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Vertafore launches an AI agent to speed up insurance research
The Insurance Expert Agent, available through ReferenceConnect AI, aims to help users find trusted answers up to 80% faster while returning explainable, source-backed responses.
Insurance workflows often require digging through policy forms, carrier documentation, compliance guidance, and coverage resources to answer customer questions or evaluate coverage options. The core problem, according to Coverager, is not a lack of information, but finding trusted information quickly enough to make confident decisions, where accuracy matters as much as speed.
Coverager says purpose-built AI agents are being used to reduce workflow friction in insurance organizations, especially as teams scale and institutional knowledge can become harder to access when experienced professionals retire. In that context, the article highlights Vertafore’s approach via its Vertafore Velocity AI Platform.
One of the first agents featured is the Insurance Expert Agent, which Coverager says is available through ReferenceConnect AI. The agent is designed to let insurance professionals ask questions in natural language and receive explainable responses backed by authoritative insurance resources instead of manually searching across documents.
Coverager also describes use cases such as helping an account manager quickly determine whether a specific endorsement applies to a unique business exposure, with the goal of improving consistency and decision confidence across an organization.