Usability Options For Agency Systems

This video outlines the process of adjusting a number of usability settings both inside and outside of Agency Systems.

The video contains four settings:

  • Lowering the Microsoft Windows display resolution to increase text size.
  • Adjusting the Microsoft Windows taskbar to increase efficiently switching between windows.
  • Adjusting the information band font size within Agency Systems. (Requires November 2014 release)
  • Adjusting the dashboard preview pane position and font size.

NewtonWikiLogo Visit the Newton Wiki for additional details


November 2014 Software Update Now Available

The next version of Newton by Agency Systems is now available.

Highlighted Features:

  • Activity Types and Filters
  • Attachment Types, Tags and Filters
  • Related Clients and Client Contact Copy
  • Parent / Sub-Company and Billing Company Columns
  • Updated ACORD Forms and Automatic Current Form Date
  • Batch Reconcile Company and Producer Payables
  • Bank Deposit Wizard
  • Operator-Specific Interface Options and Preferences

NewtonWikiLogo Visit the Newton Wiki for additional details

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 values are entered incorrectly, and need to be adjusted, but the original invoice is in a closed general ledger period.

Adjustments can be created with standalone invoices, or on-the-fly through reconcile.

NewtonWikiLogo Visit the Newton Wiki for additional details


Video: Adjust Premium and Commission on Existing Invoices in Closed GL Periods

Using Credit Cards to Enter Expense Transactions

All non-policy related expense transactions are recorded as wire or regular checks using the Non-Policy Related Checks interface.

The interface supports multiple General Ledger Profile expense entries per transaction. The checks are all recorded under GL 2130: Vendor Payables. When a transaction is recorded, the debit is recorded against the entered Bank Profile, which can be a bank account, or an alternate bank account such as a credit card.

The only difference between writing a physical check, or using a credit card, is the Bank Profile code used for the individual transactions.

NewtonWikiLogo Visit the Newton Wiki for additional details


Video: Using Credit Cards to Enter Expense Transactions

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 carrier matching the transmittal cash.

If your Agency also charges a fee for processing direct bill payments, use the Cash Payment Fee Wizard to generate the fee invoice with the cash payment on-the-fly.

NewtonWikiLogo Visit the Newton Wiki for additional details


Video: Client Payment Processing for Direct Bill Policies: Cash Transmittal

Publish ACORD Forms and Attachments to MyInsuranceDashboard Using Batch Print

Batch Print 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 printer, output as a .PDF, published to MyInsuranceDashboard, or sent as an attachment in an email message.

Batch print can be opened from a number of locations and will always be associated with the selected Policy or Quote number.

Selecting the Publish to MyInsuranceDashboard option will upload the documents to MyInsuranceDashboard as a .PDF package. If attachments are included in the selection, the items are published individually from the combined .PDF package.

NewtonWikiLogo Visit the Newton Wiki for additional details


Video: MyInsuranceDashboard and Batch Print

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 some companies will simply credit the accounts current, this process outlines the company payment when a single return amount is issued by the company to the agency.

The same steps outlined can also be used for credit endorsements due to a reduced premium.

NewtonWikiLogo Visit the Newton Wiki for additional details


Video: Agency Bill – Cancel a Policy and Payment Processing

Easily Add Attachments Using My Newton Online

Adding attachments, including documents, images, and emails into Newton is as easy as drag+drop.

For My Newton Online customers using ACP or Ajasent, the files must first be transferred from the user’s local desktop, to the remote desktop.   After the documents have been transferred, they can be attached in the same manner as a local user.


Video: Adding Attachments Using My Newton Online

Getting Started Guide

A new step-by-step Getting Started guide to Newton is now available.  The guide outlines the primary steps and stages an agency will complete during their transition.

The  “Prepare for Training”  section includes videos and documentation to assist in your transition to Newton.

Before starting your training, we recommend you spend some time watching the videos to obtain some familiarity with the system.

NewtonLogo Click here to access the Getting Started guide now