Quote, bind, renew, and pay commissions — in one system instead of five
AI-native insurance brokerage management covering the full policy lifecycle: quote, bind, endorse, claim, renew. Vitelligence Insurance keeps carrier data, client records, claims status, and agent commissions on one set of records — so renewal season stops being a fire drill.
Replaces Applied Epic, Vertafore AMS360, HawkSoft, EZLynx
Workflows connected by Vitelligence Insurance
Standalone pricing
Buy Insurance by itself, or add it to a Vitelligence suite.
Coordinate insurance-specific workflows while keeping customer, document, compliance, and reporting context connected.
Best for
Insurance operations and agency teams
Pilot
pilot
Insurance can be started on the free plan, with transparent per-user pricing as you scale.
- Workflow review
- Data and migration review
- Success criteria
Enterprise
monthly or annual
For regulated, complex, high-volume, or deeply integrated deployments.
- Custom limits
- Governance and security review
- Implementation support
Suite expansion
Where Insurance fits in the platform
Everything you need in Insurance
The Full Policy Lifecycle on One Record
Quote, pending, active, suspended, cancelled, expired, renewed — every status the policy actually goes through, on a single record with the carrier, the client, and the coverage in one place.
- Coverage across health, life, auto, property, commercial, liability, workers comp, and umbrella lines
- Policy status workflow from quote through renewal with audit trail
- Carrier relationship on every policy with carrier-specific identifiers
- Client linked to CRM contact (individual) or account (company)
- Coverage amount, deductible, premium, and payment frequency tracked together
- Effective and expiration dates drive renewal alerts and commission events
Renewal Pipeline That Pays Attention for You
Renewals are the lifeblood of a brokerage and the easiest thing to drop. Vitelligence watches every active policy, surfaces the ones approaching expiration on a tiered alert ladder, and pre-fills remarketing quotes from the existing record.
- Tiered alert ladder at 90 / 60 / 30 / 14 days before expiration
- Renewal pipeline dashboard sorted by expiration date and premium
- One-click remarketing quote that pre-fills from the active policy
- Carrier preferences and prior loss history surfaced in the renewal record
- Renewal commissions auto-created with the right rate when the policy binds
- Lost-renewal reason capture for sales coaching and retention analysis
AI-assisted Quote and Application Intake
Application data lives in carrier portals, ACORD forms, declaration pages, and email attachments. The AI extracts the structured data into a draft policy record so the agent can review and bind, instead of typing the same fields into yet another portal.
- AI extraction from declaration pages, ACORD forms, and carrier emails
- Draft policy record pre-filled with carrier, client, coverage, and premium
- Agent review step before any record is bound — never silent commits
- Discrepancy flagging when extracted data conflicts with prior policies
- Document attachments retained with the policy for audit
- Custom intake fields per line of business
Native Suite Integration
A brokerage system that does not talk to your CRM is half a system. Vitelligence Insurance shares one client record with CRM, one ledger with Accounting, one document vault with Documents — so the renewal email, the commission entry, and the policy PDF all reference the same client.
- Client records reuse Vitelligence CRM contacts and accounts (no duplicate masters)
- Commissions post to Vitelligence Accounting with the correct GL coding
- Policy and claim documents stored in Vitelligence Documents with retention rules
- Activity timeline on the client shows policies, claims, and commissions
- Renewal tasks land on the agent inside Vitelligence inbox and calendar
- Works with the full Vitelligence suite or as a standalone with REST integrations
Insurance — Frequently Asked Questions
Ready to transform your insurance?
Start with one insurance workflow and prove the value before expanding.