FuseDocsFuseWorks
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vBotsvBots AI
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Related Products
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About
When you integrate FuseDocs with your practice management and document management platforms you can prepare an entire annual report package collation in a matter of seconds. Standardise your processes across teams or locations and prepare professional report packs that are easy for your clients to read and navigate. Electronic documents are the cornerstones of your business, but that doesn’t mean your team need to spend time creating them when they could be focusing on work that matters. You might have lots of ideas on ways you can make process improvements in your firm, especially in the response of unprecedented change and need for digital transformation. But how do you prioritise them? We’ve had a lot of feedback from clients over the past year that there is opportunity to add more automation into your workflow in the areas of reviews, approvals, and finalisation – and our new Workflow feature is the outcome of that feedback.
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About
vBots is a cutting-edge AI-powered automation platform tailored for insurance agencies seeking to streamline and scale their operations without the complexities of coding or integration. These intelligent bots automate essential yet time-consuming tasks such as direct bill reconciliation, policy renewal notifications, cancellation notices, and document retrieval, all customized to align with your agency’s specific workflows.
Equipped with advanced AI and optical character recognition (OCR), vBots can intelligently interpret and act on complex data, ensuring accuracy and efficiency. Designed for rapid deployment, vBots require no heavy IT infrastructure changes—simply plug and play to achieve measurable results within weeks. This scalability allows agencies to manage workload spikes during critical periods like tax season, open enrollment, or month-end without hiring extra staff.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Robotic process automation platform for accountants, financial planners, and professional services businesses wanting to compile, format and send client ready documents
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Audience
vBots is ideal for insurance agencies seeking easy-to-deploy, AI-driven automation tools to optimize workflows, reduce manual effort, and scale operations efficiently during peak periods
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFuseWorks
Founded: 2013
Australia
fuse.work/fusedocs/
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Company InformationvBots AI
Founded: 2004
United States
vbots.ai/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Robotic Process Automation (RPA) Features
Analytics
Attended Automation
Code-free Development
Image Recognition
Optical Character Recognition
Process Builder
Third Party Application Integration
Unattended Automation
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Integrations
Applied CSR24
Applied Epic
EZLynx
FuseSign
GreatSoft CRM
HawkSoft
MYOB
Microsoft 365
Microsoft SharePoint
NetDocuments
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Integrations
Applied CSR24
Applied Epic
EZLynx
FuseSign
GreatSoft CRM
HawkSoft
MYOB
Microsoft 365
Microsoft SharePoint
NetDocuments
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