AI Promises Are Everywhere. Real AI is Here.

Vertafore has 8 AI agents available today, built for the work insurance agencies do every day.

Explore AI    Talk to our team

AI you can put to work today

Less time on routine work.
More capacity and insights for what matters.

AI isn't just on our roadmap. It's here. With 8 Velocity™ AI agents available today, Vertafore is bringing the Agentic Agency to life—taking on time-consuming work across servicing, accounting, and everyday agency operations. Less time searching, checking, and re-keying information. More time for clients and more insights for better decisions and growth. This is AI you can put to work today.

Live

Email Agent

Agency

Automatically interprets incoming emails, summarizes content, andtriggers the right workflows in your management system.

80% time saved | 98% accuracy

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Live

Reconciliation Agent

Agency

Automatically matches carrier statements to agency transactions to handle revenue, commissions, and payables with speed and precision.

90% time saved | 94% accuracy | 200+ carriers

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Live

Coach Agent

Agency

Answers product and how-to questions directly in AMS360 and Sagitta in the moment of work.

88% Time Saved | 94% Accuracy

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Live

Insurance Expert Agent

Agency | MGA | Carrier

Get answers from trusted sources powered by ReferenceConnect AI available directly inside your workflows.

80% Faster | 75+ Trusted publishers | 1M+ Documents

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Live

Benefit Plan Agent

Agency

Transforms plan documents into structured data, enabling faster, more accurate benefit plan creation in BenefitPoint.

70% Time saved | 90% Accuracy | 100% Plans types

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Live

Document Intelligence Agent

Agency | MGA | Carrier

Automates research to get you the answers you need faster.

90% Time Saved

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Live

Policy Intake Agent

Agency

Turns commercial policy documents into structured AMS360 data to enable faster policy processing.

86% Time Saved

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Live

Policy Check Agent

Agency

Compares issued policies against AMS360 data and source documents to identify discrepancies and recommend corrections for review.

90% Time Saved

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The impact of AI in insurance

8
active AI agents
100k+
emails processed - Email Agent
12k+
questions answered – ReferenceConnect AI
80k+
transactions processed – Reconciliation Agent

The future belongs to agencies that move faster.

Competitive pressure is real. Customer loyalty isn't a given. You need to adapt faster and grow smarter. That takes three things you should expect from your tech partners: real AI you can use today, measurable operational improvement, and a clear path toward becoming an AI-native agency.  

Vertafore delivers today.

See AI in Action

See what our Velocity AI agents can do for your business.

Connect with one of our AI Agent experts for a live demo of our AI Agents

See the workflows. Understand the impact. See where AI can help your agency move forward.

 
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