Vertafore has been investing in and delivering AI foundations since 2017, building solutions with machine learning, data science, automation, and now generative AI. Our long-term commitment—backed by Vertafore owner, Roper Technologies—ensures steady innovation that creates measurable value for insurance professionals.
With AI capabilities, Vertafore is helping agencies, MGAs, and carriers reduce manual work and uncover growth opportunities.
- Vertafore RiskMatch predicts retention and cross-sell opportunities
- Vertafore BenefitPoint automates plan data imports
- Vertafore AgencyOne (with AMS360 and Vertafore Client Communications) delivers GenAI-powered communications
- Vertafore Surefyre accelerates digital applications
- Vertafore Sircon automates detection of data anomalies before they cause disruption.
Our AI priorities are clear: automate low-value tasks, augment strategic processes with agentic AI, and rethink workflows for faster, higher-quality outcomes. These priorities power efficiency, specialization, and data-driven growth for the entire insurance distribution channel.
Vertafore builds AI you can trust, with ethical and responsible use at the center of our innovation. Through agile governance and a focus on real customer outcomes, we ensure our AI is reliable, accurate, and built to enhance—not replace—the expertise of insurance professionals.
AI has the power to eliminate repetitive work, improve accuracy, and create new growth opportunities across insurance. From generative convenience to document intelligence and data enhancement, AI is transforming how agencies, MGAs, and carriers work every day.
AI has already delivered measurable results for our industry, like improving client retention, sales conversions, and claims accuracy—while also boosting productivity and attracting the next generation of insurance talent.
Our approach to AI innovation is grounded and proven: deliver practical tools today while building for the future. We focus on responsible use, industry expertise, and solutions that help you spend less time on manual tasks and more time on growth and client relationships.
We’re delivering the next wave of AI to cut manual work and speed time-to-value—natural language search for quicker answers, smarter reconciliation and compliance tools, automation that turns communications into action, cleaner client data, streamlined submissions, and agent-focused tools like workflow insights and commission dispute resolution. All designed to help you work faster, smarter, and with more confidence.
We’re delivering the next wave of AI to cut manual work and speed time-to-value—natural language search for quicker answers, smarter reconciliation and compliance tools, automation that turns communications into action, cleaner client data, streamlined submissions, and agent-focused tools like workflow insights and commission dispute resolution. All designed to help you work faster, smarter, and with more confidence.
