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Top Questions from Applied Net 2025: How Automation Works for Insurance Agencies
At Applied Net 2025, one thing was clear: automation and AI are no longer future concepts. They are already shaping how agencies…
Policy Checking
Precision Policy Reviews. Zero Discrepancies.
Ensure every policy reflects exactly what was quoted,
bound, and issued.
Policy Checking Automation
Manually verifying complex policy details is a time-consuming task, where even small oversights can lead to significant liabilities. Our intelligent assistant automates the policy checking process so discrepancies are instantly flagged, ensuring every policy detail is 100% accurate.
How it Works
Ingest Policy Documents
Retrieves policy details from carrier portals, AMS, or specified input sources.
Extract Data
Uses AI to extract key information, including headers, coverage details, limits, and form schedules.
Analyze Coverage
Compares extracted information against AMS records, binding documents, original quotes, or proposals.
Flag Errors
Generates a discrepancy report highlighting specific issues like incorrect limits, missing forms, or premium mismatches.
Route for Review
Sends flagged policies and assigns follow-up activity to the designated team member.
Key Capabilities
Side-by-Side Comparison
Instantly compares current and prior policies to identify added, removed, or modified coverage items.
AI-Powered Extraction
Custom-trained on insurance documents to pull critical data points with accuracy.
Multi-Format Support
Handles binders and policies in various formats, including PDFs, Excel, and scanned documents.
Error Detection
Highlights coverage gaps and premium variances to catch E&O risks before policies reach clients.
Activity Routing
Routes flagged policies to the right team member based on issue type and complexity.
Secure Processing
Protects sensitive data by ensuring all processing and results remain within your agency’s network.
Integrations & Supported Systems
AMS
Platforms
300+
Carriers
Multiple Sources
Expected Impact
1200+
Policies Processed Per Month
90%
Reduction in Manual Policy Checking Effort
15-20
Minutes Saved Per Policy Check
Frequently Asked Questions
Yes. Our intelligent assistant uses AI to extract coverage limits, deductibles, and endorsements from policy documents and compares them side-by-side with previous terms to highlight changes.
Yes. Our intelligent assistant can read data from many different formats, including standard PDFs, excel files, and email attachments, to find and match information.
All processing happens on your agency’s own network. No documents or policy results ever leave your internal systems, ensuring total privacy and security.
Our intelligent assistant automatically flags any premium differences, coverage changes, or missing endorsements and sends a summary report directly to your staff for a final review.
Yes. Agencies can easily configure and update the rules the intelligent assistant follows, ensuring the intelligent assistant always aligns with your specific agency workflows.
Find How Insurance Agencies Scale with vBots
“Automation freed our licensed staff to focus on what matters - clients.”
“Adapting the bot has helped us save time. It's made the process more efficient.”
“Allowing the bots to streamline the process allowed our team to focus on the client side of the business.”
“You will not look back when you see the time you are giving back to your staff to invest in other areas of your agency. ”
“It's like adding a full-time employee without the extra hire.”
“vBots saved 60% of my time on reconciliations.”
“Go for it. Do not delay. It is definitely going to give you some time back in your day.”
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