AI voice agents for automated claims and lead qualification.
Because an anxious policyholder shouldn’t have to wait for a person to start their claim.
Vatel’s AI voice agent answers every call, qualifies claims and renewal requests, freeing your brokers to focus on the cases that actually needs them.
Convert every inbound lead
Capture and qualify high-intent insurance prospects instantly
Quote requests
Answers new quote inquiries and captures the details a broker needs to follow up.
Lead qualifications
Asks the right questions to prioritize serious prospects before handoff.
Appointment booking with a broker
Books a call with an available broker directly, no back-and-forth emails.
Handle policy & claim servicing
Automate routine claim intakes and policy servicing without human intervention
Claims status updates
Answers claims-status questions by pulling live data from your systems.
Renewals and policy changes
Handles simple policy updates (address, beneficiary) without human intervention.
First notice of loss (FNOL) intake
Collects incident details and starts the claims process the moment a policyholder calls.
“Where is my auto claim from last Tuesday?”
Maximizes capacity and peak-season scaling
Ensure absolute phone coverage during storms and renewal seasons
After-hours coverage
Answers inquiries outside business hours instead of forcing anxious policyholders to leave a voicemail.
Overflow during peak events
Absorbs massive spikes in call volume from weather events or annual renewals, maintaining zero wait times.
No need to change your stack - connect directly to the tools you already run
Vatel works seamlessly with your database, CRM, and telephony architecture.
Security / Loi 25
Built on a compliance program covering SOC 2, ISO 27001, HIPAA, GDPR, and Quebec’s Loi 25
Status
Real-time visibility into platform uptime, 24/7
FAQ
How claims stay encrypted, how complex calls reach a licensed broker, and how FNOL intake runs 24/7.
Vatel AI secures confidential insurance claims through a robust, fully compliant platform certified for SOC 2, ISO 27001, HIPAA, GDPR, and Quebec's Loi 25. All call transmissions, voice transcriptions, and customer data are fully encrypted end-to-end. By hosting infrastructure on secure database nodes (Google Cloud and Supabase) and using vetted enterprise AI subprocessors, Vatel guarantees that sensitive health and financial records are processed with the highest banking-grade standards, minimizing data exposure and ensuring complete regulatory compliance.
Vatel’s AI voice agent routes complex calls to licensed brokers instantly using a deterministic, graph-based conversation flow. Unlike unreliable prompt-only bots, Vatel uses pre-configured semantic logic to identify caller intent early in the discussion. If a call requires advanced underwriting or agent judgment, the AI agent performs a warm transfer to your phone system (via Twilio, SIP, or traditional PBX) while simultaneously sending a complete text summary of the caller's context directly to the broker's dashboard.
Vatel AI integrates natively with leading CRMs like HubSpot and Salesforce, and supports custom policy management systems via robust APIs and webhooks. Using direct webhooks, Vatel can perform real-time lookups during an active call to verify policy numbers, query coverages, or update customer files. For telephony and automation routing, Vatel integrates natively with developer platforms like Twilio, Resend, and Mailchimp, ensuring a seamless data flow across your entire existing marketing and operations stack.
Vatel’s AI voice agent automates First Notice of Loss (FNOL) intake by managing the entire initial claims collection process 24/7 without wait times. At call pickup, the agent performs an instant CRM lookup to identify the policyholder. It then guides the caller through bilingually-adapted question flows to gather incident details (date, location, third-party info). Finally, the agent automatically logs the claim file, generates an AI summary in your CRM, and schedules urgent cases for immediate adjuster escalation.