Vertafore, an insurance technology provider, has launched two AI agents that automate policy data entry and verification, targeting administrative bottlenecks that can consume agency resources and undermine operational efficiency.

The company has made its Velocity Policy Intake Agent and Velocity Policy Check Agent generally available, using AI to streamline the handling of policy documents and reduce the need for staff to perform repetitive data management tasks.

The Intake Agent extracts policy details from documents and transfers them into an agency management system (AMS), while the Check Agent compares issued policies against existing records to identify inconsistencies. Vertafore says early trials showed time savings of up to 87% for policy intake and 90% for policy checking.

The launch reflects a wider push to embed AI into enterprise workflows, moving beyond standalone assistants towards systems that can carry out defined operational tasks while retaining human oversight.

Insurance agencies frequently receive policy information outside automated carrier download feeds. Documents such as declarations pages, binders, applications, schedules, spreadsheets and PDFs must often be reviewed and entered manually, creating a substantial administrative burden.

Vertafore’s Intake Agent extracts information from these sources, maps it to the relevant AMS fields and flags new, altered, missing or contradictory data. Staff retain control over proposed changes, approving them before the agent updates the system and stores the supporting paperwork.

The tool is live in AgencyOne with AMS360 and available in early access for Sagitta. Early adopters reported that building and reviewing a standard Commercial Property and General Liability package took up to 87% less time.

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