EVO

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

  • Clients
    • Name, DBA, Address, City State Zip, Phones
  • Client Contacts
    • Name,  Address, City State Zip, Phones
  • 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.
    • Premium is populated in the Estimated Annualized Premium field in Newton.
      • NOTE: This number does not hit the general ledger
    • Data will be converted going back 5 years
  • Policy Notes
    • Items from Diary table converted to Newton Basic Tab Activity.
  • Diary
    • We convert open diary items into a Newton Suspense Item.  We do not convert any other diary items.
  • Holders
    • Convert the Additional Interest holders into the global profile table in Newton making these items available to attach to policies or for filling certificates.
  • Policy Holders
    • Convert the Additional Interest holders into the global profile table in Newton making these items available to attach to policies or for filling certificates.
  •  Certificates
    • We convert only holders and special wording and attach to each policy.  This is a far better way to convert this data than converting each certificate.
    • Holders must be in the master list to be able to be linked to policies by the conversion.
  • Attachments
    • We convert Customer and Policy attachments.  No other attachments are converted.
    • IF attachment files or blobs are encrypted they must be decrypted by the vendor or cannot be converted.

Basic Setup Items

  • Companies 
    • Company contacts included
  • Producer/Users
    • Options
      • Missing producers are defaulted to code “HOU” (House)  You may specify a different default code.
  • Class Codes/Line of Business

 

Custom Programming Solutions and Data Conversions