Using Vertafore ImageRight with SoterAI
Connect Vertafore ImageRight to SoterAI and search the documents your team stores in ImageRight — policy documents, claim files, loss runs and correspondence — from chat.
Like every SoterAI connector, the Vertafore ImageRight connection is read-only: SoterAI can read and search your data, but it cannot create, edit, or delete anything in Vertafore ImageRight.
Assisted setup. Vertafore ImageRight is connected with help from our team. In the Connectors panel, its card shows Request setup instead of Connect. You bring the access details from your side, and we set up the connection to your workspace for you — there is nothing to install.
Before you request setup
Have the following ready before you send your request:
- Your ImageRight server URL
- API credentials
- Your ImageRight product version
Your organisation will also need to allow SoterAI’s outbound traffic through your firewall. Ask our support team for Soter’s egress IP address in your setup request so you can add it to your allowlist.
Keep your credentials safe. Don't paste passwords, secrets or tokens into the request email. List which details you have ready, and our team will confirm how to share them securely. Use credentials scoped to the minimum access you need.
What SoterAI can access
Once connected, SoterAI has read-only access to:
- Documents and files the API user can reach
- Document details such as file, folder and document type
Access is always limited to what the credentials you provide are allowed to read.
What SoterAI cannot do
- Cannot create, edit, or delete records in Vertafore ImageRight
- Cannot submit forms or trigger workflows inside Vertafore ImageRight
- Cannot access data outside the scope of your credentials
- Cannot change configuration, permissions, or user access
How to request setup
- 1Click the puzzle piece icon in the chat input bar to open the Connectors panel.
- 2Open the Available tab and find Vertafore ImageRight under Risk & safety (use the Search integrations bar if needed). The card shows a short summary of what we'll need.
- 3Click Request setup. A prefilled email to our support team opens, with the connector name and your workspace already filled in, plus the same checklist.
- 4Add any details you already have (without credentials) and send it.
- 5Our team will reply to arrange the next steps and set up the connection. Once it's live, Vertafore ImageRight appears in your Connected tab and you can use it in chat like any other connector.
If your email app doesn't open, write to help@soteranalytics.com with the subject ‘Connector setup request: Vertafore ImageRight’.
To remove access at any time, open the Connectors panel and click Disconnect on the Vertafore ImageRight card in the Connected tab.
Example queries
Once connected, just ask naturally.
Finding documents
- "Find the latest loss runs for this client in ImageRight"
- "Which documents were added to this account last month?"
Reading and summarising
- "Summarise the documents in this claim file"
Use cases
Faster file review
Find and summarise the documents in a client or claim file in plain language, instead of opening them one by one.
Preparing for renewals and claim reviews
Pull together loss runs, policy documents and correspondence before a renewal or claim review.
Pulling evidence together for audits
Locate the documents you need to evidence a decision or process, and see what was added and when.
Troubleshooting
| Issue | Solution |
|---|---|
| My email app didn’t open when I clicked Request setup | Write to help@soteranalytics.com with the subject ‘Connector setup request: Vertafore ImageRight’. |
| SoterAI can’t see certain records | Access is limited by the permissions of the credentials you supplied. Ask your Vertafore ImageRight administrator to confirm what they can read. |
| Slow responses on large queries | Narrow your question, for example to a date range, site, or single record type. |
| Connection can’t be completed | Check that the server URL and product version you gave us are correct, and that Soter’s egress IP is allowlisted. |
For more general help, see Troubleshooting external app connections.