Vertafore AMS360
by Vertafore
Insurance agency management systems (AMS360, Sagitta, QQCatalyst) with partner APIs.
- Category
- Industry Solutions
- Type
- Insurance agency management
- Interface
- SOAP API
- Built with
- Connect Anything
- Credentials
- Vendor credentials
02Data
What you can sync.
- Customers
- Policies
- Transactions
- Claims
- Producers
Bring Vertafore AMS360 customers into the same Warehouse as finance, sales and operations, under one set of access rules.
Need more? Name any other Vertafore AMS360 data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- Other credentials
Vertafore AMS360 uses credentials of its own. The AI reads which ones from the Vertafore AMS360 API docs and asks you for them when the connector needs them.
04How it works
How it works in DataMind.
-
Pick Vertafore AMS360.
Open Lake, pick Vertafore AMS360 in the source picker and name the connection. Connect Anything opens with a ready prompt that points the AI at the Vertafore AMS360 API docs.
-
Answer a few questions.
The AI reads the Vertafore AMS360 documentation, then asks which credentials you will use, which data to sync (for example customers and policies), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
The connector agent writes a Python connector for Vertafore AMS360, tests it against the live API and shows you sample rows. Then the data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
05Related
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