Agency Intelligence Platform

Use VerityCom for your AIP.

Your AMS stores your data. VerityCom makes it work. Capture intake data from clients, feed it directly to your AMS of choice, and get operational visibility across every case.

The missing layer in your tech stack

Intelligence VerityCom
Engagement CRM, Marketing, Intake
Record AMS, Policy Systems

VerityCom sits above your AMS and CRM, connecting intake data to policy systems.

How it works

From client intake to AMS — in one flow

VerityCom replaces scattered PDFs, emails, and manual data entry with guided digital intake forms that feed directly into your agency management system.

Send intake links

Generate unique onboarding URLs for each prospect. Clients fill out guided forms for GL, Auto, Property, Workers' Comp, and more.

Sync with your AMS

Completed intake data flows directly to your AMS of choice — EZLynx, Applied Epic, HawkSoft, AMS360, or NowCerts. No re-keying.

See everything

Track every case from first touch to bound policy. Know which sources, producers, and carriers drive your agency's growth.

Commercial lines coverage

Built for the lines you write

General Liability
Commercial Auto
Property
Workers' Comp
Umbrella / Excess
Professional / E&O
Cyber Liability
Inland Marine
Surety Bonds

The problem

Agencies are drowning in manual intake

  • PDFs and spreadsheets emailed back and forth
  • CSRs re-keying the same data into the AMS
  • No visibility into case status or bottlenecks
  • Lost leads because follow-up falls through cracks
  • No idea which marketing channels actually produce bound policies

The solution

One platform to capture, track, and connect

  • Digital intake forms clients complete on any device
  • Auto-save progress — clients can finish later
  • Case workflow from draft to bound with full audit trail
  • Direct data feed to your AMS — no re-keying
  • Source attribution from first click to issued policy

Ready to modernize your agency's intake?

Use VerityCom for your AIP — connect your clients directly to your book of business. Stop re-keying. Start closing.

Get Started