Post-issue service software

Simplify your
post-issue service.

Post-issue service is a hassle for everyone. We help carriers empower their agents and policyholders with a modern, delightful service experience.

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Our Focus Areas

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Annuities

We love annuities. From RMDs to changing beneficiaries, we've got you covered.

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Life Insurance

Life insurance process automation and sensitive data collection are at our core.

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Tax & Legal

We bundle and digitize common tax/legal/regulatory paperwork, keeping users focused on the journey.

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Medicare

Make Medicare servicing a breeze. We handle the heavy lifting so advisors can focus on their clients.

Modern post-issue software

The Vigil Platform

Vigil provides carriers with a comprehensive solution to update their policy servicing capabilities for agents and policyholders in one seamless package.

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Aggregate

Managed annuity, life, tax, & legal forms in one location.

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Convert

Transform paper forms into digital journeys.

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Validate

Prevent NIGO with advanced validation rules.

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Process

Receive data via API and unlock straight-through processing.

Drive Digital Adoption

Drive Digital Adoption

Vigil simplifies submission and tracking, reduces resolution time, eliminates NIGO, and unlocks straight-through processing for all of your service transactions.

Drive Digital Adoption
Streamline Service Journeys
Streamline Service Journeys

Streamline Service Journeys

End-to-end service journeys guide users through the data collection process, including document upload and signatures. Requests are submitted in good order, providing a hassle-free processing experience for all with real-time notifications and in-app communication.

Maintain Brand Identity

Maintain Brand Identity

Our white-label offering gives you all of the functionality of Vigil while maintaining your brand identity. With our single-sign-on (SSO) flow, users start and end their service journey at the carrier’s website.

Maintain Brand Identity
API-First Approach
API-First Approach

API-First Approach

We're built for developers, allowing for seamless integrations with intake channels, CRMs, and policy administration systems. Whether it's via fax, email, API, or webhooks - we'll meet you where you're at.

Enterprise
Grade Security

Vigil prioritizes enterprise-grade security, including advanced measures like robust encryption and state-of-the-art access controls. We continuously enhance our protocols to exceed industry standards.

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Connect With Tools

Meet your customers where they live. Vigil integrates with the industry's leading tools to provide a seamless experience for your agents and policyholders.

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Let's Build Something
Amazing Together

Schedule a call and let us turn your vision into reality.

Book A Demo

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