Vertafore unveils integrated Certificates solution to remove service bottlenecks and accelerate Distribution Velocity for agencies

New certificates tool in AgencyOne transforms a high-volume service task into an automated, real-time, self-service experience for clients

DENVER – April 16, 2026 – At Accelerate 2026, Vertafore® unveiled a fully integrated Certificates of Insurance (COI) solution within AgencyOne®, eliminating one of the most time-consuming and high-volume service tasks for independent agencies.

Certificate requests sit at the center of daily service operations, and today it creates repetitive, manual work across disconnected systems for agency teams.

Now, Certificates in AgencyOne transforms this fragmented, time-consuming process into a single, connected experience—simplifying template creation and enabling teams to distribute hundreds of certificates in seconds. With this innovation, Vertafore enables agencies to issue, track, and manage certificates faster while delivering the self-service experience clients expect.

This transformative Certificates capability in AgencyOne is part of Vertafore’s focus on overcoming distribution drag and taking insurance from friction to flow with Distribution Velocity—speed with intentional outcomes. And in this case, the outcomes are delivering on a foundational check that underpins trust in insurance while freeing agent time for higher-impact work.

“For many agencies, the back-and-forth of certificate requests is a persistent source of friction, creating high volumes of hands-on work that’s difficult to scale,” said James Thom, chief product officer at Vertafore. “By simplifying and connecting this workflow within AgencyOne, we’re removing a key source of distribution drag so agencies can operate more efficiently, keep business flowing and achieve velocity.”

The tool uses real-time data from an agency’s management system, ensuring that every issued certificate is accurate and reflects current coverage. Secure distribution via InsurLink® means clients can generate and access certificates 24/7, getting what they need instantly without adding work for agents.

“What stood out right away was how easy and intuitive the new experience is,” said Nichole Rich, director of training at Moody Insurance Agency. “It’s more efficient for our day-to-day work, and the added controls give us more confidence in how we manage certificates. We’re also really excited about the InsurLink integration for distribution—it’s going to make a big difference for our team.”

Vertafore’s Certificates tool is available now to AgencyOne customers with AMS360® and InsurLink, with availability for Sagitta® customers coming later this year.

The launch sets a new standard for how independent agencies issue, manage and deliver certificates and respond to client expectations. As agencies look to grow in an increasingly complex market, the ability to move faster without adding overhead is critical. With Certificates in AgencyOne, Vertafore is helping agencies accelerate service, improve client experiences and achieve Distribution Velocity across their operations.

About Vertafore

Vertafore powers Distribution Velocity, accelerating every part of the insurance value chain within and across agencies, MGAs, and carriers so they can adapt faster and grow smarter. As the trusted backbone of the industry, Vertafore provides the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across sales, servicing, accounting, underwriting, and back-office operations, taking insurance workflows from friction to flow.

Supporting over 95% of the top agencies and insurers and 50% of industry compliance transactions, Vertafore leads at the intersection of innovation and trust, giving customers the speed, performance power, and confidence to transform and grow at scale in the new era. Vertafore is headquartered in Denver, Colorado. Learn more at www.vertafore.com.

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MEDIA CONTACT:
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vertafore@ink-co.com

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Frequently asked questions

How can agencies issue certificates of insurance faster?

Issuing certificates of insurance is often slowed down by repetitive, manual work across disconnected systems. Improving speed requires simplifying and connecting the workflow.

Vertafore’s Certificates solution in AgencyOne transforms this fragmented process into a single, connected experience—making it faster for agencies to issue, track, and manage certificates. By reducing manual steps and centralizing the workflow, agencies can complete work that previously took much longer in a fraction of the time.

How do you ensure certificates of insurance are accurate and up to date?

Accuracy depends on using current policy information at the time a certificate is issued. When data is entered manually or pulled from multiple sources, there is a higher risk of errors.

Vertafore’s Certificates solution uses real-time data from an agency’s management system, ensuring every issued certificate reflects current coverage. This eliminates rekeying and helps reduce errors, giving agencies greater confidence in the information they provide to clients.

How can agencies handle high volumes of certificate requests more efficiently?

High volumes of certificate requests create a significant workload for agency teams, especially when processes are manual and spread across multiple systems.

With Certificates in AgencyOne, agencies can simplify this process by using a centralized, automated workflow and enabling client self-service. This reduces repetitive work and helps agencies manage certificate requests more efficiently while maintaining accuracy.

Can clients generate their own certificates of insurance?

Yes. Client self-service is a key part of modern certificate workflows.

With Vertafore’s Certificates solution, secure distribution through InsurLink allows clients to generate and access certificates 24/7. This gives clients immediate access to what they need while reducing the number of requests agency teams have to manage.

Why is issuing certificates of insurance still so manual—and how do you fix it?

Many certificate workflows rely on disconnected systems and manual processes, which require repetitive work and slow down service.

Vertafore addresses this by delivering a fully integrated Certificates solution within AgencyOne. By connecting workflows and using real-time data, the solution simplifies the process, reduces manual effort, and helps agencies move faster—removing friction from a critical service task.

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