Quotes stall. Annual reviews get missed. Follow-ups live in inboxes, notes, and memory. Vertiqa makes sure nothing important gets dropped.
Vertiqa is not another insurance CRM. It's an operational follow-through system — with AI that actually knows your clients.
No pitch. No obligation. Just a real conversation.
Pipeline
Next follow-ups
Client review: Sofia R.
Annual policy check-in · 2:00 PM
Policy quote follow-up
Term life · sent yesterday
Beneficiary update
Requested · awaiting call back
Next best action
Schedule the renewal review and secure the premium update.
This week
Renewals queued
No client goes quiet
Life insurance is built on trust and timing. Every missed callback or review quietly erodes credibility.
CRMs store contacts and policies — they don't protect follow-ups.
And spreadsheets can't tell you who's about to lapse.
Vertiqa captures reality, enforces follow-through, and lets AI surface exactly what needs attention in your book of business.
Every call, WhatsApp message, email, meeting, and quote flows into one timeline per client.
Sent a quote? Vertiqa reminds you if there is no response in 3 days. Reviews get flagged early.
Each morning, AI scans your book of business and tells you who needs a callback or renewal touch.
Vertiqa doesn't just store data — it understands it. Built-in AI reads your entire client timeline and answers the questions you'd normally have to dig for.
Examples
Grounded in your data
Every answer is grounded in your actual data — calls, messages, meetings, and notes. Not guesses. Not generic. Your agency's memory, made searchable.
WhatsApp, SMS, email, phone calls — every conversation with a client is captured in their timeline automatically. No copy-pasting. No “let me check my phone.”
The channel your clients actually use. Fully integrated.
Email & SMS
Automated follow-ups and manual messages, all tracked.
Phone calls
Logged with summaries, so you know what was promised.
Scheduling links
Let clients book their own review appointments.
A pipeline built for insurance follow-through — so every stage stays actionable.
Lead
New inquiry captured
24-hour follow-up reminder
Quote Sent
Quote delivered
Flag if no response in 72 hours
Decision Pending
Awaiting client decision
Periodic check-ins scheduled
Active Client
Policy active
Annual review auto-scheduled
Renewal
60-day advance notice
Renewal prep checklist triggered
We're building a Vertiqa plugin for Claude's Cowork platform. Imagine asking Claude, “Who needs a follow-up today?” or “Draft a renewal reminder for Mrs. Johnson” — and getting answers pulled directly from your agency's operational data.
This isn't a chatbot. It's your agency's entire memory, accessible through conversation.
Vertiqa is early. We're talking to agencies to understand where follow-through truly breaks.
If this isn't a fit for your agency, we'll say so. The call is a conversation - not a pitch.
“I've seen what happens when a good agent loses a client — not because they did bad work, but because a renewal slipped through the cracks. The system failed them, not the other way around. That's why I built Vertiqa.”
— Vijay, Founder
Is this a CRM?
No. CRM is one component, not the product.
Will agents actually use this?
Yes - it reduces cognitive load instead of adding data entry.
Is this built for independent agencies?
Yes. Vertiqa is designed for relationship-driven agencies, not call centers.
Does Vertiqa work with my current tools?
Vertiqa connects to WhatsApp, email, SMS, and phone. We are building integrations with popular insurance platforms. If you use a specific tool, we will tell you honestly if it works.
How does the AI work?
Vertiqa's AI reads your client timelines — every call, message, and note — and surfaces what matters. Every answer is grounded in your actual data.
Is my client data secure?
Yes. Client data stays in your account. AI processing happens on your data only. We do not train on your information or share it with third parties.