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