VVertafore Velocity AI Agents

Vertafore Velocity Agents Across Intake, Servicing and Accounting

Vertafore’s Change Request Agent went live in Surefyre on November 3, 2026, cutting time spent reviewing and documenting policy changes by 70% in Vertafore’s internal testing. It is the newest of a set of Velocity AI agents the insurance software company began releasing in April. The set now covers submission intake for managing general agents, policy changes, carrier statement reconciliation and email triage, each inside a Vertafore product staff already use.

Every agent prepares work and a person approves it. Pricing is quoted with the underlying product. Vertafore Velocity AI Agents score 7.8/10 on our scale. They fit MGAs and agencies already running Surefyre or AMS360, and those buyers should treat the speed figures as vendor results to test.

Seven Velocity Agents and Where Each Runs

Vertafore built the agents on its Velocity AI Platform. The platform sits inside AgencyOne, its MGA products and Sircon. This table lists each agent and where it runs.

Availability dates come from Vertafore’s releases. Buyers should confirm which agents are live on their own instance, since several reached customers in stages.

Inside the Submission Processing Agent

An MGA gets submissions from brokers in every format. One is a short email. Another is a PDF form. A third is a spreadsheet of locations with loss runs sent later. Someone has to read it all and type it into the system. Only then can an underwriter look at the risk.

Reading Broker Emails, PDFs and Spreadsheets

The agent reads emails, PDFs, spreadsheets and supporting documents, extracts the information underwriters need and turns it into organized data they can review.

Completeness Checks on Each Submission

It then checks whether the submission is complete. If a loss run or a building value is missing, it flags the gap.

Drafting Broker Follow-Ups

For missing items, the agent automatically generates follow-up requests to the agent or broker. This is where much of the waiting time in submission intake sits.

Handing Off to the Underwriter

Underwriters receive a structured submission ready for review. Dan Rieden of XPT Specialty said the capabilities let his team process submissions in any format. Early users reported 87% accuracy, which means roughly one field in eight needs checking.

What Underwriting Assistants Still Do

Staff still check the output. At 87% accuracy, about one field in eight needs a look. They also judge broker replies to follow-up notes and decide when a file is ready for the underwriter. The agent takes the typing and the first read. People keep the checks and the calls.

Inside the Change Request Agent

Endorsements and renewals generate a steady stream of change requests. Each one needs comparing with the current policy before an underwriter can decide.

• Read: The agent reads incoming policy change requests.
• Organize: It extracts and organizes the relevant details.
• Compare: It compares renewal and endorsement applications with existing policy data.
• Summarize: It presents the changes in plain language.
• Prepare: It readies the changes for processing.
• Approve: The underwriter reviews and edits the summary, then saves the approved version to the application record.

Emily McGinn, general manager of MGA and Wholesale, said underwriting judgment is the scarcest resource in an MGA. The agent assists; it does not decide. Vertafore’s internal testing showed 70% less time reviewing and documenting changes and 98% fewer errors.

A Property Endorsement Through the Agent

A broker emails a request to add a new warehouse location and raise a building limit on a commercial property policy. The Change Request Agent reads the email, pulls the address, building value and requested limit, and compares them with the policy on file. Its summary says one location is added, one limit rises, and the requested effective date is next month. The underwriter checks the new location’s risk details, edits one value and saves. The example is ours; the steps follow Vertafore’s description.

A Carrier Statement Through the Reconciliation Agent

An agency gets a monthly commission statement from a carrier with 600 lines. The Reconciliation Agent reads it in AMS360 and matches each line with the agency’s records. Most lines match. It flags 14 as exceptions: a few commissions at the wrong rate and some policies it cannot find. An accountant reviews the 14 and fixes them. Vertafore says statement work now takes minutes, where it used to take up to an hour. The statement and counts are our example.

Vertafore Velocity Figures and Dates

Read the numbers by their basis. The submission time is Vertafore’s statement, the 87% accuracy comes from early users, and the change request figures come from internal testing. The 87% figure is the one to plan around, because it sets how much review an underwriting assistant still does.

Vertafore’s reach is the larger point. A vendor whose software already handles half of the industry’s compliance transactions can place agents where the work happens. Buyers get agents without a new system, but only inside Vertafore products.

Hours an MGA Could Free With Vertafore Agents

Vertafore quotes pricing with its products. We worked out the time side from its stated figures.

Volumes and the 15-minute change review time are our example inputs. Submission and benefit times are Vertafore’s figures. At 87% extraction accuracy, keep some review time per submission in your own model, so the real saving on intake will be lower than 387 hours.

Questions to Put in the Quote Request

• Licensing: Are agents priced per product, per user or per transaction?
• Bundling: Is the Change Request Agent included with Surefyre or sold separately?
• Rollout: Which of the seven agents are live on your instance today?
• Accuracy reporting: Can you see extraction accuracy by field over time?

Vertafore Agents Against Indico Data, Kalepa and Federato

We built this table from each vendor’s official pages as listed in our directory.

Indico Data, Kalepa and Federato are standalone platforms that connect to a carrier’s systems. Vertafore’s agents need no connection project for a Surefyre or AMS360 user. An MGA not on Vertafore would compare the standalone options.

More options are in our insurance agents and document processing agents categories.

How to Read the Hours Table

The intake line is the big one. It rests on Vertafore’s one-hour and two-minute figures. Your own times may differ. Time ten submissions by hand this month. Then time ten through the agent, including the check. Use those two numbers in place of ours. Do the same for change requests. A small test like this beats any vendor figure, and it gives you a number to put next to the quote.

Surefyre Reviews on Capterra

Surefyre has 4.6 out of 5 from 17 Capterra reviews, with 4.6 for ease of use and 4.7 for customer service. Reviewers like the clear layout, quick support, customization to their workflows, a document generator for carrier and insurance forms, and links to Google and e-signature tools.

Complaints mention a steep learning curve and tricky first setup, occasional browser-specific glitches, limits such as no direct calling, and data that does not sync between pages. One reviewer reported that most features did not work, an outlier among the reviews.

These reviews rate Surefyre, not the agents. For agent buyers, the sync complaint is the one to test: the Change Request Agent compares requests with policy data, so that data needs to be consistent.

MGAs and Agencies Suited to Velocity Agents

• MGAs on Surefyre: Submission, change request and portal agents work inside the underwriting workbench.
• Agencies on AMS360: Reconciliation and email agents cut statement matching and inbox triage.
• Workers’ compensation and commercial MGAs: XPT Specialty’s use shows fit for messy submissions.
• Benefits agencies on BenefitPoint: The Benefit Plan Agent structures plan documents.

Small MGAs gain too. A team of five that spends most of its week keying submissions can move that time to broker calls and pricing. The gain grows with volume, so count submissions per person before you buy.

Teams That May Look Beyond Vertafore

• Carriers on other policy systems: The agents work only in Vertafore products.
• Buyers wanting published prices: Vertafore quotes every deal.
• Teams needing full automation: Every agent stops for human review and approval.

Contract and Rollout Points for Vertafore Agents

• Accuracy review: At 87% extraction accuracy, keep a review step on every submission.
• Testing basis: Ask for production results on change requests beyond internal testing.
• Data consistency: Clean policy data before turning on change comparisons.
• Staged availability: Several agents reached customers in phases; confirm dates for yours.
• Broker tone: Read the first follow-up notes the agent drafts, so brokers get the tone you want.

Accelerate 2026 to the Change Request Agent

On April 14, 2026, at Accelerate 2026 in Denver, Vertafore introduced the Velocity AI Platform and six agents. CEO Amy Zupon said too much of the work behind insurance is still manual and fragmented, and Chief Product Officer James Thom said the company focused on real workflows over isolated features.

On July 8, 2026, Vertafore launched the Submission Processing Agent for MGAs, quoting XPT Specialty’s Dan Rieden. On November 3, 2026, it released the Velocity Change Request Agent in Surefyre as part of its Digital Underwriter vision, and said five other Velocity agents serve MGAs.

Vertafore Velocity Agents Score 7.8 With Us

Vertafore Velocity AI Agents score 7.8/10 on our scale. The agents read messy submissions, draft broker follow-ups and summarize policy changes. They do it inside software MGAs and agencies already run. Approval stays with underwriters and staff, and Surefyre users rate the platform 4.6. The score is held back by quoted pricing and a sales-led setup.

Vertafore could publish pricing and production results for the newer agents. An MGA on Surefyre should start with the Submission Processing Agent on one program, count the fields underwriters correct, and compare turnaround with the month before.

Once submission accuracy is known, add the Change Request Agent on renewals for the same program. Measuring one agent at a time keeps the results clear. Agencies on AMS360 can run the same test with the Reconciliation Agent on one carrier’s statements.

Underwriter Questions About Vertafore Velocity Agents

How Much Do Vertafore Velocity Agents Cost?

Vertafore sells the agents inside its products, such as Surefyre and AMS360, and quotes pricing through sales.

Do Vertafore Agents Bind or Change Policies on Their Own?

No. Agents prepare and summarize work; underwriters review, edit and approve before changes are saved to the application record.

How Accurate Is the Submission Processing Agent?

Early users reported 87% accuracy, according to Vertafore’s July 2026 release.

Which Vertafore Products Include Velocity Agents?

Agents run in Surefyre, AMS360, Outlook through AMS360, ReferenceConnect AI and BenefitPoint, on the Velocity AI Platform.

Is the Reconciliation Agent Available in AMS360?

Vertafore opened the Reconciliation Agent to early adopters in AMS360 in spring 2026 and planned general availability for early summer. Confirm its status on your account.

Can an MGA Not Using Surefyre Use These Agents?

The MGA agents are built into Surefyre and Vertafore’s MGA workflows. Teams on other systems would look at standalone tools such as Indico Data or Kalepa.