Vertafore’s Chief Product Officer, James Thom, recently sat down with Insurance Business TV to share how Vertafore’s experience, customer-first mindset, and AI investments are helping the industry work faster and smarter—while holding onto everything that makes insurance human.
Supporting the entire insurance ecosystem
Each segment of the independent insurance channel is inherently linked. Agencies, carriers, and MGAs depend on each other to serve clients effectively—and that interconnection is where technology innovation can make the biggest impact.
Vertafore’s experience across the independent insurance channel gives it a unique advantage to drive those connections.
As Thom explained, “Nobody else serves as many agencies, as many MGAs, as many carriers as Vertafore, and it helps us break down silos across the distribution channel.”
The company’s understanding of the industry also benefits its customers. Thom continued, “The nuanced view from our history, combined with a team who understands new technologies like artificial intelligence and how we can drive everything forward—that puts Vertafore in a privileged position to help solve complex challenges with technology that reduces friction and delivers shared value.”
That connected vision shows up across Vertafore’s product ecosystem with solutions like:
- AgencyOne, that brings an agency’s core solutions, partners, and team together into one integrated platform.
- Sircon for Carriers, that gives insurers the tools to simplify compensation, licensing, and onboarding for their independent agencies.
- Surefyre, to help MGAs create a seamless experience for application, rating, and quoting of P&C business.
- Industry-leading comparative raters that connect carriers and agencies to speed up quoting and binding.
AI that makes insurance simpler, smarter, and more human
As insurance evolves in the AI era, Vertafore is leading at the intersection of innovation and trust.
Artificial intelligence is transforming how insurance professionals work—but its real power, according to Thom, is in strengthening relationships and refocusing time on the work that matters most.
“Artificial intelligence won’t replace insurance professionals anytime soon, but it will unlock a lot of their ability to do the things that really matter—help them focus on clients, help them focus on expertise, help them focus on relationships.”
Vertafore saw early on how AI could make everyday insurance work simpler and more efficient. It started investing in data science and machine learning in 2017 to drive innovation and deliver measurable value to its customers.
Now, Thom noted, “We’re really looking ahead to say, how is AI going to transform user experiences inside of our solutions? And we’re building the infrastructure to make sure that we can support our customers now and into the long term.”
Those investments are already helping insurance professionals save time and make better decisions—from automating data entry in BenefitPoint and detecting anomalies in Sircon, to using RiskMatch for predictive insights that identify retention and cross-sell opportunities.
And as Thom explained, this is just the start.
Vertafore is expanding AI across its ecosystem to simplify complex workflows, make it easier to access information, and automate routine tasks so insurance professionals are free to focus on high-impact work.
“Think about the opportunity for us to use natural language capabilities inside of our applications to reduce the amount of time that our users and customers have to spend learning the product,” Thom said.
From natural-language search in ReferenceConnect to smarter reconciliation, cleaner client data, and faster submission workflows, Vertafore’s next wave of AI innovation is designed to accelerate time-to-value and open new ways for agencies, carriers, and MGAs to grow.
It’s all part of a long-term commitment to lead at the intersection of innovation and trust—powering the possibilities of insurance in the AI era.
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