Connected agency update: eDocs

December 5, 2018 /

Processing documents and messages from carriers is a time-consuming process for your independent agency partners. Some of them would rather go back to the old days of paper and “snail mail” than be forced to log into multiple carrier websites, download, and manage countless documents.

Luckily for Vertafore agencies, TransactNOW simplifies carrier interactions by providing the real-time connectivity to instantly share policy and claim related information, status changes, payments, and notices, letting them go to one place to get their eDocs.

Best of all—beginning with 18R1, we automated the delivery of new carrier documents straight to AMS360, instead of requiring them to log in to hunt them down. That’s right, now AMS360 users get automated eDoc integration that drastically reduces the time agencies spend processing eDocs, messages, attachments, and downloads by up to 50%, freeing them up to focus on the insured.

So as a TNOW carrier, what do you need to do to get your agencies access to automated eDocs? Nothing. It’s included (at no additional cost) with the 18R1 version of AMS360 and TransactNOW.

Just another benefit of connecting to your agencies with Vertafore.