Applied – Vision

What is included in the conversion from Vision to Newton by Agency Systems?  If it is not listed it is not converted!

  • Clients
    • Name, DBA, Address, City State Zip, Phone Numbers, Producer, CSR
  • Client Contacts
    • Contact Name, Email, Phone (Office, Home, Cell as available)
    • We may create a contact from the client information in addition to normal contacts.  The theory being it is easier to remove a contact than add one.
  • Polices
    • Basic policy information is common to all policies including effective/expiration dates, policy number, producer, class, transaction
      • NOTE: Duplicate policy numbers are not allowed in Newton.  Common quote numbers like TBA, Pending, TBD, etc. are changed to add a unique number to the existing number.
      • Policy numbers shared among more than 1 client must be changed prior to conversion.  Recommend adding the client number to the end of the policy number.
    • Premium is populated in the Estimated Annualized Premium field in Newton.
      • NOTE: This premium does not hit the general ledger
    • Data will be converted going back 5 years
  • Activity Notes
    • Appear in the Newton Activity Tab.  (Not in Basic Tab Activity)
  • Suspense
    • Not currently being converted.
  • Attachments/Images
    • Documents attached to clients, including letters and email attachments, are converted to the Newton Attachments.
    • Documents not attached to clients are not converted.
    • IF attachment files or blobs are encrypted they must be decrypted by the vendor or cannot be converted.
  • Drivers, Vehicles

    • We convert schedules of these items from all active policies to the Basic Tab in Newton with details like VIN, License, Name, Make, Model, Location, Vehicle Value, etc.
    • This data can be used to fill applications.
      • NOTE: We cannot convert coverages or liability limits.
  • Download Risk
    • If you download policy information we will convert this from your archives.
    • 2 years of data is normally available in most systems
  • Certificates
    • We do NOT convert each certificate; this is counter productive in the Newton system.
    • We do convert each holder WITH special wording and attach to the policy.  This allows you to create a single certificate and attach all the holders from a specific policy.  Refer to training for more information.

Basic Setup Items

  • Companies
    • Name, Address, Phone Numbers
    • All companies set to direct bill by default; Can set all companies to agency bill.
  • Producer/Users
    • Options
      • Missing producers are defaulted to code “HOU” (House)  You may specify a different default code.
  • Class Codes/Line of Business
  • Transaction Codes

 

 

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