This week, Vertafore introduced its Velocity AI Platform and six AI agents for everyday insurance workflows.
The Vertafore Velocity AI Platform
Purpose-built for insurance, Velocity AI brings artificial intelligence directly into the core systems agencies, MGAs and carriers already use.
The platform serves as the innovation foundation behind Vertafore’s portfolio of AI agents, powering secure and scalable AI development across the company’s core product sectors: AgencyOne, MGA solutions and Sircon. Velocity AI enables Vertafore to design, build and deliver new AI capabilities faster, accelerating the pace of innovation.
Vertafore focuses on reducing distribution drag across the value chain to help agencies, MGAs and carriers achieve Distribution Velocity—speed with intentional outcomes—within and across insurance workflows. Velocity AI is key to the company’s focus, underpinning AI innovation that helps the industry adapt faster and grow smarter.
“Insurance is a relationship-driven business, but too much of the work behind it is still manual and fragmented, slowing down growth and service,” said Amy Zupon, CEO at Vertafore. “What we’re delivering with Velocity AI is a practical way to bring AI into the workflows that drive this industry forward, so our customers can move faster, make better decisions and focus on relationships and the activities that matter most.”
This initial set of six Velocity AI agents marks the beginning of a continuous stream of agent innovation, with additional capabilities planned this year to address workflows across the distribution lifecycle.
Velocity AI Insurance Expert Agent delivers industry-specific answers in seconds. With clear, explainable responses to AI searches and grounded in authoritative insurance content, the Insurance Expert Agent helps teams research coverage questions, upskill their knowledge and make more confident decisions.
Available now in ReferenceConnect AI. Later in 2026, the Insurance Expert Agent will be enabled for agent-to-agent connections so a user can ask questions and see answers from ReferenceConnect AI inside of their own systems that also have an AI agent interface.
Velocity AI Portal Launcher Agent enables MGA teams to launch new programs in minutes. The agent automatically converts PDF applications into fully functional submission experiences so administrators can quickly bring new opportunities to market. Available now in Surefyre.
Velocity AI Submission Processing Agent accelerates submission intake and underwriting workflows, turning unstructured emails and documents into structured submissions in Surefyre. The agent streamlines clearance and underwriting workflows by reducing manual data entry, minimizing back-and-forth, and enabling faster, more accurate decision-making, and reducing overall submission processing time from one hour to approximately two minutes. General availability expected in early summer.
Velocity AI Reconciliation Agent eliminates one of an agency’s most manual, time-intensive accounting workflows by automatically ingesting carrier statements, matching transactions and flagging exceptions to streamline accounting workflows. Agencies can process statements in minutes instead of up to an hour, reduce reconciliation errors, and scale accounting operations without adding headcount. Early adopters will have access in AMS360 this spring, with general availability expected early summer.
Velocity AI Email Agent turns inbound communication into structured work, interpreting incoming Outlook emails, extracting key information and initiating the right actions directly within AMS360 without users ever leaving their inbox. General availability expected this summer.
Velocity AI Benefit Plan Agent reduces plan setup time and manual data entry, automatically extracting and structuring benefit plan data from source documents to improve accuracy and consistency. The agent reduces plan setup time from 20–30 minutes to under five minutes. BenefitPoint users will see this agent summer 2026.
“We’ve taken a very intentional approach to AI, focusing on real workflows, not isolated features,” said James Thom, chief product officer at Vertafore. “These Velocity AI agents are built to operate inside the solutions and processes our customers use every day, working alongside their teams to move their business forward with greater speed and consistency. And because they’re all built on the same foundation of the Velocity AI platform, they can evolve and connect over time in ways that make the entire system more powerful.”