About VerityCom

Use VerityCom for your AIP.

Your AMS stores your data. VerityCom makes it work. The first Agency Intelligence Platform built to sit above your AMS and CRM, connecting client intake data to your agency management system without the manual re-keying.

The 3-Layer Agency Tech Stack

Insurance agencies run on three layers of technology. Most tools live in the bottom two. VerityCom is the intelligence layer that connects them.

Layer 3

Systems of Intelligence

Analyzes data across all other systems. Provides operational visibility, source attribution, and workflow intelligence.

VerityCom
Layer 2

Systems of Engagement

Interact with prospects and customers. CRM, marketing automation, lead capture, quoting tools, websites.

HubSpot, AgencyZoom, marketing platforms
Layer 1

Systems of Record

Store official operational data. Policy systems, accounting, agency management systems.

EZLynx, Applied Epic, HawkSoft, AMS360, NowCerts

What VerityCom Does Today

Guided Digital Intake

Replace PDFs and email chains with guided intake forms for every commercial line: GL, Auto, Property, Workers' Comp, Umbrella, E&O, Cyber, Inland Marine, and Bonds. Clients fill them out on any device with auto-save progress.

AMS Data Feed

Completed intake data feeds directly to your AMS of choice. No re-keying by CSRs. Clean, structured data flows from client to policy system in one step. Supports EZLynx, Applied Epic, HawkSoft, AMS360, and NowCerts.

Case Workflow

Track every insurance case from draft through quoting to bound policy. Full audit trail, status transitions, and team visibility. Know exactly where every case stands and what needs attention.

Multi-Tenant Architecture

Built for agencies with multiple locations or brands. Each company gets its own isolated workspace with role-based access, while owners maintain visibility across everything from a single login.

What's Coming

Address Intelligence Google Places-powered address search with automatic business lookup and form prefill.
Marketing Attribution Track which lead sources produce bound policies, not just clicks.
Commission Verification Audit carrier payments against expected commissions. Find underpayments automatically.
Agency Performance Producer metrics, retention analytics, and growth insights across your entire book.

Why "Agency Intelligence Platform"?

AMS systems manage policies. CRM systems manage leads. Marketing tools generate prospects.

VerityCom connects everything together and gives you intelligence about your agency's operations.

We're not replacing your AMS. We're making it smarter by feeding it clean data and giving you visibility into what happens before the policy is written.

AMS systems manage policies.

CRM systems manage leads.

Marketing tools generate prospects.

VerityCom connects them all.

Frequently Asked Questions

AIP stands for Agency Intelligence Platform. It's a new category of software that sits above your AMS (Agency Management System) and CRM to provide operational intelligence. While your AMS stores policies and your CRM manages leads, an AIP connects those systems together, captures structured data from clients through digital intake, feeds it to your AMS, and gives you visibility into what's happening across your entire agency. Think of it as the analytics and automation layer your agency tech stack is missing.

Your AMS is a system of record — it stores policies, client data, and commission information. VerityCom is a system of intelligence that works with your AMS, not against it. We capture intake data from clients through guided digital forms and feed that data directly into your AMS. No re-keying. No PDFs. Your AMS stays your source of truth; VerityCom just makes the data get there faster and cleaner.

VerityCom is designed to feed data into the AMS of your choice, including EZLynx, Applied Epic, HawkSoft, AMS360, and NowCerts. We structure intake data in a format your AMS can consume, eliminating the manual data entry that slows agencies down.

VerityCom supports commercial lines intake across 9 coverage types: General Liability (GL), Commercial Auto, Property, Workers' Compensation, Umbrella/Excess, Professional Liability (E&O), Cyber Liability, Inland Marine, and Surety Bonds. Each line has its own guided intake form with the specific fields carriers need.

You send your client a unique onboarding URL. They open it on any device — phone, tablet, or desktop — and fill out a guided, section-by-section form. Auto-save is built in, so clients can stop and come back later without losing progress. A progress indicator shows how far along they are. When they're done, the data is ready for your AMS.

No. VerityCom is additive. It sits above your existing tech stack and connects to the tools you already use. Keep your AMS, keep your CRM, keep your marketing tools. VerityCom becomes the intelligence layer that ties everything together and eliminates the manual handoffs between them.

Yes. VerityCom is built with multi-tenant architecture from the ground up. Each company, location, or brand gets its own isolated workspace with role-based access. Agency owners can see everything from a single login, while individual offices only see their own data.

Every query, every save, and every delete in VerityCom is automatically scoped to the current tenant. There is no way for one agency's data to leak into another's. We enforce tenant isolation at the application level with automated CI checks that verify every database table is properly protected.

VerityCom uses seat-based pricing — you pay per user across your agency. No per-policy fees, no transaction charges, no surprise costs. Plans include all commercial line intake forms, AMS data feed, case workflow, and the full audit trail.

We're building toward full Agency Intelligence with upcoming features including: Address Intelligence (Google Places-powered address search with business lookup and form prefill), Marketing Attribution (track which lead sources produce bound policies), Commission Verification (audit carrier payments against expected commissions), and Agency Performance Analytics (producer metrics, retention analysis, and growth insights).

Ready to see it in action?

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