iAutomate: Erlon Surety Now Offers Real-Time Integration to Vertafore’s Sagitta Insurance Agency Management System

New interface streamlines workflow with fully automated interface to share all surety bond and transaction activity without rekeying into agency management system

WESTBROOK, ME – March 2, 2016 – Insurance Automation Group announces that its iAutomate: Erlon Surety workflow automation software now integrates directly with Vertafore’s Sagitta agency management system. The Sagitta Web Service interface enables surety agencies to enter information such as bond and transaction activity and status only once – data transfers directly from iAutomate: Erlon Surety into Sagitta. Using the latest technology available, this integration will replace the similar interface in production for the past fifteen years.

Surety agencies use iAutomate: Erlon Surety as an end-to-end surety bond issuance, tracking, execution, and reporting system. When users choose to export bond data from iAutomate: Erlon Surety into Sagitta:

  • Bonds will automatically create or update policies and associated transactions within Sagitta.
  • Users can identify the status associated with specific transactions exported into Sagitta.
  • Users can insert newly executed bonds into Sagitta with a Renewal Status, and identify new business for existing clients vs. new business for new clients.
  • The iAutomate: Erlon Surety system will update bond details to note that records have been exported, the date of the export, and the user who performed the export.

“The real-time integration is a huge time saver – we can export directly from iAutomate: Erlon Surety into Sagitta and have it automatically create the policy with the right status code. All we have to do is print the invoice,” says Merry Koch, Marsh & McLennan Agency. “We also can now track new-to-existing surety, which is extremely important to us.”

“iAutomate: Erlon Surety is designed to improve the workflow for busy surety agencies,” says Jeff Bucci, National Sales Manager, Insurance Automation Group. “This integration to Sagitta is an important upgrade for our customers.”

In addition to Vertafore’s Sagitta, iAutomate: Erlon Surety integrates with all leading agency management and accounting systems, including Applied Systems’ TAM, Epic, and Vision; Vertafore’s AMS360; Peachtree; and Quickbooks.

About Insurance Automation Group

The Insurance Automation Group is a wholly owned subsidiary of Workgroup Technology Partners, a provider of advanced technology solutions and services headquartered in Westbrook, Maine. The Insurance Automation Group develops software solutions that help insurance firms and health care plans grow their businesses and capture more revenue. The iAutomate: Surety product line includes surety workflow solutions for agencies, brokers, and companies and the iAutomate: Recovery product line offers subrogation solutions for healthcare insurance plans and commercial recovery firms. Insurance Automation Group is an Applied ConneXion® Integrating Vendor, an Applied Systems Platinum Partner, and a Vertafore Integration Program Company. For more information, call 207-856-5300 or visit www.insuranceautomationgroup.com.