It’s a good time of the year to clean up workflows and make sure valuable client information is being entered into Newton! Standardize workflows […]
February Newton News
Is your office working as efficiently as you’d like? Here are 2 key servicing features that will reduce data entry and streamline a complex process: Carrier Downloads in Newton are […]
January Newton News
As we get back to work from the holidays we want you to know we appreciate your business and wish you a successful and happy 2021. 2020 brought us: Events/Workflows […]
Feature Spotlight: Client Keyword Search
What use is an agency management system if you cannot locate your customers quickly, and easily? Newton’s client keyword search is easy to use, comprehensive, and efficient. Feature Spotlight: Client […]
Feature Spotlight: Agency Bulletin
The Agency Bulletin is the optimal place for office announcements made by an office manager. Office lunches, meetings, procedure reminders, outside visitor alerts, or staff birthday messages can all be […]
Forms – Export A Spreadsheet Of Certificate Holders And Property Interests
The list of certificate holders and property interests assigned to a certificate can be exported to a Microsoft Excel spreadsheet. The spreadsheet of certificate holders and property interests includes the […]
Knowledge Base
Explore our expansive list of topics to solve any issue you may encounter.
Automatically Create Trust Accounting Reports
The reconciliation functions in Newton provide the ability to generate reports from the archive of processed items. The reconciliation functions can also be configured to automatically create and store .PDF copies of […]
Forms – Keyboard and Data Entry Shortcuts
Creating ACORD forms with Newton presents the user with an interactive entry view of the ACORD form. This view removes the confusion with risk entry screens, since the user does […]
Forms – Quickly Find and Select the Right Form
The library of different ACORD forms available can make the process of selecting the correct form difficult. The Newton new form window provides a number of ways to filter the […]
User Preferences and Customizations
The Newton by Agency Systems design focuses on anticipating what users might need to do, and ensures that the interface has elements that are easy to access, understand, and use […]
Reconcile Payables – Batch Processing FAQ
Newton contains batch processing options for both Company Payables and Producer Payables. This feature is designed to save the accounting operator time by searching all profiles for any outstanding invoices […]
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An agency management system you can control
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