This article is part of a sponsored series by Vertafore.
The information insurance professionals need is often already within their organization’s files. The challenge is finding the right details quickly enough to act on them.
Answering a coverage question, evaluating a risk or understanding a claim can require searching across numerous documents and piecing together information from multiple sources. That research adds time before an insurance professional can decide, respond to a client, or move work forward.
Why finding the right information still creates friction
A single client file can contain dozens or even hundreds of documents accumulated across the insurance lifecycle. The details needed to assess a risk, service a policy or move a claim forward may be buried across policy documents, applications, correspondence and other records.
Finding an answer often means searching multiple documents, identifying the relevant details and verifying their source. The more information a file contains, the more time that research can consume.
Reducing that search time gives insurance professionals more time to do what really requires their expertise: understanding what the information means and deciding what to do next.
Meet Velocity Document Intelligence Agent
Vertafore’s new Velocity Document Intelligence Agent automates time-consuming document research, helping you get the information you need faster. The AI agent built directly into ImageRight, Vertafore’s insurance-specific content and workflow management solution.
The agent starts with a natural-language question. Within an ImageRight file, ask what you need to know, and the AI agent handles the research. The Document Intelligence Agent searches the content you’re authorized to access, using the meaning and context of your question. It then brings the information together in a clear answer with document- and page-level source citations so you can review and verify the information.
Your work shifts from searching documents one by one and piecing together information to reviewing relevant, source-backed answers and applying their expertise to what comes next. With Document Intelligence Agent, you can:
- Find the information they need faster
- Ask questions in natural language
- Review the sources behind an answer
- Research information directly within ImageRight
How insurance professionals are using Document Intelligence Agent
From answering coverage questions to reviewing claims history and evaluating risk, Document Intelligence Agent helps insurance professionals find answers across complex files without manually reviewing each document. Here’s what that looks like in practice.
Answer a client’s coverage question
A service professional needs to understand relevant policy details after a client reports water damage to a building. Instead of opening documents individually and searching for specific terms, they can ask:
“A pipe burst and caused water damage to my client’s building. What does their policy say about coverage for this situation? Include any relevant exclusions.”
Document Intelligence Agent pulls together information related to water damage coverage and any relevant exclusions, with sources showing where the information came from. The service professional can then review the answer and respond to the client.
Prepare for a renewal
An account manager preparing for a client renewal needs to get up to speed on an account and understand what has changed since the prior term. Instead of reviewing documents one by one to piece together the account history, they can ask:
“Summarize the account since the last renewal, including any changes in coverage, limits, locations, claims, and other key account details.”
The Document Intelligence Agent brings together the key account information and changes since the last renewal, with supporting sources for review. The account manager can then focus on preparing for the renewal conversation and identifying anything that needs attention.
Review a new submission
An underwriter evaluating a new submission needs to understand the account’s history, losses, coverage, and potential risk concerns. Instead of working through the file document by document, they can ask:
“Summarize the account’s coverage history, claims, and loss experience, and any documented exposures or risk concerns.”
With the account history and key risk information brought together in one source-backed answer, the underwriter can focus on reviewing the findings and applying their underwriting expertise.
Prepare for an audit or formal review
Preparing for an audit or formal review may require reconstructing the documented record to understand what happened and when. Rather than piecing that history together manually, they can ask:
“Create a timeline of the key decisions, communications, and policy changes documented in this file.”
Document Intelligence Agent brings together documented decisions, communications, and policy changes in a timeline with citations to the supporting sources. The professional can review the record and quickly locate the underlying documents when supporting evidence is needed.
The next evolution of insurance workflows
With Document Intelligence Agent, finding the information you need no longer has to mean searching through documents one by one. You can spend less time on research and more time reviewing the information, applying their expertise, and deciding what comes next.
Document Intelligence Agent is one example of how Vertafore is bringing purpose-built AI into the insurance systems and workflows you already use. Powered by the Velocity AI platform, this growing portfolio of AI agents takes time-consuming work and turns information into answers, insights, and action while keeping you in control when judgment matters.
Learn more about Vertafore’s approach to AI for insurance and discover how purpose-built AI agents are helping insurance professionals work smarter and focus more time on what matters most.
