SOURCE: AMS Services

October 19, 2007 10:01 ET

ABD Relies on AMS Sagitta to Grow Into Top U.S. Broker Spot

BOTHELL, WA--(Marketwire - October 19, 2007) - AMS Services, the leader in insurance agency automation, today announced that ABD Insurance and Financial Services used AMS Sagitta® to grow into its current position as the 14th largest U.S. retail broker (Business Insurance magazine's 2007 largest brokers of U.S. business rankings). ABD chose AMS Sagitta for a variety of reasons including a system architecture that enables seamless integration of all its offices without significant additional costs as well as the ability to support centralized accounting functions.

"We use AMS Sagitta as our property and casualty system foundation. We like the fact that it has sophisticated Application Platform Interfaces (APIs), which make it easy to integrate products from various third-party providers," said Jann McCully, ABD's senior vice president and chief information officer. "For example, we use for contact, opportunity and sales management. AMS Sagitta makes it easy to populate this application with our own client data, adding to efficiencies in new business development, cross selling and communication."

AMS Sagitta is an enterprise-wide agency management and automation system, available as an in-house or online solution, primarily for large insurance agencies that require a higher degree of customization, system flexibility and scalability or have more complex accounting needs. Along with ABD, more than half of the top 100 brokers nationwide are AMS Sagitta users.

"Large, complex organizations such as ABD need a reliable system that can be fully customized to fit their business processes, growth and acquisition strategies," said Bill Bunker, senior vice president of products and marketing at AMS Services. "AMS Sagitta meets those needs with a flexible, scalable and secure agency management system that supports stringent data security requirements."

AMS Sagitta's role-based security provides ABD with tight control over data access. For example, ABD's salespeople can have "view only" rights while account teams have more liberal "view and change" access. ABD's staff is also able to create custom coverage and underwriting data fields for specialty lines of business -- another AMS Sagitta advantage.

When they first began using AMS Sagitta, ABD was a $44 million organization that believed it could achieve monumental growth. They chose AMS Sagitta to be the core system to support this growth.

"We're now a $165 million company with 870 employees operating from 22 locations across the United States. AMS Sagitta has grown right along with us and continues to meet our requirements in a collaborative, flexible and responsive way," said McCully. "We definitely made the right decision."

About AMS Services

Vertafore, Inc d/b/a AMS Services is dedicated to helping independent insurance agencies achieve maximum performance and operational efficiency. The business offers a comprehensive, insurance-specific solution for managing critical business activities, including agency management, rating, benefits, performance management and carrier connectivity. With more than 150,000 users in more than 15,000 agencies, as well as 600 carrier partners, AMS Services is a proven market leader providing the strategy and scalability to help independent agencies, MGAs and wholesale brokers excel now and in the future. For more information about AMS Services, please visit

About ABD Insurance and Financial Services

Since 1946, ABD has provided insurance brokerage, employee benefits consulting and risk management solutions to clients across the United States and around the world. Now the 14th largest U.S. retail broker and the nation's number one broker of D&O Liability insurance (Towers Perrin Survey), ABD has 17 major offices in strategic regional business centers across the western United States and annual revenues of approximately $165 million. For more information about ABD, please visit

AMS and Sagitta are trademarks of Vertafore, Inc. The names of actual companies, business units and products mentioned herein are trademarks of their respective owners.

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