Agency Systems / Newton
Step 1: Contact Agency Systems support to enable the upload configuration options.
Step 2: From the main screen in Agency Systems select “Other” and then “Upload Configuration”.
Step 3: Click on the ‘New’ button and then select ‘Upload to IBQ’.
Step 4: Leave all defaults and then click the ‘OK’ button.
Step 1: Save QueueDL.exe to your \Empire\programs\ directory.
Step 2: Open IBQ and click on the Supervisor tab from the Agency Center.
Step 3: Select Agency Management Integration
Step 4: Enter the agency code you would like to configure. Supervisors who oversee more than one location can set all branches up from this one location – without having to log into each branch.
Step 5: Select Newton. Change the drive letter for the Export path and Program string if the default is different than your current configuration.
Step 1: From Agency Systems, load the Client on one of the four Client Tabs.
Step 2: Select the DL Risk tab.
Step 3: Left click the (+) band to expand the desired policy number.
Step 4: Right click on the bottom or most-recent downloaded transaction and select Upload to IBQ.
Step 5: IBQ will automatically open and start the import process.