FSC Manager

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

• Clients & Prospects
  • Name, DBA, Address, City State Zip, Phone Numbers, Producer, CSR

• Client & Prospect Contacts
  • Contact Name, Email, Phone (Office, Home, Cell as available)
  • Contact is created from the customer record as well as the family table to pickup other family members

• 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 unless other arrangements are made

• Quick Notes
  • Are converted to the Newton Customer Notes as a  highlighted item.

• Follow-ups
  • Convert into Newton Suspense items by customer and maintain the open/closed status.

• Transaction Log
  • Converted to Activity Link on basic tab in Newton including date, user, and memo data.

• Images/Attachments
  • Documents attached to clients and policies, are converted to the Newton Attachments.
  • Memos 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.

• Drivers
  • We convert schedules of drivers to the Basic Tab in Newton with details like Name, License No. DOB. etc.
  • Data comes from Family table
  • All drivers are assumed active unless they are under 15 years of age.
  • This data can be used to fill applications.

• Vehicles
  • We convert schedules of vehicles to the Basic Tab in Newton with details like year, make, model etc.
  • Data comes from PA Vehicles and CBA vehicles. (There are other tables in the data but these tables have not held data in the conversions we have performed to date.)
  • Active or Inactive status is determined by the policy expiration date to which the vehicle is associated.
  • This data can be used to fill applications.

Items To Be Added for FSC Group Converson (Requires an an agreed number of conversions to be performed in a specified time period.)

• Simple Receipts History, Receipts History, Invoice History, Billing History can be added to Newton basic tab Activity.
• Certificate Holders with Description of Operations attached to the Policy allowing for a single certificate to manage all the holders.
• Property and Equipment Schedules to be added to the Newton Basic Tab (Including exploring availability of this information from the farm applications)  **Vehicles and Drivers schedules were added already.

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/users are defaulted to code “HOU” (House)  You may specify a different default code.
• Class Codes/Line of Business
• Transaction Codes
  • Renewal, New, Cancel, etc.