Agency Management

Agency management solutions should help you run your business better. Automating your processes and connecting your technologies drives productivity and empowers your people – that’s our goal.

Adding value to your core management systems

We have been modernizing and improving our core agency solutions at a rapid pace, ensuring we deliver the best accounting and servicing workflows to run your business. Providing easy access to policy records and appropriate accounting functionality is the starting place. Our approach to agency management is unique in two areas: automation and connecting the technologies you rely on.

Automating processes so you can focus on your clients

We’re on a path to make service as fast and efficient as possible, no matter your agency size or choice of agency management system.


QQCatalyst agencies can use Smartflow automation to simplify client and prospect communication. The Salesroom CRM gives you automated lead follow-up to help you grow more quickly without hiring.


AMS360 users can leverage the workflow automation of Quick Navs. AMS360 lets you use large amounts of data with minimal user intervention. My Agency reports quickly display the summary views you need without spreadsheets and complicated pivot tables.


An agency using Sagitta can use WorkSmart to leverage best practice workflows for the industry’s best automation.

Connecting your technologies

Successful agencies need to leverage a variety of technologies, including client engagement, market connectivity, analytics, CRM, payments, communications, lead generation, and more. As your business evolves and as new solutions emerge, it’s more important for your AMS to integrate and connect with the tools you need than for it to do everything.

To drive efficiency, your AMS should connect to all your technology. We’re building out a complete platform that brings together your go-to solutions and simplifies the way you deliver insurance.


[On-demand webinar] Ask an analyst: Customer service in a digital world

Laura Nettles of Nettles Consulting and Rick Fox, host of the Vertafore Insurance Podcast, as they discuss how agencies can take advantage of an increased need for digital capabilities. Hear about how to improve your agency operations and how to adopt the right technology for your needs.

Integrating best-in-class business solutions

Vertafore’s Orange Partner Program (OPP) enables agencies to integrate complementary, best-in-class business solutions with their Vertafore AMS.

Through these vetted partnerships, Vertafore customers can quickly implement business tools—ranging from marketing automation to advanced customer communications to process facilitation—to help them better manage and grow their agency.


A new approach to InsurTech

We are delivering new capabilities in a modular way and partnering with the industry’s best business solutions providers to empower you to use the features and products that meet your needs.

Our Titan technology—only at Vertafore and unique in our industry—enables us to deliver innovative new solutions that integrate with the technology you already own. And we are delivering these solutions faster and better than ever. It’s not a product: it’s a best-in-class approach to creating the tools and enhancements that will help you move your business forward.

Up next: Connectivity drives a better client experience and a more productive staff

Contact us to learn more about modernizing your agency

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