Data Cleanup
Clean your system at scale by identifying incomplete,
inaccurate, or inconsistent fields.
Inconsistent data entry and erroneous records within an AMS often lead to inaccurate reporting. Our intelligent assistant acts as a digital auditor, scanning your AMS to automatically identify and correct formatting errors, duplicates, and missing information, ensuring your systems provide reliable information at all times.
Choose specific fields and cleanup rules (e.g., standardize carrier names, fix contact formats, merge duplicates)
Scans your AMS records, identifying issues against configured rules: missing values, duplicates, or formatting errors.
Cross-references data against external carrier portals to verify the accuracy of the information found in your AMS.
Applies fixes directly in your systems according to approved rules: standardizes fields, merges duplicates, and fills missing data.
Maintains records for what was fixed, remaining issues, and data quality trends.
Configurable rules and AI-assisted detection of data quality issues across any field.
Identifies and safely merges duplicate accounts, contacts, and policy records.
Applies configurable agency-specific logic to flag and resolve data quality issues across any data field.
Schedule automated cleanup jobs to run weekly, monthly, or continuously.
Track data quality metrics over time and identify areas needing attention.
Processes and validates thousands of records without slowing down or compromising accuracy.
Platforms
Carriers
Our intelligent assistant scans your AMS using your defined rules to find errors. It looks for matching tax IDs or names to find duplicates, checks for empty mandatory fields, and flags inconsistencies where data in one screen does not match another.
Our intelligent assistant can be set to handle both. For simple fixes like formatting phone numbers or fixing capitalization, it can auto-correct the data. For more complex issues, it creates a report for your team to review and approve before any changes are made.
Yes. You can customize the intelligent assistant's "checklist" to match your specific agency needs.
Our intelligent assistant operates entirely within your agency’s secure environment. It does not export or store your data on external servers. Because it uses your existing AMS security protocols, your sensitive client and financial information remains fully protected and private.
By constantly auditing your records, automation ensures that policy limits, effective dates, and coverage details are accurate. This prevents staff from relying on wrong information when servicing clients, which significantly lowers risk.
“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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