At Applied Net 2025, one thing was clear: automation and AI are no longer future concepts. They are already shaping how agencies operate today.
During our sessions and live demos, we received many thoughtful questions from insurance leaders eager to understand how automation can transform their everyday operations.
The conversations at our booth didn’t just highlight curiosity. They opened meaningful discussions about implementation, efficiency, and impact.
These questions inspired us to create this blog, bringing together the most common inquiries we heard and the answers that show how vBots brings automation to life for agencies of every size.
Q1: How do you train bots to fit each agency’s workflow?
Answer:
Our bots come pre-built for common insurance workflows such as policy download, Direct Bill Reconciliation, Notice of Cancellation (NOC), renewal processing, quote generation, and data validation.
We then tailor them to each agency’s internal processes by studying your workflows, sample transactions, and operational rules.
This ensures the automation reflects your procedures accurately and enhances compliance, efficiency, and consistency.
Q2: Do agencies need a dedicated person to manage the bots?
Answer:
No. Our bots are designed to operate seamlessly within your existing workflows.
While human intervention may occasionally be required, it’s only for review. For example, during policy processing, if missing data or exceptions occur, they are automatically flagged for review. These are usually handled by the same operational team managing the process, so no dedicated resource is needed.
vBots simply empowers your staff and agents to focus on higher-value work instead of repetitive tasks.
Q3: What does vBots need from customers to implement automation?
Answer:
Implementation is simple and straightforward.
We typically require access to the machine, AMS, or portals where the process runs, along with sample transaction data and process documentation or recordings that show your current workflow.
This helps our team align the bot setup precisely to your agency’s environment and ensure smooth deployment.
Q4: What is the implementation cost, and how long does it take?
Answer:
Pricing is typically structured as fixed one-time cost and monthly subscription that includes licenses, support, and maintenance.
Implementation timelines depend on the complexity and volume of the process, but most standard bots are deployed within four to six weeks, including testing and handover.
This makes automation predictable, affordable, and scalable as your agency grows.
Q5: What happens if there’s data loss or corruption during processing?
Answer:
Every bot run is fully logged and auditable. Each transaction is traceable, and logs are securely stored for complete transparency.
If an error occurs, the bot automatically stops the transaction and alerts the support team.
This ensures that no data loss or unverified action occurs without visibility or control.
Q6: Who are your customers, and do you serve agencies in Canada?
Answer:
We work with insurance agencies across the United States and Canada, covering both personal and commercial lines.
Our automation solutions are built to meet regional compliance standards and support diverse workflows across different agency management systems.
Q7: Are you integrated or partnered with Applied Systems?
Answer:
We are actively working with Applied’s corporate development team to explore formal partnerships.
At present, vBots supports API-level integrations, UI-based interactions, and SDK-based capabilities for specific workflows.
Our goal is to make automation as native and seamless as possible across the Applied ecosystem.
Q8: Can bots help clean or organize data after migration to EPIC?
Answer:
Yes. Bots can validate migrated data, remove duplicates, standardize naming conventions, and flag incomplete or inconsistent records.
This helps agencies maintain clean, organized data after migration to Applied Epic and prepares the system for smoother, automated operations.
If you have any questions, our Insurtech experts are a click away. Talk to our experts.
