For insurance
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
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
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.
Quotes, policies, renewal dates, claims and messages in one timeline, across lines.
Flows for open quotes, upcoming renewals, missing info and bundle opportunities.
Agents text shoppers who left a quote, answer their questions, and book time with your producers when a policy needs one.
Our engineers connect your agency management and quoting systems and build your first flows with you.
Integrations
Agency systems are connected with you during setup. Marketing and messaging connectors are live today.
Agency management
Quoting and rating
CRM
Documents
Website & marketing
Anything else
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
Jupiter / Flows / Renewal review
Earth, in practice
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
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
Renewals
Agents check in ahead of renewal and book a review for anyone with questions.
Bundles
Agents ask existing customers about other policies and book time with your producers.
Missing info
Agents follow up on quotes that stalled waiting on a detail from the shopper.
FAQ
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.
No. Agents text as your agency and follow your approved language.
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.
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.
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
VYG puts one profile and a real person behind every unfinished quote, so more of them reach your producers.