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Early access

Agency Management Integrations

Your book, answered, and filed back.

Qumis connected to your agency management system, in two short cuts. A renewal is 45 days out and the quotes are already on the account. Ask one question. Qumis pulls the quotes, compares them with citations, and files the answer back on the account.

Ask about joining What a connector asks of your AMS

Cut 1

Your book, answered, and filed back

A package policy renews in 45 days. The three quotes are attachments on the account.

The agency management system shown is a simulation built to Applied Epic’s public API specification. Not affiliated with or endorsed by Applied Systems.

What you’re seeing

  • 1One sentence in chat. The five attachments come through the connector; no manual download, no re-upload.
  • 2The cheapest quote is $5,800 under the expiring premium and excludes the commodities the client hauls. The citation opens the quote at the exclusion.
  • 3The answer is filed on the account as an activity and an attachment, entered by the connector, so your AMS stays the system of record.

Cut 2 · for account managers

Renewal in 45 days

You have 45 days and three quotes. Which one do you put in front of the client?

The agency management system shown is a simulation built to Applied Epic’s public API specification. Not affiliated with or endorsed by Applied Systems.

What you’re seeing

  • 1Ask in one sentence. Qumis pulls the account through the connector: five attachments, no download.
  • 2Keystone is $5,800 under the expiring premium and excludes the commodities the client hauls. Every number cites its page.
  • 3One click files the comparison to the account as an activity and an attachment.

For whoever approves the access

What a connector asks of your AMS

Before anyone at the agency uses this, someone has to say yes to the API access. This is the whole ask.

Read access first, to the accounts and attachments your team already uses. Your AMS stays the system of record. Everything runs in Qumis’s SOC 2 Type II environment.

On Applied Epic? What we ask of your Epic, shown working