Vertafore has released its Velocity Document Intelligence Agent, an AI tool built to automate document research for insurance agencies, MGAs and carriers.
The agent is now generally available within Vertafore’s ImageRight document management system. It searches insurance files in response to natural-language questions, pulling relevant information from documents users already have permission to access.
Insurance professionals often spend substantial time moving between policy files, claims records, emails and other documents before answering a customer question or completing routine work. Renewals, endorsements, underwriting reviews and claims handling frequently require information scattered across several files.
Vertafore designed Document Intelligence Agent to reduce the manual work involved in finding and comparing those records.
Users enter a question in plain language. The agent then searches Word files, spreadsheets, PDFs, images, email and other supported content, identifies relevant material and returns an answer with document- and page-level citations.
The system relies on the context and meaning of a query rather than matching isolated keywords. This matters when files have inconsistent names, incomplete metadata or terminology that differs across documents.
Vertafore said the agent supports several insurance tasks, including comparing coverage between policy periods, reviewing claims and loss history, and rebuilding a timeline of communications around a claim.
Other uses include preparing for renewals, reviewing new submissions, taking over existing accounts and assembling records for audits. A service representative also has the option to query account documents while speaking with a client rather than manually opening multiple files.
During early testing, Vertafore said research that previously took around 20 minutes was completed in about two minutes. That represents a reduction of up to 90% in document search and review time.
Amber Troyer, software administrator at Hummel Group Insurance, said employees regularly spend time searching policy files for specific details, sometimes across several years of records.
According to Troyer, the agent lets staff describe what they need in normal language and move directly to relevant material. She said the system also found useful information inside mislabeled documents, where manual review might miss it.
For agencies with large ImageRight repositories, this type of search changes the workflow. The value isn’t simply faster retrieval. Staff get a consolidated answer tied back to the original files, which makes the result easier to verify before it enters underwriting, servicing or claims work.
Insurance professionals spend a huge amount of their expertise just finding the information needed to do their job. AI changes that equation.
James Thom, president and chief AI officer at Vertafore
Thom said automating research gives insurance staff more time for decisions, customer relationships and work requiring professional judgment.
Document Intelligence Agent runs on the Vertafore Velocity AI Platform and joins the company’s existing set of AI tools built into insurance distribution software.
Vertafore has been developing AI agents for agency, MGA and carrier workflows rather than positioning AI as a separate application employees need to open alongside their existing systems.
Embedding document research inside ImageRight follows the same approach. Users stay inside the software where policy, claims and account documents already reside, while the agent handles retrieval across those records.
The product also forms part of Vertafore’s Agentic Agency and Digital Underwriter programs, which focus on automating administrative and research-heavy insurance work.
For MGAs and carriers, document analysis is especially relevant during underwriting. Submission files often arrive as a mix of PDFs, spreadsheets, loss runs, applications and correspondence. Pulling facts from those materials takes time before an underwriter reaches the actual risk decision.
Agency teams face a similar issue when servicing older accounts. Policy history, endorsements and client communications often sit across years of stored records. Search quality becomes more important as those repositories grow.
Vertafore is betting that specialized insurance AI will increasingly handle this research layer. The approach keeps humans responsible for underwriting, servicing and claims decisions while software handles more of the retrieval work behind them. For insurance firms, the practical test will be whether the time savings seen in early testing remain consistent across larger document sets and everyday production use.
