Sell more. Retype less.
Aegys keeps the client case together from secure intake through follow-up — and Browser Copilot can reuse the case on supported carrier screens under your supervision. Less chasing information, less repetitive entry, more time selling, serving clients and moving business forward.
Agent WorkspaceKeep intake, client requests, case status and next actions in one workflow so administrative work does not keep pulling you away from prospecting and client conversations.
Browser Copilot links an Aegys case to supported carrier screens and reuses approved case data under agent supervision. Unsupported fields stay in review instead of being guessed or forced into the form.
Keep permission-based education and relationship follow-up organized under your professional identity, so the post-sale work agents often postpone becomes part of the system instead of another reminder to remember.
Aegys handles the workflow around the sale so you can stay focused on the relationship.
From the first client interaction through case progress and ongoing follow-up, the platform is designed to remove avoidable friction, keep the next action visible and reduce the administrative work that steals selling time.
Keep Every Case Moving
Keep intake, status, notes and case activity organized so fewer opportunities stall because the next action was missed.
Make It Easier for the Client
Send clients a clear, secure path to provide requested information instead of building the process around scattered emails and manual back-and-forth.
Browser Copilot
Launch Copilot from the exact case you are working. On supported carrier screens, it maps eligible fields and fills only after the live screen is re-validated. You control review, Next and Submit.
Post-Sale Follow-Up
Support permission-based education and relationship follow-up under your professional identity so clients do not only hear from you when you are trying to sell something.
Look Like the Professional You Are
Give prospects a branded professional page with your credentials, contact options and a shareable presence built around you — not around a generic platform.
Educate Before the Conversation
Give prospects a compliance-conscious educational starting point that helps them arrive at the licensed-agent conversation with better context and better questions.
Turn Interest Into Appointments
Let prospects move from your public page to an available consultation slot without unnecessary back-and-forth when calendar booking is enabled.
Work Every Lead
Leads from your agent page, campaign links and CSV lists land in one Lead Pipeline — New Lead to Application — and become a client case in one click.
Every lead in one board — from first click to application.
Prospects from your agent page, your campaign links and your lists land in one pipeline built for life insurance. Work each one from New Lead to Application, then start the client case in one click — no retyping.
Capture
Your agent page form, campaign links for Meta, Google and TikTok that keep the source and campaign, CSV imports of up to 200 rows and manual entry. Contact consent is recorded with each lead.
Organize
New Lead, Contacted, Appointment, Qualified, Follow-up, Converted and Not interested. Search, filter by source, see ZIP and campaign on every card, review duplicates and keep the full activity history.
Act
Call from the card and book appointments that never overlap. Agency owners can share new leads with Round Robin and a daily cap per agent.
Convert
Start application creates the client case — or reuses the existing client — with name, email, phone and ZIP already in place. Browser Copilot can then reuse that case on supported carrier screens.
Meta page connection and Google Ads webhook are available after setup. TikTok uses an authorized relay. Lead AI Pro and voice calling are coming soon. Leads stay private to your account and agency.
Approved educational and relationship messages can stay organized under the agent's identity while Aegys keeps the follow-up workflow visible.
Key delivery and workflow events can be summarized for easier operational review and documentation.
The sale is not the end of the relationship.
When the next lead is already calling, post-sale work is usually the first thing pushed aside. Aegys keeps approved client communication, relationship follow-up and case history organized under the agent's professional identity — helping the agent stay present without turning follow-up into another full-time job.
Direct connection to the agent's own email
Operational client emails are sent through the agent's authorized email connection where supported. This keeps the communication associated with the agent's own account instead of hiding the relationship behind a generic shared inbox.
Communication summary and case history
The platform organizes key communication and workflow events into a case-level history, helping the agent understand what was requested, sent and completed.
Follow-up without living in your reminder list
Where the client has provided the appropriate consent, Aegys can support scheduled educational and relationship communications in the agent's name — helping the agent stay present while continuing to sell and serve other clients.
Documentation when questions arise
Using the agent's connected email together with platform activity records helps preserve a traceable communication history that can support operational documentation if a client question, complaint or dispute arises later.
Your clients trust you with their most sensitive information. Aegys is built to hold it for as little time as possible.
Social Security numbers, bank accounts and health history are what clients hesitate to share. Aegys collects them through private links, protects them while you work the case and deletes the most sensitive pieces automatically, so less of your clients' data sits anywhere it does not need to be.
Private links, not text messages
Clients enter identity and banking details in a short-lived, single-use secure portal instead of sending them by WhatsApp, text or email.
Encrypted and masked
Social Security, banking and ID numbers, uploaded documents and health answers are encrypted field by field (AES-256). Numbers appear masked in your workspace; showing a full value is a deliberate action that is logged.
Deleted automatically
Social Security and banking numbers are deleted 72 hours after submission, the moment you mark the application as sent to the carrier, or 24 hours after the last entry if the case stalls. ID numbers and identity documents stay encrypted and access-controlled in the case so you can use them when a carrier requires identity documentation.
No client files in your inbox
You get a notification and work the case inside your secure pipeline. PDF summaries mask ID and banking numbers and never include health or background answers.
Every agent reviews and accepts an Agent Responsibility & Data Use Agreement before activation. You remain responsible for client information you copy, download or share outside the platform.
One path from first contact to long-term client relationship.
Aegys connects the operational pieces around the agent's work so fewer opportunities are lost between systems, fewer next steps depend on memory and post-sale follow-up stays part of the process.
Professional review
Agent credentials are submitted and reviewed before platform access is approved.
Secure activation
The approved agent creates credentials, accepts the agent data-use agreement and enters the private workspace.
Connect & work
The agent connects supported services, manages cases and communicates through the workflow.
Document & follow up
Case activity, communication summaries and permission-based relationship follow-up remain organized.
Less chasing. More momentum. One connected workspace.
See how an agent can move from prospect to secure intake, case progress, appointments, communication and relationship follow-up without rebuilding the process in five different tools.
Product walkthrough coming here
This space is ready for the animated Vertex Aegys product video. The final walkthrough will use the live product interface rather than a generic stock animation.
$39 for the system that protects your selling time.
Professional brings your leads, client workflow, case organization, branded presence and follow-up tools into one operating system. Start with a 14-day free trial. No charge today — cancel before the trial ends and pay nothing.
Professional
For agents who want to spend less time managing disconnected tools and more time moving cases forward, serving clients and building the next sale.
- Agent Dashboard + secure application workspace
- Branded personal landing page + business card
- Appointment booking + educational client tools
- Lead Pipeline: agent page, campaign links (Meta, Google, TikTok) & CSV import
- Lead appointments + Round Robin for agencies
- Visual policy pipeline (kanban) with automations
- Browser Copilot supervised autofill pilot
- Commission tracking & chargeback alerts
- Client relationship & birthday follow-up engine
- WhatsApp follow-up tools
- Referral tracking
Lead AI Pro
Everything in Professional, plus the AI layer: native ad-platform lead sync, official WhatsApp follow-up and running your day with Aegys AI.
- Everything in Professional
- Advanced ad-platform automation
- AI lead follow-up and voice calling
- Official WhatsApp client follow-up
- Aegys AI Assistant — chat or WhatsApp
- Advanced automations
- Aegys AI Credits included
Put Aegys between the sale and the busywork.
Your trial includes the private case workspace, secure client workflows, the Browser Copilot supervised-autofill pilot, agent-owned email, your public professional profile, the Lead Pipeline, the IUL Educational Explorer, appointment booking tools and relationship follow-up support. After the trial, Professional access is $39 per month, per agent. A payment method through Stripe is required to start the trial. Professional credentials must be approved before account activation.
Clear by design.
No. Vertex Aegys is a technology platform. The licensed agent remains responsible for professional insurance activity and the applicable carrier issues the product.
They are encrypted when the client enters them, shown masked in your workspace and deleted automatically: 72 hours after you submit the case, right away when you mark it sent to the carrier, or 24 hours after the last entry if the case is not submitted. Plan to complete the carrier application inside that window.
No. You receive a notification and work the case inside your secure workspace. Optional PDF summaries mask identification and banking numbers and leave out health and background answers.
Agent/client case communications are designed to use the agent's authorized email connection where the workflow supports it. Platform account and onboarding notices may use Vertex Aegys transactional email infrastructure.
The platform is designed to support permission-based educational and relationship follow-up under the agent's identity, subject to applicable consent and communication requirements.
No. Copilot is supervised. It can analyze a supported screen and fill eligible fields, but the agent controls review, Next/Continue, MFA, CAPTCHA, corrections and the final Submit. Unsupported carrier screens remain review-only until an approved adapter is available.
Yes. The SaaS interfaces are designed responsively for desktop, tablet and mobile use, with layouts that adapt to smaller screens.