Submission automation platform for modern MGAs, wholesalers, and carriers
Latest Product Updates and Feature Enhancements on Surefyre
Vertafore Velocity AI Platform Launch boosts Insurance Automation
Vertafore has launched the Velocity AI Platform at Accelerate 2026, introducing a suite of AI tools aimed at enhancing insurance automation. This cloud-native platform integrates the ReferenceConnect... AITM knowledge engine and six AI agents for tasks like underwriting and policy management. It leverages large language models fine-tuned on proprietary data to streamline processes, potentially reducing manual processing time by 40%. This positions Vertafore against competitors like Salesforce and Microsoft, emphasizing domain-specific expertise and compliance.
Vertafore advances AI innovation at Accelerate 2026, embedding AI ...
Vertafore introduced the Velocity AI Platform at Accelerate 2026, enhancing insurance workflows with AI. New offerings include ReferenceConnect AI for insights, six AI agents for efficiency, and Agen...cyOne Certificates for streamlined management. The event emphasized AI's role in reducing manual work and improving speed across the insurance value chain.
Vertafore has launched its Velocity AI Platform and six AI agents designed to enhance insurance workflows. The platform integrates AI into core systems used by agencies, MGAs, and carriers, aiming to... reduce manual processes and improve decision-making. Key agents include the Insurance Expert Agent, Portal Launcher Agent, and Submission Processing Agent, each offering specific capabilities to streamline operations and increase efficiency across the insurance distribution lifecycle.
Vertafore Unveils Velocity AI Platform to Accelerate Distribution
Vertafore launched the Velocity AI Platform and six AI agents at Accelerate 2026 to enhance insurance distribution efficiency. The platform integrates AI into existing products like AgencyOne and Sur...efyre, offering significant time savings and accuracy improvements in tasks such as reconciliation and portal setup. This initiative targets agencies, MGAs, and carriers, addressing industry challenges like rising volumes and talent shortages.
Vertafore Advances 'Distribution Velocity' with AI Platform
Vertafore unveiled its Velocity AI platform at the Accelerate 2026 conference, introducing AI-driven agents to enhance insurance distribution efficiency. The platform integrates with existing systems..., targeting workflow friction points in tasks like reconciliation and email processing. This initiative aims to reduce manual work, allowing agencies to focus on higher-value activities. Initial agents include ReferenceConnect AI and a Reconciliation Agent, with more in development.
Vertafore unveils integrated Certificates solution to remove service ...
Vertafore has launched an integrated Certificates of Insurance solution within its AgencyOne platform, enhancing service efficiency for independent agencies. This tool automates certificate issuance,... transforming a traditionally manual process into a streamlined, real-time, self-service experience. The solution, which integrates with AMS360 and InsurLink, aims to reduce distribution friction and improve client interactions by enabling faster, accurate certificate management.
Vertafore Inc. (via Public) / Vertafore unveils integrated Certificates ...
Vertafore has introduced an integrated certificates solution designed to streamline insurance certificate management for carriers, agencies, and independent agents. This new feature enhances efficien...cy and accuracy in handling certificates, reinforcing Vertafore's commitment to improving insurance software solutions.
Vertafore has introduced the AgencyOne Certificates Solution, enhancing its offerings for insurance agencies. This new product aims to streamline certificate management, improving efficiency for carr...iers, agencies, and independent agents.
Vertafore unveils integrated Certificates solution to remove service ...
Vertafore has launched an integrated Certificates of Insurance solution within its AgencyOne platform, automating and streamlining certificate management for independent agencies. This tool transform...s manual, high-volume tasks into a real-time, self-service experience, enhancing efficiency and client satisfaction. The solution is currently available for AgencyOne customers with AMS360 and InsurLink, with plans to extend to Sagitta users.
Vertafore launches ReferenceConnect AI, powered by Velocity AI, to ...
Vertafore has launched ReferenceConnect AI, an AI-powered tool built on the Vertafore Velocity AI Platform, to enhance how insurance professionals access industry knowledge. This new solution offers ...up to 80% faster answers by integrating AI search with verified insurance content, improving decision-making for underwriting and client interactions. The tool is designed to reduce errors and optimize insurance workflows.
Vertafore has launched the Velocity AI platform, designed to enhance the capabilities of insurance agents. This platform aims to streamline operations and improve decision-making through advanced AI ...technology, catering specifically to the needs of carriers, agencies, MGAs, and independent agents.
Vertafore launches ReferenceConnect AI, powered by Velocity AI, to transform how insurance professionals access trusted knowledge
Vertafore has launched ReferenceConnect AI, an AI-powered tool built on the Vertafore Velocity AI Platform. This tool aims to transform how insurance professionals access industry knowledge by provid...ing faster, verified answers through natural language search. It supports 3.5 million searches annually and integrates with AI tools from agencies, MGAs, and carriers, enhancing decision-making and reducing E&O risk.
Vertafore introduces Velocity AI Platform and AI agents to power Distribution Velocity for the Insurance Industry
Vertafore has launched the Velocity AI Platform and six AI agents to enhance insurance workflows for agencies, MGAs, and carriers. These innovations aim to reduce manual work, improve decision-making..., and accelerate processes across the insurance lifecycle. The AI agents, including the Insurance Expert Agent and Submission Processing Agent, are designed to integrate seamlessly into existing systems, offering speed and efficiency improvements.
Vertafore launches ReferenceConnect AI, powered by Velocity AI, to ...
Vertafore has launched ReferenceConnect AI, an AI-powered tool built on the Vertafore Velocity AI Platform, designed to enhance how insurance professionals access verified industry knowledge. This ne...w solution offers up to 80% faster answers by integrating AI search with a vast database of insurance content, supporting 3.5 million searches annually. It aims to improve decision-making and reduce errors in the insurance sector by providing trusted, defensible information.
Vertafore introduces Velocity AI Platform and AI agents to power ...
Vertafore has launched the Velocity AI Platform and six AI agents designed to enhance insurance workflows for agencies, MGAs, and carriers. These innovations aim to reduce manual tasks, improve decis...ion-making, and accelerate processes across the insurance lifecycle. The AI agents, integrated into existing systems, offer functionalities like submission processing, reconciliation, and email management, significantly reducing processing times and increasing operational efficiency.
Vertafore expands AI capabilities in Surefyre to save hours during program submissions
Vertafore has enhanced its Surefyre platform with new AI capabilities that automate the conversion of PDF submission forms into web applications, significantly reducing manual work for MGAs and whole...salers. This innovation accelerates speed-to-market and minimizes errors, allowing teams to focus on strategic growth activities. Future updates will include natural-language summaries and AI-powered data ingestion.
Strategic Partnerships and Integrations of Surefyre
Specialty Program Group partners with Vertafore to streamline submissions and boost operational efficiency | Vertafore
Specialty Program Group (SPG) has partnered with Vertafore to implement Surefyre, an AI-enabled underwriting workbench and agent portal. This collaboration aims to enhance SPG's digital capabilities ...for retail agencies, streamline operations, and integrate seamlessly with existing systems like AIM and ImageRight. Surefyre's AI features promise immediate efficiency gains and future advancements, supporting SPG's long-term growth and operational efficiency.
SPG and Vertafore team up to streamline insurance processes
Vertafore has partnered with Specialty Program Group (SPG) to enhance digital experiences and operational efficiency for SPG's retail agencies. The collaboration involves the adoption of Vertafore's ...Surefyre, an AI-enabled, low-code/no-code platform, which streamlines insurance processes and integrates with SPG's core systems. This partnership aims to support SPG's growth and AI initiatives by simplifying submissions and optimizing risk selection.
Mergers, Acquisitions, and Business Moves by Surefyre
Bain Capital Private Equity and Vista Equity Partners Acquire Vertafore From TPG - Bain Capital
Bain Capital Private Equity and Vista Equity Partners have entered into a definitive agreement to acquire Vertafore from TPG Capital. The acquisition, expected to close in the third quarter, aims to ...drive Vertafore's growth and customer satisfaction. Vertafore, a leader in insurance technology, serves over 500,000 insurance professionals with products like AMS360 and Sagitta.
Vertafore Announces Completion of Acquisition by Bain Capital Private Equity and Vista Equity Partners - Bain Capital
Vertafore has completed its acquisition by Bain Capital Private Equity and Vista Equity Partners. This transaction positions Vertafore, a leading provider of insurance software solutions, for acceler...ated growth and innovation under new ownership.
Awards, Recognitions, and Industry Achievements of Surefyre
Vertafore earns fourth consecutive Excellence in Customer Service Award
Vertafore has been awarded the 2026 Excellence in Customer Service Award by the Business Intelligence Group for the fourth consecutive year. This recognition highlights Vertafore's commitment to prov...iding high-quality, empathetic support to insurance professionals, enhancing the value of their technology solutions. The company's focus on meaningful interactions and AI-powered tools underscores its leadership in customer satisfaction within the insurance industry.
Vertafore recognized for AI excellence with strate...
Vertafore has been recognized by the Business Intelligence Group as a top AI innovator of 2026, winning the Artificial Intelligence Excellence Award. This accolade highlights Vertafore's advancements... in AI for insurance technology, focusing on enhancing productivity and enabling better client engagement. The award underscores the company's commitment to responsible innovation and measurable outcomes in the InsurTech sector.
Vertafore earns AI recognition for insurance innovation
Vertafore received the AI Excellence Award from the Business Intelligence Group for its innovative use of AI in insurance technology. This recognition highlights Vertafore's efforts to enhance produc...tivity and connectivity in the insurance sector through AI-driven solutions, such as automated data ingestion and AI-backed insights for client engagement.
