Agency Automation

NEW Agency Automation Overview

Get an “at-a-glance” view of our automation capabilities and see how they benefit you.

Endorsement Upload

Learn how you can save time by submitting customer service requests directly from your AMS360 or Sagitta agency management system directly into our agent portal.

Real Time Interface

Get the details on how you can quote or access customer information without rekeying data by using:
  • TransactNOWSM for Vertafore agency management systems
  • IVANS Transformation StationSM for Applied agency management systems

Real Time Software & Services

Check out our robust suite of real time solutions that help you sell and service business directly from your agency management system.

Applied Systems

When you need to get a quote or access customer information, you can save time and eliminate rekeying by using IVANS Transformation StationSM real-time interface.

ICON Bridge

See how easy it is to get a quote in real time through our ICON Bridge – no rekeying of data needed.

Download Program

See how you can download your customers’ most current policy information directly from our systems into your Agency Management System, increasing efficiency by saving you time.