Denver – September 28, 2026 -- Vertafore has launched its Velocity Document Intelligence Agent, an AI tool that cut document research time by up to 90% in early testing, reducing tasks that took 20 minutes to just two minutes.
AI agent automates research across insurance documents
Available within Vertafore's ImageRight platform, the Document Intelligence Agent lets agency, MGA, and carrier teams ask questions in natural language to search across Word documents, spreadsheets, PDFs, images, and emails. The tool synthesizes answers with document- and page-level source citations, using contextual meaning rather than keyword matching to surface relevant information.
Tool targets underwriting, claims, and renewal workflows
The agent can identify coverage changes between policy terms, compile claims and loss history for underwriting decisions, and reconstruct communication timelines for claims. Use cases include client calls, new submission reviews, renewal preparation, account transitions, and audit prep.
Early adopter reports faster access to historical policy data
Amber Troyer, Software Administrator at Hummel Group Insurance, said the tool allows staff to query policy files in plain language rather than manually searching records that sometimes span years, including surfacing results in mislabeled documents.
Vertafore positions tool within broader AI platform strategy
Document Intelligence Agent is built on the Vertafore Velocity AI Platform and forms part of the company's expanding suite of embedded AI agents. The launch supports Vertafore's stated goals around what it calls the Agentic Agency and Digital Underwriter, aimed at reducing friction across insurance distribution workflows including sales, servicing, and underwriting.