Industries · Insurance
Vyso designs automations for insurance brokerages: renewals monitored in one view, outstanding client documents chased automatically, inbox triage, and a daily brief of what needs a person.
These are the workflows we design for brokerages — scoped around your book, your insurers and your compliance requirements during the mapping phase.
Workflow 01
What's due, what's missing and who needs a follow-up lives in calendars, inboxes and memory.
● Brokers approve every client message; nothing is sent on autopilot.
Workflow 02
Compliance packs and claim documents arrive in pieces, and someone has to keep asking.
● Sensitive conversations are flagged to a person instead of chased automatically.
Workflow 03
Claims, amendments, queries and marketing all land in one inbox, and urgency is invisible.
● Routing rules are yours; the automation learns from your corrections.
Illustrative demo data
07:05 — Book brief: 4 renewals in 30 days, 2 with outstanding information
① Fleet policy renews in 12 days — updated asset register still outstanding, chase drafted
② Claim query from yesterday unanswered — routed to the responsible broker
Reviews · Insurance
Renewals were spread across calendars, inboxes and individual memory. We now have one view of what's due, what's missing and who needs a call. Clients hear from us sooner.
Next step
A free audit. One operation mapped, the biggest leak found, and an honest answer on whether a system would pay for itself.
Book a free audit