QQ Evolution

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

  • Clients
    • Name, DBA, Address, City State Zip, Phone Numbers, CSR
  • Client Contacts
    • Contact Name, Email, Phone (Office, Home, Cell as available)
    • Contact is created from the customer record for both primary and spouse contacts.
  • Polices
    • Basic policy information is common to all policies including effective/expiration dates, policy number, 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 from the Issued Premium to 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
  • Memo Notes
    • Closed reminders and other memos are converted to the Newton Activity.
    • Open reminder items are converted to Newton Suspense so you keep your reminders
    • Connections to a policy number are maintained if available.
  • Images/Attachments
    • Documents 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.
  • Letters
  • Documents attached to clients and policies, are converted to the Newton Attachments as rtf (rich text) files.

Basic Setup Items

  • Companies
    • Name, NAIC number
  • 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, Rewrite.

 

 

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