Vertafore, ready to run.
The Vertafore integration connects agency work to AMS360 and the rest of your Vertafore stack. Floowed reads the customer, their policies and open activities, collects what a renewal or change request needs, and records the work back where your staff will look for it.
What it does.
What Floowed reads from Vertafore
- Customers and their contacts
- Policies, with their terms and carriers
- Activities and suspenses on an account
- Documents already attached to a customer
What it writes back
- An activity recording the work and its reason
- Documents attached to the customer or policy
- A suspense for the person handling the next step
- Notes from the insured's replies
Agency staff plan their day around activities and suspenses, so Floowed writes its follow ups there instead of sending more email. Changes to coverage stay with a licensed person, who sees the insured's documents and the rule checks together in one place. Access runs under your agency's own Vertafore agreement.
How it connects.
- 1
Connect Vertafore
Using its API, under your own agreement. Nothing migrates and nothing is replaced.
- 2
Build your operation
Describe it in Slack, Teams or the Floowed Dashboard. Floowed builds it and asks only what it can’t work out.
- 3
Let it run
Every case runs from request to outcome, the same way each time, with the reasons on record. Anything sensitive waits for a person.
Questions
Does Floowed integrate with Vertafore?
Yes. It connects through Vertafore's APIs, under your agency's own agreement with Vertafore.
What can Floowed do in Vertafore?
It reads customers, policies and activities, chases insureds for missing documents, and records the outcome as activities, suspenses and attachments.
Is my Vertafore data secure?
Access runs under your own Vertafore agreement, and Floowed only gets the scopes it needs. It never stores a password, and every read and write is logged with the reason for it. Results and records are evidence a person can review.
What does the Vertafore integration cost?
Nothing extra. Integrations are included in every plan, and you only pay for the work your operations do.
Start with Vertafore. Add the rest.
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