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Vertafore Velocity AI Agents
Four AI agents embedded in Vertafore's agency stack — policy intake, policy check, document intelligence, and coaching.
Independent agencies on Vertafore AMS360/Sagitta or ImageRight that want AI embedded in their existing system rather than bolted on.
Lives inside the AMS the agency already uses — no new portal
Only for Vertafore shops (AMS360, Sagitta, ImageRight)
What it does
- Velocity Policy Intake: extracts data from dec pages, binders, quotes, and PDFs, writes to the AMS with human approval
- Velocity Policy Check: compares carrier policies against AMS records and suggests corrections
- Velocity Coach: answers how-to and product questions from the agency's own SOPs
- Velocity Document Intelligence on ImageRight
- Audit-ready activity trails on agent actions
Pros and cons
Pros
- Lives inside the AMS the agency already uses — no new portal
- Human approval before any AMS write
- Dec-page and binder extraction is the hard part of agency back-office work
Cons
- Only for Vertafore shops (AMS360, Sagitta, ImageRight)
- No public pricing
- Speed figures are vendor-reported only
- Coach is still rolling out, not generally available
Pricing details
Enterprise; no published pricing. Policy Intake and Policy Check went generally available Oct 15, 2026; Document Intelligence GA was slated for Sep 2026; Coach still rolling out. Performance figures (up to 87% faster intake, up to 90% faster policy check) are vendor-reported. Verified Oct 2026.
Every figure on this page was checked against vertafore.com or the source named above on Oct 20, 2026. Prices change — confirm with the vendor before you buy. Our methodology
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