Compliance software, by subscription · Built for independent insurance agencies
Vectis Front Desk
Your agency’s know-how. Always within reach.
A 24/7 phone front desk built from your approved answers and handoff rules. It handles routine questions, captures service requests, and connects sales opportunities to a licensed producer — in English and Spanish.
Meet Avery / The Front Desk film
Always on.
Ready to help.
An AI front desk that answers routine questions, captures what callers need, and gives your team the context to take over.
Try Avery for yourself ↗Read the film transcript
Meet Avery—the future of your agency’s front desk. Ready around the clock. Built around your approved answers. Avery helps new prospects get started, captures service requests, and gives your team the context to take over. So routine questions get attention, and your people stay focused on the work that needs them. Vectis Front Desk. Your agency’s know-how. Always within reach.
Your procedures in. Consistent calls out.
There is no generic insurance script. Your licensed principal approves the exact facts, phrases, and handoff rules before a caller hears them.
Map your front desk
We sit with your team and document the questions, callers, carriers, workflows, and exceptions that actually reach your phones.
Approve every answer
Your principal reviews a versioned answer registry. If a response is not in it, the agent says so and gets a person.
Run calls under rules
Sales, complaints, coverage questions, sensitive data, and uncertainty trigger the handoff path you selected.
Review and improve
Every call creates a redacted summary and outcome so the agency can tune FAQs, routing, and staffing with evidence.
Not in the registry? It doesn't improvise. Each answer is versioned, dated, and tied to an approver.
Designed to know where its job ends.
Call automation should create capacity — not new regulatory exposure. Consequential decisions stay with licensed people.
What it can do
- Answer approved agency FAQs
- Capture contact and intake details
- Open service and certificate requests
- Recognize sales and risk signals
- Transfer or schedule a callback
- Create a redacted call summary
What it will never do
- Quote a premium or say “you’re covered”
- Bind, change, or cancel a policy
- Take a card or Social Security number
- Interpret coverage, limits, or fault
- Pretend to be a human
- Guess when an answer is not approved
Built for regulated calls
AI disclosure
The caller is told they are speaking with an AI assistant.
Consent-aware intake
Recording or transcription notice is built into the greeting.
Minimal data
Payment cards and Social Security numbers are refused and redacted.
Human authority
Licensed staff own policy decisions and coverage conversations.
Founding-agency pilot — Georgia
Three founding-agency spots for a structured 60-day pilot and case study. No setup fee, English and Spanish intake, one call flow with an approved-answer registry and live handoff, and a weekly review. Live in approximately three weeks after script approval and phone routing. You keep control of every answer, escalation, and go-live decision. Pricing and the agency fit check are on the Front Desk site.
AI answers are not insurance advice. Privacy notice