NewPlan your 2027 AI roadmap with Caddi DiscoverOn demandBox + Caddi webinarOther eventsNext: ADVISE AI, Oct 20–22
In-ProgressCross-vertical

Automate Vertafore with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Vertafore. It runs the Vertafore steps your team does by hand today, and connects it to Applied Epic, EZLynx, and Salesforce. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Vertafore integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Vertafore and every tool it touches, including the screens with no API.

How to automate Vertafore

  1. Connect Vertafore to Caddi

    Allow

    1Sign in to Vertafore

    One click with your own Vertafore login. No API keys.

  2. Automate new business intake in Vertafore.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Vertafore integrations

Connect Vertafore with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Vertafore

Why teams automate Vertafore

Vertafore runs the agency's book, but servicing it, from new business intake to policy documents and renewals, still relies on manual entry. Caddi AI Agents automate the loops around Vertafore so the team services clients instead of keying data.

Agency toil is in the servicing motions: intake, document filing, and renewals. Caddi runs those end to end so producers and CSRs stay on clients.

Loops Caddi runs against Vertafore

  • New business intake

    Recommended pattern
    1. Vertafore
    2. Microsoft Outlook

    Caddi extracts applicant and policy data from inbound email and forms and creates the matching records in Vertafore.

  • Document filing & renewals

    Recommended pattern
    1. Vertafore
    2. Google Drive

    Caddi files policy documents to the right Vertafore record and prepares renewal packets on schedule.

Where professional services teams use it

  • Inbound triage

    Watch Vertafore for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.

  • Cross-tool data sync

    Keep Vertafore in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.

  • Document workflows

    Generate, send, and archive documents end-to-end using Vertafore alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

    Send the right person the right Vertafore update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating Vertafore

Does Caddi have a real Vertafore integration?

Yes. Caddi runs verified code against Vertafore's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Vertafore is reviewed before it runs in production.

Do I need engineering help to automate Vertafore with Caddi?

No. You demonstrate the workflow, clicking through Vertafore the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Vertafore data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Vertafore, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Vertafore to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Vertafore, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Vertafore?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside Vertafore

Browse all
See it on your stack

Ready to automate Vertafore?

Drop your work email and we'll show you Caddi running end-to-end against Vertafore and the rest of your stack.