MI Assistant

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

  • Clients & Prospects
    • Name, DBA, Address, City State Zip, Phone Numbers, Producer, CSR
  • Client & Prospect Contacts
    • Contact Name, Email, Phone (Office, Home, Cell as available)
    • Contact is created from the customer record as well as the family table to pickup other family members
  • 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 unless other arrangements are made
  • Quick Notes
    • Are converted to the Newton Customer Notes as a  highlighted item.
  • Follow-ups
    • Convert into Newton Suspense items by customer and maintain the open/closed status.
  • Transaction Log
    • Converted to Activity Link on basic tab in Newton including date, user, and memo data.
  • Images/Attachments
    • Documents attached to clients and policies, are converted to the Newton Attachments.
    • Memos attached to clients and policies, are converted to the Newton Attachments.
    • IF attachment files or blobs are encrypted they must be decrypted by the vendor or cannot be converted.
  • Drivers
    • We convert schedules of drivers to the Basic Tab in Newton with details like Name, License No. DOB. etc.
    • Data comes from Family table
    • All drivers are assumed active unless they are under 15 years of age.
    • This data can be used to fill applications.
  • Vehicles
    • We convert schedules of vehicles to the Basic Tab in Newton with details like year, make, model etc.
    • Data comes from PA Vehicles and CBA vehicles. (There are other tables in the data but these tables have not held data in the conversions we have performed to date.)
    • Active or Inactive status is determined by the policy expiration date to which the vehicle is associated.
    • This data can be used to fill applications.

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/users are defaulted to code “HOU” (House)  You may specify a different default code.
  • Class Codes/Line of Business
  • Transaction Codes
    • Renewal, New, Cancel, etc.

 

 

Custom Programming Solutions and Data Conversions