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Integrations/Vertafore AMS360 (WSAPI)/Setup Guide
Setup Guide

Vertafore AMS360 (WSAPI) Setup Guide

Follow the steps below to connect (where supported) or set up an export-based workflow. Either way, Aurora tracks source, timestamps, ownership, and freshness so evidence stays reusable between reviews.

At a Glance
ConnectionDirect connection
CategoryInsurance AMS
Guide4 steps
Need help?
We'll confirm what can be automated, what stays export-based, and how to keep evidence current between review cycles.

Steps

Use these as a starting point, then verify collection inside Aurora.

  1. 1
    Create integration service account in vendor system.
  2. 2
    Obtain API credentials via vendor portal/partner program.
  3. 3
    Enter credentials in platform and run validate.
  4. 4
    Run initial full sync, then enable incremental.

Credentials

The inputs Aurora needs to authorize and collect proof.

api_key

Permissions

Aurora requests only the minimum access needed for collection and checks.

Permissions depend on the selected collection mode and configured scope.