QQ Evolution

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

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

• Client Contacts
  • Contact Name, Email, Phone (Office, Home, Cell as available)
  • Contact is created from the customer record for both primary and spouse contacts.

• Polices
  • Basic policy information is common to all policies including effective/expiration dates, policy number, 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 from the Issued Premium to 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

• Memo Notes
  • Closed reminders and other memos are converted to the Newton Activity.
  • Open reminder items are converted to Newton Suspense so you keep your reminders
  • Connections to a policy number are maintained if available.

• Images/Attachments
  • Documents 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.
• Letters
• Documents attached to clients and policies, are converted to the Newton Attachments as rtf (rich text) files.

Basic Setup Items

• Companies
  • Name, NAIC number
• 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, Rewrite.