Personalizing Vertafore Services

Enter: https://api.vertafore.com

Enter: https://contentservice.vertafore.com

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

A unique identifier when a service is registered.

Enter the eForms admin ID as assigned by Vertafore.

Use the following format: admin@onpremise.com

Enter the eForms admin password as assigned by Vertafore and set by the administrator via registration.

Enter ...

Click "Register Sagitta Instance" to register your agency.

Once you have completed the connection information as described according to the product you are configuring, click "Test Connection," which is located in the Registration section.

Read the agreement text through the provided link.

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

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

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 within Vertafore Proposals.

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

If no errors have occurred during this process, a success message will be displayed at the bottom of the Vertafore Proposals section.

Click "Register for Proposals" to register the Proposals feature.

If your agency will be using eDocs, click "Generate API Key."

When that button is clicked, this action prompts the following message: "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, sets the "Created On" date to the current day, and sets the "Expires On" date to one year from the current day.

Clicking "Cancel" will leave the API Key unchanged.

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.

The API Key must be entered at TransactNOW. See the eDocs and Messages Configuration for IVANS Account section for additional information regarding this personalization. To copy the API Key, click "Copy." The Copy button is located between the API Key field and the 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 Internet Explorer prompt shown here.

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 will be displayed without masking. It will be masked once again when you save the page.

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 additional information.

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

Enter the Staff Code personalized as the Service Account. See the "Service Account Field Added" section (posted below) for additional information.

Enter the Staff Codes of users to receive notifications when the Security Keys are about to expire.

Click this button once you have completed the required fields for using InsurLink and Vertafore Services.

When the "Register for InsurLink" process is successful, the system will generate today’s date in the "Created On" section and will populate the "Expires On" date to be one year from the current day.

When the "Register for InsurLink" process is successful, the Delta Sync Status will be enabled.

The "Created On" and "Expires On" dates will indicate the day the keys were generated and the day the keys will expire, once you have clicked "Generate Sagitta API Keys."

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

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

Pre-populated with the URL for Vertafore Tenant services.

Pre-populated with the URL for Vertafore Tenant services.

Pre-populated with the Vertafore token Issuer URL.

This flag is editable prior to setting up the first user to Vertafore Provisioned on the Sagitta Authentication Management page. Set this field to "Yes" to activate Multi-Factor Authentication for all Vertafore Provisioned users who log in with SSO.

Pre-populated with the Commercial Submissions URL.

Click the "Enable Welland Export" checkbox and save 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.

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

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

The System Identifier is prefilled from your System Personalization settings.

Enter the password you used to access the Classic AMSeForms Administration page.

The URL to access the conversion services is located on the Classic eForms Server. Enter ONE of the following two URLs, replacing [your server name] with your Classic eForms server name:

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

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

This is the length of time the conversion will run during the overnight process. While this process will not block regular tasks in the overnight process, you will not want it to run during regular business hours.

After saving the page, click "Request Conversion" to indicate you are ready to start your conversion.

The Approved status will update with "Yes" if your conversion is ready to begin 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" once 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, you will automatically see the status as "Yes."

The Status value is updated as the conversion proceeds through your overnight processes. However, this value 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.