The Denver-based company is embedding four new Velocity AI agents directly into its existing platforms, including AMS360 and Sagitta. These tools act as digital assistants for specific lifecycle tasks, ranging from policy intake to document research. By delegating routine administrative burdens to AI, Vertafore intends to accelerate "Distribution Velocity"—the speed at which an agency can process information and close business.
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Vertafore Debuts AI Agents to Automate Independent Insurance Workflows
Independent insurance agencies often lose significant operational capacity to manual data entry, document searching, and repetitive accounting tasks. Vertafore is aiming to resolve this friction with its new "Agentic Agency" initiative, deploying a suite of AI-driven agents designed to automate high-volume workflows and refocus staff on client relationships.
Early testing shows significant efficiency gains for these automated processes. The Document Intelligence Agent, for instance, has demonstrated the ability to reduce document review time by up to 90% by surfacing relevant information from large files. Similarly, the Policy Intake Agent automates the extraction of data from commercial documents, allowing agencies to process policy information 87% faster than manual entry. These tools, alongside the Coach and Policy Check agents, are currently with early adopters and are slated for general availability later this year.
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