Policy View

Policy View allows you to link directly from a policy in Agency Systems to the company's website.  This allows you to quickly view get to the company’s website with a single click.

 

The Policy View feature is currently available for use with over 120 companies.  This is a dynamic system, and Agency Systems is able to accommodate many requests to add websites of additional companies. 

 

Click here for a complete list of companies.

 

Newton by Agency Systems Policy View 1

 

 

 

 

When you hit the Policy View button in Newton by Agency Systems we will open an internal browser that will pass your login credentials to the carrier website in seconds.

 

 

 

 

 

 

 

The policy number is then automatically copied to your clipboard so that you may paste the information in the valid search field.  This give you complete flexibility to navigate to the desired section such as billing, claims, or policy information.

 

Newton by Agency Systems Policy View 2

 

 

 

The policy number is then automatically copied to your clipboard so that you may paste the information in the valid search field.  This give you complete flexibility to navigate to the desired section such as billing, claims, or policy inquery.

 

 

 

 

 

 

 

Policy View enters the credentials for you.            

 

Newton by Agency Systems Policy View 3

 

 

 

The system is geared toward quick look-up and access of on-line information on policies and clients; as such it may not be possible to update or add information on all carrier's website using the Policy View function.

 

 

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