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Automate your back-office workflows with AI agents

It can be customized and tailored to your exact needs. Our AI agents automate workflows, process documents, and handle repetitive tasks - all built to fit your unique processes and requirements.

Trusted by leading companies worldwide

AI use-cases

From RFPs to insurance broking, build your AI-powered workflows.

Automate broker workflows from intake to placement

Capture deals from email, enrich with public data, build proposals with provenance, and manage submissions and placements across lines without the spreadsheet chaos.

Deal Intake

Create deals from emails with key facts extracted

Data Enrichment

Auto-pull Companies House, LinkedIn, D&B, and web data

Proposal and Checklist

Build proposal forms with progress and missing docs

Broker Review

Edit answers, add docs, and regenerate responses

Client Requests

Auto-draft missing info emails with prefilled forms

Market Submission

Recommend insurers and track placement by line

Deal creation from email and attachments
Public-data enrichment with source links
Live checklist for missing info and docs
Submission and placement tracking by line

Source-linked answers you can trust

Every response is tied to its origin, with multi-source triangulation for confidence and auditability.

Provenance and Confidence

Source

A
Companies House verified

Coverage

AI
Triangulated from 3 sourcesTrusted

Linked sources show exactly why an answer exists and how it was validated.

Faster submissions, cleaner placements

Auto-drafted insurer emails and per-line tracking keep placements coordinated and on time.

Placement Control

Market

A
Recommended list ready

Status

AI
Line in reviewActive

Stay on top of split placements and insurer follow-ups without duplicating work.

Scale with security

Vera is audited and certified by industry-leading third party standards.

GDPR

GDPR

General Data Protection Regulation

SOC 2 II

SOC 2 II

Service Organization Control 2 Type II

Ready to automate your back-office?

Start automating workflows, processing documents, and saving time today. Free 14-day trial, no credit card required.