Vertafore says discrepancies involving coverage, limits or deductibles can affect client protection and increase an agency’s E&O exposure. In early trials, the Check Agent reduced policy checking time by up to 90% per line of business. The tool is now available in AMS360.
Both products form part of Vertafore’s Agentic Agency strategy, which aims to integrate AI across sales, submissions, servicing, accounting and business intelligence. The structured policy data generated through these workflows can also support downstream processes such as endorsements, remarketing, quoting and proposals.
Vertafore supplies core systems, specialised AI and data infrastructure to agencies, managing general agents (MGAs) and carriers. The company says it serves more than 95% of leading agencies and insurers and handles half of the industry’s compliance transactions.
Vertafore president and chief AI officer James Thom said, “Agencies depend on policy information every day, but not all of that information makes it into the management system where it can be readily put to use. 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 to service client needs today and support opportunities for organic growth tomorrow. That’s Distribution Velocity: removing friction so agencies can adapt faster and grow smarter.”
Accountable Insurance Partners farm account manager Ali White said, “Most of our farm policies don’t download, which has traditionally meant a lot of manual data entry for our team. We’re already seeing time savings with Policy Intake Agent. Having it take on so much of that manual work makes a huge difference and gives our team valuable time back.”
Biltmore Insurance Services vice president of Business Development & Field Operations Crystal Meador said, “Reviewing insurance policies has historically required a significant amount of manual effort, with team members comparing coverage details line by line to identify discrepancies and ensure accuracy. The ability to automate that process is transformative. It not only creates substantial time savings and consistency but also enables our teams to dedicate more energy to client strategy, risk consulting, and the personalised service that drives long-term relationships.”
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