Training Modules
Implementation: Determining Your Needs Before training begins, our implementation coordinator will conduct an interview to learn more about your agency. The purpose of the implementation conference is to determine your specific needs-to maximize training. Installation Our technical staff will contact you to schedule an appointment to install the software.…
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Overview: The Newton Client Explorer allows you to easily search for a client; view all of that client's personal information, policies, accounting balances, and other data; and perform tasks such as servicing policies, taking in cash, and printing Acord forms. You can load up to four clients in the browser…
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Overview: Configuring your agency is an important step to going live. This is done after your final conversion data is in place, to remove the need to undertake this step twice. You will configure your agency profile, lines of business, companies, producers, commission rates, and more. Begin by selecting…
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Overview: The following document is designed to walk you through all the process's involving policies; from creating, to endorsing, to renewing, and cancellations. Everything you need to know about a policy in agency systems is within these documents. This also includes instructions on Downloading policies as well. Once you get…
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Overview: The steps provided in this document are designed to simplify your day to day operations in regard to Acord Forms. Such as, you can hide unwanted forms, attach your signatures, duplicate, and fax or email forms directly from the form itself. Forms can be viewed and edited from the…
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Overview: Tracking the activity on a policy or to a client in general is a very important aspect of your business; this can be done through submissions, diaries, client notes and memos. Creating a submission is a quick and easy way to create a quote and keep all the documentation…
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Overview: Accounting is easy when you follow the steps outlined in this document. Each process has been broken down into sections to help you find what you are looking for, with an overview and detailed steps on how to complete them. This teaches you how to revceive, disperse, and reconcile…
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Overview: Operators with sufficient security clearance will see the Management Tab at the top of their screens. The Management Tab displays information on agency personnel and agency financial information, including color graphs. Before You Begin: This tab is available only to operators with sufficient security to view the G/L…
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