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.
As an insurance professional, you make hundreds of decisions every day. Some are straightforward while others require digging through policy forms, carrier documentation, compliance guidance, and coverage resources to find the right answer.
The challenge you’re probably facing isn’t a lack of information but finding trusted information quickly enough to make confident decisions. In insurance, speed matters but accuracy matters more.
Whether you’re answering a client’s question, evaluating coverage options, onboarding a new producer, or researching a complex risk, every minute spent searching for information is time not spent serving customers or growing your business. When clients expect fast answers, you need confidence that the information you’re sharing is accurate, current, and backed by trusted insurance expertise.
Why trusted insurance knowledge is still hard to access
Our industry runs on expertise but accessing that expertise isn’t always easy. Insurance professionals routinely find themselves searching across several resources to find answers; validating information from multiple sources; asking colleagues for guidance; or struggling to scale knowledge across teams with varying levels of expertise.
As organizations grow and experienced insurance professionals retire, institutional knowledge can become harder to access. Trusted expertise still exists throughout the business, but it's often locked away in documents, systems, or the minds of subject matter experts.
Meet the Insurance Expert Agent
One of the first AI agents powered by the Vertafore Velocity™ AI Platform is the Insurance Expert Agent.
Available through ReferenceConnect AI, the Insurance Expert Agent helps insurance professionals find trusted answers up to 80% faster by leveraging an extensive library of trusted insurance knowledge and content.
Instead of manually searching through documentation, users can ask questions in natural language and receive clear, explainable responses backed by authoritative insurance resources.
The Insurance Expert Agent finds its answers from:
- More than 75 trusted insurance publishers
- More than 1 million insurance documents
- AI-powered search and answer generation capabilities
The result is access to trusted information, greater consistency across your organization, and more confidence that every decision is back by authoritative insurance knowledge.
How insurance professionals are using the Insurance Expert Agent
The next evolution of insurance workflows
While the Insurance Expert Agent solves one of the industry’s biggest knowledge challenges, it’s just one example of what’s possible when AI is purpose-built for insurance. That’s the broader vision behind the Vertafore Velocity™ AI Platform.
While general-purpose AI tools can help answer broad questions, insurance professionals often need answers grounded in trusted industry resources and delivered within the context of their daily workflows.
That's where the Vertafore Velocity™ AI Platform is different. The platform is designed specifically for insurance and powers AI agents that leverage insurance-focused knowledge, workflows, and systems. Rather than requiring users to adopt entirely new systems, Velocity AI brings intelligence directly into existing insurance workflows, helping organizations increase efficiency while maintaining confidence in their decisions.
The Insurance Expert Agent is the first in a growing ecosystem of AI agents designed to help insurance organizations work smarter. As the Vertafore Velocity™ AI Platform continues to evolve, agencies, MGAs, and carriers will gain access to additional AI agents that streamline more workflows across the insurance lifecycle, all within the systems they already use.
Explore the Vertafore Velocity™ AI Platform and how AI agents are helping insurance professionals spend less time on administrative tasks and more time delivering value.