New Agency Tool Could Cut Search Time by 88 Percent

The Velocity Coach Agent helps insurance staff find answers faster within their existing management platforms.

Updated on Oct. 21, 2026 in Insurance

Isometric editorial illustration of a glowing crystalline structure in a clean void, representing centralized data retrieval and efficient workflow. — Vertafore released its Velocity Coach Agent, an AI tool designed to help insurance agency staff locate product information more efficiently. AI Illustration. Upload story photo >

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Vertafore has released the Velocity Coach Agent, a new software tool designed to streamline workflows for independent insurance agencies. This tool integrates directly into existing agency management platforms to help staff locate information more efficiently.

Why it matters

The tool aims to reduce operational bottlenecks by minimizing the time employees spend searching for internal procedures or product information. By cutting down on these workflow interruptions, agencies may see improved productivity in their daily tasks.

Internal testing showed the Velocity Coach Agent reduces the time employees spend searching for answers by up to 88%. This metric is compared against traditional manual search methods within agency management platforms.

The players

Vertafore

A provider of software solutions that powers the management systems used by independent insurance agencies.

The details

The tool functions by using natural language processing to pull data from an agency's uploaded product documentation and standard operating procedures. It integrates into Vertafore's existing AgencyOne infrastructure, specifically the AMS360 and Sagitta platforms. When users enter questions, the agent automatically retrieves relevant guidance, intended to stop the common cycle of employees interrupting colleagues to find answers.

October 20, 2026: Vertafore announced the availability of the Velocity Coach Agent.

Money Landscape

This release marks a push by technology providers to integrate artificial intelligence into the standard insurance agency stack. It follows a broader industry trend of automating administrative overhead to improve firm-wide margins.

Agency owners and managers may consider how the reduction in search time impacts overall operational efficiency and training requirements. You should consult with your agency management software lead to evaluate if this tool fits your current workflow and budget.

The takeaway

Automating internal knowledge management is a key way firms are attempting to lower operational costs. Keep a record of the specific search-heavy tasks in your office to discuss with your IT lead, as software tools are increasingly targeting those specific administrative pain points.