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 is best scoped with a working session before subscription pricing is finalized.
- 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.