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Vertafore is an insurance technology provider offering agency management systems (like AMS360 and Sagitta), comparative rating, compliance and licensing tools, and connectivity solutions for independent agencies, MGAs, and carriers. Its portfolio helps agencies manage clients and policies, rate and quote across carriers, stay compliant with licensing requirements, and exchange data efficiently, supporting the operations and growth of the independent insurance distribution channel.
Vertafore is used by insurance agencies, MGAs, and carriers that need reliable management, rating, and compliance technology across the distribution ecosystem. Its management systems centralize operations, its rating tools speed quoting, its compliance products manage licensing at scale, and its connectivity links agencies and carriers. For the independent agency channel and its partners, Vertafore is a comprehensive, long-established technology provider.
Pricing Model
PAID
Starting Price
Contact vendor
Free Options
None
| Feature | AMS360 Popular | Enterprise Suite |
|---|---|---|
| Agency management system | — | |
| Client and policy management | — | |
| Accounting | — | |
| Reporting | — | |
| Integrations | — | |
| Everything in AMS360 | — | |
| Comparative rating | — | |
| Compliance and licensing | — | |
| Carrier connectivity | — | |
| Dedicated support | — |
Other
CRM
Finance
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
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