Appulate provides integration with the following agency management systems (AMS):
- AIM (Vertafore)
- Nexsure (Dyad)
- Policy Decisions (Insurity)
- Majesco (Coverall, Policy 2015)
- IMS (MGA Systems/Vertafore)
Settings
AMS settings are located on the Setup > Setting page > Agency Management System.
These settings differ depending on the AMS and are available to Admin users only.
To integrate with Nexsure, you need to contact Dyad https://dyadtech.com/contact-us/
Dyad will set up integration and provide the Integration API Key, Integration login, and Integration password. You need to enter this information on the Setup > Settings page.
Export pages
You can export the Insured, quote requests and policies on the Export tabs.
- Quote request > Export tab
- Insured (Insured > Export insured in the
menu > Export page)
- Policy > Export tab
