AGENTIC AI SOLUTIONS FOR INSURANCE

Secure document management and agentic AI solutions for insurers

Your business runs on documents (policies, claims, contracts, regulatory filings, etc.) and while traditional document management software is great at storing these documents, it was never designed for AI. Enter Vertesia's AI-native platform that not only manages your documents, but intelligently prepares them for AI agents, apps and workflows.

SEE HOW INSURERS USE VERTESIA

It's time to replace your legacy document management software

Legacy document systems were built for a different era. They can't keep up with the speed, scale, or complexity of today's insurance operations. Vertesia was built for your people to quickly find what they need, and for AI agents to automate document-heavy processes at scale.

reduce-costs
Save 50-60% on licensing and infrastructure costs

Maintaining legacy document management systems drains capital: in licenses, IT hours, and manual workarounds. Vertesia replaces your legacy stack with a modern platform that maximizes ROI.

Intelligent document processing
Use built-in AI-powered intelligent document processing

The moment documents arrive, Vertesia uses AI-powered intelligent document processing to truly understand them by reading, classifying, and acting without relying solely on predetermined rules.

regulatory-compliance
Maintain compliance without the extra work

Built-in governance, full audit trails, and real-time policy enforcement make compliance a feature, not a full-time job. Every action is logged and traceable from day one.

security-padlock
Stay safe with enterprise-grade security

Vertesia is built for highly-regulated industries. The platform is SOC2 Type II-certified, HIPAA compliant, GDPR compliant, and CCPA compliant.

Connect to the systems you already use

Vertesia integrates with your existing core systems (policy admin, claims platforms, CRM, data warehouses, etc.). This enables your teams to work faster and smarter.

VERTESIA USE CASES

AI-native document management powers AI agents for every team and department

Our AI-native platform is flexible. Do you have existing business software that relies on documents, but want to improve performance with AI? Our AI orchestration layer does that. Do you want to replace outdated systems with AI-powered applications designed for you? Our platform helps you quickly build new AI apps and agents with an AI-native workspace and built-in AI assistant.

Underwriting
UNDERWRITING
Smarter risk evaluation

Instantly pull insights from submission packages, loss runs, and risk reports. Give underwriters an accurate view of every risk, with benchmark comparisons.

Claims processing
CLAIMS
Faster claims processing

AI agents intake, read, and triage claims documents. Extract key data, flag exceptions, and route files automatically to reduce cycle times.

Streamline back-office operations
BACK-OFFICE
Streamlined operations

Automate document-heavy workflows across licensing, appointing, billing, and correspondence.

Compliance automation
COMPLIANCE
Compliance automation

Monitor regulatory requirements in real time. Auto-generate compliance reports. Keep every decision traceable and every document accessible.

Intelligent fraud detection
FRAUD
Intelligent fraud detection

Surface suspicious patterns across claims documents, prior loss histories, and third-party data, and automatically initiate investigation workflows.

Faster month-end close
FINANCE AND ACTUARIAL
Reporting automation

Automate data extraction from financial reports, reinsurance contracts, and actuarial files. Speed up month-end close and reduce the risk of manual errors.

Document intelligence
POLICY ADMINISTRATION
Document intelligence

Replace scattered document storage with one intelligent repository. Instantly find any policy version, endorsement, or amendment, with full version control and audit history.

Agent & broker enablement
DISTRIBUTION
Agent & broker enablement

Give your distribution network instant access to the right content (product guides, underwriting appetite statements, and compliance materials) at the point of sale.

You don't just get software. You get a team of experts.

Our professional services and customer success teams bring a wealth of knowledge to every engagement. Each AI app and agent is configured specifically for your document processes, your terminology, and your business. We work alongside you to make sure AI delivers real, lasting value today, and into the future.

WHITE PAPER

The future of document management for financial services

Financial services firms run on documents (policies, loan files, claims, contracts, regulatory filings, and more.) But for most organizations, their content and document management systems are falling behind. This white paper explores what an AI-native approach to document management looks like, and how you get there.

GET THE PAPER
content-management-for-finserv-cover
AI-NATIVE SOFTWARE

Why should insurers choose Vertesia's AI-native platform to automate insurance operations?

Every insurance process begins and ends with documents, but documents are meant for people to read and understand, not AI. Until now. The foundation of our AI-native platform is our content and process engine which ensures every document is intelligently prepared for AI upon ingestion and becomes the context and control layer for every AI app, agent and workflow built with Vertesia.

MULTI-CLOUD

Deploy where and how you want

Deploy on Google Cloud, AWS, Azure, or any public or private cloud. We also support on-premises and VPC deployments, giving you full control over where your content and data lives.

Google-Cloud-400x400
AWS-400x400
Azure-400x400
WHY VERTESIA?

Customers gain a competitive edge with AI

Vertesia customers move from idea to production in weeks, not months. They deploy AI across departments, and they see results that matter: accurate results, faster workflows, better decisions, and real cost savings.

fast-launch
Build and deploy AI apps and agents at scale

Build and launch AI agents, apps, and AI-powered workflows 4x faster than it would take to build them in-house.

return-of-investment-icon
Fastest time to value

You don't need a team of AI engineers, data scientists and developers to get AI apps and agents into production.

growth
Improve productivity

Automate routine, document-heavy tasks and cut the ongoing costs of licensing, maintenance, and manual labor that come with legacy tools.

security-compliance
Maintain control of your data

Full audit trails, role-based access, bias mitigation, and flexible deployment, to meet every regulatory requirement.

Ready to transform insurance operations with an AI-native platform?

See Vertesia's AI-native platform in action. Schedule your custom demo today to see how our agentic workflows streamline claims, underwriting, policy management, and more.