Vertafore Launched AI Tool to Cut Document Search Times
The new agent aims to reduce insurance document research time for agencies, MGAs, and carriers by 90%.
Updated on Sept. 28, 2026 in Insurance
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Vertafore has released the Velocity Document Intelligence Agent, a tool designed to automate record research for insurance professionals. The technology integrates directly into the ImageRight document management system to streamline manual workflows.
Why it matters
The tool was developed to replace labor-intensive manual document reviews with automated semantic searches, potentially freeing up capacity for insurance agents. This change reflects a broader shift toward using specialized artificial intelligence to handle increasing administrative research volumes.
Early testing showed search times dropped from 20 minutes to two minutes for document review tasks. This 90% reduction in time is intended to improve productivity for insurance agencies, MGAs, and carriers.
The players
Vertafore
A provider of software solutions that manage insurance policy lifecycles and document systems for agents and carriers.
The details
The Velocity Document Intelligence Agent functions within the ImageRight platform, using the Vertafore Velocity AI Platform to scan Word files, spreadsheets, PDFs, images, and email. By identifying relevant material based on meaning and context rather than basic keyword matching, the tool provides specific document- and page-level citations for every answer. Users input queries in plain language to pull information that previously required manual searching across multiple file formats.
Timeline
September 28, 2026: Vertafore released the AI document agent.
Money Landscape
This release follows the integration of the Vertafore Velocity AI Platform, which establishes the technical foundation for automating complex administrative tasks within insurance operations. It marks an ongoing transition toward AI-driven efficiency in an industry historically reliant on manual data sorting.
While this tool primarily affects the back-office efficiency of insurance entities, it may eventually lead to faster response times for household policy queries. If you are experiencing delays with insurance paperwork, you may want to speak with a qualified financial or insurance professional about current industry service standards.
The takeaway
The move toward AI-driven documentation aims to lower the administrative burden on insurance providers by shifting from keyword searching to contextual analysis. Readers can monitor how these technological upgrades impact their own insurance account processing and claim turnaround times in the future.
Further reading
For more on industry-wide changes, see our latest coverage on Insurance.
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