{"success":true,"data":{"pressRelease":{"id":"170471","rtpr_id":"nPn1BW0yTa-20261015","ticker":"VTFOR","exchange":"","all_tickers":["VTFOR"],"title":"Vertafore automates policy processing with two new Velocity AI agents for independent agencies","author":"PR Newswire","published_at":"2026-10-15T13:00:15.906Z","article_body":"Vertafore automates policy processing with two new Velocity AI agents for independent agencies\nPR Newswire\n\nDENVER, Oct. 15, 2026\n\nVelocity Policy Intake Agent and Velocity Policy Check Agent help agencies\naccelerate critical workflows while improving data quality and reducing risk\n\nDENVER, Oct. 15, 2026 /PRNewswire/ -- Vertafore(®)\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4796959-1&h=2836627788&u=https%3A%2F%2Fwww.vertafore.com%2F%3Futm_source%3Dvertafore%26utm_campaign%3D%257b%257bprogram.name%257d%257d%26utm_medium%3Dpr&a=Vertafore%C2%AE)\n, the leader in insurance distribution technology in the AI era, today\nannounced the general availability of its Velocity(™) Policy Intake Agent\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4796959-1&h=1542477550&u=https%3A%2F%2Fwww.vertafore.com%2Fresources%2Fvideos%2Fvelocity-policy-intake-agent%3Futm_source%3Dvertafore%26utm_campaign%3D%257b%257bprogram.name%257d%257d%26utm_medium%3Dpr&a=Velocity%E2%84%A2%C2%A0Policy+Intake+Agent)\n and Velocity Policy Check Agent\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4796959-1&h=779225946&u=https%3A%2F%2Fwww.vertafore.com%2Fresources%2Fvideos%2Fvelocity-policy-check-agent%3Futm_source%3Dvertafore%26utm_campaign%3D%257b%257bprogram.name%257d%257d%26utm_medium%3Dpr&a=Velocity+Policy+Check+Agent)\n to automate critical work across the policy lifecycle.\n\nToday, two related processes can consume hours of agency capacity: getting\ncomplete policy information into the agency management system and checking\nissued policies to ensure they match what was intended.\n\nVertafore's latest embedded AI innovations\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4796959-1&h=1375375929&u=https%3A%2F%2Fwww.vertafore.com%2Fai-vertafore%2Fvertafore-velocity-ai-platform%3Futm_source%3Dvertafore%26utm_campaign%3D%257b%257bprogram.name%257d%257d%26utm_medium%3Dpr&a=embedded+AI+innovations)\n help independent agencies move from policy documents to trusted system\ndata—and from issued policy to verified coverage—with significantly less\nmanual work and data entry. Individually, each agent automates a\ntime-consuming and error-prone process. Together, they create a connected flow\nfrom getting policy information into the management system to verifying that\nthe policy issued by the carrier matches what was intended. The result is more\ncomplete, reliable policy data that can be put to work across downstream\nworkflows—from servicing and remarketing to quoting and proposals.\n\nPolicy Intake Agent and Policy Check Agent build on Vertafore's vision for the\nAgentic Agency\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4796959-1&h=2465215622&u=https%3A%2F%2Fwww.vertafore.com%2Fai-vertafore%2Fagentic-agency%3Futm_source%3Dvertafore%26utm_campaign%3D%257b%257bprogram.name%257d%257d%26utm_medium%3Dpr&a=Agentic+Agency)\n, to bring intelligent AI across agency workflows, from sales and submissions\nto servicing, accounting and business intelligence.\n\n\"Agencies depend on policy information every day, but not all of that\ninformation makes it into the management system where it can be readily put to\nuse,\" said James Thom, president and chief AI officer at Vertafore. \"By\nchanging that equation, these agents strengthen the AMS as a true system of\nrecord—putting more comprehensive, accurate data at an agency's fingertips\nto service client needs today and support opportunities for organic growth\ntomorrow. That's Distribution Velocity: removing friction so agencies can\nadapt faster and grow smarter.\"\n\nFrom policy documents to structured, usable data\n\nPolicy information can arrive from multiple sources and in a variety of\nformats, including PDFs, declarations pages, binders, quotes, applications,\nschedules, and spreadsheets. When that information is not available through\ncarrier download, agency teams must interpret those documents and manually\nenter policy details into their management system. That repetitive process\nbecomes increasingly time-consuming as policies grow more complex.\n\nVelocity Policy Intake Agent\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4796959-1&h=3300699843&u=https%3A%2F%2Fwww.vertafore.com%2Fresources%2Fvideos%2Fvelocity-policy-intake-agent%3Futm_source%3Dvertafore%26utm_campaign%3D%257b%257bprogram.name%257d%257d%26utm_medium%3Dpr&a=Velocity+Policy+Intake+Agent)\n automates that work by extracting information from policy documents, mapping\nthe information to the appropriate fields in the agency management system, and\nidentifying what is new, changed, missing or conflicting. The user reviews the\nproposed updates and determines what to approve. The AI agent then updates the\nagency's management system and files the supporting documentation.\n\nPolicy Intake Agent is available now in Vertafore's AgencyOne with\nAMS360(®) and is in early access for Sagitta(®). In early adopter testing,\nthe Policy Intake Agent reduced the time required to create and review a\ntypical Commercial Property and General Liability package policy by up to 87%.\n\n\"Most of our farm policies don't download, which has traditionally meant a lot\nof manual data entry for our team,\" said Ali White, farm account manager at\nAccountable Insurance Partners. \"We're already seeing time savings with Policy\nIntake Agent. Having it take on so much of that manual work makes a huge\ndifference and gives our team valuable time back.\"\n\nBeyond reducing data entry, complete, structured policy data creates a\nfoundation for the work that follows. Information captured in the management\nsystem can be used across policy checking, servicing, endorsements,\nremarketing, quoting, and proposals instead of requiring teams to repeatedly\nreturn to source documents.\n\nFaster policy checks, with insurance professionals in control\n\nOnce a carrier issues a policy, agencies need to verify that it matches what\nwas intended for the insured. That can require teams to manually gather source\nmaterials, compare policy details, investigate discrepancies and document the\noutcome. Missed differences in coverage, limits, deductibles or other details\ncan create client issues and increase an agency's E&O exposure.\n\nVelocity Policy Check Agent\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4796959-1&h=779225946&u=https%3A%2F%2Fwww.vertafore.com%2Fresources%2Fvideos%2Fvelocity-policy-check-agent%3Futm_source%3Dvertafore%26utm_campaign%3D%257b%257bprogram.name%257d%257d%26utm_medium%3Dpr&a=Velocity+Policy+Check+Agent)\n automates the comparison by reviewing the issued policy against management\nsystem data and supporting source documents. It surfaces when information\ndoesn't match and recommends corrections for the user to review and decide\nwhat to approve. The AI agent applies approved corrections, suspenses when\nneeded and records the review history in the agency's management system.\n\nPolicy Check Agent is available now in AMS360. Early testing shows the Policy\nCheck Agent can reduce policy-checking time by up to 90% per line of business,\nhelping to get policies to insureds sooner while maintaining a clear,\nauditable record of the review.\n\n\"Reviewing insurance policies has historically required a significant amount\nof manual effort, with team members comparing coverage details line by line to\nidentify discrepancies and ensure accuracy,\" said Crystal Meador, vice\npresident of Business Development & Field Operations at Biltmore Insurance\nServices. \"The ability to automate that process is transformative. It not only\ncreates substantial time savings and consistency but also enables our teams to\ndedicate more energy to client strategy, risk consulting, and the personalized\nservice that drives long-term relationships.\"\n\nAbout Vertafore\n\nVertafore powers Distribution Velocity, accelerating every part of the\ninsurance value chain within and across agencies, MGAs, and carriers so they\ncan adapt faster and grow smarter. As the trusted backbone of the industry,\nVertafore provides the core digital systems, specialized AI, and data-driven\nfoundation to eliminate distribution drag across sales, servicing, accounting,\nunderwriting, and back-office operations, taking insurance workflows from\nfriction to flow.\n\nSupporting over 95% of the top agencies and insurers and 50% of industry\ncompliance transactions, Vertafore leads at the intersection of innovation and\ntrust, giving customers the speed, performance power, and confidence to\ntransform and grow at scale in the new era. Vertafore is headquartered in\nDenver, Colorado. Learn more at www.vertafore.com\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4796959-1&h=2207508238&u=https%3A%2F%2Fwww.vertafore.com%2F%3Futm_source%3DVertafore%26utm_medium%3Dpr%26utm_campaign%3DBND&a=www.vertafore.com)\n.\n\n©2026 Vertafore and the Vertafore logo are registered trademarks of\nVertafore. All rights reserved. All other trademarks are the property of their\nrespective owners.\n\nMEDIA CONTACT:\nINK Communications\nvertafore@ink-co.com (mailto:vertafore@ink-co.com)\n\nreThought Flood Selects Vertafore to Expand Access to Private Flood Coverage\n\nView original content to download\nmultimedia:https://www.prnewswire.com/news-releases/vertafore-automates-policy-processing-with-two-new-velocity-ai-agents-for-independent-agencies-302907573.html\n(https://www.prnewswire.com/news-releases/vertafore-automates-policy-processing-with-two-new-velocity-ai-agents-for-independent-agencies-302907573.html)\n\nSOURCE Vertafore, Inc.\n\n\n\nPhoto: \nhttps://mmx.prnewswire.com/media/MS1066932/Vertafore-Logo.jpg?id=OA3016587\n\nCopyright (c) 2026 PR Newswire Association,LLC. All Rights Reserved.","article_body_html":"","raw_payload":{"data":{"id":"nPn1BW0yTa-20261015","title":"Vertafore automates policy processing with two new Velocity AI agents for independent agencies","author":"PR Newswire","ticker":"VTFOR","created":"2026-10-15T13:00:15.906Z","tickers":["VTFOR"],"exchange":"","article_body":"Vertafore automates policy processing with two new Velocity AI agents for independent agencies\nPR Newswire\n\nDENVER, Oct. 15, 2026\n\nVelocity Policy Intake Agent and Velocity Policy Check Agent help agencies\naccelerate critical workflows while improving data quality and reducing risk\n\nDENVER, Oct. 15, 2026 /PRNewswire/ -- Vertafore(®)\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4796959-1&h=2836627788&u=https%3A%2F%2Fwww.vertafore.com%2F%3Futm_source%3Dvertafore%26utm_campaign%3D%257b%257bprogram.name%257d%257d%26utm_medium%3Dpr&a=Vertafore%C2%AE)\n, the leader in insurance distribution technology in the AI era, today\nannounced the general availability of its Velocity(™) Policy Intake Agent\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4796959-1&h=1542477550&u=https%3A%2F%2Fwww.vertafore.com%2Fresources%2Fvideos%2Fvelocity-policy-intake-agent%3Futm_source%3Dvertafore%26utm_campaign%3D%257b%257bprogram.name%257d%257d%26utm_medium%3Dpr&a=Velocity%E2%84%A2%C2%A0Policy+Intake+Agent)\n and Velocity Policy Check Agent\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4796959-1&h=779225946&u=https%3A%2F%2Fwww.vertafore.com%2Fresources%2Fvideos%2Fvelocity-policy-check-agent%3Futm_source%3Dvertafore%26utm_campaign%3D%257b%257bprogram.name%257d%257d%26utm_medium%3Dpr&a=Velocity+Policy+Check+Agent)\n to automate critical work across the policy lifecycle.\n\nToday, two related processes can consume hours of agency capacity: getting\ncomplete policy information into the agency management system and checking\nissued policies to ensure they match what was intended.\n\nVertafore's latest embedded AI innovations\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4796959-1&h=1375375929&u=https%3A%2F%2Fwww.vertafore.com%2Fai-vertafore%2Fvertafore-velocity-ai-platform%3Futm_source%3Dvertafore%26utm_campaign%3D%257b%257bprogram.name%257d%257d%26utm_medium%3Dpr&a=embedded+AI+innovations)\n help independent agencies move from policy documents to trusted system\ndata—and from issued policy to verified coverage—with significantly less\nmanual work and data entry. Individually, each agent automates a\ntime-consuming and error-prone process. Together, they create a connected flow\nfrom getting policy information into the management system to verifying that\nthe policy issued by the carrier matches what was intended. The result is more\ncomplete, reliable policy data that can be put to work across downstream\nworkflows—from servicing and remarketing to quoting and proposals.\n\nPolicy Intake Agent and Policy Check Agent build on Vertafore's vision for the\nAgentic Agency\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4796959-1&h=2465215622&u=https%3A%2F%2Fwww.vertafore.com%2Fai-vertafore%2Fagentic-agency%3Futm_source%3Dvertafore%26utm_campaign%3D%257b%257bprogram.name%257d%257d%26utm_medium%3Dpr&a=Agentic+Agency)\n, to bring intelligent AI across agency workflows, from sales and submissions\nto servicing, accounting and business intelligence.\n\n\"Agencies depend on policy information every day, but not all of that\ninformation makes it into the management system where it can be readily put to\nuse,\" said James Thom, president and chief AI officer at Vertafore. \"By\nchanging that equation, these agents strengthen the AMS as a true system of\nrecord—putting more comprehensive, accurate data at an agency's fingertips\nto service client needs today and support opportunities for organic growth\ntomorrow. That's Distribution Velocity: removing friction so agencies can\nadapt faster and grow smarter.\"\n\nFrom policy documents to structured, usable data\n\nPolicy information can arrive from multiple sources and in a variety of\nformats, including PDFs, declarations pages, binders, quotes, applications,\nschedules, and spreadsheets. When that information is not available through\ncarrier download, agency teams must interpret those documents and manually\nenter policy details into their management system. That repetitive process\nbecomes increasingly time-consuming as policies grow more complex.\n\nVelocity Policy Intake Agent\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4796959-1&h=3300699843&u=https%3A%2F%2Fwww.vertafore.com%2Fresources%2Fvideos%2Fvelocity-policy-intake-agent%3Futm_source%3Dvertafore%26utm_campaign%3D%257b%257bprogram.name%257d%257d%26utm_medium%3Dpr&a=Velocity+Policy+Intake+Agent)\n automates that work by extracting information from policy documents, mapping\nthe information to the appropriate fields in the agency management system, and\nidentifying what is new, changed, missing or conflicting. The user reviews the\nproposed updates and determines what to approve. The AI agent then updates the\nagency's management system and files the supporting documentation.\n\nPolicy Intake Agent is available now in Vertafore's AgencyOne with\nAMS360(®) and is in early access for Sagitta(®). In early adopter testing,\nthe Policy Intake Agent reduced the time required to create and review a\ntypical Commercial Property and General Liability package policy by up to 87%.\n\n\"Most of our farm policies don't download, which has traditionally meant a lot\nof manual data entry for our team,\" said Ali White, farm account manager at\nAccountable Insurance Partners. \"We're already seeing time savings with Policy\nIntake Agent. Having it take on so much of that manual work makes a huge\ndifference and gives our team valuable time back.\"\n\nBeyond reducing data entry, complete, structured policy data creates a\nfoundation for the work that follows. Information captured in the management\nsystem can be used across policy checking, servicing, endorsements,\nremarketing, quoting, and proposals instead of requiring teams to repeatedly\nreturn to source documents.\n\nFaster policy checks, with insurance professionals in control\n\nOnce a carrier issues a policy, agencies need to verify that it matches what\nwas intended for the insured. That can require teams to manually gather source\nmaterials, compare policy details, investigate discrepancies and document the\noutcome. Missed differences in coverage, limits, deductibles or other details\ncan create client issues and increase an agency's E&O exposure.\n\nVelocity Policy Check Agent\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4796959-1&h=779225946&u=https%3A%2F%2Fwww.vertafore.com%2Fresources%2Fvideos%2Fvelocity-policy-check-agent%3Futm_source%3Dvertafore%26utm_campaign%3D%257b%257bprogram.name%257d%257d%26utm_medium%3Dpr&a=Velocity+Policy+Check+Agent)\n automates the comparison by reviewing the issued policy against management\nsystem data and supporting source documents. It surfaces when information\ndoesn't match and recommends corrections for the user to review and decide\nwhat to approve. The AI agent applies approved corrections, suspenses when\nneeded and records the review history in the agency's management system.\n\nPolicy Check Agent is available now in AMS360. Early testing shows the Policy\nCheck Agent can reduce policy-checking time by up to 90% per line of business,\nhelping to get policies to insureds sooner while maintaining a clear,\nauditable record of the review.\n\n\"Reviewing insurance policies has historically required a significant amount\nof manual effort, with team members comparing coverage details line by line to\nidentify discrepancies and ensure accuracy,\" said Crystal Meador, vice\npresident of Business Development & Field Operations at Biltmore Insurance\nServices. \"The ability to automate that process is transformative. It not only\ncreates substantial time savings and consistency but also enables our teams to\ndedicate more energy to client strategy, risk consulting, and the personalized\nservice that drives long-term relationships.\"\n\nAbout Vertafore\n\nVertafore powers Distribution Velocity, accelerating every part of the\ninsurance value chain within and across agencies, MGAs, and carriers so they\ncan adapt faster and grow smarter. As the trusted backbone of the industry,\nVertafore provides the core digital systems, specialized AI, and data-driven\nfoundation to eliminate distribution drag across sales, servicing, accounting,\nunderwriting, and back-office operations, taking insurance workflows from\nfriction to flow.\n\nSupporting over 95% of the top agencies and insurers and 50% of industry\ncompliance transactions, Vertafore leads at the intersection of innovation and\ntrust, giving customers the speed, performance power, and confidence to\ntransform and grow at scale in the new era. Vertafore is headquartered in\nDenver, Colorado. Learn more at www.vertafore.com\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4796959-1&h=2207508238&u=https%3A%2F%2Fwww.vertafore.com%2F%3Futm_source%3DVertafore%26utm_medium%3Dpr%26utm_campaign%3DBND&a=www.vertafore.com)\n.\n\n©2026 Vertafore and the Vertafore logo are registered trademarks of\nVertafore. All rights reserved. All other trademarks are the property of their\nrespective owners.\n\nMEDIA CONTACT:\nINK Communications\nvertafore@ink-co.com (mailto:vertafore@ink-co.com)\n\nreThought Flood Selects Vertafore to Expand Access to Private Flood Coverage\n\nView original content to download\nmultimedia:https://www.prnewswire.com/news-releases/vertafore-automates-policy-processing-with-two-new-velocity-ai-agents-for-independent-agencies-302907573.html\n(https://www.prnewswire.com/news-releases/vertafore-automates-policy-processing-with-two-new-velocity-ai-agents-for-independent-agencies-302907573.html)\n\nSOURCE Vertafore, Inc.\n\n\n\nPhoto: \nhttps://mmx.prnewswire.com/media/MS1066932/Vertafore-Logo.jpg?id=OA3016587\n\nCopyright (c) 2026 PR Newswire Association,LLC. All Rights Reserved."},"type":"article","timestamp":"2026-10-15T13:00:15.948108683Z","server_sent_at_ms":1792069215948},"received_at":"2026-10-15T13:00:15.999Z","source_url":"https://www.prnewswire.com/news-releases/vertafore-automates-policy-processing-with-two-new-velocity-ai-agents-for-independent-agencies-302907573.html"},"analysis":{"id":"158656","press_release_id":"170471","analysis_json":{"industry":{"label":"Software","sector":"Information Technology"},"redFlags":[],"eventType":"product_launch","narrative":"Vertafore announced general availability of its Velocity Policy Intake Agent and Velocity Policy Check Agent, which automate policy data entry and issued-policy verification for independent insurance agencies.\n\nEarly adopter testing showed up to 87% time reduction for intake of a typical Commercial Property and General Liability package policy, and up to 90% reduction in policy-checking time per line of business.\n\nPolicy Intake Agent is live in AgencyOne with AMS360 and in early access for Sagitta; Policy Check Agent is available in AMS360. The launches advance Vertafore's Agentic Agency strategy but carry no disclosed financial impact.","sentiment":"bullish","agentHooks":{"shouldPost":false,"suggestedAngle":"Vertafore ships two agentic-AI workflow products claiming 87-90% time savings -- deepening its moat in agency management systems."},"keyFigures":{"customDimensions":{"policy_check_time_reduction":"up to 90% per line of business","policy_intake_time_reduction":"up to 87%","top_agencies_insurers_supported":"95%","industry_compliance_transactions_share":"50%"}},"quotedText":"By changing that equation, these agents strengthen the AMS as a true system of record—putting more comprehensive, accurate data at an agency's fingertips","namedEntities":{"people":[{"name":"James Thom","role":"president and chief AI officer at Vertafore"},{"name":"Ali White","role":"farm account manager at Accountable Insurance Partners"},{"name":"Crystal Meador","role":"vice president of Business Development & Field Operations at Biltmore Insurance Services"}],"products":["Velocity Policy Intake Agent","Velocity Policy Check Agent","AgencyOne with AMS360","Sagitta","Velocity AI platform"],"companies":[{"name":"Vertafore, Inc.","ticker":"VTFOR","relationship":"filer"},{"name":"Accountable Insurance Partners","relationship":"customer"},{"name":"Biltmore Insurance Services","relationship":"customer"},{"name":"INK Communications","relationship":"media contact agency"}],"dollarAmounts":[]},"materialImpact":{"score":2,"reasoning":"General availability of two AI workflow products (Policy Intake Agent, Policy Check Agent) with strong early-testing efficiency claims, but it is a routine product announcement with no revenue or guidance impact disclosed."},"tickerRelevance":{"others":[],"primary":"VTFOR"},"globalImportance":18,"audienceRelevance":12,"eventTypeSecondary":[],"importanceComponents":{"note":"Vertafore is a private company; no market or earnings impact","tickerTier":"private","eventGravity":"routine_product_launch"}},"event_type":"product_launch","event_type_secondary":null,"sentiment":"bullish","material_impact_score":2,"narrative":"Vertafore announced general availability of its Velocity Policy Intake Agent and Velocity Policy Check Agent, which automate policy data entry and issued-policy verification for independent insurance agencies.\n\nEarly adopter testing showed up to 87% time reduction for intake of a typical Commercial Property and General Liability package policy, and up to 90% reduction in policy-checking time per line of business.\n\nPolicy Intake Agent is live in AgencyOne with AMS360 and in early access for Sagitta; Policy Check Agent is available in AMS360. The launches advance Vertafore's Agentic Agency strategy but carry no disclosed financial impact.","key_figures":{"customDimensions":{"policy_check_time_reduction":"up to 90% per line of business","policy_intake_time_reduction":"up to 87%","top_agencies_insurers_supported":"95%","industry_compliance_transactions_share":"50%"}},"named_entities":{"people":[{"name":"James Thom","role":"president and chief AI officer at Vertafore"},{"name":"Ali White","role":"farm account manager at Accountable Insurance Partners"},{"name":"Crystal Meador","role":"vice president of Business Development & Field Operations at Biltmore Insurance Services"}],"products":["Velocity Policy Intake Agent","Velocity Policy Check Agent","AgencyOne with AMS360","Sagitta","Velocity AI platform"],"companies":[{"name":"Vertafore, Inc.","ticker":"VTFOR","relationship":"filer"},{"name":"Accountable Insurance Partners","relationship":"customer"},{"name":"Biltmore Insurance Services","relationship":"customer"},{"name":"INK Communications","relationship":"media contact agency"}],"dollarAmounts":[]},"model_name":"glm-5.3-flashx","prompt_hash":"sha256:5c812bd9e28b810d","schema_hash":"sha256:05005c02d9cffac9","created_at":"2026-10-15T13:00:24.256Z","global_importance":18,"audience_relevance":12,"importance_components":{"note":"Vertafore is a private company; no market or earnings impact","tickerTier":"private","eventGravity":"routine_product_launch"}},"durationMs":5030,"modelName":"glm-5.3-flashx"}}