Agency Automated Solutions

A full suite of automated solutions.  Customized for peak performance.

 

At CNA, we're committed to providing our Small Business agents with state-of-the-art tools and resources. Now with a full suite of enhanced automated solutions, we've made it easier than ever to download up-to-date policy data and perform real time policy, billing and claim inquiries - all without leaving the comfort of your agency management system.

Follow these easy instructions to set-up your Agency Management System:

Applied Systems / Transformation Station

To get assistance with installing or configuring Transformation Station, please contact your Applied Systems representative at 1-800-999-6512, Monday - Friday, from 7:30 a.m. to 7:00 p.m. CST. 

 

Vertafore / TransactNOW®

Use any of the options below to get assistance with installing or configuring TransactNOW®.

·         Phone - Live Customer Care Representatives are ready to help Monday – Friday, 7:00 a.m. ET - 10:00 p.m. ET at 800-444-4813

 

·         Online - My Vertafore is your online resource for help from Vertafore. Download the TransactNOW® software, manuals and guides, as well as search FAQs and articles, or login to Live Chat at http://support.vertafore.com

 

·         Vertafore University - Access world class e-learning from Vertafore for TransactNOW® at http://vertafore.learn.com

For CNA technical issues please call our support desk at 800-CNA-HELP (800-262-4357).

Download

From new business to renewals, cancellations to reinstatements, endorsements, audits and direct bill commission statements, CNA can download the most relevant and critical data directly into your agency management system - give us a call to get set up today!


Please review the Download FAQs and CNA Specific Company Codes documents for information on how to correctly configure your management system to receive downloads. Once you have configured your management, and you are ready to initiate downloads, please sign and complete the Agency Agreement form as appropriate for Direct Bill Commission and/or Commercial Policy downloads.

The completed Agency agreement form should be emailed to cna.help@cna.com along with the following required Information:

Contact name:
Phone number:
Email address:

Agency Management Vendor:
Product:
Version:
Do you need an initial load:

IVANS Y account:
IVANS user ID:

For ease of reference, CNA's Origination address is IBM312CNA and our NAIC codes are below.

CNA COMPANY NAMES NAIC COMPANY CODE
Continental Casualty Company 20443
National Fire Insurance Company Of Hartford 20478
Transportation Insurance Company 20494
Valley Forge Insurance Company 20508
Columbia Casualty Company 31127
The Continental Insurance Company 35289
American Casualty Co. Of Reading PA 20427
The Continental Insurance Company Of New Jersey 42625


If you have procedural questions about configuring your system, we recommend that you first contact your vendor for support. The CNA help desk can be reached at 1-800-262-4357.

Download FAQ's

CNA Specific Codes

Agency Agreement


CNA supports download for all the major Agency Management System vendors. To verify if your Agency Management System is supported for download with CNA, please call the Helpdesk at 1-800-262-4357.

 

 

Electronic Document Delivery (eDocs)

Providing electronic policy documents to you the day after they are processed, well in advance of the paper copies, gives you the ability to view, save, print and e-mail commercial policy documents with ease.  Plus, you can receive instant notification via e-mail when documents are available on CNA Central.

eDoc's User's Guide

Security Administration Guide for eDocs

eDocs FAQs

 

 

Real Time Inquiry

Access current policy, claim and billing inquiries directly from your agency management system.

 

Jump in the driver's seat and take CNA's automated solutions for a spin. It's all designed to make your job a little easier by finding new ways to help you maximize efficiency.  When it comes to finding ways to help you fine-tune your Small Business performance .. we can show you more.® 

 

For more information on CNA's full suite of agency automation solutions, contact your Field Sales Specialist or call 800-CNA-HELP (800-262-4357) to get started today!

 

 


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