AI-Powered Automation
Trusted by 100+ Insurance Firms
The vBots Approach to Insurance Automation
Seamless workflow automation tailored for insurance operations
Consistent logic that eliminates human errors and variance
Real-time integration across BMS, CRMs, and carrier portals
Swift deployment with minimal operational disruption
On-site data control with Canadian data residency and PIPEDA compliance
Built-for-scale automation that adapts as your needs expand
Automation Solutions
Document Retrieval
Automates document extraction by securely logging into carrier portals, navigating accounts, and retrieving policy documents.
Policy Renewals
Identifies policies approaching renewal, compares prior and current terms for changes, and updates renewal status and policy fields in the BMS.
Direct Bill Reconciliation
Extracts carrier commission statements, matches them against brokerage records, and identifies reconciliation variances.
Notice of Cancellation
Monitors carrier portals for cancellation notices, downloads and validates NOC documents, records them in BMS, and triggers notifications and tasks.
Policy Checking
Extracts policy data from carrier portals, BMS, and specified input sources, then compares carrier-issued information with internal records.
Quote Generation
Automates quoting by submitting policy details to multiple carrier portals or rater systems, retrieving and comparing quotes based on set rules.
Email Categorization
Brings structure to high-volume inboxes by classifying incoming emails by type and assigning each email to the appropriate workflow, team, or queue.
Brokerage Bill Reconciliation
Processes invoices by extracting details, validating amounts, and applying accounting rules.
Submission Intake
Captures submission data from emails and forms, validates required information, and converts it into structured BMS records.
CSR24 Account Setup
Creates new policy records in the BMS using validated intake data. It sets up CSR24 access, populates mandatory fields, and ensures standardized account creation.
Endorsements Processing
Extracts endorsement details from emails and attachments, validates them, and applies verified changes directly to the correct policy records.
Certificate of Insurance (COI)
Automates COI generation by extracting verified policy details from the BMS and validating certificate holder information before issuing the document.
Data Cleanup
Monitors BMS records to fix inaccuracies and inconsistencies. Using defined rules, it corrects data, flags exceptions, and standardizes all records.
Why Insurance Brokerages Choose vBots
Precision in Every Policy Operation
vBots automates critical policy workflows, reducing operational friction and freeing your team to focus on nuanced decisions.
Growth without Operational Strain
vBots streamlines insurance workflows so you can scale, improve productivity, and retain clients, without expanding headcount.
Elevated Client Experience
Automated service workflows speed up responses and cut delays, allowing teams to prioritize client interactions that build loyalty.
Returns that Compound Over Time
By reducing manual effort, error rates, and rework, vBots lowers operating costs and drives profitability.
Customer Success Stories - Real Results. Real Impact
“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.”
Driving Results Where It Matters The Most
$3M+
In Cost Savings Every Year
10K+
Hours Saved Per Month
100K+
Transactions Processed Every Month
Uninterrupted Integrations for Insurance Brokerages
vBots is built to work natively with your existing systems so you can automate without changing how you operate.
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