vBots Intelligent Automation by Coventus

A Flexible Automation Solution for Repetitive Processes or Tasks
Update: June 9, 2026

What we like:

• Highly customizable to an agency's specific workflows, processes, and operational needs.
• Works with any agency management system, software, or program.
• Automates repetitive administrative tasks, allowing staff to focus on higher-value activities.
• Support and implementation assistance are included to help agencies identify automation opportunities.
• Consistently follows defined processes, helping improve accuracy and standardization.
• An alternative to AI when you need consistent and reliable results

Things to consider:

• Processes must be rule-based and follow a predictable workflow for automation to be effective.
• Initial setup requires time to document workflows, identify automation opportunities, and configure bots.
• Agencies may need to adjust existing processes to maximize the value of automation.
• The return on investment is often highest when automating repetitive processes that consume 20–30 or more staff hours per month.
• Each bot is typically designed to perform a specific process or workflow, so agencies may need multiple automations to address different operational needs.
• Automations require a dedicated environment (physical or virtual machine) to run and perform tasks.

Summary:
vBots is a robotic process automation (RPA) solution designed to automate repetitive tasks within insurance agencies. Rather than replacing existing software, vBots works alongside agency management systems and other technology platforms to perform routine activities such as data entry, information transfer, document retrieval, policy renewals, commission reconciliation and more. Agencies can customize bots to match their specific operational processes, creating opportunities to improve efficiency, consistency, and scalability. For organizations looking to reduce manual workloads, minimize human error, streamline repetitive processes, and free employees to focus on higher-value activities, vBots offers a flexible automation platform that can be configured to support a wide range of agency workflows.

Key Features:

• Automates mundane or time-consuming tasks such as policy renewals, direct bill reconciliation, notice of cancellation, CSR24 Account setup, document retrieval, customer onboarding and more
• Notifications provided for failed processes
• Reporting and metrics
• Customizable to your established workflows
• Bot runs on a device owned by you to offer greater security

Key Features Deeper Dive:

• RPA: Robotic process automation is a form of artificial intelligence that completes repetitive processes and steps based on rules and if-then statements. RPA bots cannot intelligently think independently and, therefore, must follow the same process with the same steps using pre-determined logic every time. This allows greater control and consistent outcomes each time a bot is run.
• Reporting: As a user, you can receive regular reports outlining the number of times a bot was triggered, successful and unsuccessful attempts, and an estimate of total human hours saved thanks to the bot. These reports prove the ROI for using the bot in addition to ensuring the bot is running smoothly.
• Access to Support: During the onboarding period, a user can have regular (weekly) meetings with support to ensure the bot is running as expected and adjust as needed. After onboarding, a user will have monthly check-in calls to see if any adjustments or modifications to the process are needed. As needs change or process steps are modified, Coventus offers immediate support.
• Data Security: The tailored code and software that completes your tasks is loaded onto the user’s own desktop computer. This means the user does have to provide their own device and meet certain technological requirements, as the bot works within your system and not a third-party or non-owned device to reduce friction and promote security
• Save Time and Reduce Burnout: When employee burnout is a concern and tasks requiring attention to detail, repetition, or perceived as “boring” need to be completed promptly, vBots can automatically and quickly accomplish these tasks to ensure adherence to workflows. This allows employees to focus on engaging with clients and adding value.

Final Thoughts:
vBots can be a valuable solution for agencies looking to automate repetitive, rule-based processes and improve operational efficiency. Because each bot is customized to an agency's specific workflows, organizations can automate tasks while maintaining their existing procedures and standards. Agencies that have well-defined, high-volume processes are likely to realize the greatest value, particularly when those tasks consume significant staff time on a recurring basis. While implementation requires upfront planning and process documentation, vBots can help reduce manual workloads, improve consistency, and allow employees to focus on activities that require human expertise and interaction.

* Unbiased review based upon information and insights available.