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The Benefit Plan Agent uses AI to turn carrier documents into structured data for faster, more accurate plan setup

Discover how AI automates insurance email workflows to save time and improve service.

See how Vertafore's Reconciliation Agent uses AI to match carrier statements and cut manual work by 90%

Learn how AI in your agency management system supports efficiency, connected workflows, and growth

See how purpose-built AI helps insurance teams research coverage, compliance, and policy information faster

Connected systems, smarter AI, scalable tech: See what's powering top-performing agencies today

As AI adoption accelerates, agencies are rethinking workflows, operations, and the role people play inside the business

How disconnected systems and manual workflows create hidden costs for independent agencies 

From onboarding to client conversations, trusted AI helps agencies move faster with confidence and consistency.

Learn how leading agencies use AI and automation together to speed up processes, improve accuracy, and scale operations

From intake to reconciliation, practical AI is already reducing manual work, data errors, and workflow delays
 

Vertafore is powering the possible with Distribution Velocity for agencies, MGAs, and carriers.

What growing agency leaders can do now to stay flexible as technology evolves

How independent insurance agencies can attract young insurance buyers

Insurance professionals say humans will always be better at relationship building, but AI can help 

Q&A with Emily McGinn, General Manager, MGA and Wholesale at Vertafore
 

Independent agency professionals share what trends they expect to shape their business this year

Staying personal while building a more consistent, scalable client experience

How complex insurance agencies can meet rising client expectations with better account visibility

AI tools are transforming how end-insureds shop for coverage. Here’s how to evolve your digital strategies

For Erin Holloway, human-centered design means creating tools that make insurance work easier, faster, and more personal