vBots AI

Start your day in vBots by selecting a ready-made workflow or recording your own steps. Point the bot to your AMS, carrier portals, payment sites, or shared drives, then map fields with the visual editor—no coding required. Use role-based access to limit who can publish, test with workflow recording and debugging, and set a run schedule for hourly, daily, or event-driven execution. If you need human review at key points, switch that step to attended mode; everything else can run fully unattended. Add compliance checks and logging with a click so audits are covered without extra spreadsheet work.

For billing and accounting, create a reconciliation flow in minutes. Upload carrier statements or connect the bot to pull them from portals. OCR reads the statement, NLP interprets line items, and machine learning matches policy numbers, invoice dates, and amounts against your system of record. When there’s a mismatch or missing policy, an exception rule routes the item to an agent queue with evidence attached. Approved fixes are learned so the bot handles similar cases automatically next time. Enable workload management to push high-dollar items to the front, and monitor throughput and error rates in Bot Performance Analytics. Every action is timestamped and retained to meet regulatory and carrier audit expectations.

Service operations run the same way. Set a renewal cycle that pulls upcoming policies, drafts personalized outreach, updates tasks, and follows up if no response is received. Watch cancellations by having the bot scrape carrier notices, attach documents to accounts, notify producers, and begin reinstatement steps when payment hits. For document-heavy processes, direct the bot to fetch dec pages, endorsements, loss runs, and E&O certificates; it will file them to the correct account and tag them for search. Use attended automation at the desk for ad‑hoc tasks like COI generation or form prep, while unattended bots handle nightly jobs. Collaboration tools keep conversations, files, and approvals with each record, and calendar hooks align reminders with producer schedules—desktop or mobile.

When volume spikes—open enrollment, month-end, or tax season—spin up more bot workers and prioritize queues without adding headcount. Integrate with third-party tools for e-signatures, communications, or reporting, or extend an automation with custom code when needed. vBots tracks every deployment, offers disaster recovery safeguards, and provides mobile access for on-the-go reviews. The result: faster cycle times, fewer manual errors, and a team freed to focus on advising clients, cross-sell opportunities, and complex service requests—all measurable within weeks of go-live.