Applied Systems / Vertafore
Vertafore and Applied Systems are two names that dominate the insurance software conversation, both offering complex solutions. Vertafore (offering AMS360 and Sagitta) and Applied Systems (offering Epic, TAM) are agency management systems built to manage agencies' books across multiple carriers. Vertafore also owns AgencyZoom, a CRM specifically made for insurance agencies.
What is Applied Systems / Vertafore?
Applied Systems is a cloud-based software platform designed with simplicity and efficiency in mind for small and medium-sized insurers. It excels at policy management and carrier connectivity. Vertafore goes further with integrated CRM tools allowing personalized communication and long-term customer engagement. Vertafore offers options to sync CRM and AMS360 to equip agencies to be better sellers. Both AMS platforms include CRM-adjacent capabilities like lead management, contact management, and customer communications, but their primary purpose is agency operations.
