For insurance

Turn quotes into policies, and keep them at renewal.

Quotes, policies, renewals and claims live in your agency and carrier systems. VYG puts each shopper and policyholder in one profile, follows up on every open quote, and gets shoppers to the right person.

The problem

A quote page can't explain coverage.

Is flood included? Can I bundle my car? Shoppers with a question and no one to ask go back to comparing prices. A text from a person keeps the conversation going and gets them to your producers.

The VYG universe for insurance

Every planet, working your book.

Earth tracks each shopper and policyholder. Jupiter runs quote, renewal and cross-sell flows. Venus texts shoppers and books your producers. FDE connects your agency systems.

EarthCustomer data platformLive

One profile per policyholder.

Quotes, policies, renewal dates, claims and messages in one timeline, across lines.

  • Households with every policy they hold
  • Renewal dates visible to every flow
  • Segments like single-line households
About Earth
JupiterFlows & AI agentsBeta

Quotes and renewals, automated.

Flows for open quotes, upcoming renewals, missing info and bundle opportunities.

  • Renewal reviews before the date
  • Quote follow-up until it's decided
  • Cross-sell to single-line households
About Jupiter
VenusHuman-powered SMSLive

Follow up on the quotes people walk away from.

Agents text shoppers who left a quote, answer their questions, and book time with your producers when a policy needs one.

  • Texts as your agency
  • Specialist and credentialed agents for the right clients
  • Same-day calls booked
About Venus
FDEForward deployed engineeringService

Your agency systems, connected.

Our engineers connect your agency management and quoting systems and build your first flows with you.

  • AMS and quoting wired into Earth
  • Flows on your real book
  • Your producers trained to use it
About FDE

Integrations

The systems agencies run on.

Agency systems are connected with you during setup. Marketing and messaging connectors are live today.

Agency management

  • Applied EpicBuilt with you
  • Vertafore AMS360Built with you
  • HawkSoftBuilt with you
  • EZLynxBuilt with you

Quoting and rating

  • EZLynx RatingBuilt with you
  • PL RatingBuilt with you
  • Bold PenguinBuilt with you

CRM

  • SalesforceBuilt with you
  • HubSpotBuilt with you
  • AgencyZoomBuilt with you

Documents

  • DocuSignBuilt with you

Website & marketing

  • VYG Web PixelLive
  • KlaviyoLive
  • Meta AdsLive
  • Google AdsBuilt with you
  • SlackLive

Anything else

  • Custom webhook & APIBeta
  • CSV and SFTP importsBuilt with you
  • ZapierBuilt with you

Live connects today. Beta is available to beta customers. Built with you means our forward deployed engineers connect it during setup through its API, webhooks or exports. Don't see a system you use? If it has an API, we can connect it.

Jupiter, in practice

A renewal, reviewed before it's a surprise.

Jupiter / Flows / Renewal review

  1. triggerHome policy renews in 45 days
  2. checkOpen claim? Hand to the account manager.
  3. branchHas auto with another carrier?
  4. humanYes: a Venus agent texts to book a bundle review
  5. sendNo: a renewal summary email
  6. goalReview booked with a producer

Earth, in practice

Ask your customer data a question.

YouWhich households have only one policy with us?

EarthThe list, with a bundle review flow ready.

YouWhich quotes from last week haven't been bound?

EarthEach quote, handed to follow-up.

YouWhose policies renew next month with a rate increase?

EarthPolicyholders to reach before the bill arrives.

Venus, in practice

A coverage question, turned into a call.

Hi Lauren, this is Mike from Harborview Insurance. I saw you started a home quote yesterday. Any questions I can help with?

is flood included? and can I bundle my car

Flood is usually a separate policy, and bundling auto with home often brings the total down. One of our licensed agents can go through both with you. Does this afternoon work?

yes, anytime after 3

Licensed agent call booked

Example conversations and flows. Names and details are made up.

More ways to use it

More than abandoned quotes.

Renewals

Reach policyholders before renewal.

Agents check in ahead of renewal and book a review for anyone with questions.

Bundles

Start the bundle conversation.

Agents ask existing customers about other policies and book time with your producers.

Missing info

Collect what the quote still needs.

Agents follow up on quotes that stalled waiting on a detail from the shopper.

FAQ

Questions, answered.

Can agents go beyond general questions?

Yes. For the right clients we bring in specialist agents, and people with the titles and credentials the work calls for, as your book needs them. We scope it with you during setup.

Will shoppers know they're texting Venus?

No. Agents text as your agency and follow your approved language.

Do I have to use every product?

No. Most agencies start with one piece, usually Venus on the conversations that stall or Earth to pull their data together, and add the rest when it makes sense.

How does setup work?

Every setup is a little different, so our forward deployed engineers scope it with you on a short call, connect your systems and build the first flows. Book a demo and we'll walk you through what it looks like for you.

How does pricing work?

It depends on your volume and which products you turn on. Book a demo and we'll walk you through it.

Related: Healthcare, Financial services, Legal, or see every industry.

VYG.AI

Your shoppers are waiting for an answer. Are you showing up?

VYG puts one profile and a real person behind every unfinished quote, so more of them reach your producers.