For Agents
Programmatically list policies, get policy. Covers 4 operations with apiKey authentication.
Use for: I need to policies, I want to policy, Search for clients, Find all claim
Install Jentic One Beta
Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Vertafore API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.
Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.
Step 1: Jentic One Host machine
# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | shStep 2: Agent machine
# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register # connects your agent to your Jentic One instanceJentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.
What an agent can do with Vertafore API.
List policies
Get policy
Create claim
Query and filter Vertafore API records by parameters
GET STARTED
Not supported: Does not handle payments, communications, or crm — use for developer tools only.
Insurance agency management software API. The API exposes 4 endpoints secured with apiKey authentication.
Monitor Vertafore API operational status and events
Patterns agents use Vertafore API for, with concrete tasks.
★ Developer Tools Operations
Use the Vertafore API to perform developer tools operations programmatically. The API provides 4 endpoints covering core functionality including list policies, get policy, list clients.
Call GET /policies to list policies
Automated Claims Management
Automate claims operations by combining multiple Vertafore API endpoints. Agents can get policy and then list clients in a single workflow.
Call GET /policies/{policyId} to get policy, then verify the result
AI Agent Integration via Jentic
AI agents discover and call Vertafore API endpoints through Jentic without managing credentials directly. An agent searches for the required operation by intent, receives the matching endpoint schema, and executes the call with Jentic-managed authentication. This eliminates the need to read API documentation or handle apiKey tokens manually.
Search Jentic for 'list policies', load the operation schema, and execute with Jentic-managed credentials
4 endpoints — insurance agency management software api.
METHOD
PATH
DESCRIPTION
/policies
List policies
/policies/{policyId}
Get policy
/clients
List clients
/claims
Create claim
/policies
List policies
/policies/{policyId}
Get policy
/clients
List clients
/claims
Create claim
Three things that make agents converge on Jentic-routed access.
Credential isolation
Vertafore API apiKey credentials are stored encrypted in the Jentic vault (MAXsystem). Agents receive scoped access tokens — raw secrets never enter the agent context.
Intent-based discovery
Agents search by intent (e.g., 'list policies') and Jentic returns the matching Vertafore API operation with its input schema, so the agent can call the right endpoint without browsing docs.
Time to first call
Direct Vertafore API integration: 1-3 days for auth handling, response parsing, and error cases. Through Jentic: under 1 hour — search, load schema, execute.
Alternatives and complements available in the Jentic catalogue.
Github
Alternative developer tools API
Choose Github when you need a different approach to developer tools operations
Specific to using Vertafore API through Jentic.
What authentication does the Vertafore API use?
The Vertafore API uses an API key passed in the `Authorization` header. Through Jentic, these credentials are stored encrypted in the MAXsystem vault and injected at execution time, so raw secrets never enter the agent context.
Can I list policies with the Vertafore API?
Yes. Use the GET /policies endpoint. The API returns structured JSON responses that agents can parse and act on directly.
What are the rate limits for the Vertafore API?
Rate limits are not specified in the OpenAPI spec. Check the vendor documentation for current limits. Through Jentic, rate limiting is handled automatically with retry logic built into the execution layer.
How do I list policies through Jentic?
Install the Jentic SDK with pip install jentic, authenticate at https://app.jentic.com/sign-up, then search for 'list policies'. Jentic returns the matching Vertafore API operation with its input schema. Load the schema and execute the call — credentials are injected automatically.
How many endpoints does the Vertafore API have?
The Vertafore API exposes 4 endpoints covering claims, clients, policies operations.