Vertafore Released Velocity Document Intelligence Agent
The new AI tool automates complex insurance document research, reducing search times by ninety percent.
Updated on Sept. 28, 2026 in Insurance
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Vertafore has launched the Velocity Document Intelligence Agent, an AI-powered system designed to streamline document management for insurance agencies, carriers, and MGAs. The tool allows users to find specific information across various file types using plain language queries instead of traditional keyword matching.
Why it matters
The platform was developed to alleviate the manual labor burden inherent in finding and comparing complex insurance records. By integrating directly into existing workflows, it seeks to improve efficiency for professionals dealing with high volumes of documentation.
The Velocity Document Intelligence Agent reduced research tasks from 20 minutes to two minutes during early testing. This represents a 90% reduction in the time required for document search and review processes.
The players
Vertafore
Vertafore is a provider of insurance technology software that serves agencies, carriers, and MGAs across the United States.
The details
Available within the ImageRight document management system, the tool runs on the Vertafore Velocity AI Platform. It scans Word files, spreadsheets, PDFs, images, and email to provide answers accompanied by specific document- and page-level citations.
Timeline
Vertafore released the AI document agent on September 28, 2026.
Market Dynamics
The introduction of the Velocity Document Intelligence Agent marks a significant expansion of the capabilities provided by the Vertafore Velocity AI Platform. This development reflects a broader industry shift toward integrating specialized generative AI to handle increasingly complex administrative research.
Insurance professionals can expect a significant reduction in time spent on manual research tasks. This shift allows for faster document retrieval and may lead to increased productivity for agencies utilizing the new system.
The takeaway
Automating document analysis allows firms to focus on high-level decision-making rather than manual information retrieval. Professionals should evaluate how these AI capabilities integrate with their current document management systems to optimize operational workflows.
Further reading
For more on evolving standards in sector technology, explore the Insurance section.
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