Vertafore Velocity Policy Intake and Policy Check agents

Vertafore made two AI agents generally available for independent agencies: Policy Intake, which extracts policy data from documents into the agency management system, and Policy Check, which compares issued policies against AMS data and source documents and flags mismatches.

Read the announcement ↗Official site ↗

Not stated (unverified)ProprietaryAMS360 / AgencyOne; Sagitta (Policy Intake, early access)by Vertafore

Why it matters

For independent P&C agencies on Vertafore’s AMS360 (and Sagitta, in early access). Re-keying policies that don’t come through carrier download, and checking issued policies line by line, are manual jobs these agents target.

What's new

Policy Intake Agent reads policy documents (PDFs, dec pages, binders, quotes, applications, schedules, spreadsheets), maps details to AMS fields and flags what is new, changed, missing or conflicting.
The user reviews proposed updates; the agent then updates the AMS and files the supporting documents.
Policy Check Agent compares the carrier-issued policy with AMS data and source documents, recommends corrections for approval, and records the review history in the AMS.
Availability per Vertafore: Policy Intake in AgencyOne with AMS360 now and early access for Sagitta; Policy Check available now in AMS360.
Vertafore cites time savings from early-adopter testing (its own figures, not verified here).unverified

Taken from the maker's own announcement, release notes or product pages. Claims about speed, accuracy or results are the maker's, not ours.

Worth a look if: Your agency enters a lot of non-download commercial policies into AMS360 or checks issued policies by hand.

Worth knowing: Available only inside Vertafore’s own agency management systems. Vertafore is not currently one of our ranked insurance-agency tools.

Quick facts

Pricing	Not stated in the announcement.not verified
Free or paid	Not statednot verified
License	Proprietary
Type	Built into Vertafore agency management software
Platform	AMS360 / AgencyOne; Sagitta (Policy Intake, early access)
GitHub stars	n/a (not a GitHub project)
Maker	Vertafore

Related ranking

See how established tools compare in AI for Insurance Agencies. New releases aren't scored until we review them against the rubric.

What we couldn't verify

quick_facts.pricing (not stated)
quick_facts.cost (not stated; may require a Vertafore subscription or add-on)
highlights[4] (time-savings figures are Vertafore’s)

Checked 2026-10-19 from the maker's own pages. Features, availability and prices change, so confirm with the vendor, and review any tool against your firm's security, privacy and compliance requirements before using it with client data. Listing here is not a ranking or an endorsement.