Vertafore has been investing in and delivering AI foundations since 2017, building solutions with machine learning, data science, automation, and now generative AI. Our long-term commitment—backed by Vertafore owner, Roper Technologies—ensures steady innovation that creates measurable value for insurance professionals.
Vertafore is putting AI to work to bring AI directly into the workflows insurance professionals rely on every day. Through the Vertafore Velocity™ AI Platform and embedded AI agents, we’re helping agencies, MGAs, and carriers reduce manual work, accelerate decision-making, and move faster across the distribution lifecycle—from submissions to servicing to reconciliation. These AI agents are already showing up across the Vertafore portfolio, including:
- AI-powered reconciliation, submission processing, and email workflows that turn manual tasks into automated action
- Intelligent guidance and knowledge access embedded directly into user workflows
- Automation that improves speed, accuracy, and consistency across operations
In addition, AI is delivering value across specific Vertafore solutions today:
- Vertafore RiskMatch predicts retention and identifies cross-sell opportunities
- Vertafore AgencyOne (including AMS360 and Vertafore Client Communications) delivers GenAI-powered communications
- Vertafore Sircon detects and flags data anomalies before they cause disruption
Together, these capabilities reflect how Vertafore is embedding insurance-specific AI across the distribution lifecycle—helping organizations reduce friction, improve decision quality, and achieve greater distribution velocity.
Our AI priorities are clear: automate low-value tasks, augment strategic processes with agentic AI, and rethink workflows for faster, higher-quality outcomes. These priorities power efficiency, specialization, and data-driven growth for the entire insurance distribution channel.
We’re delivering the next wave of AI to cut manual work and speed time-to-value—natural language search for quicker answers, smarter reconciliation and compliance tools, automation that turns communications into action, cleaner client data, streamlined submissions, and agent-focused tools like workflow insights and commission dispute resolution. All designed to help you work faster, smarter, and with more confidence.
Our approach to AI innovation is grounded and proven: deliver practical tools today while building for the future. We focus on responsible use, industry expertise, and solutions that help you spend less time on manual tasks and more time on growth and client relationships.
Vertafore builds AI you can trust, with ethical and responsible use at the center of our innovation. Through agile governance and a focus on real customer outcomes, we ensure our AI is reliable, accurate, and built to enhance—not replace—the expertise of insurance professionals.
AI has the power to eliminate repetitive work, improve accuracy, and create new growth opportunities across insurance. From generative convenience to document intelligence and data enhancement, AI is transforming how agencies, MGAs, and carriers work every day.
AI is already delivering measurable impact across the insurance lifecycle—especially when applied directly to core workflows.
Agencies, MGAs, and carriers are using AI to:
- Improve retention and grow revenue through predictive insights and cross-sell opportunities
- Accelerate submissions and underwriting by organizing unstructured data and reducing back-and-forth
- Increase operational efficiency by automating manual tasks like data entry, reconciliation, and communications
- Enhance accuracy and compliance with better data quality, anomaly detection, and audit-ready processes
- Boost team productivity—allowing staff to focus on higher-value work instead of administrative tasks
At Vertafore, these outcomes are delivered through AI embedded directly into the systems insurance professionals use every day—helping organizations reduce friction, improve decision-making, and move faster across the distribution lifecycle.
AI is already delivering measurable impact across the insurance lifecycle—especially when applied directly to core workflows.
Agencies, MGAs, and carriers are using AI to:
- Improve retention and grow revenue through predictive insights and cross-sell opportunities
- Accelerate submissions and underwriting by organizing unstructured data and reducing back-and-forth
- Increase operational efficiency by automating manual tasks like data entry, reconciliation, and communications
- Enhance accuracy and compliance with better data quality, anomaly detection, and audit-ready processes
- Boost team productivity—allowing staff to focus on higher-value work instead of administrative tasks
At Vertafore, these outcomes are delivered through AI embedded directly into the systems insurance professionals use every day—helping organizations reduce friction, improve decision-making, and move faster across the distribution lifecycle.
