Extend the value of your iAutomate: Surety solutions with powerful integrations to best-in-breed solutions. Learn more below about the various integrations we currently offer.

Applied Systems

t-41853_applied-certified-integration-logoInsurance Automation Group is an Applied Systems Platinum Integration Partner offering certified integrations for both Epic and TAM.

Lawley was the first agency to use the integration between iAutomate: Erlon Surety and Epic.

“We know that whatever we put into Erlon it will go into Epic the exact same way. If you do it manually, even if you copy and paste, you can’t be sure. [Mapping fields and data was] definitely worth our time to set it up. It works very smoothly. The integration has been invaluable.” Ashley Engl, Lawley

  • Learn more about our partnership with Applied.




Vertafore logoInsurance Automation Group is a Vertafore Integration Program Company offering certified integrations with both AMS360 and Sagitta.

“Information is exported directly into AMS 360, including bond details, premiums, and descriptions, and is transmitted accurately, reducing errors and streamlining processes. It works like a charm. It is so easy to do invoicing.” Pam Hayes & Judy Schoggen of The Cashion Co.

  • Learn more about our work with The Cashion Co.
  • Pat Borchers of Marsh & McLennan Agency uses Erlon to house all of the Minneapolis office’s bonds and financial information on surety. She exports premiums directly into Vertafore’s Sagitta in order to print invoices. “I love it because I can put all of our bond forms in Erlon and print right from within the system.” Pat Borchers, MMA


    Nexsure – XDimensional Technologies

    NexsureInsurance Automation Group partnered with XDimensional Technologies to build and offer integration with Nexsure, XDimensional’s agency management platform. In support of billing and invoicing, all surety bond transactions are electronically transmitted to the Nexsure agency management system.

    Intuit / QuickBooks

    quickbooksInsurance Automation Group built an interface to the QuickBooks Web Connector, a software application that enables data exchange data with QuickBooks products.

    “The data integration with QuickBooks is a simple web connector that pulls over all of the information from Erlon, including job number, contractor, and premium. You print out the invoice and you’re done. I am a big champion because of how I used to do things – I feel like I was living in the dark ages before iAutomate: Erlon Surety.” Ken Morroto of Northeast Surety


    Sage 50 / Peachtree

    sage 50iAutomate: Surety solutions integrate with Sage 50, formerly known as Peachtree. The interface captures and transfers the necessary information to Sage 50 in support of billing management.



    Surety2000 logoInherent in its design, iAutomate links to Surety2000’s Electronic Bonding system to eliminate duplication and reduction of errors. A simple click of a button and you’re ready to log into the Surety2000 system to edit or execute your bond.


    Hyland Software / OnBase

    OnBaseTo support corporate document management mandates, iAutomate integrates with document management solutions. Documents generated with iAutomate surety solutions can then be stored and managed with individual document management systems.


    IBM Tivoli Access Manager (TAM) / WebSEAL

    IBM-logo-blueiAutomate solutions offer built-in hooks to WebSEAL and Tivoli Access Manager (TAM) to help manage user authentication and authorization at a corporate level.


    LDAP Authentication

    iAutomate solutions offer hooks to LDAP (Lightweight Directory Access Protocol) to help manage user authentication.



    outlook-logoiAutomate solutions integrate with Outlook to support various notifications and responses.



    In addition to these integrations, we continue to design, develop, and deliver integrations to many proprietary systems and other third party products. Interested in learning more about a custom integration? Just reach out.