vBots

Paid | B2B & Client Tools

Overview

vBots is an AI automation platform built specifically for insurance agencies by Coventus AI Solutions Inc. It deploys pre-built intelligent bots that integrate directly with agency management systems and connect to 300+ carrier portals to automate the repetitive administrative tasks that consume insurance professionals' time. Rather than generic process automation, vBots bots are pre-configured for common insurance workflows — policy downloading, direct bill commission reconciliation, notice of cancellation processing, renewal processing, policy checking, and email categorization — then customized to match each agency's specific procedures and compliance requirements. The platform reaches self-funding ROI within 90 days of deployment. Compared to a new hire (who takes 12 weeks to ramp and is error-prone under volume), vBots operate continuously, eliminate errors, and never slow down. Insurance agencies that deploy vBots reclaim the hours their CSRs and producers were spending on clerical work, freeing them to focus on client relationships and growth.

Features

  • Policy download automation: retrieves policy documents from carrier portals and syncs to your AMS automatically
  • Direct bill commission reconciliation: matches and reconciles commission statements against carrier data without manual cross-referencing
  • Notice of cancellation processing: automates NOC workflow from detection through response and documentation
  • Policy renewal processing: identifies upcoming renewals and executes pre-configured renewal workflow steps
  • Policy checking: reviews issued policies against applications for discrepancies and coverage gaps
  • Quote generation: automates quoting by submitting policy details to multiple carrier portals or rater systems
  • Email categorization: sorts and routes incoming emails into defined categories for faster response
  • Agency bill reconciliation: matches agency-billed policies against carrier records to resolve payment discrepancies
  • Submission intake: automates new business submission processing from intake through AMS entry
  • CSR24 account setup: automates customer portal account creation and configuration workflows
  • Endorsements processing: handles mid-term policy changes from carrier portals through AMS updates
  • Certificate of Insurance (COI): automates COI issuance and delivery workflows
  • Data cleanup: identifies and resolves data inconsistencies across AMS records
  • AMS integration: connects directly with Agency Management Systems via API, UI, and SDK-based integrations
  • 300+ carrier portal connections: accesses carrier portals for document retrieval, policy data, and commission info
  • Customized workflows: bots are tailored to each agency specific processes, not one-size-fits-all templates
  • Error notifications: flags failed processes and exceptions for human review rather than silently dropping tasks
  • Reporting and metrics: dashboards showing bot activity, task completion rates, and time savings

Best For

P&C insurance agencies dealing with high-volume manual policy processing and document retrieval, Agency CSRs and producers buried in administrative work who need time back for client service, Insurance agencies running Applied Epic or similar AMS who want automation without replacing their system, Mid-size agencies with high transaction volumes but limited administrative bandwidth, Agency principals who want self-funding ROI and automation that adapts to existing processes

How It Works

vBots begins with a workflow study phase where the team analyzes each agency's specific processes, sample transactions, and operational rules — typically taking 4-10 weeks from assessment to live deployment. The bots run on devices owned by the agency for security compliance and integrate through API-level connections, UI-based interactions, and SDK-based capabilities with the agency's AMS. Once deployed, bots execute their assigned workflows automatically: the Policy Checking Bot retrieves and reviews policy documents, the Direct Bill Commission Bot reconciles statements against carrier portals, and the Notice of Cancellation Bot handles NOC workflows end-to-end. If a bot encounters an exception it can't resolve, it flags the item and sends a notification rather than failing silently. Reporting dashboards let agency leaders monitor bot activity and track time savings across all automated workflows.

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