Newton by Agency Systems allows you to download information directly from participating carriers into your management system, saving time to service your accounts and reduce or eliminate data entry.
In addition to basic policy information, Newton also displays details like Policy Form numbers, descriptions, accident/traffic infractions, reason for the download and debit/credit and total policy premium. (Figure 1.)
Agency Systems will certify all personal, commercial, and commission downloads with any company who is willing to participate.
Click here for a complete list of certified companies
Features:
Unique download viewer that allows you to see all information from your carrier displayed. (Figure 1.)
Flexible setup options that allow you to create the best workflow in areas of ACORD forms.
A fast daily process of download files.
More intelligence built in for less manual entry of matching “exceptions or orphan” policies.
Setup is quick and efficient with no entry of code translations or exhaustive company specific setups.
Agency Systems Download Packages:
Direct Bill Commission Download
The Agency Systems Direct Bill Commission Download automates the direct bill payment process. The insurance carrier provides a special AL3 file which has details of commission payments; Agency Systems processes this file, automatically matches payments to existing invoices and policies, and greatly facilitates the process of manually matching those payments which were not automatically matched. After all payments are ready to process, the download creates the cash transaction, all the payments, policies and invoices as needed
Direct Bill Commission Builder
Commission Builder is feature bundled in the Direct Bill Commission Download Package. With Commission Builder you can directly input from paper commission statements for those carriers that do not provide electronic downloads.
Direct Bill Invoice Download creates an invoice based off the Risk Downloads “Net Change Amount” field. The program by default will set commissions at the default rates for agency commission, and producer commission. This creates receivables, payables, and income.
To enable any of the download features of Agency Systems please
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the Agency Systems' sales department for additional details.
(Figure 1.)