The Agentic Agency extends beyond a single task, team, or process. Vertafore is applying AI across sales, submissions, service, accounting and intelligence to help agencies operate with less friction.
Intelligent agents across your entire agency
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Digital Producer
Help producers identify opportunities, prepare for customer conversations and move business forward with less friction.
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Smart Submissions
Bring information together, reduce manual effort and help agencies get business to market faster.
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Agentic Servicer
Take on repetitive service activities so people can focus on the client moments where expertise matters most.
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Accounting Automation
Reduce manual financial processes while improving speed, accuracy and visibility.
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Business Intelligence
Turn agency data into insights that help leaders understand performance and identify where to act.
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AI Enablers
Bring information, guidance and intelligence directly into the systems people use every day.
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Meet the agents bringing the Agentic Agency to life
The Agentic Agency isn’t a vision for “someday.” Velocity™ AI agents are already taking on real tasks across agency operations—and we’re continuing to expand what AI can do for you.
Reconciliation Agent
Automatically match carriers statements to agency transactions, handling revenue, commissions, and payables with speed and precision.
90% Time saved | 94% Accuracy | 200+ Carriers
Benefit Plan Agent
Transforms plan documents into structured data, enabling faster, more accurate benefit plan creation in BenefitPoint.
70% Time saved | 90% Accuracy | 100% Plans types
Email Agent
Automatically interprets incoming emails, summarizes content, and triggers the right workflows in your management system.
80% Time saved | 98% Accuracy
Insurance Expert Agent
Get answers from trusted sources powered by ReferenceConnect AI available directly inside your workflows.
80% Faster | 75+ Trusted publishers | 1M+ Documents
Document Intelligence Agent
Automates research to get you the answers you need faster.
90% Time Saved
Coach Agent
Answers product and how-to questions directly in AMS360 and Sagitta in the moment of work.
88% Time Saved | 94% Accuracy
Policy Intake Agent
Turns commercial policy documents into structured AMS360 data to enable faster policy processing.
86% Time Saved
Policy Check Agent
Compares issued policies against AMS360 data and source documents to identify discrepancies and recommend corrections for review.
AgencyOne and the Agentic Agency
The Agentic Agency comes to life through AgencyOne, Vertafore’s connected platform for independent insurance agencies. AgencyOne brings your people, partners, data, workflows and Vertafore solutions together in one experience.
Velocity™ AI adds intelligent agents across that environment, embedding AI directly into the systems and processes agencies already use to sell, service, operate and grow.
AI that strengthens human expertise
The Agentic Agency isn’t about removing people from insurance. It’s about giving them better ways to use the expertise, judgment and relationships that customers depend on.
Velocity™ AI is purpose-built for insurance, with human-in-the-loop controls and a focus on accuracy, security and accountability.
See the Agentic Agency in action
Discover how Vertafore is bringing intelligent agents into AgencyOne to help your agency adapt faster, serve clients better and grow smarter.
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