Lead Prioritization for People Actually Ready to Buy
You didn’t get into insurance to chase dead leads.
Every day starts with bloated lists, old quotes, and prospects who were never serious.
That’s not a pipeline. That’s noise.
On the right, VIVI filters for real intent, flags active buyers, and highlights where you should move first.
No credit card required. 7-day free trial.
Thanks for being part — there’s no better time to get started!
Just focused conversations with people who are ready to move.
Expanded View of Lead Prioritization
With VIVI, your lead pipeline becomes a prioritization engine:
Filters out the dead-end leads that waste your time
Surfaces high-intent prospects ready to talk now
Queues up renewal follow-ups so nothing slips through
Identifies claim activity and coverage gaps you can turn into a conversation, not a cancellation
Because leads aren’t the problem.
Wasting time on the wrong ones is.
No credit card required. 7-day free trial.
Retention Support That Starts Before the Renewal Notice
It’s not the renewal date that loses the client—it’s the silence leading up to it.
Flags accounts coming up for renewal with no recent contact
Surfaces issues like open claims that can stall the renewal
Drafts timely, personal follow-ups you can send or tweak
Helps you keep clients close before competitors get a shot
Because retention doesn’t happen at renewal. It happens in the silence leading up to it.
Task Handling and Admin Support That Keeps You Focused on Clients
The paperwork didn’t get lighter. You just stopped carrying it alone.
Sends policy reminders and follow-ups automatically
Pulls client details without digging through systems
Tracks task progress and nudges when something stalls
Keeps paperwork moving so you don’t have to babysit it
Because paperwork doesn’t close deals. You do.
Transforming Insurance with AI-Driven Efficiency
Automate Workflows, Strengthen Client Relationships, and Optimize Sales with VIVI
You’ve Probably Said This Before…
“I waste so much time on leads that go nowhere.”
AI filters out the unqualified ones using utility based agents that assess client intent.
“I meant to follow up, but I got swamped.”
AI maintains the schedule so you don’t miss your window.
“I need more hours in the day.”
AI can’t create more time, but it does eliminate repetitive work—no human intervention needed.
Why Agents Swear by VIVI AI
Less Admin, More Selling
AI does the behind-the-scenes work so you don’t have to.
Follow-Ups That Don’t Feel Canned
No generic scripts, just conversational agents that use natural language.
Fits Right Into Your Workflow
Works with your CRM, email, and client tools using multi-agent systems.
Types of AI Agents That Actually Help
VIVI brings together different types of AI agents—simple reflex agents for quick actions, model based reflex agents for customer service tasks, utility based agents for prioritizing leads, and learning agents that improve with each interaction. Unlike reflex agents, these are built to handle complex and dynamic environments like insurance sales.
Built for How Insurance Agents Actually Work
VIVI brings together different types of AI agents—simple reflex agents for quick actions, model based reflex agents for customer service tasks, utility based agents for prioritizing leads, and learning agents that improve with each interaction. Unlike reflex agents, these are built to handle complex and dynamic environments like insurance sales.
Lower the Hustle, Raise Customer Satisfaction
VIVI’s autonomous AI agents don’t just check boxes—they improve customer satisfaction by responding faster, staying consistent, and helping you follow through. When your clients feel taken care of, they come back.
📈 Less Hustling, More Closing. That’s the Goal.
At the end of the day, people buy from agents they trust. AI just helps you spend more time on those conversations—and less time buried in admin work. And when things run smoother? Clients notice. That’s what keeps them coming back.
No credit card required. 7-day free trial.
