Assembling the building blocks to efficient workflows
Insurance Agency Automation Associates
To help get all of my existing clients and prospects set up on VSSO I am offering a special deal. I will work with you to get VSSO rolled out to your agency. This way you do not have to figure out how to do it, I will show you.
In addition, I will conduct a group session for your staff to learn how to set up and use TransactNOW. During this session we will coach your staff on how to setup their carrier passwords in AMS360 as well as how to use TransactNOW. I will also provide a document that they can use going forward as a reminder on how to enter the carrier log on info. We will also cover what often causes TransactNOW not to work, so those issues can be resolved.
These sessions can be done at the same time or separately. The VSSO session will take about 45 minutes. The TransactNOW session about 1 hour. Each of these sessions are private, with your agency only and conducted inside of your AMS360 system. Cost is a flat $100.00 for each session.
Vertafore Single Sign On (VSSO) Set Up