Vertafore API
Vertafore is insurance technology software used by independent agencies, MGAs, and carriers across the distribution channel. An unofficial API lets you programmatically pull policies, clients, commissions, carrier downloads, comparative-rating quotes, and pipeline activity across products like AMS360, Sagitta, AgencyZoom, and PL Rating—and push updates like new submissions, client edits, and rating requests back into Vertafore.
What is Vertafore?
Vertafore is an insurance technology vendor that builds core systems, AI capabilities, and connectivity infrastructure for the entire insurance distribution channel—agencies, MGAs, and carriers. Customers use Vertafore products to manage policies and clients, run agency accounting and commissions, comparatively rate personal lines, automate sales and retention workflows, and exchange data with carriers through download and submission feeds.
Core product families include:
- Agency Management Systems (AMS360, Sagitta, QQCatalyst, BenefitPoint, WorkSmart)
- Client Engagement & Sales Automation (AgencyZoom, InsurLink)
- Rating & Quoting (PL Rating, PolicyRater, Commercial Submissions, NetRate)
- Compliance & Credentialing (Sircon for Agencies, Sircon for Individuals, Sircon Managed Services)
- MGA Solutions (AIM, ImageRight, MGA Systems, Surefyre)
- Connectivity & Distribution (TransactNOW, Carrier/MGA Download, PolicyIssuance, Book Roll)
- Analytics (RiskMatch, ReferenceConnect AI)
Common data entities:
- Customers / Insureds, Contacts, Households, Producers, Agency Locations
- Policies, Endorsements, Renewals, Claims, Certificates of Insurance
- Carrier Downloads (new business, endorsements, claims, renewals via download feeds)
- Accounting & Commissions (invoices, receivables, commission splits, general ledger)
- Quotes & Submissions (PL Rating quotes, comparative rates across 300+ carriers, bind requests)
- Pipeline & Activity (AgencyZoom leads, journeys, renewals, retention sequences)
- Licensing & Appointments (Sircon producer credentials, carrier appointments, CE)
- Documents & Attachments (ImageRight, WorkSmart, ACORD forms, signed applications)
The Vertafore Integration Challenge
Agencies, MGAs, and carriers run their books of business on Vertafore daily, but turning portal- and download-driven workflows into API-driven automation is non-trivial:
- Product-line fragmentation: AMS360, Sagitta, and QQCatalyst each carry their own data model, schema, and access pattern; AgencyZoom and PL Rating live alongside but with separate auth
- Sparse public API surface: Marketing references an "open ecosystem" and "Open API/third-party integrations," but most operational data is gated behind partner programs (Orange Partner, NetVU) rather than self-serve developer docs
- Carrier download dependence: New business, endorsements, claims, and renewals arrive via IVANS-style download feeds and TransactNOW; reconciling those to the AMS record without breakage requires careful matching
- Comparative-rating round trips: PL Rating fan-outs to 300+ carriers introduce variable timing, partial responses, and prefill data sourced from third parties (e.g., CoreLogic) that must be normalized
- Tenant configuration: Custom fields, commission structures, accounting setups, and producer hierarchies vary widely across agencies, breaking generic integrations
- Authentication complexity: SSO, MFA, and per-product session models complicate headless automation across AMS360, AgencyZoom, Sircon, and PL Rating
- Document handling: ACORD forms, signed applications, and policy artifacts in ImageRight or WorkSmart need careful upload/download flows
How Supergood Creates Vertafore APIs
Supergood reverse-engineers authenticated browser flows and network interactions across the Vertafore product family to deliver a resilient API layer for your agency, MGA, or carrier tenant—whether you run AMS360, Sagitta, AgencyZoom, PL Rating, or several together.
- Handles username/password, SSO, and MFA (SMS, email, TOTP) securely across each Vertafore product
- Maintains session continuity with automated refresh and change detection as Vertafore updates its UIs
- Normalizes responses across AMS360, Sagitta, QQCatalyst, AgencyZoom, and PL Rating so you integrate once and rely on consistent client, policy, commission, and quote objects
- Aligns with your tenant configuration, producer permissions, and carrier appointments to ensure compliant access
Use Vertafore with AI agents: Vertafore MCP Server →
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm which Vertafore products you run, your licensing, and your authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened Vertafore adapter tailored to your workflows, products, and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as Vertafore evolves.
API Endpoints
/authenticateAuthenticate a Vertafore tenant session across AMS360, Sagitta, AgencyZoom, or PL Rating, including SSO and MFA challenges.
/policiesList policies, endorsements, and renewals from AMS360 or Sagitta with optional filters by client, producer, or effective date.
/create_policyCreate a new policy or submission against the tenant, including ACORD form metadata and document attachments.
/clientsRetrieve insureds, contacts, and household relationships across AMS360, Sagitta, and QQCatalyst tenants.
/commissionsPull commission splits, statements, and producer-level accounting records reconciled against carrier downloads.
/run_ratingTrigger a PL Rating comparative quote across carriers and return normalized rate, prefill, and bind-readiness data.
Use Cases
Sync Customers and Policies Across AMS360 and Sagitta
Programmatically pull insureds, policies, endorsements, and renewals from AMS360 and Sagitta tenants and keep them in lockstep with your downstream CRM, data warehouse, or analytics stack—without rebuilding integrations per product.
Automate Carrier Download Reconciliation
Capture IVANS-style carrier downloads (new business, endorsements, claims, renewals) flowing into Vertafore and reconcile them to AMS records, surfacing mismatches before they become accounting headaches.
Run PL Rating Quotes Programmatically
Trigger comparative personal lines quotes across 300+ carriers via PL Rating, normalize partial responses and prefill data, and stream results back into your sales workflow or quoting UI.
Sync AgencyZoom Pipeline and Retention Activity
Pull AgencyZoom leads, journeys, and renewal sequences alongside AMS data to give producers a unified view of pipeline, retention activity, and policy events without portal swivel-chair work.
Technical Specifications
Authentication
Username/password, SSO, and MFA (SMS, email, TOTP) handled per Vertafore product
API Type
NetVU partner-gated REST APIs wrapped behind a unified Supergood adapter
Data Format
JSON request and response payloads
Rate Limits
Tenant- and product-specific; Supergood handles backoff and retries
Pagination
Cursor and offset pagination depending on product (AMS360, Sagitta, QQCatalyst)
Webhooks
Not natively exposed; Supergood emits change events via polling and download feed parsing
SDKs
Language-agnostic REST; client libraries available on request
Sandbox
Tenant-scoped staging environments mirrored from your live Vertafore configuration
Error Handling
Normalized error envelopes across AMS360, Sagitta, AgencyZoom, and PL Rating
Security
MFA-aware sessions, encrypted credential storage, scoped producer permissions
Compliance
Honors NetVU partner approval, carrier appointments, and Sircon producer credentials
Integration Pattern
Bridges product-line fragmentation across AMS360, Sagitta, and QQCatalyst plus IVANS-style download feeds
Frequently asked questions
Yes. AMS360 and Sagitta have distinct data models and access patterns, so Supergood normalizes clients, policies, endorsements, and commissions into a consistent shape across both, and exposes product-specific fields when you need them.
Most operational Vertafore APIs are gated behind NetVU and partner programs rather than self-serve developer docs. Supergood works within your tenant entitlements and helps customers in regulated workflows align with NetVU partner approval where required.
Yes. We capture new business, endorsement, claim, and renewal downloads arriving via IVANS-style feeds and TransactNOW, and reconcile them to AMS360 or Sagitta records so your book of business stays accurate.
Yes. You can trigger PL Rating comparative quotes across 300+ carriers, normalize partial and timing-variable responses, and pipe results into your quoting or CRM surface.
Yes. AgencyZoom leads, journeys, renewal sequences, and retention activity are exposed alongside AMS360 or Sagitta data so producers get a unified pipeline and policy view without separate auth flows.