Insurance Agent App

Q: Does Insurance Agent App replace our Vertafore AMS or our CRM?

No. Insurance Agent App is designed to extend, not replace, your Vertafore AMS & CRM. Vertafore remains the system of record. Insurance Agent App delivers a client-facing service experience via secure API with Vertafore.

Q: How does Insurance Agent App reduce service volume?

By eliminating the need for clients to ask for routine service in the first place. Clients access ID cards, policies, certificates, documents, billing, and submit requests instantly—without calling, emailing, or waiting on staff.

Q: Will this disrupt our current workflows or retrain our staff?

No. Your internal workflows stay intact. Insurance Agent App removes low-value interruptions rather than changing how your team works. Most agencies experience less training burden, not more. IA App's goal is to blend and strengthen your current tech stack.

Q: How Insurance Agent App Reduces AI Costs

Insurance Agent App reduces AI costs by eliminating the need for service interactions in the first place. When clients can instantly access information without calling, texting, or emailing, there is no AI transaction to trigger—so there are no per-interaction AI costs to pay.

Q: What happens if a client still wants to call, email or text?

Clients can always contact the agency when needed. The difference is that they now have access to the #1 Service Option preferred by customers: Self-Service for instant answers!

Our partnership

Insurance Agent App was built to work hand-in-hand with Vertafore. As an Orange Partner, we help QQCatalyst and AMS360 users extend service directly to clients—reducing inbound requests, protecting staff time, and strengthening long-term client relationships.

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The future of service isn’t about responding faster—it’s about removing the need to ask by delivering instant self-service. Our partnership with Vertafore preserves the integrity of the agency management system while securly delivering the data clients want.”

Kiki Johnson, Co-Founder

Insurance Agent App

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About Insurance Agent App

Insurance Agent App helps independent agencies eliminate low-value service by putting service directly in their clients’ hands. Through an agency-branded, client-facing platform, your clients get instant, 24/7 self-service access to policies, ID cards, certificates, billing, change requests, and claims—without calling, emailing, or waiting on your team.

As a Vertafore Orange Partner, Insurance Agent App extends your Vertafore AMS into a modern client experience. We reduce inbound service requests by 50% or more, eliminate duplicate work, and protect your staff’s time—so your team can focus on advice, advocacy, and growth instead of interruptions.

Read our Case Study below on growth success- "10X Your Quotes." SOC 2 Type II compliant. Fully agency-branded. Trusted nationwide.

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Agency branded marketing materials

In addition to delivering an agency-branded Client Service Platform, IA App provides the done-for-you marketing materials agencies need to achieve high client adoption, consistent usage, and ongoing engagement. These assets educate policyholders, reduce service friction, and help agencies roll out the platform smoothly—without added work for their team. Included adoption and marketing assets:

•   Multilingual, policyholder-facing education videos
•   Short-form COIs On Demand explainer videos
•   Agency-ready social posts and client adoption assets
•   Agency-branded, automated email adoption campaigns
•   High-visibility, agency-branded mobile app icon on client phones

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With & without comparison

Freeing up staff from mundane tasks and eliminating low value calls and emails before they bog down your system and your team is what separates agencies with IA App from those without. Agencies with IA App reduce service costs by up to 50%, see retention up to 95%, and increased staff capacity by up to 60% without adding headcount.

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Case study

10x your quotes

10x your quotes doesn’t start with sales scripts. It starts with service data

Learn more

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Instant certs on-demand

See how IA App’s Certs On-Demand instantly delivers basic certificates, routes complex requests automatically, and eliminates nonstop COI calls and emails—without sacrificing accuracy or control. The result is fewer interruptions, stronger efficiency, higher client satisfaction, and a modern self-service experience built for today’s insurance agencies.

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Frequently asked questions

Does Insurance Agent App replace our Vertafore AMS or our CRM?

How does Insurance Agent App reduce service volume?

Will this disrupt our current workflows or retrain our staff?

How Insurance Agent App Reduces AI Costs

What happens if a client still wants to call, email or text?

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Related products

QQCatalyst

Agency

The foundational insurance management system for complex small agencies.

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See for yourself how Insurance Agency App can help your agency.

Request a demo

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