Vertafore Velocity AI agents

Policy checking

Vertafore's built-in Policy Intake Agent (pulls policy documents into the AMS, flags new, changed, missing or conflicting data for review) and Policy Check Agent (compares issued policies to AMS data and applies approved corrections). Generally available Oct 15, 2026.

Websitehttps://www.vertafore.com (verified 2026-10-20)
Pricingnot public / unverified
Last verified2026-10-20

AMS integrations

AMSRead / writeSource
AMS360reads + writes back
Native Vertafore agents. Both agents are available now in AMS360 (Intake via AgencyOne with AMS360); they update the AMS after user approval and record review history.
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product, checked 2026-10-20
Sagittaearly access only (Policy Intake Agent)
Policy Intake Agent is in early access for Sagitta; Policy Check Agent not announced for Sagitta.
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product, checked 2026-10-20

Description adapted from the source listing. Vendor? Send corrections.