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
- Basic policy information is common to all policies including effective/expiration dates, policy number, producer, class, transaction
- 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.
- Options
- Class Codes/Line of Business