Vertafore Launches Velocity AI Agent to Slash MGA Policy Review Time by 70%

Vertafore has launched its Velocity Change Request Agent, an AI-driven tool designed to automate the labor-intensive process of reviewing policy changes for Managing General Agents (MGAs). By streamlining renewals and endorsements, the solution aims to increase underwriting capacity and accuracy, allowing professionals to focus on risk assessment rather than manual data comparison.

What was announced

Vertafore has introduced the Velocity Change Request Agent, a new addition to its suite of AI-powered tools aimed at the MGA market. This agent is specifically designed to handle the complexities of managing policy changes, such as renewals and endorsements, which traditionally require underwriters to manually compare lengthy applications line by line.

The tool is currently available within Surefyre, Vertafore’s underwriting workbench. It functions by using artificial intelligence to interpret incoming policy change requests, extracting the relevant data, and organizing it for processing. Instead of a manual audit, the AI compares new applications against existing policy records and presents the differences in plain language. This allows underwriters to quickly identify what has changed without losing sight of critical details.

Underwriters maintain final authority over the process, reviewing the AI-generated summaries and making necessary edits before saving the approved version to the application record. According to internal testing conducted by Vertafore, the Change Request Agent reduced the time spent on reviewing and documenting changes by 70%. Furthermore, the company reported a 98% reduction in errors compared to manual processing. This release follows the launch of the Velocity Submission Processing Agent earlier this year, marking a broader move toward "agentic AI" across the entire MGA underwriting lifecycle.

The companies involved

Vertafore is a major provider of insurance distribution technology, serving a broad spectrum of the industry including independent agencies, MGAs, and carriers. The company focuses on modernizing the insurance lifecycle through automation and data-driven insights. Vertafore is a subsidiary of Roper Technologies, a diversified technology company that acquired Vertafore in 2020. Roper Technologies is known for its portfolio of niche software and technology-enabled product businesses.

Within the MGA sector, Vertafore has positioned itself as a provider of end-to-end solutions, particularly through its Vertafore Velocity AI Platform. This platform serves as the foundation for its growing library of AI agents, which are designed to integrate directly into existing workflows rather than operating as standalone tools. By focusing on "Distribution Velocity," the company aims to help its clients handle higher transaction volumes and improve service levels without necessarily increasing headcount. The integration of Surefyre into its ecosystem further solidifies its role in the underwriting workbench space, providing MGAs with the tools needed to manage risk more effectively in an increasingly digital market.

What FF News has reported before

FF News has followed Vertafore’s rapid expansion into AI-driven automation throughout late 2026. Recently, the publication covered how Vertafore Launches Velocity Coach Agent to Accelerate Insurance Agency Workflows with AI, a tool designed to enhance employee proficiency. This followed the news that Vertafore Launches AI Agents to Automate Insurance Policy Intake and Verification, which targeted independent agencies.

Beyond its internal product development, Vertafore has been active in strategic partnerships, such as when reThought Flood Partners with Vertafore to Scale Private Flood Insurance Distribution. The company’s momentum in the sector was further highlighted when Vertafore Secures Double Industry Honors for AI Innovation and Insurance Standards Leadership, recognizing its contributions to setting technological benchmarks within the insurance industry.

What this means from an insurtech perspective

This announcement highlights a critical shift in MGA operations: the transition from AI as a search tool to AI as an active participant in the underwriting workflow. For MGAs, the primary bottleneck has long been the manual "stare and compare" work that consumes high-value underwriting talent. By automating 70% of the review process, Vertafore is putting pressure on legacy core-system vendors who have yet to integrate agentic AI into their workbenches. The 98% error reduction claim is particularly significant for reinsurers and capacity providers, as it suggests a more disciplined and consistent application of underwriting guidelines. This move raises the bar for distribution speed, potentially leaving manual-heavy MGAs at a disadvantage.