Command Center: AI-Driven Front Office Mastery

Your front office is the command center of your shop. Vaultoniq™ harnesses AI to streamline document management, optimize workflows, and keep you ahead. Say goodbye to chasing files and scattered paperwork; Vaultoniq™ centralizes everything, giving you unparalleled control.

Image of the CRM front page for Vaultoniq showing customer progress and ai messaging

Enhanced Front Office Efficiency:

Sick of constantly writing the same old updates? Let Vaultoniq’s AI take over.

Vaultoniq™ improves front-office productivity by reducing manual effort through AI assistant capabilities that automate routine tasks and improve communication.

  • AI Task Automation: The AI assistant automates routine tasks like generating follow-ups and updates, freeing up your front office staff to focus on more critical tasks.
  • Centralized Communication Flow: All communication—whether with customers, technicians, or insurance providers—is logged and tracked in real-time, ensuring that every interaction is accounted for and no important messages are missed.

Document Management and Organization:

No More Clutter, No More Excuses.

Vaultoniq™ doesn’t do messy. Every job-related doc, estimate, and photo gets stored neatly in one central location—so your team isn’t wasting time digging through endless folders or chasing down missing files. Everything you need is right there, ready when you are.

Vaultoniq customer record screenshot

Customer & Adjuster Documentation: Every Detail, Logged & Tracked

Total Transparency, From Start to Finish.

Every step of your customer’s journey gets auto-documented and timestamped. First contact to final delivery, it’s all there—every text, email, parts order, phase change, and document upload—locked in with hotlinks, so you’ve got a complete, bulletproof history of every interaction with customers and insurers. No gaps. No guessing. Just pure accountability.

AI-Driven Communication Tools:

Vaultoniq™ takes the hassle out of customer and insurance communication by using AI to automate updates and streamline the flow of information. The AI helps draft communications, proactively detects when updates are needed, writes them for you, and sends them automatically, guaranteeing your customers are always informed and facilitating seamless communication between parties.

  • Automated Updates:  AI automatically generates customer and insurance updates, knowing exactly when a message needs to be sent. It drafts the communication for you and asks for approval before sending it, saving your team time while ensuring that all stakeholders are informed.
  • Single Inbox Approach: Say goodbye to fractured communication. All messages from customers and insurance companies flow through a single, centralized inbox, ensuring that nothing is lost in employee texts or emails. Every message is documented and easily accessible, ensuring full transparency.
Vaultoniq's incredible Ai auto communication toool in action in this screen

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