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  1. Courses
  2. Making the Most of TransactNOW

Making the Most of TransactNOW

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TransactNOW® is a powerful solution that connects agencies with insurance carrier databases and various Vertafore sites in real time, all from the convenience and security of your Vertafore agency management system.

The result?

  • More efficient agency-carrier communications,
  • improved password management across the agency,
  • faster access to personal and commercial lines information,
  • shorter transaction processing times, and more responsive service for the agency’s customers.
As a Vertafore agency management system user, this capability is built into your system. Learn how to enable the functionality during this webinar and you’ll be on your way to reaping the benefits!

During this webinar, Nellie Massoni from Vertafore will get you started by walking through the setup and implementation process – start to finish. You will want to download the TransactNOW Installation and User Guide for your System from NCOM.

Making the Most of TransactNow for AMS360 VSSO Users 2.22.2017

Presentation: Nellie Massoni, 60 min 29 sec

Making the Most of TransactNOW for AMS360 non-VSSO Users 3.14.2017

Presentation: Nellie Massoni, 50 min 36 sec

Making the Most of TransactNOW for Sagitta Users 4.12.2017

Presentation: 61 min 36 sec

Making the Most of TransactNOW, eDocs and Claims for Sagitta 12-2019

Document: Making the Most of TransactNOW, eDocs and Claims for Sagitta 12-2019
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