Vertafore Launches AI Tools to Revolutionize Insurance Agency Operations

Vertafore has unveiled the Agentic Agency and four new AI-driven tools, collectively known as Velocity AI agents, designed to enhance the operational efficiency of independent insurance agencies.

This innovative initiative seeks to integrate AI technologies into existing agency workflows, covering areas from sales and customer service to accounting and intelligence. By addressing operational inefficiencies like data transfers and document searches, Vertafore aims to free up agency professionals to focus on strategic tasks rather than mundane data entry.

The Need for Streamlined Operations

Insurance agencies traditionally face time-consuming tasks that hinder productivity, such as document handling and system updates. Vertafore’s AI agents promise to take over repetitive tasks, providing substantial relief to the industry. James Thom, Vertafore’s Chief AI Officer, highlighted the initiative’s goal as more than just task acceleration. “Distribution Velocity is about removing friction and accomplishing intentional outcomes across the agency—not just making individual tasks faster,” he noted.

Features of Velocity AI Agents

The newly launched AI agents target specific operational bottlenecks:

• Velocity Document Intelligence Agent: Expected to cut document review times by 90%, it extracts crucial information quickly, becoming generally available by September 2026.
• Velocity Coach Agent: Embedded in AMS360 and Sagitta, this tool answers product queries using existing documents, reducing search times by 88%.
• Velocity Policy Intake Agent: Converts raw document data into usable policy information, increasing processing speeds by up to 87%.
• Velocity Policy Check Agent: Automates discrepancy detection in policies, allowing users to approve corrections while managing execution via AI.

Strategic Impact on Insurance Workflows

The integration of artificial intelligence into agency workflows signifies a strategic shift in how insurance professionals operate. As Amy Zupon, Vertafore's CEO, points out, delegating routine tasks to AI ensures that agency professionals can maximize their expertise and impact. This approach not only optimizes efficiency but also contributes to professional growth within agencies, aligning with Vertafore’s mission to transition workflows to a more seamless model.

Future Developments and Expectations

Looking ahead, Vertafore plans to expand its AI offerings with Smart Submissions technologies, including the Velocity Data Collection Agent and the Velocity Carrier Routing Agent. These tools will further refine data structuring and provide targeted market guidance through AI insights. The rollout for these additions is set for early adopter programs this winter, promising continued innovation in the insurance industry.