Which agency management system is right for you?
Your out-of-the-box, light AMS
Great for agencies who:
- Need to get off the ground quickly
- Are mainly personal-lines focused
- Want light sales & marketing automation built-in
- 100% direct bill
- Don't pay producers commission
The foundational agency management system
Great for agencies who:
- Have more mature operational needs
- Offer any line of business, including benefits
- Need accounting built-in
- Want role-based permissions
Customize your AMS from top
to bottom
Great for agencies who:
- Need custom policy management for specialty lines
- Are extremely niche-focused and vertical-driven
- Want the flexibility to customize fields, alerts, reminders, links, buttons, navigation, etc.
- Have multi-location operational needs, like inter-divisional accounting
- Grow through acquisition
Your out-of-the-box, light AMS
Policy detail view
- All standard personal lines
- Some commercial lines
- No benefits
Fully-integrated ACORD forms
- All standard personal lines
- Some standard commercial lines
- No benefits
Carrier download available
- All standard personal lines
- Some standard commercial lines
- No benefits
Proof of insurance highlights
- Bulk certificate distribution
Policy change highlights
- Real-time connectivity for auto/home increase
- New policy documents
Claims management highlights
- Centralized claims management widget for the dashboard
- Automated claims workflows
- Real-time claim tracking
- Document management
The foundational agency management system
Policy detail view
- QQCatalyst, plus:
- All standard commercial lines
- Limited specialty lines
- Benefits management available
Fully-integrated ACORD forms
- QQCatalyst, plus:
- All standard commercial lines
- Limited specialty lines
- Benefits management available
Carrier download available
- QQCatalyst, plus:
- All standard commercial lines
- Benefits download available
- Claims downloads
- Policy documents download & auto-attach to client
Proof of insurance highlights
- QQCatalyst, plus:
- Import/export holder lists
Policy change highlights
- Real-time connectivity for all endorsements
Claims management highlights
- Communication including electronic claims documents
- Claims downloads
- Document imaging (police reports, photos, medical records, etc.)
- Reserving and payment management
Customize your AMS from top
to bottom
Policy detail view
- AMS360, plus:
- Customize any line of business
Fully-integrated ACORD forms
- AMS360, plus:
- Most specialty lines
- Customize any line of business
Carrier download available
- AMS360, plus:
- No customization available for download
Proof of Insurance Highlights
- AMS360, plus:
- Certificate processing partner integrations available
Policy change highlights
- Real-time connectivity for all endorsements
Claims management highlights
Your out-of-the-box, light AMS
Home screen highlights
- Personalize dashboard layout
Client comms highlights
- One-off texting integration
- Mass-blast texting integration
- One-off email integration
Admin highlights
- Multiple user licensing
- Preferred language
Conversion highlights
- Seamless cloud migration for minimized downtime
- Data preparation
- Advanced security measures and encryption protocols
- Training and support
- Post-migration support
Insights from your data
- Pre-configured reports
The foundational agency management system
Home screen highlights
- QQCatalyst, plus:
- Include MarketTrends in the dashboard
Client comms highlights
- One-off texting integration
- Mass-blast texting integration
- One-off email integration
Admin highlights
- QQCatalyst, plus:
- Role-based permissions for users
- Multi-location management-track numbers
- Centralized security management
- Compliance and regulatory support
- Segregated business units
Conversion highlights
- QQCatalyst, plus:
- Customized migration plans with dedicated support team
- Training and resources to aid in proper steps for migration
- Post-migration support
- Data mapping and conversion tools to accurately translate data
Insights from your data
- Semi-customizable reports built-in
- MarketTrends benchmarking reports
- Premium analytics available
Customize your AMS from top
to bottom
Home screen highlights
- AMS360, plus:
- Fully customizable navigation menu
Client comms highlights
- One-off texting integration
- Mass-blast texting integration
- One-off email integration
Admin highlights
- AMS360, plus:
- Field-level role-based permissions
- Interdivisional accounting
- Near limitless history of keystrokes
Conversion highlights
- AMS360, plus:
- Dedicated Sagitta team to navigate through conversion from start to finish
Insights from your data
- Fully-customizable reports
- Machine learning available
Your out-of-the-box, light AMS
- QuickBooks integration
The foundational agency management system
- Insurance-specific integrated accounting
- Generate producer commission statements digitally
- Process agency bills automatically
- Easily manage Trust Reporting
- Generate accurate production reports by carrier, transaction, or employee (i.e. new business)
- Segment revenue and expenses by location, business unit, or specialty niche
- Verification of policy premium to improve book of business reporting accuracy
Customize your AMS from top
to bottom
- AMS360, plus:
- Designed for centralized accounting (it gives you more flexibility in centralizing accounting)
- Customize all accounting functionality
- Custom reports
Your out-of-the-box, light AMS
- InsurTech partner ecosystem
- 40+ integrations available
- All client detail APIs available
- All policy detail APIs available
The foundational agency management system
- InsurTech partner ecosystem
- 40+ integrations available
- All client detail APIs available
- Some policy detail APIs available
- Real-time bulk export of all your data
- Querying of any database field available
Customize your AMS from top
to bottom
- InsurTech partner ecosystem
- 40+ integrations available
- All client detail APIs available
- All policy detail APIs available
- Real-time bulk export of all your data
- Querying of any database field available
Your out-of-the-box, light AMS
Included with your AMS
- Includes sales and marketing automation
Recommended upgrades for your tech stack
- Streamline sales and service performance
- Personal lines rater
- VOIP
- Automated workflow solution
The foundational agency management system
Included with your AMS
- Includes Net Promoter Score tracking
- Includes proposal builder
Recommended upgrades for your tech stack
- QQCatalyst, plus:
- Commercial lines rater
- Self-service customer portal
- Premium analytics solution
- Industry coverage information at your fingertips
- Automated workflow solution
Customize your AMS from top
to bottom
Included with your AMS
- Includes proposal builder
- Includes best practices guidance for custom workflows
Recommended upgrades for your tech stack
- AMS360, plus:
- Benefits solution
- Licensing management and compliance
Your out-of-the-box, light AMS
- ACT!
- Adobe Document Cloud
- Agency Bloc
- Agency Revolution
- Agency Smart
- Agentero
- Bridge
- Client Circle
- Copper
- DocuSign
- Docuware
- Dropbox
- DYL
- EOX
- ePayPolicy
- Equisoft
- Evernote
- Forge 3
- Formstack
- Google Drive
- Insightly
- Infusions by Keap
- Insurance Agent App
- Insuredmine
- Lead Squared
- Levitate/Real Magix
- Lightspeed Voice
- Lion Desk
- M-Files
- Pathway/Iterro
- Pipedrive
- QuickBooks
- Sugar CRM
- Simply Easier Payments
- Twilio
- Velocity
The foundational agency management system
- Adobe Cloud
- AFCO Direct
- Agency Bloc
- Agency Revolution
- AVYST
- BackNine Insurance
- Bridge
- ClarionDoor
- ClientCircle
- DocuSign
- Docuware
- Eox
- Equation
- ePayPolicy
- Forge3
- iAutomate Surety
- InsuredMine
- Inteveo
- leO
- Levitate/Real Magic
- Lightspeed Voice
- M files
- Pathway/Iterro
- QuiKer/The Human Equation
- ReSource Pro
- SelectSys
- SharePoint
- Simply Easier Payments
- Twilio
- Velocity
Customize your AMS from top
to bottom
* Orange Partners indicated in bold
See it in action: Request a demo, today!
Integrations
Our Orange Partner relationships allow you to get more out of our agency management systems and other Vertafore solutions.
Resources
Success stories, data sheets, webinars, white papers, blogs, podcasts, and everything else to help you make an informed decision.