Applied Epic and Vertafore AMS360 data export: what agency histories hold

What does an agency management system hold?

An agency management system (AMS) such as Applied Epic or Vertafore AMS360 is where an independent insurance agency runs its day: client and policy records, renewals, certificates, endorsements, claims follow-up, and the activity notes staff write as they work. A mature agency may have a decade or more of this in one place.

The value for a data licensing conversation is the workflow, not the policyholders. The question is whether the agency's service and renewal history, with personal details removed or restricted, can be licensed within its obligations.

Why do renewals and service histories stand out?

Insurance service work is procedural and repetitive, which is what makes it useful for training and evaluating task-performing AI. A renewal passes through predictable stages and ends in a recorded outcome: renewed, remarketed, lost or cancelled. Activity notes show how staff handled the exceptions.

Depth again helps. Five to ten years of continuous notes, across soft and hard markets and across staff changes, is worth more than a recent snapshot. Agencies also keep related records in email, shared drives, a CRM and accounting, so the AMS is rarely the only source. The SugarCRM brief and Greenhouse brief show how other systems add context.

What limits apply to policyholder data and carrier contracts?

Two limits come first, and both are reviewed with the company before any buyer sees anything.

• Policyholder personal information: an AMS is full of names, addresses, policy numbers and sometimes health or financial details. Records that are mainly personal data with no licensing basis are a red flag, and health information needs particular care. Redaction and de-identification rules are agreed with the agency before any work begins.
• Carrier and client agreements: appointment and agency contracts may restrict how carrier information, rates or underwriting guidelines are used. The agency, with its own counsel, confirms what it can license.

Privacy and insurance rules vary by state and by line of business. Raise the question, then leave the answer to the agency's counsel and SourceX's rights review.

Which agencies fit?

Multi-office brokers and agencies built through acquisitions are worth checking first, if they clear the size baseline. Acquired agencies may migrate from one AMS to another, and that is the moment to ask what happens to the old system's notes. See the who qualifies page for the full baseline.

What should you ask about conversion and export?

Ask about control and plans, not features. What a given AMS version can export is for the agency's administrator or vendor to confirm.

• Which AMS does the agency run, and how many years of activity notes are live?
• Has it converted from another AMS, and was the old history kept?
• Is a conversion, roll-up or acquisition integration coming?
• Who can run reports or extracts, and who owns that task?
• Are service notes also scattered in email or a shared inbox?

Histories can be trimmed during a platform change, as the Workday brief explains for HR records. A conversion project is the best time to raise preservation.

How does the introduction work?

1. Start with the agency principal, CEO, CFO or another authorized sponsor; an operations or compliance lead can help you get there.
2. Send the referral form or share your referral link, which lands on sourcex.si/apply with your code.
3. SourceX checks size, history, data breadth and rights, including carrier terms.
4. The agency lists its systems and record types in a data inventory; the data inventory builder is a starting point.
5. Price and terms are negotiated with the agency, buyers review, and the agency decides whether to sign.
6. Once the buyer pays and SourceX receives its fee, your reward becomes payable, and the agency receives its one-time payment from the deal.

You never export, upload or describe policyholder or other confidential records.

What to say to an agency principal

How rewards work

Partners earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals, capped at $100,000 per referred company. The reward is paid only after the buyer pays and SourceX receives its fee; an introduction, meeting or signed agreement alone does not trigger payment, and no reward is guaranteed. It is a share of SourceX's fee and never reduces what the agency receives. See rewards and the program terms.

If you are a licensed insurance producer or work for an insurer, check your own licensing and compensation rules on referral fees and disclosure before registering.

Next step

If you know an agency that meets the baseline, register as a partner and make the introduction, or point the owner to sourcex.si/apply.