WORKS WITH VERTAFORE
Your AMS holds the record. SoterAI does the work around it.
Clients, policies and activities stay in AMS360 or Sagitta. SoterAI takes the reports your AMS produces and the documents that never make it in (loss runs, claim files, contracts, site photos, renewal letters) and turns them into cited, client-ready deliverables for every practice.
Stays in your AMS
- Records and activities
- Document storage in ImageRight
- Policy intake and policy check
- Accounting
SoterAI adds
- Documents the AMS doesn't read
- Deliverables in your template
- Workflows your team builds
- Citations to the source page
How they fit together
Each product keeps its own job.
Vertafore
- AMS360 and Sagitta
- ImageRight documents
- Velocity AI agents for document intelligence, policy intake and policy check
- Exdion policy check, as a partner
- AMS exports and reports → SoterAI, today
- SoterAI outputs → AMS attachments and activities, today by upload
- Direct integration timing is a conversation with our team
SoterAI
- Risk-control reports
- Claims advocacy
- Loss-run analysis
- Contract review
- Benefits renewal analysis
- Producer briefs
- Custom workflows
Vertafore's Velocity agents and the Exdion partnership handle policy intake and policy check against the AMS record; SoterAI starts from documents outside the AMS and from the workflows your own teams build.
What you keep doing in your AMS
Records, activities, document storage in ImageRight, policy intake and policy check where Velocity covers it, and accounting.
What SoterAI adds
- Documents the AMS doesn't read
- Loss runs, claim correspondence, contracts, site photos, carrier renewal letters.
- Deliverables in your template
- Risk-control report, coverage memo, loss analysis, stewardship report, renewal comparison.
- Workflows you build
- Your endorsement email, your weekly report, your client alert, scheduled and cited.
Side by side
The facts, next to each other.
System of record
- Vertafore (AMS360, Sagitta)
- Yes
- SoterAI
- No; reads and writes files
Policy intake and policy check
- Vertafore (AMS360, Sagitta)
- Velocity, inside the AMS
- SoterAI
- Policy Checking from uploaded documents, page-cited
Document storage
- Vertafore (AMS360, Sagitta)
- ImageRight
- SoterAI
- Data Sources, per workspace
Loss-run analysis, claims advocacy, contract review, benefits, producer research
- Vertafore (AMS360, Sagitta)
- Not the AMS's job
- SoterAI
- Yes
Custom workflows your team builds
- Vertafore (AMS360, Sagitta)
- No
- SoterAI
- Yes
Output in your brand templates
- Vertafore (AMS360, Sagitta)
- AMS templates
- SoterAI
- Your Word and PowerPoint templates
What customers do today
What teams run on it.
Agencies on any AMS begin with the exports and reports they already pull: open-claims lists, new-business activity, loss runs from carrier portals.
Frequently asked questions.
Sources
- Vertafore Velocity AI agents announcement, Sep 2026 (fintech.global)
- Vertafore Exdion partnership page (vertafore.com/exdion)
Based on public information as of October 2026.
Product names are the property of their respective owners; SoterAI is not affiliated with or endorsed by them unless stated. This page is provided for independent comparison purposes.
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