Vertafore®, a leader in insurance technology, has launched two new AI-powered agents under its Vertafore Velocity™ platform to help independent insurance agencies reduce manual workload and accelerate core operational processes. The new Velocity AI Email Agent and Velocity AI Reconciliation Agent are designed to streamline high-friction tasks within agency workflows while keeping human professionals in control for review and approvals.
Insurance agencies often rely heavily on manual processes, particularly in email management and financial reconciliation. Vertafore’s new AI agents are designed to eliminate repetitive administrative tasks that consume significant staff time, allowing teams to focus more on client service and business growth.
The AI Email Agent integrates directly into Outlook, identifying intent from incoming messages, extracting key information, and mapping it to the appropriate client and policy records. It then recommends actions such as creating activities or suspenses within the agency management system, which users can approve before execution.
Email remains one of the most time-intensive tools for insurance professionals. The Velocity AI Email Agent addresses this challenge by converting unstructured communication into structured workflows.
By automatically linking messages to relevant records and suggesting next steps, the system reduces the need for manual data entry and cross-referencing. Early testing indicates that agencies using the tool can reduce email processing time by up to 80%, while maintaining accuracy levels of up to 98%.
Agency leaders highlight that this approach improves visibility across teams and ensures that critical client information is not siloed within individual inboxes.
The Velocity AI Reconciliation Agent targets another major operational bottleneck: carrier statement processing. Agencies typically spend hours manually reviewing statements line by line, matching transactions with internal records, and identifying discrepancies.
The AI agent automates this process by ingesting carrier statements, matching transactions against policy and client data, and flagging exceptions for human review. It also assists in communicating discrepancies to carrier partners for faster resolution.
Vertafore reports that this automation can reduce reconciliation time from up to an hour per statement to just minutes, delivering up to 90% time savings and 94% accuracy in early usage scenarios.
Both AI agents are built on the Vertafore Velocity AI Platform, which serves as the foundation for Vertafore’s broader strategy to embed agentic AI across insurance workflows.
The platform supports development of AI capabilities across AgencyOne®, MGA solutions, and Sircon®, enabling scalable automation across sales, servicing, accounting, underwriting, and compliance operations. This approach is designed to reduce operational friction and increase “Distribution Velocity” across the insurance value chain.
James Thom, Chief Product Officer, Vertafore
“Two months ago, we introduced the Vertafore Velocity AI Platform, our first AI agents, and our vision for bringing agentic AI into insurance. Today, we continue to deliver on that vision with new AI agents that automate some of the biggest friction points agencies face every day so their teams can focus on the clients, decisions and relationships that drive their business.”
Ashley DeCarteret, Principal Agency Owner, Harbor Brenn Insurance Agencies
“My team lives in their email all day long, and one of our biggest friction points is getting that information into our AMS. The Email Agent addresses that by quickly and efficiently moving data into the system where it's supposed to be, making it visible and accessible across our agency instead of locked away in individual inboxes. It helps ensure work is documented, shared and available to the whole team.”
Russ Turrentine, Vice President, Turrentine Insurance Agency, Inc.
“Processing carrier statements is incredibly manual, and it involves a lot of basic data entry. The Reconciliation Agent reads the statement, interprets the data, and does the heavy lifting for you. You still want people reviewing commissions and making sure everything is correct, but the system can handle the repetitive work of finding the right policy and putting information where it belongs. That lets our team focus on the things that actually require human judgment.”
Vertafore continues to expand its AI capabilities across the insurance industry, focusing on reducing manual effort and improving operational speed. The introduction of Velocity AI Agents reflects a broader shift toward intelligent automation in insurance workflows, where AI assists in processing, reconciliation, and decision support.
Vertafore powers Distribution Velocity, accelerating every part of the insurance value chain within and across agencies, MGAs, and carriers so they can adapt faster and grow smarter. As the trusted backbone of the industry, Vertafore provides the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across sales, servicing, accounting, underwriting, and back-office operations, taking insurance workflows from friction to flow.
Supporting over 95% of the top agencies and insurers and 50% of industry compliance transactions, Vertafore leads at the intersection of innovation and trust, giving customers the speed, performance power, and confidence to transform and grow at scale in the new era. Vertafore is headquartered in Denver, Colorado. Learn more at www.vertafore.com.
