vBots

vBots provides on-site AI-powered automation for regulated industries, notably P&C insurance, healthcare, and finance. It creates intelligent assistants that perform routine tasks, extract data, and coordinate workflows, enabling teams to focus on client relationships and strategic work. The product targets insurance agencies and other regulated businesses seeking scalable automation that fits within existing systems and compliance requirements.

vBots operates by embedding intelligent assistants that automate critical workflows within the user’s own environment. It emphasizes on-site deployment, data staying in the network, and customization to match regulatory rules. The approach combines deterministic rules with AI where interpretation is needed, delivering predictable yet flexible automation with auditing capabilities.

vBots delivers capabilities to extract data, coordinate multi-step processes, and handle exceptions while offering real-time visibility into automation performance. It is designed for regulated industries and emphasizes security, compliance, and auditability as core attributes.

vBots is designed for rapid deployment within regulated environments, offering on-site automation with data staying within the user’s network and a focus on measurable ROI over months. It supports flexible, customized automation that scales with the agency’s needs and regulatory requirements.

Use cases

• 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 AMS.
• Direct Bill Reconciliation: Extracts carrier commission statements, matches them against agency records, and identifies reconciliation variances.
• Notice of Cancellation: Monitors carrier portals for cancellation notices, downloads and validates NOC documents, records them in AMS, and triggers notifications and tasks.
• Policy Checking: Extracts policy data from carrier portals, AMS, 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.