Display event - TransactNOW Back to Basics Series Session 2 (Sagitta)

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TransactNOW Back to Basics Series Session 2 (Sagitta)

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 2: Using eDocs and Messages (Sagitta)
Wednesday October 2, 2024 | 11:00am-11:30am 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.

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 3: How to use Claims (Sagitta)
Wednesday November 13, 2024 | 11:00am-11:30am 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 (Sagitta)
Wednesday February 19, 2025 | 11:00am-11:30am 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? Contact NetVU.
Session questions? Contact Debbie Ivie or Alyssia Dugas.

Want to connect with users who have similar interests? Join the conversations on the NetVU Community (NCOM).

When

10/2/2024

Where

Virtual

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