Newton by Agency Systems

Suspense/follow-up tracking?

Yes

Direct bill commission download available?

Yes

Electronic signature integration?

Yes

Track all user activity?

Yes

Purge customer data/documents?

No

User customize views for "my" policies?

Yes

Employee time tracking available?

No

Personal downloads available?

Yes

Custom proposal module?

Yes

Location/mapping integration?

Yes

Support real-time interface for claim inquiries?

No

Ability to import schedules?

No

Agency/employee license tracking available?

Yes

Dashboard feature included?

Yes

Integrate with comparative quoting/rating systems?

Yes

Tools available for customer self-service

[Policy changes, Client issue certificates, Client portal, eSignature integration]

Split/merge customers?

Yes

Task management?

Yes

Commercial downloads available?

Yes

Boolean searches of data?

No

Open documented API?

No

Track claim activity?

Yes

System support provided

[Support by phone, Training in-person, Training by person virtually, Support by email, On screen help]

Support claim download?

Yes

Accounting integrated?

Yes

Split/merge policies between customers?

Yes

All data fields available for reporting?

No

Software/platform access

[On Premises, Cloud Hosted Server, Client Server Software, Native Browser Based]

Reporting on activity data?

Yes

Document creation capability?

Proprietary word processing

Document management/scanning features available?

[Other, Drag and drop file attachment]

Reporting capabilities

[Commission payable reports, Commission receivable reports, Export reports to Excel, Production level reporting, Marketing campaign reports, New business reports, Sales production by employee, X-date reports]

Agency procedures available in system?

No

Fillable ACORD forms?

Yes

Marketing capabilities

[Automated marketing campaign management, Newsletter generation and distribution, Survey generation distribution, Dashboard specific to marketing and sales, Social platform management, Referral management]

Data sources available for document merging

[Contact, Policy]

Dashboard customizable by agency role?

No

SMS/Texting integrated?

Yes

Scanning/attaching to client file capability?

Yes

Policy processing workflows?

Yes

Automatic renewal processing available?

Yes

Dashboard alert of items past due?

Yes

Custom activity tracking?

Yes

System security by role/function?

Yes

Carrier submission management available?

Yes

Fax integration?

Yes

VOIP integration?

No

Custom form capabilities?

Yes

Microsoft 365 integration

[Email, Excel]

Reminder notifications/alerts available

[SMS, Email, Pop-up]

Archive customer data/documents?

No

Scanning/attaching to carrier file capability?

Yes

Accounting features offered

[General Ledger, Account Payables, P&L and Balance Sheet, Vendor Payables, Company Payables, Customer Billing]

Prioritize/flag notes?

Yes

Mobile device access

Yes