A New Way of Working For Agencies

The Agentic Agency is Vertafore’s vision for how independent insurance agencies can use intelligent AI agents across the business—from sales and submissions to servicing, accounting and business intelligence. The goal is not simply to make individual tasks faster, but to reduce manual effort, bring the right information forward and help agency professionals spend more time serving clients, making decisions and growing the business.

AI agents can support a wide range of agency tasks, including preparing submissions, processing email, reviewing documents, checking policies, reconciling financial information, supporting renewals and surfacing insights from agency data. The Agentic Agency brings these capabilities together across the business so agencies can reduce manual effort and move work forward more efficiently.

Independent insurance agencies use AI to reduce repetitive work, bring information together, surface insights and support activities across sales, submissions, servicing, accounting and agency operations. Increasingly, AI is moving beyond helping with individual tasks to taking on more of the work across connected workflows. In the Agentic Agency, those capabilities are embedded directly into the systems agencies already use, helping people move business forward with less manual effort and more time for clients, decisions and growth.

AI can take on more repetitive and administrative tasks, but insurance still depends on human expertise, judgment and relationships. The Agentic Agency is designed to strengthen those capabilities—not replace them—by giving agency professionals more time to advise clients, make decisions and focus on the parts of the business where their expertise creates the most value.

AI can take on more repetitive and administrative tasks, but insurance still depends on human expertise, judgment and relationships. The Agentic Agency is designed to strengthen those capabilities—not replace them—by giving agency professionals more time to advise clients, make decisions and focus on the parts of the business where their expertise creates the most value.