Vertafore Releases New AI Tools for Policy Processing
The new software aims to automate manual data entry and document verification within insurance agency management systems.
Updated on Oct. 15, 2026 in Artificial Intelligence
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Vertafore has released two new AI tools, the Velocity Policy Intake Agent and Velocity Policy Check Agent, to automate insurance data processing. These tools, which require manual review of all changes, are now available for select agency management systems.
Why it matters
The software aims to resolve the bottleneck of manual data entry and document review in insurance operations. By automating these repetitive tasks, firms can theoretically accelerate policy processing speeds.
The Velocity Policy Intake Agent maps data from various document types—including PDFs and spreadsheets—directly into management systems. The Policy Check Agent compares issued policies against agency records, with performance figures showing an 87% time reduction for commercial packages and a 90% decrease in policy-checking time.
The players
Vertafore
A Denver-based insurance technology company that provides agency management systems and software for insurance policy processing.
The details
The Velocity Policy Intake Agent uses automated data mapping to extract information from insurance binders, quotes, and declaration pages, porting the data into management systems like AMS360. The Policy Check Agent functions as a verification layer that reconciles issued documents against existing agency records. Both systems are designed to flag discrepancies, though they mandate a human-in-the-loop workflow where a user must review and approve all suggested changes before they are finalized.
Timeline
October 15, 2026: Vertafore launched the new AI agents.
The Tech Race
These AI tools mark a shift from traditional manual data management in the insurance sector toward automated document ingestion. This development places Vertafore in competition with emerging insurtech firms focused on automating policy lifecycle management and data validation.
The Velocity Policy Intake Agent is currently available within AgencyOne integrated with AMS360 and is in early access for Sagitta users. The Policy Check Agent is available for those using the AMS360 platform, though firms must maintain human oversight for all system-suggested updates.
The takeaway
Insurance agencies should monitor the error rates in these automated workflows to determine if the time savings hold up under production loads. Watch for future updates regarding the expansion of these AI tools to systems beyond the current AgencyOne and AMS360 integrations.
Further reading
For broader trends in enterprise automation, explore Artificial Intelligence.
Source note: This article includes information reported by ColoradoBiz.
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