What’s new · Insurance ops · Vertafore · Sep 2026
What's new in Vertafore (Sep 2026): the Agentic Agency, Document Intelligence, Coach, Policy Intake, and Policy Check agents
Vertafore published three dated September 2026 press releases we read on 18 October 2026 — the Agentic Agency vision with four new Velocity AI agents on 23 September, the Digital Underwriter vision for MGAs on 24 September, and general availability of the Document Intelligence Agent on 28 September. Most of what was announced carried a future availability label, so for an agency operations manager the useful output is a dated list: which agent, for which system, available when — written down before anyone plans around it. This page is not a review — for that, see our Vertafore AI review. Every item links to its source.
What this page covers
This page is for an agency operations manager, agency principal, or MGA operations lead who runs AMS360, Sagitta, ImageRight, or Surefyre (or is weighing Vertafore) and wants September's changes without reading every release — especially which Velocity agents exist, which system each one runs in, and what availability label Vertafore gave it.
We list only entries dated September 2026 on Vertafore's Vertafore press releases: the 23 September Agentic Agency release, the 24 September Digital Underwriter release, and the 28 September Document Intelligence release. Vertafore's October industry-honours release is not used. One later item matters for planning, and we mark it as October: the 15 October release says Policy Intake and Policy Check are now available in AMS360. For the full product, see Vertafore AI.
Agency guardrails stay the same: Velocity agents find, extract, compare, and recommend, but the licensed account manager approves every policy update and correction, the agency accountant every reconciled commission, and the underwriter every change summary saved to an application. Percentages in these releases are Vertafore's early-adopter or preliminary-test figures, not our measurement. Nothing here is coverage or legal advice.
Major features (with how someone uses them)
Examples at a glance: each feature has a concrete example from a real job plus a short Try this you can run this week.
1. September agents and their availability labels (primary)
What it is: From Vertafore's dated September announcements: (1) the Agentic Agency vision (Digital Producer, Smart Submissions, Agentic Servicer, and Accounting Automation agents, plus AI Enablers and Business Intelligence agents) and four new Velocity agents — Document Intelligence in ImageRight, Coach in AMS360 and Sagitta, Policy Intake, and Policy Check — which Vertafore says are “in the hands of early adopters and will be generally available this year” (Vertafore press release, 23 Sep); (2) the Digital Underwriter vision for MGAs with the Change Request Agent and the Configuration Agent for Surefyre, “General availability expected this fall” (Vertafore press release, 24 Sep); and (3) general availability of the Document Intelligence Agent in ImageRight (Vertafore press release, 28 Sep).
Primary workflow:
Pick one Velocity agent announced in September. Have the agency operations manager ask Vertafore whether it is generally available for your system yet, and write the answer and date down before planning around it.
2. Document Intelligence Agent in ImageRight (23 and 28 Sep)
What it is: On 23 September Vertafore said the Document Intelligence Agent, built into ImageRight, finds and brings together information across documents into a clear answer — “General availability scheduled for September 2026”. The 28 September release announced general availability: users ask in natural language, the agent searches only content they are authorized to access (Word files, spreadsheets, PDFs, images, email), and answers with document- and page-level citations. Vertafore's example uses include summarizing coverage changes between policy terms and reconstructing the documented sequence of communications on a claim; in early testing it says information that took about 20 minutes to find took two — “up to a 90% reduction”.
A cited answer is still a summary. When the question is what changed between policy terms, the account manager opens the cited pages and reads the forms before telling anyone what the change means.
Open every citation:
Ask the Document Intelligence Agent ten questions your CSRs searched for last month. Open every cited page, and have the CSR lead record any answer that cites an old term or misses a document before the team relies on it.
3. Coach Agent in AMS360 and Sagitta (23 Sep)
What it is: The 23 September release says the Velocity Coach Agent answers product and how-to questions directly in AMS360 and Sagitta, using product and agency documentation and standard operating procedures, and that users spend “up to 88% less time finding answers” — Vertafore's figure. Its label in that release: “General availability scheduled for early fall.”
The Coach is only as good as the SOPs you give it. Before it answers new CSRs, the operations manager should know which agency procedures it reads and who updates them.
SOPs first:
List the five agency procedures new CSRs ask about most. Ask Vertafore whether the Coach Agent can use your own SOPs on your AMS360 or Sagitta version and when, and have the operations manager check its answers against the written procedure.
4. Policy Intake and Policy Check agents (23 Sep)
What it is: Per the 23 September release: the Policy Intake Agent turns commercial policy documents into policy data, maps it to the agency management system, updates the AMS, files supporting documents, and creates an audit-ready activity record (“up to 87% faster”); the Policy Check Agent compares policy documents against AMS data and other documentation, identifies discrepancies, and recommends corrective action — “Users stay in control by deciding which corrections to approve”. Both were labelled “General availability scheduled for early fall.” The later 15 October release says Policy Intake is available now in AgencyOne with AMS360 and in early access for Sagitta, and Policy Check is available now in AMS360.
An agent that updates the AMS changes the record your E&O defence relies on. Decide who approves each update and each correction, and test on policies you have already checked by hand.
Test on checked policies:
Run ten commercial policies your account manager already checked by hand through Policy Check or Policy Intake. Compare every discrepancy or field it proposes with her notes, and approve nothing until the two lists agree.
5. Digital Underwriter for MGAs (24 Sep)
What it is: The 24 September release introduces the Digital Underwriter vision for MGAs and two agents: the Velocity Change Request Agent, which identifies and summarizes what changed across renewal and endorsement applications — “The underwriter reviews and approves the summary before it is saved to the application record” — and the Velocity Configuration Agent, which lets Surefyre admins describe a configuration change in natural language and review, refine, preview, and test it before saving. Vertafore's preliminary-test figures: up to 70% of review time saved and up to 98% fewer errors and missed changes for Change Request, up to 65% of configuration time for Configuration. Both: “General availability is expected this fall.” It also previewed Policy Check for MGAs.
A configuration change can alter how a program quotes. The program manager, not the agent, approves every saved configuration — after a test against known quotes.
Known changes first:
List every change your underwriters found on ten recent renewal applications. When the Change Request Agent is available, compare its summaries with that list, and have the underwriter approve each summary before it is saved.
6. What's coming, and what is not a September item
What it is: The 23 September release also previewed two Smart Submissions agents: a Velocity Data Collection Agent to structure incoming documents and surface gaps in submission data, and a Velocity Carrier Routing Agent to give guidance on potential markets based on carrier appetite and agency strategy — “expected to enter early adopter programs this winter”. Those are previews, not releases. Vertafore's October industry-honours release is not a product item, and the July submission-processing and benefit-plan agents belong to earlier months; see Vertafore AI. For how Vertafore compares with Applied, see Applied vs Vertafore; for Applied's own September notes, What’s new in Applied Systems (Sep 2026).
Keep the September log clean: previews go under watching, honours and earlier releases under reading, and only agents with an availability answer for your system under changes to test.
File by label:
Have the agency operations manager keep agents with a confirmed availability date for your system under changes to test in the change log, move the winter previews to a watching list, and link each entry to its Vertafore source.
Pricing context (October 2026)
None of the September 2026 releases publish prices, and Vertafore has no public price page (vertafore.com/pricing returned 404 on 18 October 2026). Treat the Velocity agents as quote-only and ask Vertafore in writing whether each one is included in your AMS360, Sagitta, ImageRight, or Surefyre agreement — see Vertafore AI for what the product pages show (Oct 2026).
The releases give time-saved percentages but no amounts; treat them as Vertafore's figures and ask for terms in writing.
Uncertainty: We list only dated September 2026 items fetched from Vertafore's press releases on 18 Oct 2026, plus one clearly marked October follow-up. Availability labels are quoted as Vertafore wrote them and moved after September: Policy Intake and Policy Check were labelled “early fall” on 23 Sep and reported available in AMS360 on 15 Oct. Coach, Change Request, and Configuration had no general availability announcement in the releases we read. All percentages are Vertafore's early-adopter or preliminary-test figures.
When it’s useful (honest take)
Useful when you run AMS360, Sagitta, ImageRight, or Surefyre and need September's agents with availability labels, owners, and a check for each.
Less useful when you need the product deep-dive — use Vertafore AI — or you run Applied Epic (What’s new in Applied Systems (Sep 2026)).
Paying for Vertafore and a few other AI tools? The $9 AI toolkit spreadsheet lists every AI subscription you have, what each one costs, and how fast it pays for itself, so you can see which ones are worth the money.
Want someone to do it for you? AI toolkit audit — $19
Related options (educational)
| Need | Better home | Why |
|---|---|---|
| Vertafore product review | Vertafore AI | Tool review |
| Agency systems compared | Applied vs Vertafore | Compare |
| Applied Sep changelog | What’s new in Applied Systems (Sep 2026) | What’s new |
| Insurance stack inventory | Stack map for insurance ops | How-to |
| Submission intake for carriers | Indico Data AI | Tool review |
FAQ
Which September 2026 Vertafore items did you fetch?
Press releases dated 23 Sep (Agentic Agency and four Velocity agents), 24 Sep (Digital Underwriter for MGAs), and 28 Sep (Document Intelligence Agent general availability), all read 18 October 2026, plus the 15 October release as a marked follow-up.
Which September agents are generally available?
The Document Intelligence Agent in ImageRight, per the 28 September release. Policy Intake and Policy Check were reported available in AMS360 on 15 October (Policy Intake in early access for Sagitta). For Coach, Change Request, and Configuration we found no general availability announcement — ask Vertafore for your system and write the answer down.
Can Velocity agents update our AMS without a person?
Vertafore says Policy Intake updates the AMS and creates an audit-ready activity record, and that with Policy Check users decide which corrections to approve. Decide who approves each update and correction before turning either on.
Who should own these changes?
The agency operations manager for the change log and availability answers, the licensed account manager for every policy update and correction, the CSR lead for Document Intelligence tests, and the underwriter or program manager for MGA agents.
Is this a review?
No. It is a dated September changelog. For the product review see Vertafore AI.
Optional next step (if seats overlap)
If September's Vertafore agents overlap with a chat seat, a document search tool, or a submission-intake product your agency already pays for, map that overlap before you add another seat. Map the overlap with the $19 AI toolkit audit or the $9 AI toolkit spreadsheet. Email Audit $19 or Toolkit spreadsheet $9.
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