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.