(Image source: NASA.)

Vertafore (Denver) has introduced its Velocity AI Platform and a portfolio of six AI agents designed to support insurance workflows for agencies, managing general agents and carriers. The announcement was made at the company’s Accelerate 2026 event in Las Vegas.

The platform integrates artificial intelligence into core systems used by insurance organizations, supporting workflow automation and decision-making processes. Vertafore says the platform serves as the foundation for its AI capabilities across its product portfolio, including AgencyOne, MGA solutions and Sircon.

“Insurance is a relationship-driven business, but much of the work behind it remains manual and fragmented,” says Amy Zupon, CEO, 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.”

The initial set of six AI agents is designed to operate within existing systems and workflows. These agents support functions including research, submission processing, reconciliation, email management and benefits plan setup:

• Velocity AI Insurance Expert Agent delivers trusted, 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, transforming one of the most manual and time-intensive setup processes into a fast, scalable digital experience. 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.
  

  James Thom, Chief Product Officer, Vertafore.

• 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 have focused on integrating AI into core workflows rather than developing standalone features,” says James Thom, Chief Product Officer, 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.”

Vertafore says the platform supports its focus on improving distribution processes by reducing operational friction and embedding AI into day-to-day activities across the insurance lifecycle.

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