Vertafore Introduced Four New AI Agents
The company has launched an agentic AI suite to automate commercial policy processing and document management.
Updated on Sept. 23, 2026 in Artificial Intelligence
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Vertafore has announced four new AI agents, including tools for document intelligence and policy intake, which are currently available to early adopters. The software is designed to automate manual tasks within agency management systems.
Why it matters
These tools aim to eliminate manual friction and improve distribution velocity across sales, submission, and accounting workflows. The release reflects a broader trend of embedding task-specific automation into existing insurance management stacks.
The suite delivers an 87% improvement in policy intake speed and a 90% reduction in document review time compared to manual processing benchmarks. It functions by embedding AI agents that extract information from source documents and map data directly into existing management systems.
The players
Vertafore
A provider of insurance software and agency management systems including AMS360, Sagitta, and ImageRight.
The details
The agents operate by integrating directly into platforms like ImageRight, AMS360, and Sagitta to automate sales, servicing, and accounting tasks. Velocity Policy Intake and Policy Check use automated data extraction to pull information from source files and compare them against system data to flag discrepancies. This architectural approach allows the agents to serve as automated workers within existing agency environments.
Timeline
September 2026: General availability for the Velocity Document Intelligence Agent.
Early fall 2026: General availability for three additional AI agents.
Winter 2026: Early adopter programs begin for two new agents.
The Tech Race
The launch marks a transition for Vertafore from providing static management systems to deploying active, agentic AI. It positions the company against an industry-wide push to automate data entry and verification processes that have historically required significant manual labor.
Early adopters can access the first four agents immediately to automate commercial policy intake and document reviews. The remaining two agents in the roadmap will be available for testing in winter 2026, with general release for the full suite arriving by early fall 2026.
The takeaway
Vertafore is aggressively automating high-friction insurance workflows through targeted AI agents. Industry participants should track the winter 2026 early adopter program for the data collection and carrier routing agents to assess future integration requirements.
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
Learn more about the evolving landscape of Artificial Intelligence in insurance software.
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