REQUEST A PRIVATE DEMO
Thirty minutes, screen shared, on synthetic data. You see the whole path — an export arriving, the reconciliation, the reports each agent receives, and the review the principal receives.
For licensed insurance agencies and their principals. Not for consumers.
IN PRODUCTION SINCE JUNE 2026 AT THE FOUNDING AGENCY
ON THE CALL
An agency emails its enrollment-platform export to a dedicated audit mailbox. VitalBot reconciles it against the agency's own enrollment ledger, row by row, and emails each writing agent their own prioritized worklist.
Only addresses the agency authorizes can trigger a run. An export sent in by anyone else does not audit anything — no run starts, and management is told who sent it.
If the export's shape changes, a date column vanishes, or a finding count spikes past its limit, the run is held. Nothing reaches an agent. The whole run goes to management with the root cause named.
The export is parsed in memory. The audit record carries no client names. Agent reports are HTML email only, with no spreadsheet attachment, so a departing agent never receives an exportable client list.
BEYOND THE AUDIT
Open and expired document requests. Special enrollment verification issues. Supporting documents due. Cancellations an agent never logged. Policies marked unpaid that are live. Clients whose subsidy dropped and who now owe a premium. Agent-of-record changes you did not initiate. Duplicates, unusable IDs, and clients who match no agent on your roster.
Including clean ones. The Agency Health Review carries the high-risk counts, the manual-review and invalid-ID counts, every internal cross-check that fired — and the ones that did not, at zero, so nothing disappears quietly. It carries a button that returns a spreadsheet of the findings your agents received on the most recent completed audit.
Configured per agency and switched on only for agencies that use a settlement administrator. Where it is on, VitalBot reconciles what actually cleared, computes each agent's pay from your own compensation rules, and sends the whole package to you for approval. No agent is emailed and no card goes out until a person presses Full Send. There is a Hold Up button that stops the period: no card goes out to anyone until a person comes back and presses Full Send.
Thirty days, ninety days, six months and all-time, printed on the pay card. Each producer can carry their own start date, so a newer producer is not scored on months before they had a book. Where the export cannot reach back far enough to answer honestly, it says so instead of showing a number.
VitalBot reports what it observes in the files you send it. It does not recover commissions, contact any third party on your behalf, or file anything with a regulator.
It reads an export you email it. It does not connect to the Marketplace, and it does not read any enrollment platform's systems.
FIT
GET IN TOUCH
Tell us where to send the invitation. A person reads every one of these and replies — no autoresponder.
AFTER YOU SEND IT
01
A person replies with two or three times. No sequence, no drip, no automated follow-up.
02
Thirty minutes on a screen share. Synthetic data, start to finish. Bring the questions you would ask a vendor you are about to route your book through.
03
If it fits, onboarding is a roster, a ledger and a configuration file. Nothing is connected and no agent is emailed until you say so.
QUESTIONS
For the demo, nothing. It runs on synthetic data. To run your own audit you supply a roster of your producers and their license numbers, read-only access to your own enrollment ledger — today that is a Google Sheet you share with VitalBot — and an export you email in.
Pricing is quoted per agency after the call, once the roster size and how you run your book are clear.
Yes. We run the first audit by hand and send you the reports your agents would have received, before any of them go out.
No. Agent reports are HTML email only. The spreadsheet is written to the administrator's own disk and is never attached to an agent's email.
The run is held and you are told why. Nothing reaches an agent. Re-sending a corrected export is the intended recovery path — VitalBot deliberately does not suppress a duplicate submission.
Yes. Rosters, the finding taxonomy, which findings reach agents, header maps and payroll rules all live in your own agency configuration. Delivery to an agent requires an explicit entry — the default is to hold it back.
Usually minutes. The mailbox is scanned on a short cycle rather than a daily batch.
VitalBot Software Solutions, LLC. VitalBot has run in production since June 2026 at Vital Guard Insurance Services, an agency owned by VitalBot's founder.