Vertafore Automation: API Alternative for Agency, Carrier, and MGA Data Export, Submission Sync, and Compliance Reporting

Introduction

Vertafore delivers insurance technology for agencies, carriers, and MGAs—including agency management systems (AMS360, Sagitta, QQCatalyst, WorkSmart, BenefitPoint), credentialing and compliance (Sircon), MGA solutions (AIM, ImageRight, Surefyre), rating and quoting (PL Rating, Commercial Submissions, PolicyRater), and analytics (ReferenceConnect, RiskMatch). While Vertafore provides product logins and MyVertafore for customers, many workflows have limited or no public API access. Browser automation provides a reliable solution to automate data export from agency and carrier systems, sync submissions and quoting data with external workflows, and export credentialing and compliance reporting—directly through the Vertafore web interface—enabling streamlined insurtech operations without custom integration.

Why Use Browser Automation for Vertafore?

• Limited API Access: Many Vertafore products (AMS360, Sircon, ImageRight, etc.) have restricted or no public APIs for data export and workflow automation
• Agency and MGA Data Export: Automate export of policies, clients, submissions, and commission data from agency management systems
• Submission and Quoting Sync: Sync commercial submissions, rating, and quoting data with carrier systems, CRMs, or underwriting workflows
• Credentialing and Compliance: Export Sircon and compliance data for audits, producer tracking, and state reporting
• Carrier and MGA Analytics: Pull data from ReferenceConnect, RiskMatch, or carrier/MGA report modules for BI and reconciliation
• Distribution and Connectivity: Automate workflows around Book Roll, TransactNOW, Carrier/MGA Download, and Policy Issuance where APIs are limited
• Premium Financing: Export FinancePro, Prevail Network, or similar data for accounting and reconciliation
• Dashboard-Only Features: Many reports and export options are only available through the web interface

Setting Up Vertafore Automation

Connect to MyVertafore or your Vertafore product login and automate data export and sync workflows:

import { chromium } from 'playwright';

const response = await fetch("https://api.anchorbrowser.io/api/sessions", {
  method: "POST",
  headers: {
    "anchor-api-key": "YOUR_API_KEY",
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    'headless': false,
    'proxy': { 'type': 'residential', 'country': 'US' }
  }),
});

const { id } = await response.json();
const connectionString = `wss://connect.anchorbrowser.io?apiKey=YOUR_API_KEY&sessionId=${id}`;

const browser = await chromium.connectOverCDP(connectionString);
const context = browser.contexts()[0];
const ai = context.serviceWorkers()[0];
const page = context.pages()[0];

await page.goto("https://my.vertafore.com");

await ai.evaluate(JSON.stringify({
  prompt: 'Log in to Vertafore (MyVertafore or product login) using the provided credentials. Complete any MFA or security verification and wait for the dashboard or product menu to load.'
}));

Automating Agency and MGA Data Export

Export policies, clients, submissions, and commission data from agency or MGA management systems:

const exportAgencyData = async (page, ai, config) => {
  const { product, dataType, dateRange } = config;
  
  await ai.evaluate(JSON.stringify({
    prompt: `Navigate to the ${product || 'agency management'} product (e.g., AMS360, Sagitta, QQCatalyst, AIM, Surefyre). Open the ${dataType} section (Policies, Clients, Submissions, Commissions, or Reports).`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Set date range ${dateRange?.start || 'start'} to ${dateRange?.end || 'end'} if applicable. Run the report or list. Export to Excel or CSV.`
  }));
  
  const download = await page.waitForEvent('download', { timeout: 15000 }).catch(() => null);
  return download ? await download.path() : null;
};

const exportMGABook = async (page, ai, dateRange) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the MGA or agency book of business (e.g., Book Roll, policy list, or production report).'
  }));
  await ai.evaluate(JSON.stringify({
    prompt: `Filter by date range ${dateRange?.start} to ${dateRange?.end}. Export policy count, premium, carrier, and producer data to Excel or CSV.`
  }));
  const download = await page.waitForEvent('download');
  return await download.path();
};

Syncing Submissions and Quoting Data

Export submission and quoting data and sync with carrier systems or underwriting workflows:

const syncSubmissionsAndQuotes = async (page, ai, params) => {
  const { submissionType, dateRange, targetUrl } = params;
  
  await ai.evaluate(JSON.stringify({
    prompt: `Navigate to Commercial Submissions, PL Rating, PolicyRater, NetRate, or the submission/quoting module. Filter by type ${submissionType || 'all'} and date ${dateRange?.start} to ${dateRange?.end}.`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Export submission and quote data: submission ID, carrier, line, status, premium, effective date, producer. Export as CSV or Excel.'
  }));
  
  const download = await page.waitForEvent('download');
  const exportPath = await download.path();
  const records = await parseCSV(exportPath);
  
  if (targetUrl) {
    await fetch(targetUrl, {
      method: 'POST',
      headers: { 'Content-Type': 'application/json' },
      body: JSON.stringify({ submissions: records })
    });
  }
  return { exportPath, count: records.length };
};

Exporting Credentialing and Compliance Data

Export Sircon and compliance data for audits and producer tracking:

const exportCredentialingData = async (page, ai, config) => {
  const { sirconScope, reportType } = config;
  
  await ai.evaluate(JSON.stringify({
    prompt: `Navigate to Sircon (for Agencies, Carriers, Individuals, or States) or the credentialing/compliance section. Select report: ${reportType || 'producer licensing status, CE compliance, or appointment list'}.`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Run the report. Export producer names, license numbers, states, status, expiration dates, and appointment/CE data. Export as Excel or CSV.'
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

Exporting Analytics and Reporting

Pull data from ReferenceConnect, RiskMatch, or carrier/MGA report modules:

const exportAnalyticsAndReports = async (page, ai, reportParams) => {
  const { reportSource, reportName, dateRange } = reportParams;
  
  await ai.evaluate(JSON.stringify({
    prompt: `Navigate to ${reportSource || 'ReferenceConnect, RiskMatch, or Data & Analytics'}. Open report: ${reportName}. Set date range ${dateRange?.start || 'start'} to ${dateRange?.end || 'end'}.`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Run the report. Export results to Excel or CSV. Wait for download.'
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

Syncing with External Systems

Export Vertafore data for integration with CRM, accounting, or carrier systems:

const syncVertaforeToExternal = async (page, ai, syncConfig) => {
  const { dataType, dateRange, targetUrl } = syncConfig;
  
  const exportPath = await exportAgencyData(page, ai, { dataType, dateRange });
  if (!exportPath) return { synced: 0, error: 'Export failed' };
  
  const fs = await import('fs');
  const content = fs.readFileSync(exportPath, 'utf8');
  const records = parseCSV(content);
  
  const response = await fetch(targetUrl, {
    method: 'POST',
    headers: { 'Content-Type': 'application/json' },
    body: JSON.stringify({ records })
  });
  return { synced: records.length, status: response.status };
};

Best Practices

• Security: Use secure credential storage and support MFA; Vertafore products hold sensitive policy and producer data
• Rate Limiting: Add delays between requests (5–10 seconds) to avoid triggering rate limits or security flags
• Data Validation: Verify exported data before syncing to carrier or accounting systems
• Error Handling: Implement retry logic for session timeouts and transient failures
• Compliance: Ensure automation and data handling align with insurance and producer licensing requirements
• Product-Specific Paths: Navigation varies by product (AMS360, Sircon, ImageRight, etc.); adjust prompts per product
• Audit Trail: Log automation actions and retain exports for audits and carrier requests
• Session Management: Handle session timeouts and re-authentication for scheduled export jobs

Resources

• Anchor Browser Documentation - Complete API reference and guides
• Anchor Browser Playground - Try browser automation in your browser
• Vertafore - Insurance software for agencies, carriers, and MGAs

Conclusion

Browser automation provides a flexible alternative to API access for Vertafore insurance workflows. By leveraging intelligent browser agents, you can automate agency and MGA data export, sync submissions and quoting data with carrier systems, export credentialing and compliance reporting from Sircon, and pull analytics from ReferenceConnect and RiskMatch—workflows that aren't easily achievable when APIs are limited. Whether you run an agency, carrier, or MGA on AMS360, Sagitta, Sircon, ImageRight, Surefyre, or other Vertafore products, browser automation enables efficient data export and sync without custom integration.

Start automating your Vertafore workflows today and streamline your insurance technology operations!