ASSEMBLING THE BUILDING BLOCKS TO EFFICIENT WORKFLOWS

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Recent Projects

  • "On Demand" support for questions/needs
  •       Download Management
  •       Reporting
  • ​​      System Data Quality Management & Validation
  •       Creation of Workflows
  •       Creation of Training Helper Documents/Tools
  •       Integration with other parts of "Tech Stack"
  •             ePay Policy
  •             Rocket Referrals
  •             Agency Fuse
  •       Accounting Clean Up
  • Vertafore Single Sign On (VSSO) Implementation
  • Platform Implementation and Training
  • Actions and Doc Type customization
  • ​Activity Tips/Tricks Training
  • TransactNOW Implementation and Training (VSSO and Standard)
  • Direct Bill Reconciliation - DB Entry and Downloaded Statements
  • Migration Management - All Setups and Live Week Training
  • PL Rater Implementation and Training
  • Work-flow Setup and Training
  • Accounting Daily Tasks Training
  • Submissions Training
  • ​Workflow Training
  • Producer Plus Implementation and Training
  • Invoicing Training
  • Certificate Holder Import Training
  • Leadlist Import
  • Target List Creation and Campaign Setup
  • Surplus Lines Filing Setups
  • Proposal Setup and Use
  • Download Setup and Use

Current and recent projects