Vertafore integration consulting

Connect Vertafore to the rest of your agency.

Vertafore AMS360 and Sagitta hold your clients, policies and agency accounting. We build the tools and connections around them, so account managers spend less time rekeying documents and chasing renewals.

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Keep it, then extend it

What Vertafore does well, and where teams outgrow it.

Where Vertafore shines

Policies from bind to renewalAMS360 keeps clients, policies, activities and agency accounting in one system, including billing, reconciliation and commission splits.
Carrier downloadsCarriers can send new policies, endorsements, claims and renewals straight into AMS360, so many changes never get typed.
Room for outside connectionsVertafore offers an official way for agencies to connect other software to AMS360, with the agency choosing exactly which records each connection can touch.

Where teams hit the limits

Carriers and lines that don't downloadSome carriers still send PDFs, portal documents and emails, and someone reads them and keys the changes in.
Renewals marketed on the sideShopping a renewal across carriers often runs on spreadsheets, inbox folders and long email threads.
Reports that mix systemsProducer, carrier and retention reports that combine agency data with CRM or finance numbers get built by hand each month.

What we build around it

Connecting Vertafore to the rest of your work.

Carrier documents matched to the account

Policies, endorsements and notices are read, matched to the client and policy, and queued for an account manager to check.

Activities logged automatically

Emails, calls and requests become activities on the right account, so the history is complete without extra typing.

A shared renewal tracker

Upcoming renewals, carrier submissions and quotes in one view the whole team can see.

Certificate requests drafted

Requests that arrive by email are drafted for an account manager to review and send.

CRM and agency system in step

Prospects and clients stay matched between your sales tools and Vertafore.

Agency reporting across systems

Book of business, retention and producer numbers combined with finance data in one scheduled report.

Before we start

How access works.

Vertafore controls outside connections through your agency's setup and contract. In AMS360, an agency administrator can create a dedicated login for a connection in the Administration Center and choose exactly which records it may read, add, change or delete (see Vertafore's setup guide). Vertafore's newer connections run through its API Developer Portal: your agency licenses portal access from Vertafore, Vertafore turns on the specific connections in your contract, we build and test in Vertafore's sandbox, and Vertafore approves the move to your live system. Sagitta and Vertafore's other products have their own options, so we confirm what your products and contract allow with you and your Vertafore account team before quoting a build.

Industries

Where this comes up most.

Industry

Insurance

Submissions, renewals and claims paperwork

See the industry

Common places to start.

Common problem

Documents piling up

Contracts, forms, invoices, reports. The information your business needs is locked inside PDFs, and someone has to read each one.

Retyping the same information

An order arrives by email. Someone types it into one system, then another, then a spreadsheet. It's slow and dull, and mistakes are easy to make.

Reports built by hand

Every month, someone exports from four systems, pastes it all into a spreadsheet and fixes what looks wrong. By the time it's ready, the numbers are old.

FAQ

Common questions.

Do we have to replace AMS360 or Sagitta?

No. Vertafore stays your agency management system. We build around it and connect what it doesn't reach.

Will this break when Vertafore updates?

We use only Vertafore's supported connection methods, test in Vertafore's sandbox where your contract includes it and add checks that alert us if something stops working after a release.

What do we need from Vertafore before you start?

Usually an administrator in AMS360 to set up the connection, and for some work a Developer Portal agreement arranged through your Vertafore account team. We help you ask for the right thing and confirm access before quoting.

Are you a certified Vertafore partner?

No. We're an independent integration consultant and development team. We build with Vertafore's official developer tools and approved access, using the access your team grants, and we work alongside your Vertafore admin or implementation partner rather than replacing them.

Sources

Facts checked against the vendor's own documentation, November 2026. Names are trademarks of their owners. Inkwell is independent and not affiliated with these companies.

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Tell us how you use Vertafore today.

A few sentences is plenty. We'll tell you what we'd connect first, and whether a ready-made app already does the job.

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