AI you can trust, built for insurance

Think about every manual task in your day. Now, imagine getting all the minutes and hours from those tasks back to spend in other ways. Maybe you’d spend more time with clients, have more time to mentor your team’s super-star, or finally be able to act on that brilliant idea for business growth. 

You know—the things you want to do and know could make a real difference.

The chance to focus on what matters and what’s human in our business—that’s the promise of AI-driven efficiency in insurance. And it’s already happening. Our industry’s mission to protect people and businesses hasn’t changed. But the way you deliver on that mission is evolving fast. 

With artificial intelligence, insurance is stepping into an era with the potential for deep transformation. And Vertafore is here to give you the confidence to transform. Our AI innovations are ethical and responsible by design, built on decades of insurance expertise, and laser-focused on delivering real value with solutions you can use today and a grounded, visionary approach for tomorrow. 

Here’s what to know about our approach to AI innovation. 

AI at the intersection of innovation and trust 

Decades of building solutions for agencies, carriers, and MGAs have taught us a thing or two. Insurance needs the latest technology to move forward, but there’s a lot at stake, for you and for the clients you serve. Your work deserves AI you can count on and that will deliver real business value. 

We get it, because we get insurance. Our approach to AI reflects that need for balance. We design AI with agile governance, reliability, and explainability at the center, backed by a commitment to ethical and responsible uses. 

The end goal is giving you accurate data and useful tools built for how insurance works. Our solutions are enhancing your productivity so you can focus on what matters most: strengthening relationships and delivering great service to your clients. 

Bringing our values to life: AI in action 

Trustworthy AI innovation isn’t an abstract promise or futuristic hype—it’s real in your Vertafore solutions now. We started our AI journey in 2017, applying machine learning, data science, and automation to the tools you use every day. Today, you are experiencing AI in many of your core Vertafore products: 

RiskMatch uses AI to find key insights you can act on, like predicting client retention or anticipating client needs by surfacing cross-sell opportunities. That ability to turn large amounts of data into business-moving insights is helping you prioritize your time on things that really matter, find new growth opportunities, and deepen client engagement

BenefitPoint is using intelligent document processing to automate plan data imports. What used to take hours now happens in moments, with more accuracy—freeing benefits brokers to focus on client connections.

Surefyre is helping MGAs and wholesalers accelerate their submissions and underwriting with AI-enabled capabilities.

These are just a few ways AI is making you more efficiently while keeping client experiences front and center. And there’s much more to come. 

What’s ahead for AI, Vertafore, and insurance

The AI era is an exciting time of new possibilities, fueled by your curiosity and innovative tech you can trust. 

We’re delivering the next wave of AI with capabilities like natural language search for faster 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. These advancements will help keep you focused on what matters most. 

As we continue to innovate with artificial intelligence, our priorities are clear:

1. Fully automate low‑value tasks so you save time and reduce errors.
2. Augment your expertise with agentic AI that supports smarter decisions.
3. Rethink workflows to achieve faster, higher‑quality outcomes.  

Your AI partner for the long-term

In an industry driven by relationships, your expertise matters more than ever. AI won’t replace the value you bring to your clients—it will amplify it. And with Vertafore, you have a partner with years of targeted investment, proven AI solutions, and a deep understanding of insurance. 

We’re here to deliver the practical, powerful tools that help you scale your success and give you the confidence to transform in the AI era. 

Explore how we’re powering your possibilities with AI