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TransactNOW Back to Basics Series Session 1 (AMS360)
Session 1: How to utilize TransactNOW successfully Join the TransactNOW team to learn how you can get started with the product in AMS360. Come see which types of transactions you can upload and download through TransactNOW, plus view which carrier partners participate in the product.
TransactNOW Back to Basics Series
Securely process business with your carrier partners and service your customers in real time, all within your agency management system through TransactNOW. Join the Vertafore team in this webinar series to learn how you and your team can start using TransactNOW to its fullest potential.
Session 1: How to utilize TransactNOW successfully
Wednesday August 28, 2024 | 10:00am-10:30am Central | Virtual
Join the TransactNOW team to learn how you can get started with the product in AMS360. Come see which types of transactions you can upload and download through TransactNOW, plus view which carrier partners participate in the product.
Presenter(s):
Nellie Massoni | Director, Product Management | Vertafore
Shana Hibdon | Product Owner II| Vertafore
What's Next?
Our
TransactNOW Back to Basics
series continues with more exciting sessions! Here’s a glimpse of what’s coming up:
Session 2: Using eDocs and Messages (AMS360)
Wednesday October 2, 2024 |
10:00am-10:30am Central
Join the TransactNOW team to learn how you can seamlessly receive eDocs and Messages from your carrier partners and save time and money with this powerful feature.
Session 3: How to use Claims
(AMS360)
Wednesday November 13, 2024 | 10:00am-10:30am Central
Learn from the TransactNOW team about how you can maximize your agency's Claims download through TransactNOW and your agency management system.
Session 4: Managing Credential Manager and Federation
(AMS360)
Wednesday February 19, 2025 | 10:00am-10:30am Central
Learn from the TransactNOW team about how you can connect to your carrier partner portals securely by storing your passwords in Credential Manager and Federation.
Need help registering?
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NetVU
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Session questions?
Contact
Debbie Ivie
or
Alyssia Dugas
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Want to connect with users who have similar interests?
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NetVU Community (NCOM)
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When
8/28/2024
Where
Virtual
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