Agency knowledge used
Built for independent insurance agencies
Your agency’s know-how.
On every call.
A 24/7 AI front desk tailored to your team’s approved knowledge and procedures. Help new prospects get started, capture existing customers’ service needs, and give the right person the context to take over.
Prefer to hear it?Call the live demo:- English + Spanish
- Live producer handoff
- Your agency’s playbook
- After-hours intake
Caller
“We’re buying a second car. Can you give me a quote today?”
Avery • AI front desk
“I can help get that started for a licensed producer. What kind of car are you adding?”
Sales opportunity detectedIntake for a licensed producer
Gathering details
Answerapproved agency FAQs
Captureservice and claim intake
Recognizesales and risk signals
Connectthe right licensed person
Interactive demo
See agency know-how in action.
Try a fictional agency playbook, change Sarah’s availability, and book a sample callback. Calendar connections and live transfers are simulated here.
Avery is ready
Interactive preview
Sarah · fictional producer
Unavailable now · future callback slots remain open
Approved answer
Handled from the agency registry
Fictional calendar, contacts and appointments. No live transfers, emails or bookings. Demo text and diagnostics are saved for private quality review. Do not enter personal or policy information.
Prepared for the team
Sarah’s sample calendar · Eastern time
Choose an opening when Avery offers a callback. Your selection still needs confirmation.
Built around your agency
Your procedures in. Consistent calls out.
Start with the know-how your experienced staff carry in their heads: what to ask, who handles it, and when to escalate. Your licensed principal approves the agency facts, procedures, and boundaries before go-live.
Map your front desk
We sit with your team and document the questions, callers, carriers, workflows, and exceptions that actually reach your phones.
Approve the playbook
Your principal reviews a versioned answer registry. It guides routine answers; unfamiliar questions get a useful next step or a handoff.
Run calls under rules
Sales, complaints, coverage questions, sensitive data, and uncertainty trigger the handoff path you selected.
Review and improve
Every call creates a redacted summary and outcome so the agency can tune FAQs, routing, and staffing with evidence.
Your answer registry
The details that make it your front desk.
Who handles rental properties? What does your service team need for a certificate request? Turn that agency know-how into approved, versioned guidance—not improvised insurance advice.
- Agency facts and hours
- Carriers and lines written
- Billing and claims contacts
- Document-request procedures
- Trigger phrases and handoff rules
ANSWER REGISTRY✓ Approved
QuestionHow do I get a certificate?
Approved response
Capture the holder, project, requested wording, additional-insured request, and deadline. A licensed team member reviews and issues it.
The useful kind of limited
Designed to know where its job ends.
Call automation should create capacity—not new regulatory exposure. Consequential decisions stay with licensed people.
✓What it can do
- Answer approved agency FAQs
- Capture contact and intake details
- Open service and certificate requests
- Recognize sales and risk signals
- Use configured handoffs or capture callbacks
- Create a redacted call summary
×What it will never do
- Quote a premium or say “you’re covered”
- Bind, change, or cancel a policy
- Take a card or Social Security number
- Interpret coverage, limits, or fault
- Pretend to be a human
- Guess when an answer is not approved
A better first touch
What happens on common calls.
The caller gets a clear next step, while your staff gets the useful facts—without replaying the whole conversation.
Caller needsFront Desk actionYour team receives
A new quoteCaptures contact, lines, carrier/renewal timing; never quotes.Sales intake + handoff or callback request
Policy serviceCaptures requested change and routes to licensed staff.Assigned ticket + summary
A certificateCollects holder, project, wording, additional insured, and deadline.Deadline-flagged ticket
A claimCaptures event basics, checks urgency, routes to person or carrier line.Risk alert + redacted intake
A billing questionRoutes to the carrier channel or books a rate-review callback.Callback request + reason
Three levels. Your agency’s way.
Start at the front desk.
Go deeper where it helps.
Every tier is tailored to your agency’s terminology, approved knowledge, staff, and escalation rules. Connected Service and Custom Operations are custom-scoped extensions, not features included in the founding pilot.
Front Desk
Give every caller a useful first step.
- Approved agency answers and procedures
- Sales, service, and document-request intake
- Configured live handoffs and callback capture
- Redacted summaries for your team
Intake and routing—not access to private customer records. The founding offer below stays unchanged.
See the founding pilotConnected Service
Help established customers with approved account-specific requests.
- Secure customer verification before private lookups
- Permission-limited account information
- Service-request status from connected systems
- Secure retrieval of existing, approved documents
An extension to Front Desk, subject to system access, security and compliance review. Scope and pricing agreed separately.
Discuss Connected ServiceCustom Operations
Connect more of the work around the conversation.
- Agency-management and carrier integrations
- Google Calendar or Outlook scheduling
- Staff call-availability controls alongside calendar checks
- Approved workflows with human review and audit trails
Build on the agreed service scope. Integrations depend on provider access; live calendar connections are not in the demo. Scope and pricing agreed separately.
Discuss Custom OperationsHelp first. Verify when needed.
Different requests need different access.
Verification does not authorize insurance advice or policy changes. Licensed staff stay responsible for coverage decisions in every tier.
New prospect or general question
No MFA required for general questions or sales intake. Avery can explain approved procedures, gather the request, and route the conversation.
Established customer, private information
In a custom Connected Service implementation, verify the customer through an approved secure flow, then check their permission for that specific record or action. General service intake can still begin without account access.
We scope authentication with your agency: a secure sign-in with an authenticator app or suitable passkey, and SMS fallback only where approved. Security questions alone do not unlock customer records. No real customer verification or private account access is enabled in this demo.
Founding-agency offer • Georgia
Prove it on your calls for 60 days.
We are opening three founding-agency spots for a structured pilot and case study. You keep control of every answer, escalation, and go-live decision.
We believe adopting AI should not mean giving up the human relationship. Vectis begins with Georgia businesses so every founding agency can work directly with a real local partner—not just a software portal.
- ✓ No setup fee for the first three agencies
- ✓ Up to 1,000 AI-handled call minutes each month
- ✓ Additional minutes at $0.25 each
- ✓ English and Spanish intake
- ✓ One call flow, approved-answer registry, and live handoff
- ✓ Weekly review during the pilot
- ✓ 60-day initial commitment
Agency fit check
Tell us where the phones create pressure.
We’ll use call volume, team size, timing, and the problem you are solving to recommend a starting scope. Interested in Connected Service or Custom Operations? Tell us which systems and service requests you want to connect.
Usually a strong fit
Independent agencies with missed or after-hours calls, recurring service questions, and a licensed producer ready to take qualified handoffs.
Prefer a direct conversation?
(470) 238-9426
contact@vectisco.ai
01AI disclosure
The caller is told they are speaking with an AI assistant.
02Consent-aware intake
Recording or transcription notice is built into the greeting.
03Minimal data
Payment cards and Social Security numbers are refused and redacted.
04Human authority
Licensed staff own policy decisions and coverage conversations.