Find out where your agency is
losing time in 60 seconds.
Answer eight quick questions about how your agency operates today, and see exactly where automation can give your team time back.
Sign 1 of 8
On a typical month, how many hours does your team spend copying and pasting information across emails, carrier portals, and agency management systems?
Sign 2 of 8
At the end of a work week, does your team have a backlog of tasks such as reconciliation, quotes, or submissions?
Sign 3 of 8
How often would your team say they spend their day doing repetitive, robotic tasks?
Sign 4 of 8
Have you seen errors in your agency data due to human oversight that required rework?
Sign 5 of 8
Do you hire temporary staff to manage seasonal spikes in renewals, submissions, and reconciliations?
Sign 6 of 8
If your agency's business grows by 20%, do you anticipate a need to hire more operational/administrative staff?
Sign 7 of 8
Do you rely on spreadsheets to manually track processes and task status?
Sign 8 of 8
Do you employ Virtual Assistants(VA) to carry out operational tasks?
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Your Automation Readiness
Your Automation Readiness Score
Based on your answers across all eight operational signs.
Automation Diagnosis
0% Readiness Score
Your Operational Signal Map
Where the Signs Show Up
How your agency operates across all eight operational dimensions, ranked by strength.
Areas with stronger signals represent workflows where automation may deliver measurable operational impact.
Prioritized by automation signal strength
What This Means
Your Score in Business Terms
Getting Started
How to Get Started
vBots follows a structured four-phase model built around your agency's workflows, not a generic template.
1
Assessment
Know your baseline
2
Solution Design
Map your workflows
3
Development
Build and test
4
Deployment
Go live, stay live
Most agencies are live within weeks, not months.
Download Your Assessment Report
Save your personalized results and share them with your team.
Where to Start with Automation - Guide
Discover how to prioritize automation opportunities, identify high-impact workflows, and build a practical roadmap.
Download Guide Talk to an Automation Specialist
Share your current process in a 15-minute conversation, and we will help identify gaps and where automation can create the most value.
Book a Free Demo Ready to Automate?
Get a personalized demo built around your agency's specific automation opportunities.
