Source: Unite.AI
Vertafore announced on November 3, 2026 that its Velocity Change Request Agent is now available in Surefyre for managing general agents, with the company reporting that internal testing reduced time spent reviewing and documenting changes by 70% and errors by 98%.
The agent addresses a specific bottleneck in renewal and endorsement work. Reviewing policy changes can require underwriters to compare lengthy applications line by line, taking time away from risk evaluation and increasing the possibility that important details will be overlooked.
How the Agent Handles Policy Changes
Change Request Agent interprets incoming policy-change requests, extracts and organizes relevant information, and prepares the changes for processing. It compares renewal and endorsement applications against existing policy information and presents the differences in plain language, so underwriters can begin with a summary of what needs attention rather than assemble that comparison themselves.
The capability sits inside Surefyre, which combines a configurable portal for external agents with an AI-enabled underwriting workbench for MGAs. Submitted business connects to rating, quoting, routing and risk-selection workflows, placing the change summary within an existing underwriting process rather than a separate tool.
Underwriters still review the AI-generated summaries, edit them when necessary and save the approved version directly to the application record. Emily McGinn, Vertafore’s general manager of MGA and Wholesale, said the aim is for underwriters to start with what changed and concentrate on what it means for the risk, instead of spending their judgment on comparison work technology can handle. The broader operational goal is to process more transactions, improve service and preserve underwriter control over decisions.
From Preview to Live Status
Vertafore previewed the agent on September 24, 2026, when it expected general availability in the fall. The November announcement adds that availability step, and the company’s current Digital Underwriter page labels Change Request Agent Live. The same page still lists Configuration Agent, which turns administrators’ natural-language requests into Surefyre configuration, as Early Adopter.
Change Request Agent joins five other Velocity AI agents for MGAs: Insurance Expert, Portal Launcher, Submission Processing, Document Intelligence and Configuration. Together, they fit a Digital Underwriter strategy spanning submission intake and risk gathering through quoting, binding and servicing. The approach keeps people involved where review, approval and judgment are required, while AI handles preparation and brings relevant information forward.
The Platform Behind the Agents
The agents are built on the Vertafore Velocity AI Platform, a shared AI layer across the company’s insurance products rather than a standalone product. Vertafore distinguishes between that platform, its task-specific agents and the solutions in which those agents appear. For MGAs, that architecture places policy-change review alongside submission intake, research and configuration functions inside the systems used to manage underwriting and servicing.
The launch extends AI from initial submission handling into policy changes without removing the human approval step. The practical dividing line is clear: the agent prepares the comparison and the underwriter approves the summary, while responsibility for what the changes mean for the risk remains with the person reviewing it.
