Vertafore – MARS

What is included in the conversion from MARS 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
    • NOTE: Contacts are converted to a Customer Note in Newton due to incompatible data.
  • 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.
    • No policy premium is available in this system
      • NOTE: This premium does not hit the general ledger
    • Data will be converted going back 7 years
  • Client Notes
    • Appear in the Newton Activity Tab. (Not in Basic Tab Activity)
  • Suspense
    • Convert into Newton Suspense items by customer and maintain the open/closed status.
  • Images/Attachments
    • Documents attached to clients and policies, including letter attachments, 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 from all active policies to the Basic Tab in Newton with details like Name, License, DOB, etc.
    • This data can be used to fill applications.
  • 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.
    • Company Contacts converted if available
  • 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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