Policy / Client Service
Overview: With the help of the Policy Express module, we have added more capabilities to the agency fee wizard. You can now add a suspense item in addition to creating the Fee invoice and applying the fee to the most recent invoice on the policy. Process: From Policy Express…
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Policy / Client Service
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Overview:Client notes are permanent detail notes that can be viewed by any operator when the client is loaded on one of the four Client Tabs. Process:Add a New Client Note: Load the client on one of the four Client tabs. Expand the Client Notes Band (+). Select Create Note. Type…
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Policy / Client Service
Overview:If a party has an interest in a policy, and not about a specific property, the best place to put them is on to the policy, not on the form. Interests can be copied in bulk from the policy to any form on the policy as needed. Process: Load the…
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Policy / Client Service
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Overview: With the help of the Policy Express module, we have simplified the process of canceling a policy by via a wizard interface. With the introduction of Policy Express we have added the ability to create a follow up item as well as the ability to create the Cancellation Request/Policy…
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Policy / Client Service
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Overview: With the help of the Policy Express module, we have added more capabilities to the change policy number screen. Not only can you change the Policy Number and the Issuing company, you cannot create a follow item with the customer. Process: From Policy Express select Automated Procedures -> Change…
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Policy / Client Service
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Overview:Policy Express has simplified the process of converting a Quote to a Policy using an Automated Procedure.Before You Begin:A Quote must be created on the client and listed on the basic tab. See How to Create a Policy for more information. Process: Select the Quote Number (in green) under Active…
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Overview:This procedure steps the user through adding Claim information to a client’s policy.Before You Begin: Entering claims information within Agency Systems, allows tracking of Claim activity, payments that have been made to the client, and generate Claims Reports. Process: Load the Client on one of the four Client Tabs. Select…
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Policy / Client Service
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Overview: Policies are the most basic element in Newton. Virtually everything in Newton is attached to a policy number--invoices, Acord forms, Suspense Items, and other items. Policy numbers in Newton are unique; each policy (and quote) has a separate, individual policy number. Many carriers now support downloading of policy numbers and…
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Policy / Client Service
Overview:Sometimes the need arises to delete a sequence on a policy. Process: Find the policy on the clients policy tab. Open the policy. (Express Billing Screen) Go to the sequence number you need to delete by clicking the up or down arrow beside the sequence number (to the right of…
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Policy / Client Service
Overview: Endorsements are entered in Agency Systems to track changes during a policy term. In Policy Express we have simplified the process by implementing a wizard based processing module. This new enhanced module allows you to copy Acord forms to the new sequence as well as creating a follow up…
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Policy / Client Service
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Overview: The procedure below is followed when an Audit Transaction needs to be inserted into a prior policy term. Process: If the Policy Number Changed at Renewal: Open the Client on one of the four Client Tabs. Click the Policy tab at the bottom of the screen. Select the…
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Policy / Client Service
Overview: Policy Express has simplified the process of moving a policy to another client using Automated Procedures. Before You Begin: This process will move the policy record, all policy activity, and all items including attachments, memos, and forms to the new client. This option will not be listed if the…
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Overview: Policy Express is designed to streamline day to day servicing of a policy including creating applications, claims, invoices, forms, documents, e-mails and more. Before You Begin:A policy or quote must exist on the client before Policy Express is available. See How to Create a policy for more information. Process:…
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Policy / Client Service
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Overview: Each policy term is recorded in Newton as a Policy Transaction. Any change to coverage, such as an endorsement, is also recorded as a Policy Transaction. Each Transaction has a set of effective and expiration dates, corresponding with a single period of bound coverage--usually 6 or 12 months*. There are several…
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Policy / Client Service