Forms Boss

What is included in the conversion from Forms Boss 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.
  • Data will be converted going back 5 years
• Transactions
  • There is a very basic list of transactions which we can convert.  These consist primarily of records of forms that were created and policy transactions like renewals and endorsements.

• Attachment Files
  • We are NOT able to convert attachments at this time. These files are stored as binary data without a file type and when extracted do not extract into a readable format.

Basic Setup Items

• Companies
• Producer/Users
  • Options
    • Missing producers are defaulted to code “HOU” (House)  You may specify a different default code.
• Class Codes/Line of Business