Setup: Easy
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Who it's for

Independent insurance agencies on Vertafore whose staff keep stopping to ask coworkers how to do tasks.

What it does

Answers how-to questions inside AMS360 or Sagitta
Uses Vertafore's help docs and your own agency steps
Shows the source with each answer

Proof

Maker's claimThe company that makes it says so

In Vertafore's own testing, the AI cut the time to find answers by up to 88%.

VertaforeOct 20, 2026 Read the source

Try it yourself DIY version

Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.

Copy this prompt

I run an insurance agency. Here are our notes on how we do [TASK, LIKE PROCESSING AN ENDORSEMENT]: [PASTE NOTES]. Turn them into a clear step-by-step checklist a new hire can follow, with a short why for each step. Then list 5 questions a new hire might ask and answer each from my notes only. Mark anything my notes don't cover as [ASK A MANAGER]. Before you use any of this with clients, have your compliance person check anything client-facing.

How to set it up

Ask your Vertafore rep to turn on Coach Agent in AgencyOne with AMS360 or Sagitta.
Upload your agency's SOPs so answers match how you work.
Have new hires ask it first before asking a coworker.
Spot-check answers and fix any SOP that's out of date.