Document Retrieval

Your Document Retrieval Process Automated In Just 4–6 Weeks

Fetch, organize, and deliver the files you need where you need them, without the manual hustle.

Say Goodbye to Manual Downloads and Missed Documents

Insurance documents are essential — but collecting them shouldn’t slow your team down. With different portals, formats, and login requirements, managing them manually creates unnecessary complexity. vBots intelligent automation gives you a smarter way to retrieve, organize, and route documents. Nothing gets missed, and your operations stay smooth, secure, and on schedule.

Automate Document Collection Across Carriers and Channels

Carrier Website Support

Prebuilt to access and retrieve documents from 150+ top carrier portals including those requiring MFA-secured logins.

Activities and Tasks

Assign retrieved documents to specific teams or individuals using configurable activity and task codes for faster processing and accountability.

Robust Notifications

Get alerted when something needs attention like login issues, duplicates, or validation mismatches, so your team stays informed and in control.

Scheduled Runs

Set your bots on autopilot with scheduled runs or have them react to incoming documents in real time — no manual triggers needed.

Multiple Input Sources

Fetch files from carrier portals, emails, shared folders or from wherever your documents are.

Multiple Document Types

Retrieve and sort various document types like policy documents, endorsements, NOCs, NORs, letters, and worksheets with smart naming and tagging rules.

CLIENT SUCCESS

8000+

Policy documents processed in a month

98%

Processing Accuracy

250+

Hours saved per month

Numbers That Speak For Themselves

Faster process

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Hours saved every month

Accuracy

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Error free

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Worth of productive hours saved

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Automated

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