Personalize Vertafore Services

Use the Vertafore Services Personalization page to establish and maintain credentials and server connections for the following products:

  • Vertafore eForms

  • Vertafore Proposals

  • eDocs and Messages

  • InsurLink

  • Welland Export

  • SalesForce Connect or other Sagitta API-reliant applications

  • Commercial Submissions

Add the Vertafore Services Page

Use this section to add the Vertafore Services Personalization Page

From the system administrator’s role, add the Vertafore Services Personalization page in Role Based Security. Choose a Personalization sub-menu and add it to the section you want, such as System Integration:

  1. Enter the program code for Vertafore eForms Web Services Page: WS.EF.FLAGS. The page name defaults to the description, Vertafore Services Personalization.

  2. In the Access drop-down list, select Full Access.

  3. Save the section and the page before exiting.

Complete the Vertafore Services Section

Use this section to identify the URLs for

  • Vertafore Services URL

    • Enter: https://api.vertafore.com

    Vertafore Document Service
    URL

    		Enter: https://contentservice.vertafore.com
    Vertafore Global Tenant Service URL Enter: https://globaltenant.v4-proposal.com
    Vertafore Global Tenant ID A unique identifier when a service is registered

    Complete the Web Service Connection Information Section

    Connection Code

    On-premise agencies - Enter the Speedlink pool name on your Web Services Server. The Speedlink pool makes the connection to the database.

    Online Agencies – This field will not be visible.

    Sagitta Web Services URL

    Enter a URL to the server with Sagitta Web Services installed.

    For example:
    https://agencywebservicesserver.domain.com

    Replace the agencywebservicesserver.domain.com placeholder in the above with the name of your server.
    Check this box if you have installed Sagitta API in its own server.

    If you are planning to use InsurLink or other applications relying on Sagitta API, such as those configured in the Client App Registration page,, you may want to install Sagitta Web Services to a separate server and use it for InsurLink and potentially other Web-Services based integrations in the future. Consider this if your agency:

    • Has adopted many web-services-based features that integrate with your Web Services server, such as Benefit Point, ImageRight, Vertafore eForms, eDocs and Messages, User Password Reset, or internal tooling based on the Sagitta SDK.
    • Has noticed slowness using any of the features listed above, with your Web Services server under its current load.
    • Wishes to segment InsurLink load, and potentially load generated from other features using SagittaAPI, from load generated from your day-to-day work done using the features above.
    • Does not utilize a load balancer to manage traffic to your Web Services server.
    • Plans to enable many Clients InsurLink Access.

    Two additional fields will also display:

    • Sagitta API Connection Code: Enter the Web Services pool code for the separate Web Services server.
    • Sagitta API Web Services URL: Enter the URL for the separate Web Services server.
    Is Web Services Server protected behind a gateway server?

    This feature is in preparation for future Sagitta integrations and can be ignored at this time. Future documentation will address when it’s appropriate to personalize this new feature.

    • If this checkbox is checked, a new field, Fully Qualified Host Name of the Gateway Server, appears; this is a required field, and must be completed to save the page.
    • If the checkbox is not selected, the field will remain hidden with no data in it and the Web Services Server will continue to work as it does today.

    Allow Access to All Users

    Use the Allow Access to All Users checkbox to enable access to forms stored in CMS.

    When this box is enabled (checked), you are giving all users access to Retrieve forms from CMS—even when they are not personalized in Role Based Security to create Vertafore eForms.

    Complete the Registration Section

    The Registration Section is provided for you to register your agency to use several Vertafore integration products, such as Vertafore eForms and InsurLink. Only one agency account is needed if your agency intends to use these products.

    Administrator Account Information

    User ID

    Enter the eForms admin ID as assigned from Vertafore. Use the following format:

    admin@onpremise.com

    Password

    Enter the eForms admin password as assigned by Vertafore and set by the administrator through registration.
    Sagitta Instance Name Enter...

    Register Sagitta Instance

    Click the Register Sagitta Instance button to register your agency.

    The Sagitta Instance Status indicator will display either Registered or Unregistered.

    Test Connection button

    Once you have completed the connection information as described according to the product you are configuring, click the Test Connection button (actually located in the Registration section ).

     

    Web Services Certificate Information

    Use the Web Services Certificate Information section in Sagitta to review details about the certificate on your Web Services Server used to access Vertafore Services.

    When an error occurs when retrieving certificate information from a Web Services server, it displays at the top of the page as well as within the Certificate Information Section.

    SAG_CERT_001: Unable to retrieve certificate information. Please contact Vertafore Support.

    There will also be a warning displayed if the installed certificate is about to expire within 30 days.

    Refer to the Managing SSL Certificates Help file for additional details on setting up SSL Certificates.

    Complete the ACORD Terms and Conditions Section

    ACORD (Association for Cooperative Operations Research and Development) requires that ACORD form users agree to certain terms of usage.

    To use Vertafore eForms, your agency must acknowledge these considerations.

    I Agree button

    Read the agreement text through the provided link.

    Click the checkbox to agree to ACORD’s terms of usage.

    Complete the Vertafore Proposals Section

    If you are planning to use Vertafore Proposals, use the following steps to configure it to use from Sagitta. For more information on Vertafore Proposals, contact your account administrator.

    Vertafore Proposals Service URL

    Enter: https://proposal.v4-proposal.com

    Proposals Administrators

    Enter the users who will access the Proposals Administrator view from the Sagitta Home page. They will have access to create and modify Proposals templates in Vertafore Proposals.

    Test Connection

    Click Test Connection to test communication between the Sagitta Web Services Server, and the Vertafore Global Tenant and Vertafore Proposals services.

    A success message will be displayed at the bottom of the Vertafore Proposals section if no errors occurred in the process.

     

    Register for Proposals

    Click Register for Proposals to register the Proposals feature.

     

    On-premise Sagitta agencies will need to contact Sagitta Support to complete a one-time registration process prior to accessing the Proposal Builder application. The Register for Proposals button will be disabled until this process has been completed.

    Complete the eDocs Section

    If you are planning to use TransactNOW’s eDocs and Messages, use the following steps to configure it to use from Sagitta.

    For more information on using and configuring eDocs, review the eDocs and Messages Integration Help file.

     

     

    If your agency will use eDocs, click the Generate API Key button.

    When Generate API Key is clicked, this prompt displays: Generating a new API Key requires that you must also personalize it in TransactNOW. Are you sure you want to continue?

    Clicking OK at the prompt adds or changes the API Key, and sets the Created On date to today, and sets the Expires On date to one year from today.

    Clicking Cancel leaves the API Key unchanged.

    Note that each time an API Key is generated, that API Key must be personalized in TransactNOW. If your system is personalized and working on eDocs, do not click this button unless the API Key has expired.

    Copy

    The API Key must be entered at TransactNOW (see the eDocs and Messages Configuration for IVANS Account section for more information on this personalization). To copy the API Key, click Copy. The Copy button is located between the API Key field and Show checkbox.

    Depending on your organization’s Internet Explorer security settings, you may be prompted to allow access to your Clipboard. Click Allow Access at the below Internet Explorer prompt.

     

    Show

    The API Key is masked by default. If you need to see the key, click the Show checkbox. When Show is checked, the API Key displays without masking. It is masked again upon saving the page.

    eDocs Administrators

    Enter the staff code(s) for the person/people who will be responsible for updating the API Key when it expires. See the section on API Key Expiration Notifications to API Key Administrators for more information.

    Complete the InsurLink Section

    If you are planning to use InsurLink, use the following steps to configure it to use from Sagitta. For more information on InsurLink, contact your account administrator.

    For more information on using and configuring InsurLink, review the Sagitta and InsurLink Integration Guide.

    InsurLink URL

    This contains the URL for your agency’s InsurLink. Before you register for InsurLink enter the following URL: https://clientportal.vertafore.com

    Service Account

    Enter the Staff Code personalized as the Service Account. See the Service Account Field Added section posted below for more information.
    Security Keys Expiration Notifications Enter the Staff Codes of users to receive notifications when the Security Keys are about to expire.

    Register for InsurLink

    Click this button when the required fields to use InsurLink and Vertafore Services have been completed.

    Security Keys

    When the Register for InsurLink process is successful, this will generate today’s date in the Created On and will populate the Expires On date to one year from today.
    Delta Sync Status When the Register for InsurLink process is successful, the Delta Sync Status will be Enabled.

    Complete the Sagitta API Section

    If you are planning to use Sagitta Connect, integrations with applications registered in the Client App Registration page, or other Sagitta API-based integrations, use the following steps to configure Sagitta API.

    Security Keys

    The Created On and Expires On dates will indicate the day the keys were generated and the day the keys will expire after the Generate Sagitta Api Keys button has been clicked.

    Security Keys Expiration Notifications

    Enter the users who should receive notifications when the Sagitta API Keys are about to expire. This field is mandatory when generating API keys.

    Generate Sagitta API Keys

    Save the page and click this button to set up Sagitta API keys.

    Complete the Vertafore Tenant Configuration Section

    If you are planning to use Commercial Submissions or other Vertafore-Tenant based integrations, use the following steps to configure the Vertafore Tenant information.

    Vertafore Tenant URL

    Prepopulated with the URL for Vertafore Tenant services

    Audience URL

    Prepopulated with URL for Vertafore Tenant services

    Issuer URL

    		 Prepopulated with Vertafore token Issuer URL
    Enable Multi Factor Authentication (MFA) This flag is editable prior to setting the first user to Vertafore Provisioned in the Sagitta Authentication Management page. Set this field to Yes to have Multi Factor Authentication for all Vertafore Provisioned users who log in with SSO.

    Complete the Commercial Submissions Section

    Commercial Submissions URL

    Prepopulated with the Commercial Submissions URL

     

    Complete the Welland Export Section

    If you are planning to use the Welland Export to load data into the RiskMatch Dashboard, use the following steps to configure it to use from Sagitta. For more information on RiskMatch Dashboard, contact your account administrator.

    Enable Welland Export

    Click the Enable Welland Export checkbox and saving the page to set up the Sagitta database for the Welland Export. This action creates the WELLAND.EXPORT.AA account and sets up a report to run as part of the Sagitta overnight process.

    Overnight Report Recipients

    Enter the users who you would like to receive the overnight status report of the Welland Export.

    Immediate Report Generate

    Click Generate to create a report of the errors that have occurred for the current day. Use this to diagnose issues and verify data associated with the Welland Export.

    Complete the Classic eForms Conversion Services Status Section

    If you are retiring your Classic eForms server as part of your adoption of Vertafore eForms, use the following steps to migrate existing Classic eForms to the Vertafore eForms Retrieve Forms page. For more information, refer to Sagitta 19.1.2.0 Documentation (MyVertafore registration required) for additional setup and usage details.

    AMSeForms Agency Identifier

    System Identifier prefilled from your System Personalization settings

    eForms Password

    Enter the password used to access the Classic AMSeForms Administration page

    Conversion Service URL

    URL to access the conversion services located on the Classic eForms Server. Enter the following URL, replacing [your server name] with your Classic eForms server name:

    • http://[your server name]/eFormsWS/eFormsWS.ConversionService.svc/rest OR
    • https://[your server name]/eFormsWS/eFormsWS.ConversionService.svc/rest

    Nightly Run Duration (Minutes)

    Length of time the conversion will run during the overnight process. Though this process will not block regular tasks in the overnight process, you will not want it to run during business hours.

    Request Conversion Button

    After saving the page, click Request Conversion to indicate you’d like to start your conversion.

    Approved

    The Approved status will update with Yes if your conversion is ready to start with the next overnight process.

    • If you are a Sagitta Online user, you will initially receive a status of No. Vertafore administrators will change this to Yes when you are approved for conversion.

    If you are a Sagitta Online user, there may be other customers who have been queued for conversion before you. Conversion are processed in the order they are received. 

    • If your agency uses an On-Premise Sagitta server, then you will automatically see the status Yes.
    Status The Status value updates as the conversion processes through your overnight processes. This does not indicate the conversion is complete. Instead, the History Conversion Analysis Tool should be used. See Sagitta 19.1.2.0 Documentation for information on this tool.