Simple. Modern. Mobile.  Providing your customers with 24/7 access to their insurance information has never been more important.
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InsurLink lets you offer clients digital self-service access to their policy information, auto ID cards, certificates, and more—all in a secure, intuitive portal.

Events over the past few weeks have made it more important than ever to meet clients’ expectations for on-demand support for their most common insurance needs. We understand you want to go above and beyond for your clients and we believe we are in this together.

To support you during the COVID-19 crisis we are offering InsurLink free to all AMS360 and Sagitta customers through July 31.

InsurLink provides clients with self-service digital access, 24/7, to the information they need the most. The end result? Higher client satisfaction, lower E&O risk, and more time to advise clients and grow your business.

Watch this short video to learn more about InsurLink.  

Use InsurLink to stay connected to your clients during this time.

Learn more about how you can provide your clients with the digital experience they need with this on-demand virtual demo. 

Why modernize your client experience?

Your clients expect to have their needs met quickly, when and where it is convenient for them. A modern, intuitive client digital experience is key to providing the 24/7, mobile, and secure service clients are looking for—boosting your profitability and client retention. Transformation your business with digital technology to satisfy your customers and meet their needs quickly.

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In our webinar, "InsurLink, now for Sagitta," guest speaker and Vertafore Senior Solutions Consultant, Gail Berg, demonstrates how to engage your clients online and save time in servicing with our client portal solution, InsurLink.

The main demonstrations include:

  • WorkSmart integration with InsurLink
  • Self-service capabilities for insureds
  • Mobile interface

You'll leave knowing how InsurLink can make your agency more effective and feel empowered to take business growth into your own hands.

Client experience

Meet client expectations for faster, easier and more accessible insurance. They get information and make requests when and where they want.

Self-service capability

Drastically reduce time spent on routine tasks like certificate distribution and answering simple policy questions, free up time for higher-value service advice.

Reduce E&O Exposure

Log activity in a permanent record, encrypt documents to protect PII, and the reduce risk of a document being missed.


The InsurLink mobile app gives customers access to your agency when they want and delivers a modern experience.

AMS Integration

Real-time sync with AMS360 and Sagitta lets you update client information and certificates immediately.


Deliver a tailored experience with custom content, line of business templates and unique experience for divisions’.

Compete in a 24/7 world

Giving clients a personalized digital experience keeps your agency ahead of the competition while preserving the relationship focus that got you where you are today. Twin Lakes Insurance Agency has seen first-hand how a self-service option enhances their customer-first focus. “InsurLink supports our hometown feel, where we’re family. We’re here when you need us, even when we’re not in the office.”

Get in touch with us

Thanks for reaching out!

A Vertafore representative will be reaching out to you shortly to discuss Client Portal.
In the meantime, check out some of the resources we offer for growing businesses.