Connecting carriers and agents in real-time delivers big benefits for everyone
TransactNOW is a powerful solution that connects agencies with insurance carrier databases in real time all from the convenience and security of your Vertafore agency management system. The result? More efficient agency-carrier communications, faster access to personal and commercial lines information, shorter transaction processing times, and more responsive customer service.
Key agency advantages:
- Increases productivity by making it easy to access multiple carrier sites from within your agency management system.
- Answer questions more quickly by retrieving billing, claims and policy information directly from carrier websites.
- Makes it faster and easier to request quotes and process endorsements.
- Provides access to an increasing number of national and regional insurance carriers.
- Increases productivity, lowers operating costs and frees up more time to grow the business.
Key carrier advantages:
- Simplifies communication with agents, encouraging them to write business with you.
- Reduces the number of calls and faxes to your staff by allowing agents to directly access up-to-date information on your website.
- Supports a variety of transactions, including billing, claims and policy view inquiries, endorsement bridging, and quote bridges for both personal and commercial lines.
- Automatically generates notifications to agents, including claims status, claim payments, and general notices.
“
My most technically-averse employee actually tried it, loved it and started telling everyone about it. She’d say, ‘You’re not going to believe how easy this is—you just click and go.’”
Carl Schlotman III
President
CAI Insurance