Vertafore launches ReferenceConnect AI, powered by Velocity AI, to transform how insurance professionals access trusted knowledge 

 

New AI-powered experience delivers up to 80% faster answers, combining verified insurance content with the speed and ease of natural language search 

DENVER – April 14, 2026 – Vertafore® announced the launch of ReferenceConnect AI™, an AI-powered experience built on the Vertafore Velocity™ AI Platform, to transform how insurance professionals access and apply trusted industry knowledge in their everyday work. 

Unveiled at Accelerate 2026 in Las Vegas and available now, ReferenceConnect AI applies AI search and responses to its database of insurance knowledge from more than 75 industry publishers, over one million verified documents and 60 commercial lines of business. The result: insurance professionals get clear, verified answers up to 80% faster for more consistent decision-making across underwriting, service and client interactions.  

The launch marks the next evolution of the industry’s premier source of insurance knowledge for agencies, MGAs and carriers looking to price risks, discover new markets and lines of business, and advise clients. Today the solution supports 3.5 million searches annually.  

This simpler and faster AI-powered agent process in ReferenceConnect AI 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 trusted answers that enable insurance professionals to better serve their clients, faster. 

Unlike generic AI search tools, ReferenceConnect AI delivers insurance-specific answers along with citations from vetted reference materials, enabling teams to deliver more confident, defensible guidance and reduce E&O risk in a complex, highly regulated environment. 

The Vertafore Insurance Expert Agent, powered by the Velocity AI platform, sits at the core of ReferenceConnect AI. Later this year, it will expand to connect with AI tools built by agencies, MGAs and carriers—enabling users to ask questions and access answers directly within their own systems.  

“In risk management, you can’t rely on best guesses. We need factual, defensible information,” said Renae Parent, managing principal for national casualty practice, risk management at EPIC Insurance Brokers & Consultants. “What stands out with ReferenceConnect AI is that it’s grounded in trusted content that underwriters know and rely on. The conversational search makes it easy to drill down quickly, get clear answers with citations and move forward with confidence. It’s helping our team get to the right information faster and make better decisions.”  

“In insurance, the challenge isn’t just finding information, it’s knowing you can trust it,” said James Thom, chief product officer at Vertafore. “ReferenceConnect AI brings together the speed of AI search with the authority of trusted insurance content, so insurance professionals can get answers faster and act with confidence. That’s how we’re applying AI to remove friction and help the industry move toward greater Distribution Velocity.” 

ReferenceConnect AI reflects Vertafore’s strategy to embed AI directly into the workflows where insurance work happens—turning trusted knowledge into faster decisions.  

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.   

©2026 Vertafore and the Vertafore logo are registered trademarks of Vertafore. All rights reserved. All other trademarks are the property of their respective owners. 

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MEDIA CONTACT: 
INK Communications 
vertafore@ink-co.com 
 

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Frequently asked questions

What’s the best way to quickly find reliable answers to insurance coverage questions?
Accurate information is critical in insurance, where coverage decisions must be defensible and based on trusted sources. Insurance professionals need answers they can rely on, not just quickly, but with confidence in the underlying information.
ReferenceConnect AI from Vertafore delivers answers grounded in verified insurance content from more than 75 trusted publishers and over one million documents. Using natural language search, it helps independent agencies, MGAs, and carriers quickly find and apply reliable information across underwriting, service, and client interactions throughout the insurance distribution process.
Can I trust AI to answer insurance coverage questions?
Trust is critical when using AI in insurance, where coverage decisions must be accurate, defensible, and based on reliable sources. General-purpose AI tools like ChatGPT or Copilot can generate answers quickly, but those answers aren’t based on trusted, industry-specific insurance content.
ReferenceConnect AI from Vertafore is designed specifically for insurance, delivering answers grounded in vetted content from trusted industry publishers with citations to support the information. This helps insurance professionals—including agents, agencies, MGAs, and carriers—validate what they’re using, deliver more defensible guidance, and reduce E&O risk.
How can I help new hires get up to speed on coverage and forms more quickly?
Getting new hires up to speed in insurance is tough. Coverage can be complex, requirements vary by line of business, and the information they use needs to be accurate and defensible. It often takes time for new insurance professionals to learn where to look and feel confident in the answers they’re giving.
ReferenceConnect AI from Vertafore helps speed up that process by letting users ask questions in plain language and quickly get answers grounded in trusted insurance content. This makes it easier for new hires to find reliable information, build confidence, and apply coverage knowledge more consistently.
How can I reduce E&O risk when advising insurance clients on coverage?
Reducing E&O risk in insurance starts with using accurate, well-supported, industry-specific information when advising policyholders on coverage. In a complex and highly regulated industry, even small gaps or inconsistencies in coverage understanding can lead to larger issues.
ReferenceConnect AI from Vertafore helps by providing answers grounded in trusted insurance content, along with citations to the source material. This makes it easier to validate information, deliver defensible guidance, and rely on answers when making coverage decisions.
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Posted April 14, 2026 in Press Releases

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