The accolade underscores Vertafore’s influence in the insurance sector, where it currently supports 98 of the top 100 independent agencies and 96 of the top 100 carriers. Rather than treating AI as an isolated feature, the firm focuses on embedding automated tools directly into existing daily workflows to eliminate operational friction. This strategy aims to improve what the company describes as Distribution Velocity, allowing professionals to focus on high-value tasks that require human expertise.
Key innovations driving this performance include the Vertafore Velocity AI Platform, which powers agentic capabilities such as email, reconciliation, and submission processing. Additionally, the company launched ReferenceConnect AI, a knowledge base designed to surface verified industry information up to 80% faster. By connecting these systems, Vertafore aims to reduce duplicate data entry and streamline decision-making across underwriting and client service departments. CEO Amy Zupon noted that this product roadmap is dictated by specific customer needs, ensuring that technological advancements remain practical for agencies, MGAs, and carriers operating in a rapidly shifting market.
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