Vertafore AMS: What to Fix Before Outsourcing Your Insurance Back Office
Vertafore produces several insurance agency management system products used by independent P&C agencies, including AMS360, Sagitta, and Agency Platform. This page covers readiness preparation that applies across Vertafore’s AMS product line before outsourcing back office operations. Platform-specific preparation for AMS360 is covered separately.
Common Vertafore AMS configuration gaps before outsourcing
Workflow automation underused. Vertafore platforms support workflow automation that can trigger tasks, assignments, and follow-ups based on policy events. Most agencies use these platforms as record systems rather than workflow engines. Before outsourcing, workflow automation needs to be configured so that an outsourced team receives tasks automatically — not through a manual daily briefing from the owner.
eDocs and document integration not consistently used. Vertafore’s eDocs integration allows carrier documents to flow directly into the AMS record. Agencies that receive carrier documents via email and store them outside the AMS create a retrieval problem for any outsourced team that needs to find current policy documents reliably.
Custom fields and codes not standardized across users. Vertafore platforms offer significant customization through user-defined fields and activity codes. When these have been set up by different staff members over time without a standard, the outsourced team is navigating an AMS that uses inconsistent terminology and categorization.
What Vertafore platforms do well for outsourcing
Vertafore platforms generally have strong reporting capabilities and renewal management tools. The renewal pipeline, expiration list, and activity queue reports can all be configured to give an outsourced team a structured daily work list. Vertafore’s API and integration ecosystem also supports process automation that more tightly managed agencies can leverage to reduce manual data entry.
What to fix before handing off on Vertafore
Configure workflow automation for renewal and COI task generation. Enable and configure eDocs integration so carrier documents flow into policy records automatically. Audit and standardize activity codes and user-defined fields. Document the naming conventions in use for activities, notes, and documents. Provision outsourced team user access with appropriate permissions per Vertafore’s licensing terms.
Frequently asked questions
Which Vertafore product is best for outsourcing back office operations?
AMS360 is the most widely used Vertafore product among independent P&C agencies, and it has a strong feature set for outsourcing readiness once configured. Sagitta is used by larger agencies and has similar capabilities. The readiness preparation steps are consistent across both platforms.
Does Vertafore support external user access for outsourced teams?
Yes. Vertafore platforms support named user access with configurable permissions. Agencies should review their Vertafore licensing agreement to confirm the terms for external or outsourced user access before provisioning accounts.
For the full AMS readiness overview: Insurance Agency Management System: What to Fix Before You Outsource
Talk to COVU about Vertafore AMS readiness and outsourcing your back office
Based on COVU’s operational experience managing back office operations across 50+ independent P&C agencies and $200M+ in premium.