VitalScale+ · Limited access
The operating layer for serious insurance growth.
VS+ connects intent intelligence, qualification, routing, automation, and evidence into one controlled acquisition system.
Full capability breakdown.
Access and commercial terms are based on product mix, licensed footprint, market capacity, and implementation requirements.
- Unlimited configurable AI-agent workflows
- Exclusive opportunity allocation
- Multi-market and multi-team routing
- AI qualification and reply handling
- Appointment booking and warm-transfer workflows
- Policy-gated multichannel automation
- Proof Vault and audit exports
- Priority CRM and AMS integrations
- Advanced pipeline analytics
- White-glove activation
Core tools vs. VS+
Baseline compliance controls are standard on every plan. VS+ adds scale, orchestration, and evidence depth.
Core
- Single-market workspace
- Standard lead delivery
- Basic CRM connection
- Baseline compliance controls
- Standard reporting
VS+
- Multiple markets and teams
- Exclusive opportunity allocation
- Unlimited configurable agent workflows
- Advanced qualification
- Policy-gated multichannel orchestration
- License-aware routing
- Proof Vault exports
- Priority integrations
- Advanced analytics
- White-glove implementation
Multi-agent workflow.
Each agent operates inside deterministic policy rules.
- 01
Research agent
Assembles permitted context before any outreach.
- 02
Qualification agent
Confirms timing, product interest, and readiness.
- 03
Reply agent
Handles inbound responses inside channel permissions.
- 04
Scheduling agent
Offers producer availability and books the appointment.
- 05
Evidence agent
Writes source, consent, and action records to the vault.
Agency routing example.
Illustrative configuration, not live data.
Opportunity
ACA SEP · relocation signal
State
FL
Eligible producers
4 of 11 (state + product + appointment)
Capacity filter
2 remaining under daily cap
Assignment
Producer with open SLA window
Proof Vault example.
What an exportable evidence package is designed to contain.
- Signal source and observation timestamp
- Disclosure text and version presented
- Named recipient shown, where required
- Channel permissions captured
- Suppression and DNC decision log
- Every message, call attempt, and agent action
- Human overrides with actor and reason
Implementation process.
- 01
Application review
Licensing footprint, product mix, capacity, and stack.
- 02
Configuration
States, products, appointments, caps, SLAs, and channel policy.
- 03
Connection
CRM or AMS, inboxes, calendars, dialers, and webhooks.
- 04
Pilot market
One product and market with monitored agent workflows.
- 05
Expansion
Additional markets and teams once SLAs hold.
Who VS+ is for.
VS+ is built for agencies that
- Have active U.S. insurance licenses
- Maintain required carrier appointments and certifications
- Can respond to qualified opportunities quickly
- Track outcomes through a CRM or AMS
- Value exclusivity over bargain lead volume
- Want repeatable infrastructure rather than another spreadsheet
Not designed for
- Unlicensed marketers
- Consumer-data resellers
- Operators seeking shared bulk lists
- Buyers unwilling to follow channel and consent controls
- Agencies without follow-up capacity