Vertafore and Prophix Notable Customers


Prophix’s CPM software automates financial budgeting, reporting and forecasting processes, streamlining key workflows for insurance organizations. Prophix software integrates with data from Vertafore’s Sagitta® and AMS 360® Agency Management Systems, as well as more than 200 other data sources to give users improved financial reporting and visibility.

Innovative and growing organizations need to leverage technology to reduce manual processes. In order to make informed, strategic decisions you need accurate and current information across your enterprise. Prophix helps you make data-driven decisions:

  • Customized dashboards for every stakeholder with key metrics and drill-down detail
  • Collaboratively plan and budget across business units
  • Model driver-based revenues and expenses
  • Automate financial processes with powerful built in workflows
  • Fully customizable reporting to meet GAAP and regulatory requirements
  • Manage risk with what-if forecasts and modeling
  • Simple browser-based interface has users up to speed quickly
  • Easily implemented and maintained by finance with limited IT reliance


"As competition continues to increase in the insurance brokerage industry, finance teams are being asked to perform more detailed forecasting beyond just budgeting. Prophix is a great tool to streamline that piece, and the better connection with Vertafore’s AMS360 product, the better detail and accuracy we will be able to deliver."

The Partners Group Jake Shafer, Chief Financial Officer

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Automate Budgeting & Reporting for Insurance Brokers
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