Agency Systems / Newton

Step 1:  From the Customer Info Area, highlight the quote that you are wishing to export.  Then under ‘Action’, click Export from the drop down menu.

Step 2: The quote can now be imported through the normal daily download process from any machine in the office by selecting Other -> Download. If the download management system was already open, the import process starts automatically.

Step 3: Select to either use an existing client, or create a new client.

Step 4: The system will automatically assign a unique policy/quote number. Optionally a number can be manually assigned.

Step 5: Enter the Company Code for the policy. Select Ok.

Step 6: Click Save and then Done.  You should not have to change any of the default settings.