Smarter Conversations, Faster Service. Powered by VERA.

VERA streamlines insurance and financial service calls by handling billing questions, claims intake, and account updates with precision. She routes details directly to staff or integrates with your CRM or policy system to process requests automatically — creating faster service, lower costs, and happier clients.

Every Client Deserves Speed, Accuracy, and Attention.

In insurance and finance, client trust is built on responsiveness — but manual processes slow everything down. VERA eliminates bottlenecks by handling common service requests instantly, reducing call volumes, and giving your staff time to focus on high-value conversations.

Common Frictions That Interrupt Care:

Billing Questions that flood your support lines.
Claims Intake that takes too long to process or verify.
Account Updates that require manual entry into multiple systems.
Repetitive Tasks that limit your team’s ability to focus on client relationships.

VERA makes every client interaction faster, cleaner, and easier — all while ensuring compliance and accuracy.

Precision at Scale. Efficiency You Can Measure.

VERA brings structure and intelligence to high-volume service operations — making every call an opportunity for satisfaction, not stress.

Key Measurable Outcomes:

Automated Client Assistance: Handles billing, claims, and account changes instantly.
CRM & Policy Integration: Updates records directly in your systems for real-time accuracy.
Faster Turnaround: Reduces service response times by up to 60%.
Operational Harmony: Balances workload between AI automation and human expertise.

Your clients stay informed, your team stays focused, and your operations stay efficient — that’s the VERA advantage.

See What Operational Precision Can Do for Your Bottom Line.

VERA transforms service efficiency into measurable financial results. Use the ROI Calculator to estimate your time and cost savings when automating key client interactions.

“Measure your potential ROI — then request your personalized demo to see how VERA can elevate your client experience.”

Secure. Compliant. Trusted by Financial Professionals.

“VERA has completely transformed how we handle billing and claims calls. Our turnaround time dropped dramatically, and our team has more bandwidth for premium clients.”

Jonathan Rivera, Operations Director, Summit Financial Group

PCI-DSS Compliant for Payment Security

FINRA & SEC Aligned Data Handling

Seamless Integration with Salesforce, HubSpot, and Applied Epic

Let VERA Handle the Routine — So You Can Handle the Relationships.

VERA empowers financial and insurance teams to provide faster, more accurate, and more human client service — powered by automation that works behind the scenes.