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…
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…
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…
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…
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…
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…
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…
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…
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…
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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