Blog
Why Most Automation Pilots Fail and How to Prevent Failures
Published on: March 24, 2026 Introduction Across the insurance industry, the demand for automation solutions is accelerating. Most agency owners are looking…
Quote Generation
Faster Turnaround Time. Faster Conversions
Automate multi-portal data entry
Deliver accurate quotes in minutes. Save hours spent on
carrier logins and repetitive data entry.
Quote Generation Automation
Prospective clients expect immediate quote delivery, but the manual effort required to key data into multiple carrier portals often slows down the quoting process. Our intelligent assistant bridges this gap by automatically extracting information, submitting it across multiple carriers, and generating a side-by-side comparison to help you deliver quotes faster.
How it Works
Data Access
Logs into your AMS using encrypted credentials to retrieve the client data and policy details.
Multi-Portal Submission
Submits quote requests to multiple carrier portals and rating platforms at the same time.
Data Entry
Navigates to various carrier websites and automatically fills in the required forms using the information gathered.
Quote Retrieval
Once quotes are available, automatically downloads them directly from each carrier's website.
Quote Comparison
Compares the retrieved quotes, identifies the best quote, and converts the best quote into a proposal PDF.
System Updates
Uploads the documents in AMS, creates a record, and instantly sends the best quote to the prospect.
Key Features
Portal Adaptability
Automatically handles changes to carrier websites so your team does not have to relearn portals.
Side-by-Side Comparison
Organizes all the quotes into a side-by-side summary for easy review.
Easy Access
Keeps all proposals, premium details, and coverage highlights organized in one single place.
Faster Quote Delivery
Delivers full quote analyses in minutes, helping you win clients before competitors.
Reliable Data Accuracy
Eliminates manual typing errors by pulling and entering information with consistency.
AMS Notifications
Alerts your account managers when quotes are ready for review.
Integrations & Supported Systems
AMS
Platforms
300+
Carriers
Multiple Sources
Expected Impact
500+
Policies Quoted Monthly
100%
Accuracy
400+
Hours Saved Monthly
Frequently Asked Questions
Yes. Automation is ideal for small agencies because it saves hours of manual work, allowing a smaller team to handle a much higher volume of quotes.
Yes. Our intelligent assistant is designed to log into multiple carrier portals and rating platforms simultaneously. It automatically enters data and retrieves premium details and proposal documents.
Yes. Our intelligent assistant follows the exact rules and data entry requirements set by the carriers and your agency. Since it pulls data directly from your AMS, it ensures the information submitted is consistent and accurate.
Yes. Our intelligent assistant uses secure login credentials to access carrier portals and handles all data within your agency's protected environment.
Yes. Once our intelligent assistant retrieves quotes from multiple carriers, it compiles them into a single, side-by-side summary report.
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.”
Latest Insights
Blog
Beyond Surface Level: How Intelligent Automation Targets the Root Cause of Insurance Agency E&O Risks
Published on: March 17, 2026 Introduction If you are a leader in the insurance industry, you know the sinking feeling that comes…
Blog
Balancing Automation and Human Expertise in Insurance: What to Automate
Published on: March 5, 2026 Introduction The insurance industry is built on trust and relationships: two things that no algorithm or computer…