The AI Platform Powering Distribution Velocity

The Vertafore Velocity™ AI Platform is purpose-built for insurance to eliminate friction, accelerate workflows, and bring intelligent automation directly into the systems you use every day.

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AI platform built for insurance workflows - coworkers looking at laptop

The Vertafore Velocity AI Platform is the engine behind how we’re bringing agentic AI into insurance—fast.

It’s not a standalone product. It’s the AI innovation layer shared across the Vertafore solutions you already trust, powering AI agents directly inside your workflows.

In plain terms: It’s how we move from ideas to real AI impact you can feel.

How AI Velocity works - group standing at table

Velocity AI gives us the ability to rapidly design, deploy, and scale AI capabilities at a pace our industry hasn’t seen before.

  • Velocity AI Platform: The innovation foundation powering secure and scalable AI development.
  • Velocity AI Agents: Task-specific agents that take action.
  • Vertafore Solutions: Where agents show up—embedded directly in your workflows across our core product families: AgencyOne, MGA solutions, and coming soon, our Sircon platform.

A new way of working in insurance

Velocity AI is changing what’s possible in insurance. Intelligent agents can go beyond helping with individual tasks. They can take action across connected processes—reducing manual effort, bringing information together and helping insurance professionals focus on the decisions and relationships that require their expertise. That’s the vision we’re bringing to life.

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Powered by Velocity AI Platform

AI agents that amplify your “get stuff done” quota

Velocity AI Agents are designed to eliminate points of friction in the insurance distribution value chain—so your team can focus on what matters most.

From reconciliation to submissions to email workflows, our AI agents turn slow, manual processes into fast, intelligent action, without disrupting how you work.

Live

Email Agent

Agency

Automatically interprets incoming emails, summarizes content, and triggers the right workflows in your management system.

80% Time saved | 98% Accuracy

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Live

Insurance Expert Agent

Agency | MGA | Carrier

Get answers from trusted sources powered by ReferenceConnect AI available directly inside your workflows.

80% Faster | 75+ Trusted publishers | 1M+ Documents

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Live

Reconciliation Agent

Agency

Automatically match carriers statements to agency transactions, handling revenue, commissions, and payables with speed and precision.

90% Time saved | 94% Accuracy | 200+ Carriers

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Live

Benefit Plan Agent

Agency

Transforms plan documents into structured data, enabling faster, more accurate benefit plan creation in BenefitPoint.

70% Time saved | 90% Accuracy | 100% Plans types

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Live

Portal Launcher Agent

MGA

Turns PDF content into fully functional submission experiences accelerating how MGAs launch new lines of business.

98% Time saved

See it in action
Live

Submission Processing Agent

MGA

Ingest unstructured submissions, organize data, identify missing information, and prioritize underwriting workflows.

87% Accuracy

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Live

Document Intelligence Agent

Agency | MGA | Carrier

Automates research to get you the answers you need faster.

90% Time Saved

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Early Adopter

Coach Agent

Agency

Answers product and how-to questions directly in AMS360 and Sagitta in the moment of work.

88% Time Saved | 94% Accuracy

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Early Adopter

Policy Intake Agent

Agency

Turns commercial policy documents into structured AMS360 data to enable faster policy processing.

86% Time Saved

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Early Adopter

Policy Check Agent

Agency

Compares issued policies against AMS360 data and source documents to identify discrepancies and recommend corrections for review.

See it in action
Early Adopter

Change Request Agent

MGA

Summarizes changes across renewal and endorsement applications for faster underwriting review. 

70% Time Saved | 98% Acceptance | 98% Fewer Errors

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Early Adopter

Configuration Agent

MGA

Turns what admins describe into Surefyre configuration, helping MGAs adapt faster. 

65% Time Saved

See it in action

From distribution drag to Distribution Velocity

Insurance workflows are full of friction:

  • Manual reconciliation
  • Back-and-forth submissions
  • Email-driven processes
  • Time-consuming data entry

Velocity AI changes that.

By embedding AI agents directly into your workflows, we eliminate bottlenecks, reduce manual work, and help your teams adapt faster and grow smarter.

AI you can trust in a high-stakes industry

At Vertafore, AI isn’t about replacing people—it’s about elevating human expertise.

In an industry where trust matters most, our approach is:

  • Purpose-built for insurance
  • Designed with human-in-the-loop controls
  • Focused on accuracy, security, and accountability

Reduce repetitive work. Improve decision quality. Focus on what moves your business forward.

 

Experience Distribution Velocity

See how the Velocity AI Platform and its agents can transform your workflows—starting today.

Talk to our team