Vertafore Document Intelligence Agent Reaches General Availability

Vertafore announced general availability of its Velocity Document Intelligence Agent on September 28, 2026, an AI agent built to automate research across insurance documents and now available in the company’s ImageRight product for agency, MGA, and carrier teams. Vertafore reported that early testing cut document search and review time by up to 90%.

Available in ImageRight for Agencies, MGAs, and Carriers

Vertafore, an insurance distribution technology company based in Denver, described the agent as a tool that automates time-consuming research across insurance documents so professionals can get to the information they need faster. According to the announcement, agency, MGA, and carrier teams often spend significant time reviewing dozens of documents, for example when answering a customer question, renewing or endorsing a policy, assessing a risk, or resolving a claim.

The information those teams need is usually somewhere in the content they already have access to, Vertafore said, and the time required to find, compare, and piece it together is the problem the agent is designed to address. By automating that research inside ImageRight, the company said, insurance professionals can spend less time finding information and more time acting on it.

Natural-Language Queries With Page-Level Citations

According to the announcement, the agent takes questions written in natural language, then finds and synthesizes relevant information across the content each user is authorized to access. Supported content spans Word documents, spreadsheets, PDFs, images, and email, among other formats, and the agent returns a clear answer with document- and page-level source citations. Vertafore said the agent goes beyond traditional keyword search by using the meaning and context of the question to surface relevant information instead of simply returning matching results.

The announcement lists example tasks that include identifying and summarizing changes in coverage between policy terms, pulling together claims and loss history to support underwriting, and reconstructing the documented sequence of communications around a claim. The company also described use cases that range from compiling an answer while on the phone with a client to reviewing a new submission, preparing for a renewal or an audit, and taking over a new account.

Early-Testing Figures and Customer Statements

Vertafore reported that in early testing, information that took approximately 20 minutes to find manually was surfaced in two minutes, a result the company described as up to a 90% reduction in document search and review time.

Amber Troyer, Software Administrator at Hummel Group Insurance, said her teams spend considerable time looking for specific information in policy files, at times reaching back years. “With the Document Intelligence Agent, we can ask what we’re looking for in plain language and get directly to the right information,” she said in the announcement, adding that the agent is finding relevant results even in mislabeled documents that a person could easily overlook, and that it will help her team surface the content needed to service accounts faster.

James Thom, Vertafore’s president and chief AI officer, said insurance professionals spend a large amount of their expertise simply finding the information needed to do their jobs. Automating the research and bringing the right information forward, he said, removes “a major source of distribution drag” and frees people to apply their expertise to decisions, relationships, and judgment.

Built on the Velocity AI Platform

Document Intelligence Agent is built on the Vertafore Velocity AI Platform, which the company describes as an AI innovation layer shared across its existing solutions rather than a standalone product. According to Vertafore’s platform page, agents built on the platform are embedded across the company’s AgencyOne and MGA product families, with support for its Sircon platform listed as coming soon.

The platform page lists Document Intelligence Agent as live for agency, MGA, and carrier users, with the company posting a 90% time-saved figure for the agent. Other agents listed as live include Email Agent, Insurance Expert Agent, Reconciliation Agent, Benefit Plan Agent, Portal Launcher Agent, and Submission Processing Agent, while Coach, Policy Intake, Policy Check, Change Request, and Configuration agents are listed in early-adopter status. Vertafore posts per-agent figures on the page, such as 80% time saved and 98% accuracy for Email Agent.

Vertafore positions the new agent as a key enabler of two stated visions: the Agentic Agency, which embeds AI agents across agency sales, submissions, servicing, accounting, and business intelligence, and the Digital Underwriter, which applies AI across submission intake, risk evaluation, quoting, binding, and servicing. The company frames the broader effort as Distribution Velocity, which it defines as speed with intentional outcomes across workflows, and states that its AI approach is purpose-built for insurance with human-in-the-loop controls and a focus on accuracy, security, and accountability.