Vertafore Introduced New AI Agents
The company has launched four new artificial intelligence agents aimed at automating insurance agency workflows.
Updated on Sept. 23, 2026 in Artificial Intelligence
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Vertafore has unveiled its Agentic Agency vision, featuring four new AI agents designed to eliminate manual tasks and improve distribution velocity. These tools, which are currently available to early adopters, are expected to reach general availability later in 2026.
Why it matters
By embedding artificial intelligence directly into sales, submission, and accounting workflows, these agents aim to reduce friction in the insurance process. This automation allows agencies to streamline document management and policy verification tasks.
The AI agents function by extracting data from source documents and mapping it into existing management systems like AMS360, Sagitta, and ImageRight. The suite includes Velocity Document Intelligence, Velocity Coach, Velocity Policy Intake, and Velocity Policy Check.
The players
Vertafore
Vertafore is a technology company that provides software solutions for the insurance industry, focusing on agency management and document processing.
The details
The new agents automate complex processes, such as extracting commercial policy information and comparing documents against existing data to detect discrepancies. This technology integrates directly into Vertafore management systems to handle sales, servicing, and accounting functions.
Timeline
September 2026 marks the general availability for the Velocity Document Intelligence Agent.
Early fall 2026 is the target for general availability of three additional AI agents.
Winter 2026 will see the start of early adopter programs for the Velocity Data Collection and Carrier Routing Agents.
The Tech Race
This rollout represents a broader industry shift toward embedding autonomous agents into vertical software platforms to replace legacy manual entry. As insurance providers modernize, companies are increasingly competing to integrate AI that can handle complex data validation and carrier routing.
Insurance agency employees can expect significant time savings as these agents automate the extraction of data from policies and identify discrepancies automatically. By reducing manual review time, these tools enable staff to focus on higher-value client interactions rather than administrative entry.
The takeaway
The deployment of these agents marks a transition from simple document storage to active, automated workflow participation in the insurance sector. Agencies that adopt these tools early may see substantial gains in operational speed compared to those relying on traditional manual processing methods.
What happens next
The Velocity Data Collection Agent and the Velocity Carrier Routing Agent are both scheduled to enter early adopter programs during the winter of 2026.
Further reading
For more on industry developments, see our Artificial Intelligence section.
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