Run Your Agency Operations with Intelligent Assistants
vBots x HawkSoft Webinar | June 10, 2026
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Raul Guerra
Director of Sales
Moe Elkateb
VP - lnsurance Automation Solutions
Session Overview
Insurance agencies are losing hours every day to manual data entry, carrier portal navigation, and repetitive back-office tasks. This session explored how agencies are eliminating inefficiencies and automating operational activities across carrier portals, document handling, and policy updates using vBots AI-powered assistants for tasks such as document processing, validation, comparison, and execution.
What We Covered
- The Agency Operations Problem
Where time, accuracy, and margin disappear in a typical insurance agency, and why adding headcount is not the answer.
- How Intelligent Process Automation Works
An introduction to vBots intelligent assistants and the technology behind them.
- HawkSoft Case Study
How a HawkSoft agency put vBots to work on one of their most time-consuming workflows, and the operational impact that followed.
- Popular Use Cases to Automate
A look at the workflows agencies are automating most, and what makes them strong candidates for automation.
- Demonstration
A walkthrough of how our intelligent assistants work to orchestrate end-to-end workflows within your existing HawkSoft setup, enabling real-time, continuous execution.
- Offshore VAs vs. vBots
How to think about using the right resource for the right task, and where each one belongs in your operations.
- Live Q&A
Questions answered live, covering security, onboarding, carrier and AMS integrations, and more.
