specification: FinOps Framework
specificationVersion: '1.0'
schema: https://www.finops.org/framework/
provider: Vertafore
providerId: vertafore
created: '2026-07-10'
modified: '2026-07-10'
reconciled: false
tags:
- Insurance
- InsurTech
- Agency Management
- Partner Gated
- FinOps
- Cost Management
- FOCUS
description: >-
  FinOps view of Vertafore spend. Vertafore is licensed through enterprise and
  quote-based agreements rather than public usage-based API pricing, so a
  Vertafore invoice is dominated by product subscriptions (AMS360, Sagitta,
  ImageRight, PL Rating) plus any contracted developer API scopes and Orange
  Partner Program membership. There is no published per-call rate card. Cost
  management here is mostly about which product modules and API scopes an agency
  has contracted for and how many users and integrations consume them.
notes: >-
  Per-unit API rates are not public and are not reconciled here; verify actual
  terms in your Vertafore agreement or with the Orange Partner Program. API access
  is gated behind a licensed Developer Portal contract and per-API scopes, so the
  meters below track contract and integration footprint rather than metered calls.
sources:
- https://www.vertafore.com/
- https://developer.vertafore.com/
- https://help.vertafore.com/devportal/content/getstarted/gettingstarted.htm
- https://www.vertafore.com/why-vertafore/orange-partner-program
- https://focus.finops.org/focus-specification/v1-3/
alignedWith:
  framework: FinOps Foundation Framework
  frameworkUrl: https://www.finops.org/framework/
  dataSpec: FOCUS
  dataSpecVersion: '1.3'
  dataSpecUrl: https://focus.finops.org/focus-specification/v1-3/
publisherName: Vertafore
serviceCategory: Insurance Software and Agency Management
billingModel:
  pricingCategory: Subscription and Enterprise Agreement
  billingFrequency: Annual
  billingCurrency: USD
  chargeCategories:
  - Purchase
  - Usage
  - Adjustment
focusColumns:
  ServiceName: Vertafore Developer APIs
  ServiceCategory: Insurance Software and Agency Management
  ProviderName: Vertafore
  PublisherName: Vertafore
  InvoiceIssuerName: Vertafore
  BillingCurrency: USD
  ChargeCategory: Purchase
  PricingCategory: Subscription and Enterprise Agreement
meters:
- name: management_system_subscription
  description: AMS360 or Sagitta management system license the developer APIs sit on top of, typically per user or per agency.
  unit: seats
  aggregation: sum
  dimensions:
  - agency
  - product
- name: api_scopes_contracted
  description: Number of API scopes (EMS REST, WSAPI, OData, ImageRight, Rating) the agency has contracted and enabled.
  unit: scopes
  aggregation: sum
  dimensions:
  - agency
  - api
- name: partner_program_membership
  description: Orange Partner Program membership for third-party solution vendors integrating with Vertafore products.
  unit: memberships
  aggregation: sum
  dimensions:
  - partner
- name: rating_transactions
  description: PL Rating comparative-rating and bind transactions, where contracted on a per-transaction or bundled basis.
  unit: transactions
  aggregation: sum
  dimensions:
  - agency
  - carrier
principles:
- name: Visibility
  description: Track which product subscriptions and API scopes each agency has contracted, and which integrations and users actually consume them.
- name: Allocation
  description: Map API scopes and Orange Partner integrations to the teams, agencies, or product lines that depend on them.
- name: Optimization
  description: Retire unused API scopes and idle integrations; consolidate on the newer EMS REST API rather than legacy WSAPI where possible; scope rating access to active carriers and states.
- name: Accountability
  description: Assign an owner per contracted API scope and integration; review annually against the Vertafore agreement and Orange Partner terms.
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com