Vertafore Launches Agentic Agency to Boost Insurance Agency Efficiency
News related to:Vertafore · 2 min read
DENVER, Sept. 23, 2026 /CourierPR/ -- Vertafore, a leading provider of insurance distribution technology, has unveiled a new initiative aimed at enhancing the efficiency of independent insurance agencies. The company's latest vision, known as the Agentic Agency, seeks to streamline workflows and reduce the friction that slows down agency operations.
According to James Thom, the chief AI officer at Vertafore, the Agentic Agency is designed to address the challenges faced by independent agencies, which are often bogged down by repetitive and manual tasks.
To achieve this, Vertafore has introduced four new Velocity AI agents that will be embedded within the agency workflows. These agents are designed to handle various tasks, from sales and submissions to servicing, accounting, and everyday guidance. The company claims that these AI agents can significantly reduce the time spent on routine tasks, thereby freeing up agency professionals to focus on more value-added activities.
The first of these agents, the Velocity Document Intelligence Agent, is already in the hands of early adopters and is scheduled for general availability in September 2026. This agent automates document research by leveraging AI to find relevant information within documents and other content, thereby reducing the time spent on manual searches. Initial testing indicates that the agent can cut document review time by up to 90%.
Another agent, the Velocity Coach Agent, is integrated into Vertafore's leading agency management systems, AMS360® and Sagitta®. This agent answers product and how-to questions directly, reducing the time spent on searching for answers and staying in the flow of work. Users report spending up to 88% less time finding answers, which can be crucial in a fast-paced environment.
The Velocity Policy Intake Agent automates the processing of commercial policies by interpreting and extracting information from source documents and mapping it to the agency management system. This agent is expected to accelerate policy intake by up to 87%, allowing agencies to focus more on client service.
Lastly, the Velocity Policy Check Agent helps users identify and address policy discrepancies by comparing policy documents against AMS data and other supporting documentation. This agent ensures that agencies can stay in control of the process, making informed decisions about corrective actions.
Vertafore's CEO, Amy Zupon, emphasized the importance of these AI solutions in the evolving landscape of the insurance industry.
The company also previewed upcoming capabilities for Smart Submissions, including the Velocity Data Collection Agent and the Velocity Carrier Routing Agent. These agents are expected to enter early adopter programs in the coming winter, further enhancing the company's commitment to Distribution Velocity.
In summary, Vertafore's Agentic Agency and its Velocity AI agents represent a significant step towards streamlining insurance agency operations. By leveraging AI to handle routine tasks, these solutions aim to empower agency professionals to focus on high-value activities, ultimately driving growth and efficiency in the insurance industry.