On October 15, 2026, insurance distribution technology provider Vertafore announced the general availability of two new AI tools: the Velocity Policy Intake Agent and the Velocity Policy Check Agent. The embedded AI tools are designed to automate policy processing workflows for independent agencies.
Automating Policy Intake and Verification
The Velocity Policy Intake Agent extracts information from various policy documents, maps the data to agency management system fields, and updates the system after user review. Vertafore states that early adopter testing showed the tool reduced the time required to create and review a typical Commercial Property and General Liability package policy by up to 87%.
The Velocity Policy Check Agent automates the comparison between issued policies and management system data. According to early testing cited by Vertafore, the check agent can reduce policy-checking time by up to 90% per line of business while maintaining an auditable review history.
Availability Across Platforms
The Policy Intake Agent is currently available in AgencyOne with AMS360 and is in early access for Sagitta. Meanwhile, the Policy Check Agent is available now in AMS360.
James Thom, president and chief AI officer at Vertafore, said the new agents strengthen the agency management system as a true system of record by providing more comprehensive and accurate data.
Key facts and where they come from
- Vertafore announced the general availability of the Velocity Policy Intake Agent and Velocity Policy Check Agent.
today announced the general availability of its Velocity™ Policy Intake Agent and Velocity Policy Check Agent to automate critical work across the policy lifecycle.
- Early testing showed the Policy Intake Agent reduced package policy creation and review time by up to 87%.
the Policy Intake Agent reduced the time required to create and review a typical Commercial Property and General Liability package policy by up to 87%.
- Early testing indicates the Policy Check Agent can reduce policy-checking time by up to 90% per line of business.
Early testing shows the Policy Check Agent can reduce policy-checking time by up to 90% per line of business
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