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Insurance Management

Vertafore Migration

Insurance agency management suite including AMS360, QQCatalyst, and Sagitta.

Complexity
Very High
Timeline
14-20 weeks
Record Types
6+

Migration Complexity

Very High Complexity

This migration is classified as Very High complexity based on data structure, integration requirements, and typical challenges encountered during migration.

Record Types Migrated

Policies
Clients
Activities
Documents
Accounting
Commissions

Common Migration Challenges

  • Multiple product lines
  • Complex data models
  • Accounting integration
  • Carrier connections

Industry Focus

InsuranceP&C

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