Bundled Solution · Integrations
Certified into the systems you already run.
The bundle includes integration with your primary agency management system — reviewed and certified by the vendor, not improvised around them.
The bundled program costs less than assembling it yourself.
Bundled Core, Business and Advanced are discounted nearly 50–60% against buying the same components separately, depending on what the plan includes. Extended options such as high-volume routing sit above the bundled price.
Which systems
Applied SystemsIncluded in every plan- Epic
- EZLynx
Included in every plan- AMS360
- QQCatalyst
- BenefitPoint
- Sagitta
ImageRight · Vertafore
Additional costThe only integration at additional cost.
ImageRight is Vertafore's document management system. It connects the same way as everything above, and is priced separately. Every other integration on this page is included in your plan.
What crosses
- Identity — read from the record to match the inbound call. Read-only.
- Activity — calls, messages and summaries written back when they end.
- Status — presence, ownership and assignment in step both ways.
- Files — signed forms and attachments land in the customer's file.
Beyond the AMS
Salesforce, Teams, Outlook, SignNow, WhatsApp and Comm100 connect alongside it. Integration to a second management system, or to a third application, is available at additional cost.
Multi-system agencies
DataExchange pulls coinciding information across more than one management or CRM system — so a brokerage that has acquired its way into two of everything sees one picture.