This article is part of our "Inside the Vertafore Velocity™ AI Platform and Agents" series, exploring how purpose-built AI agents are helping insurance organizations reduce workflow friction and operate with greater efficiency.
The information your team needs is often already within your files. The challenge is the time it takes to find it.
Answering a coverage question, evaluating a risk, or understanding a claim can mean opening documents one by one, searching for details, and piecing it all together. Before your team can make a decision or take action, they must do the research required to understand the full picture.
And as workloads and customer expectations grow, this manual research creates friction. Insurance professionals need a faster way to get from a question to the relevant information without sacrificing confidence in knowing where that information came from.
Why finding the right information still creates friction
The details within your documents help your team assess risk, move claims forward, service policies, and make informed decisions throughout the insurance lifecycle. But the information you need may be spread across dozens or even hundreds of documents within a customer file.
Getting to the right details may require your team to:
- Navigate complex files
- Open and review documents one by one
- Search for specific terms or details
- Piece together information
- Verify where information came from
All of that research takes time.
When those critical details are difficult to locate, work slows down across the processes that depend on them.
Giving your team faster access to relevant, source-backed information means less time spent on research and more time applying their expertise.
Meet the Document Intelligence Agent
The Velocity Document Intelligence Agent automates time-consuming document research, helping your team get the information they need faster.
The Document Intelligence Agent is part of Vertafore’s growing portfolio of AI agents powered by the Velocity™ AI platform and is built directly into ImageRight, Vertafore’s insurance-specific content and workflow management solution. embedded directly within ImageRight.
It starts with a question. Within an ImageRight file, ask what you need to know, and the AI agent handles the research. The Document Intelligence Agent searches the content you’re authorized to access, using the meaning and context of your question. It then brings the information together in a clear answer with document- and page-level source citations so your team can review and verify the information.
Your team shifts from searching documents one by one and piecing together information to reviewing relevant, source-backed answers and applying their expertise to what comes next.
With the Document Intelligence Agent, your team can:
- Find the information they need faster
- Ask questions in natural language
- Review the sources behind an answer
- Research information directly within ImageRight
It makes a meaningful difference. Teams are spending up to 90% less time searching, while getting the context they need to confidently put that information to work.
How insurance professionals are using the Document Intelligence Agent
The questions your team needs to answer vary by role and workflow. Here are a few ways insurance professionals can put the Document Intelligence Agent to work.
Answer a client’s coverage question
A service professional needs to understand relevant policy details after a client reports water damage to a building. Instead of opening documents individually and searching for specific terms, they can ask:
“A pipe burst and caused water damage to my client’s building. What does their policy say about coverage for this situation? Include any relevant exclusions.”
The Document Intelligence Agent pulls together information related to water damage coverage and any relevant exclusions, with sources showing where the information came from. The service professional can then review the answer and respond to the client.
Prepare for a renewal
An account manager preparing for a client renewal needs to get up to speed on an account and understand what has changed since the prior term. Instead of reviewing documents one by one to piece together the account history, they can ask:
“Summarize the account since the last renewal, including any changes in coverage, limits, locations, claims, and other key account details.”
The Document Intelligence Agent brings together the key account information and changes since the last renewal, with supporting sources for review. The account manager can then focus on preparing for the renewal conversation and identifying anything that needs attention.
Review a new submission
An underwriter evaluating a new submission needs to understand the account’s history, losses, coverage, and potential risk concerns. Instead of working through the file document by document, they can ask:
“Summarize the account’s coverage history, claims, and loss experience, and any documented exposures or risk concerns.”
With the account history and key risk information brought together in one source-backed answer, the underwriter can focus on reviewing the findings and applying their underwriting expertise.
Prepare for an audit or formal review
Preparing for an audit or formal review may require reconstructing the documented record to understand what happened and when. Rather than piecing that history together manually, they can ask:
“Create a timeline of the key decisions, communications, and policy changes documented in this file.”
The Document Intelligence Agent brings together documented decisions, communications, and policy changes in a timeline with citations to the supporting sources. The professional can review the record and quickly locate the underlying documents when supporting evidence is needed.
I’ve been in the insurance industry for more than 30 years, and the Document Intelligence Agent is one of the most impactful innovations I’ve seen in that time.”
Terri Steve, Client Manager, EPIC Insurance Brokers and Consultants
The Next Evolution of Insurance Workflows
With the Document Intelligence Agent, finding the information you need no longer has to mean searching through documents one by one. Your team can spend less time on research and more time reviewing the information, applying their expertise, and deciding what comes next.
The Document Intelligence Agent is one example of how Velocity AI brings purpose-built AI into the insurance systems and workflows your team already uses. Powered by the Velocity AI platform, this growing portfolio of AI agents takes time-consuming work and turns information into answers, insights, and action while keeping your team in control when judgment matters.
Learn more about the Velocity AI platform and discover how purpose-built AI agents are helping insurance professionals work smarter and focus more time on what matters most.