Vertafore TransactNOW Subscription Services – Claims Download and eDocs

NYSIF is seeking proposals from qualified firms capable of providing Vertafore TransactNOW Subscription Services – Claims Download and eDocs. The services will allow NYSIF to send translated files to insurance brokers utilizing Vertafore Inc.’s TransactNOW product through Applied Systems Inc.’s (Ivans) Agency Management System Translation and Exchange product.

All deliverables resulting from this project are classified as Vertafore Inc.’s intellectual property. Vertafore Inc. will have and retain all right, title and interest in and to any deliverables developed hereunder, including all trademark, copyright, patent, trade secret and other intellectual property rights related thereto ("Deliverables").

There are no additional documents available at this time. All available information can be found within the Contract Reporter advertisement. Interested firms must submit supporting documentation that they have an agreement in place with Vertafore Inc. to perform the services described above.

Proposals are due 6/23/25 by 2:00 p.m. EST. Please include “Vertafore TransactNOW Subscription Services – Claims Download and eDocs” in the subject line of the e-mail and provide all supporting documentation requested.

Pursuant to State Finance Law § 139-j and § 139-k, this solicitation includes and imposes certain restrictions on communications between NYSIF personnel and a prospective bidder during the procurement process. Designated staff for this solicitation are Patricia Cremmins, CMS 2 & Alex Romano, CMS 3, NYSIF, 15 Computer Drive West, Albany NY 12205, contracts@nysif.com . Contact made to other NYSIF personnel regarding this procurement may disqualify the prospective bidder and affect future procurements with governmental entities in the State of New York.

NYSIF is committed to achieving its goal of increasing opportunities for New York State Minority and Women’s Business Enterprises (M/WBE) and Service-Disabled Veteran Owned Businesses (SDVOB). Any company that feels it may meet the state requirements for MWBE certification but has not done so already is also encouraged to visit the NYS Empire State Development website at https://www.esd.ny.gov/doing-business-ny/mwbe for more information. We encourage any firm that believes it meets the state requirements for SDVOB certification to visit The Division of Service-Disabled Veterans’ Business Development within the NYS Office of General Services (OGS) at https://ogs.ny.gov/Veterans/ .