AI tools that work with Vertafore

AMS360, Sagitta, QQCatalyst and other Vertafore products. Source lists 'Vertafore' generally; product-level detail unverified.

Agency Revolution

Marketing

Marketing platform that integrates with agency management systems for targeted campaigns, plus AI-generated blog, email and social content.

HawkSoft · listedNASA · listedVertafore · listed

Ascend

Accounting & reconciliation

Accounting automation for invoicing, payments and reconciliation, using AI to parse documents and reduce manual entry.

Applied Epic · confirmedHawkSoft · confirmedAMS360 · confirmedApplied Systems · listedMomentum (NowCerts) · listedVertafore · listed

Canopy Connect

Intake & forms

Collects current/prior insurance data from prospects, normalizes it and sends it to comparative raters, CRMs and AMSs.

Applied Epic · writes backHawkSoft · writes backEZLynx · writes backAgencyZoom · writes backApplied Systems · listedVertafore · listed

ClientCircle

Marketing

Marketing automation, CRM and communications platform built for insurance.

HawkSoft · writes backApplied Epic · confirmedMomentum (NowCerts) · confirmedEZLynx · confirmedVertafore · listed

Levitate

Marketing

Personalized client emails and texts from the agent's own inbox, renewal and coverage-gap outreach, review replies.

HawkSoft · writes backAMS360 · confirmedNASA · listedVertafore · listed

Lightspeed

AI receptionist & phone

Cloud phone system with AI transcripts, summaries, sentiment and automatic AMS call logging.

HawkSoft · writes backApplied Epic · writes backAMS360 · writes backQQCatalyst · writes backMomentum (NowCerts) · writes backEZLynx · writes backAgencyZoom · listedApplied Systems · listedVertafore · listed

Patra

Policy checking

Checks bound policies against 900+ point checklists and returns color-coded exception reports; self-service or full-service.

Vertafore · listed

RecordLinker

Agency operations

Auto-maps company names and entities between systems during conversions, book imports and M&A integrations.

Applied Epic · writes backApplied Systems · listedVertafore · listed

ReSource Pro

CSR assistant

Implements and manages AI solutions combining agents, workflow automation, data management and human oversight.

Vertafore · listed