Vertafore Launches Innovative Certificates Solution to Transform Insurance Agency Operations

Vertafore's Innovative Certificates Solution to Streamline Insurance Operations

At the recent Accelerate 2026 event, Vertafore unveiled a groundbreaking solution designed to significantly enhance the efficiency of insurance agencies. Their newly integrated Certificates of Insurance (COI) tool, embedded within AgencyOne, aims to eliminate bottlenecks that have long hindered the certificate issuance process. This automation allows agencies to manage certificates not only more efficiently but also in real-time, thereby improving service delivery for clients.

Certificates of Insurance play a crucial role in the daily operations of most agencies. Traditionally, the process involves manual handling and repetitive tasks across disjointed systems, leading to increased workloads and delays. With Vertafore's new solution, these tedious tasks have been streamlined into a cohesive and user-friendly experience. Instead of navigating through various platforms, agency teams can now create templates and distribute multiple certificates in just seconds.

James Thom, the Chief Product Officer at Vertafore, emphasized the importance of this innovation. "For many agencies, the back-and-forth of certificate requests is a persistent source of friction. By simplifying and connecting this workflow within AgencyOne, we're removing a key source of distribution drag, allowing agencies to operate more efficiently and achieve quicker outcomes."

The core of this efficiency is the integration with the agency's management system, using real-time data to ensure accuracy in every issued certificate. This means clients can generate their certificates independently via InsurLink®, available 24/7, enhancing their experience and further reducing the operational burden on agents.

Feedback from early adopters of the new tool has been overwhelmingly positive. Nichole Rich, Director of Training at Moody Insurance Agency, noted, "What stood out right away was how easy and intuitive the new experience is. It's made our day-to-day operations more efficient, and the added controls give us greater confidence in how we manage certificates. The InsurLink integration will undoubtedly benefit our team significantly."

Vertafore is not just enhancing efficiency; they are redefining standards in the insurance industry. Their focus on 'Distribution Velocity' aims to propel agencies forward in a market that continually evolves and increases in complexity. The ability to provide faster service without the need for additional resources is crucial for agencies that wish to expand their footprint while maintaining high levels of service.

Currently, this innovative Certificates tool is available to AgencyOne customers utilizing AMS360® and InsurLink, with Sagitta® compatibility set to launch later this year. As Vertafore embraces the future of insurance operations, the capabilities of Agencies in managing certificates are about to shift dramatically, setting a precedent for swift and reliable service that aligns with modern client needs.

As a company, Vertafore is committed to facilitating 'Distribution Velocity,' transforming every facet of the insurance value chain across agencies, managing general agents (MGAs), and carriers. This forward-thinking approach equips the insurance industry with the essential digital infrastructure, specialized AI, and robust data foundation necessary to alleviate distribution inefficiencies across all operations, from sales to back-office tasks.

Vertafore's services are trusted by over 95% of leading agencies and insurers in the industry, affirming their role as a pivotal element in the realm of insurance.

As the insurance market grows increasingly competitive, adopting solutions like Vertafore's Certificates tool is not just advantageous but essential for agencies looking to innovate and thrive. This new era of insurance technology introduces a level of speed and operational agility previously unseen, marking a significant evolution in how agency service delivery will be shaped moving forward.