Mail, files, calls and matters, in one place.
Everything that comes in is tied to the client, policy, carrier and matter it belongs to. Ask a question from any screen and the answer draws on the whole book, not just the page you are on.
Your request for the desk is in
Imagine a desk that does the paperwork for you, so you can do business.
Say hello to the Vector desk.
Every mail, file and call is read against your book, tied to the matter it belongs to and put in front of you with its source. The back office runs. You make the call. Nothing leaves without your click.
The desk in motion
One request, start to finish.
A certificate request lands. The desk opens the matter, checks every requirement against the policy, turns the gap into an open item and has the facts ready when the client calls. Every figure links to the record it came from.
What the desk does
One brain behind every producer.
The desk is the technology behind Vector's back office. It reads, files, checks and drafts so the team and the producer start from the facts. Suggestions only. Nothing runs without your click.
A battle card for the call you are on.
When a client calls, the card is already up: their policies, renewals, open items and the last thing you promised. The facts are computed first, then worded to the question they just asked.
Certificates checked against the policy.
Each requirement in the contract is read against the coverage your client actually holds and marked met, gap or confirm, with the page it came from. A gap never goes out as a yes.
Renewals compared, then bound.
Quote letters are read into records and laid side by side on form, limits, deductible and price. When you choose, the bind order, confirmation and certificate are drafted from what is on file.
550
Hours lost per year to admin work on a traditional platform
50%
Commission split from day one. No earn-ins. No holdbacks.
<5 min
Vector’s target for a certificate, request to delivery, by the second quarter of year one
The back office
You sell. We run the back office.
Vector runs one back office for every producer: a team of people and the technology behind them. Everything that comes in is routed to the right hands, worked in order of urgency, filed where it belongs and brought back to you when it matters. Your time goes to clients, not admin.
Nothing waits.
Requests are picked up the moment they arrive and worked in order of urgency, not in the order someone happened to notice them.
Nothing gets lost.
Every conversation and document stays with the client it belongs to, and comes back to you before a date can slip.
You keep the client and the judgment calls.
The relationship stays yours. We bring you the decisions that need a producer and take care of the rest.
Request received
Your request is in. We will be in touch.
In the meantime, read how Vector works for specialty producers, from the back office to your economics.
All conversations are confidential. We understand you’re still at your current firm.