Assembling the building blocks to efficient workflows

Current and recent projects

Recent Projects

  • Vertafore Single Sign On (VSSO) Implementation
  • Platform Implementation and Training
  • Service 24/7 Implementation
  • Actions and Doc Type customization
  • TransactNOW Implementation and Training (VSSO and Standard)
  • Direct Bill Reconciliation - DB Entry and Downloaded Statements
  • Migration TAM to AMS360 - All Setups and Live Week Training
  • Migration AFW to AMS360 - 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