Before using TransactNOW you must:

1. Have a web account for My Vertafore.

2. Verify that the company provides at least one of the transaction types available: policy inquiry, billing inquiry, claims inquiry, and endorsements, quote request or other transaction.. For a current list of companies, go to: Vertafore TransactNOW Carrier Partner List.

3. Be an authorized user for the company's web site. Refer to the carrier's web site or their representative for more information.

4. Download and install the AMS360TransactNOW software from the AMS360 Help Center. Click Help > Help Center > Installation Downloads (under AMS360 System Info) > Download (TNowInstaller360.msi in the TransactNOW Installation section).

If you have a previous version of TransactNOW installed on your workstation you must un-install that version before installing the AMS360 version. Click Start >Control Panel > Add/Remove Programs and locate TransactNOW. Click Change/Remove and use the wizard to remove the program.

5. Complete TransactNOW Setup for each company with which you will be using the service.

• You can access TransactNOW Setup from any center or form that has a Toolbox menu. Select Toolbox > System Administration > Customer/Policy Setups > TransactNOW Setup.

• You can also access TransactNOW Setup through the TransactNOW Carrier Passport form whenever you see the word Setup in the TransactNOW Company Select grid:

1. Launch TransactNOW Carrier Passport by clicking the TransactNOW banner in any center. The TransactNOW Company Select grid includes companies that have been set up as TNOW carriers for your agency

2. Select a company row that includes Setup in the Action column.

3. Click OK to open the TransactNOW Setup data entry form.

    TransactNOW Company Options

    Company Web Site User Names / Passwords

When you use Select Transaction in TransactNOW and click submit, AMS360 connects to the carrier web site. You can choose any transaction the carrier allows,i.e.,( Billing Inquiry, Claims Inquiry, Policy Inquiry, Quote Request) as well as other transactions the carrier may add in the future. For a current list of companies and the transactions visit the Vertafore web site.

When you add a new TransactNOW company in TransactNOW setup, the SelectTransaction in TransactNOW box will be checked by default.

Use TransactNOW  to request a quote for a policy already entered in the system. For example, TransactNOW could be used for a renewal quote.

On the current policy, the parent company may or may not be a TransactNOW company. However, the parent company from whom you request the quote must be set up as a TransactNOW company.

To perform the TransactNOW quote, do the following:

1. Open a Policy or Submission.

2. Click TransactNOW from the Actions menu. The TransactNOW form opens.

3. Check the Quote Request checkbox, if not already checked.

4. Select the company you want to quote the policy from the Company list. The list includes only those parent companies that are set up to support Quotes in TransactNOW Setup.

5. Fill in or use the date picker to select the appropriate Tran. Eff. Date (transaction effective date), the Effective and Expiration Dates for the quoted policy.

6. Click Submit. The exported information is encrypted for security reasons.

Another option  you can use is:

1. From the Customer Center, find and open the customer for whom you want to obtain a quote.

2. From the Policy tab, locate the policy for which you want to obtain a quote.

3. Click the Now icon adjacent to the policy number in that policy's header row.

4. Check the Quote Request checkbox, if not already checked.

5. Select the company you want to quote the policy from the Company list. The list includes only those parent companies that are set up to support Quotes in TransactNOW Setup.

6. Fill in or use the date picker to select the appropriate Tran. Eff. Date (transaction effective date), the Effective and Expiration Dates for the quoted policy.

7. Click Submit. The exported information is encrypted for security reasons.

If the parent company you are coming from is a TransactNOW company, or if you pick another parent company from the Company list (which must be a TransactNOW parent company), you may also be able to do an Inquiry from the same form, if the company is set up for that certain type of inquiry. However, the quote and inquiry processes are mutually exclusive, and only one can be done at a time.

Do the following to inquire about a policy, billing, or claim using TransactNOW:

1. From the Customer Center, find and open the customer for the inquiry.

2. From the Policy tab, locate the policy that you want to inquire about.

3. Click the Now icon adjacent to the policy number in that policy's header row.

4. If multiple inquiry options are available for the company, then you are asked to specify the type(s) of inquiry you want. After choosing the inquiry(ies), clickSubmit. The exported information isencryptedfor security reasons.

5. AMS360 connects to the company web site and displays the requested information.

6. When you have finished the inquiry, close the browser.

The company must support and be set up for this type of transaction before it is available.

Do the following to submit an endorsement using TransactNOW:

1. From the Customer Center, find and open the customer for whom you want to submit a change.

2. From the Policy tab, locate the policy for which you want to submit the endorsement.

3. Click the Now icon adjacent to the policy number in that policy's header row.

4. If multiple options are available for the company, then you are asked to specify the type(s) of inquiry or endorsement you want. After making your selection, clickSubmit. The exported information isencryptedfor security reasons.

5. AMS360TransactNOW connects to the company web site, automatically signs you onto the site, and navigates to the endorsement area.

6. Enter and submit your change directly to the company.

7. When you have finished and submitted the endorsement, close the browser.

The company processes your change and typically returns an electronic image of the policy change to your agency via download.