Vertafore Automates Certificate Workflow to Accelerate Agency Velocity
Event summary
- Vertafore integrated a Certificates of Insurance (COI) solution into its AgencyOne platform.
- The new tool automates a previously manual process, enabling agencies to issue certificates in seconds.
- The feature leverages real-time data and InsurLink for 24/7 client access.
- Availability is currently for AgencyOne customers using AMS360 and InsurLink, with Sagitta support planned for later in 2026.
- Vertafore is framing this release as a key component of its 'Distribution Velocity' initiative.
The big picture
Vertafore's focus on 'Distribution Velocity' highlights the growing pressure on insurance agencies to streamline operations and improve client service in a competitive market. The automation of certificate management addresses a significant pain point for agencies, freeing up agent time for higher-value activities. This move underscores the broader trend of insurance technology providers embedding themselves deeper into agency workflows to become indispensable partners.
What we're watching
- Adoption Rate
- The success of this initiative hinges on the speed and completeness of adoption across AgencyOne, AMS360, InsurLink, and Sagitta customer bases; slow uptake could limit Vertafore’s ability to demonstrate ROI and drive further investment in Distribution Velocity.
- Competitive Response
- Other insurance tech providers will likely accelerate their own automation efforts in response, potentially eroding Vertafore’s first-mover advantage and intensifying competition for agency business.
- Integration Depth
- The long-term value of the Certificates solution will depend on the depth of integration with other AgencyOne modules and third-party systems, as superficial automation may not deliver the promised efficiency gains.
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