Eliminate renewal backlogs with AI-powered automation
that fetches, extracts, and updates policy details instantly.
Managing high volumes of renewals across dozens of carrier portals is an administrative struggle that leads to backlogs and the risk of missing critical expiration dates. Our intelligent assistant eliminates this manual effort by proactively monitoring renewal timelines, retrieving documents, and updating your AMS records, ensuring seamless renewals without the burden of repetitive data entry.
Identifies upcoming renewals from emails, carrier portals, and the renewal manager, and automatically downloads documents.
Extracts data and compares against AMS records to identify added, removed, or modified coverage items.
Issues policy, generates renewal documents, and attaches them to the relevant policy record in the AMS.
Sends email to policyholder with renewed policy details.
Flags renewals with significant premium increases, coverage gaps, or missing information for CSR review.
Pre-built for major carriers with MFA support to automatically navigate and collect renewal documents.
AI-powered data extraction from any renewal document format.
Automatically updates your AMS with renewal premiums and policy statuses.
Automatically sends personalized renewal notifications and summaries to policyholders.
Notifications that flag renewals, significant premium increases, or coverage gaps for immediate CSR review.
Ensures all document processing stays within your network to maintain data privacy and compliance.
Platforms
Carriers
Our intelligent assistant uses AI-powered extraction to pull data directly from carrier documents and cross-references it with your AMS. This eliminates manual entry errors.
Our intelligent assistant continuously monitors your AMS for upcoming renewals. It identifies policies approaching renewal and retrieves the necessary documents.
Our intelligent assistant alerts your team when intervention is needed, like login/authentication issues, duplicate document flags, or failed data validations.
Yes. Our intelligent assistant uses your agency’s approved templates to send renewal notifications.
Our intelligent assistant continuously monitors emails, carriers, and AMS policies approaching expiration and triggers renewal workflows based on your configurable timelines.
“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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