/ AgentOS by VitalEdge

Everything we've built.

The AI operating system we built for our own agency. Full voice stack, full coaching stack, full ops layer — all live, all running. White-labeled à la carte. Every piece is modular. Every deployment is custom — scripts, sales rules, compliance rules, and philosophy all tuned to the agency we're building for.

AgentOS by VitalEdge
V. 2026.04
47+
Capabilities Included
3
Dedicated AI Operators
100%
Calls Audited
14d
To Full Deployment
AI / 001 · CLIENT-FACING VOICE
AVA
AI Voice Agent

Picks up every inbound call in under 2 seconds. Calls every new FE lead in under 30. Qualifies, books, and warm-transfers to your closer. White-labeled voice under your agency name.

AI / 002 · AGENT-FACING COACH
Coach Vance
AI Sales Coach

Lives in every agent's ear. Scores every call. Runs live voice roleplay — agent talks, Vance plays the prospect and pushes back. Full conversation simulation, not scripts.

AI / 003 · OWNER-FACING ASSISTANT
Eden
AI Executive Assistant

Your private ops layer. Daily floor report. Calendar + inbox triage. Flagged call review queue. Team accountability pings. If it doesn't need you, Eden kills it.

01
Recruit — Agents on autopilot.
Live

From Facebook ad click to fully-onboarded agent on the phone — AI owns the funnel. Replaces recruiter headcount entirely.

Facebook recruiting ad funnel
Full creative stack, pixel, lead forms, landing pages. Built for FE recruiter targeting.
AVA recruiter voice bot VOICE
Calls every recruit lead in under 30 seconds. Qualifies on experience, states, E&O, carriers.
Automated onboarding workflows
Digital contract, e-signature, CRM sub-account, credentials. 48 hours signed to dialing.
Carrier contracting pipeline
Tracks appointments with AHL, Americo, Corebridge, Transamerica, Mutual of Omaha automatically.
State license + E&O tracker
Automatic renewal alerts, E&O expiration monitoring, license-state mismatch flagging.
Day 1 agent orientation bot
Guided walkthrough of CRM, scripts, dialer, expectations. No admin babysitting required.
02
Train — Coaches that never sleep.
Live

Coach Vance in every ear. Live voice roleplay on demand. Underwriting knowledge built in. The floor levels up weekly without anyone lifting a finger.

Live coaching overlay VOICE
Vance whispers real-time coaching during live calls. Objection hits — agent gets the pivot in their earpiece.
Voice roleplay simulator VOICE
Agent dials Vance. Vance plays a realistic FE prospect — pushes back, stalls, objects. Real conversation, not scripts.
Pre-call AI briefs
Before every dial: who's on the line, what to open with, known health flags, what to avoid.
Post-call debrief card VOICE
Vance delivers a 30-second voice debrief in the earpiece: what worked, what to fix, one phrase for next call.
The Edlin Method script library
8 proprietary FE scripts locked to carrier + product type. Built to close at the kitchen-table level.
FE underwriting AI
Agent asks: "Client's on Metformin and Eliquis — will AHL take them?" Vance answers instantly.
Medication lookup engine
Every med cross-referenced to AHL, Americo, Corebridge, Transamerica underwriting grids.
Rate-up + decline recovery training
Vance drills the recovery moves when rates come back higher than quoted — save the deal, don't lose it.
03
Produce — Calls, conversions, commissions.
Live

The production stack. Voice AI on the front, dialer under it, full call audit + scoring on the back end. Every call recorded, scored, filed, and flagged if it breaks the rules.

AVA inbound voice agent VOICE
Answers every inbound under 2 seconds. Qualifies, books, warm-transfers to available agent.
AVA outbound lead callback VOICE
Fires on every new FE web lead in under 30 seconds. No lead sits cold. No lead gets stale.
100% call audit engine
AI transcription + reasoning on every single call. Rapport, discovery, objections, close — all graded.
Owner-flagged calls engine OWNER
You set the rules. Any call scoring below threshold routes to you with transcript and recommended action.
Live floor dashboard OWNER
See 47 agents on one screen. Who's live, who's idle, who's flagged. Real-time status across states.
TCPA-compliant dialer stack
8am–8:30pm local enforcement (caller's timezone), DNC scrub, A2P 10DLC, full consent logging.
Leaderboards + gamification
Live floor board. Apps submitted, premium issued, call streaks, team cohorts. Visible to every agent.
Call streak tracker
Daily minimums per agent. Breaks alert the agent, their manager, and you. No more silent no-shows.
Hospital Indemnity cross-sell flagging
AI detects every qualified FE sale that should have been offered HI. Revenue recapture engine.
DVH cross-sell flagging
Same engine for Dental/Vision/Hearing opportunities on every policy sold.
04
Retain — Policies on the books. Agents in the seat.
Live

Writing is one thing. Keeping the policy past month 12 and keeping the agent past month 6 is the whole game.

12-month client retention engine
Birthday, anniversary, lapse prevention, cross-sell, referral — all automated, all under your brand.
Lapse prediction AI
Flags policies at risk of lapse from payment signals. Save the policy before the carrier loses it.
Charge-back prediction + save workflow
AI spots policies likely to NTO or cancel in the first 12 months. Triggers save call before the commission claws back.
Automated cross-sell detection
Sold FE? AI opens HI and DVH opportunities on the client record. No revenue left on the table.
Referral request automation
30 days after issue date, every happy client gets asked — text, email, and voice.
Agent retention engine
Production dips, streak breaks, morale signals trigger check-ins before your agent ghosts you.
Commission reconciliation AI
Every carrier statement parsed, every charge-back caught, every override verified. Automatically.
Persistency scorecard by agent
Know which agents write clean, 12-month-sticky business vs who's churning. Shape your commission tiers accordingly.
05
Owner Control — Eden + the command layer.
Live

What sits on the owner's desk. Eden handles the daily ops. Only the things that matter surface — and only when they matter.

Daily floor digest OWNER
Eden drops a morning report: calls, apps, issued premium, flagged agents, flagged calls, cross-sell misses.
Calendar + inbox triage OWNER
Eden drafts responses, schedules meetings, protects your focus blocks. You approve or one-click edit.
Flagged call review queue OWNER
Calls that broke your rules. Transcript, score breakdown, recommended action. Review, coach, or terminate.
Compliance escalation engine OWNER
TCPA concerns, carrier complaints, DNC violations — all flagged to you first with full context.
Team accountability pings
Missed call minimums, late logins, streak breaks — Eden handles the follow-up so you don't have to.
Weekly executive summary
Every Sunday: top producers, bottom producers, compliance health, revenue trajectory, coaching targets for the week.
06
Infrastructure — Everything under the hood.
Live

The plumbing. Done-for-you, white-labeled under the client's brand, handed over with full ownership. Full à la carte — take the whole stack or pick individual modules.

Full CRM buildout
Pipelines, calendars, automations, tags, custom fields, SMS + email templates. All branded, all wired.
Automation engine
20+ pre-built workflows: lead intake, audit pipeline, compliance, billing, retention. All operational.
Operations data layer
Agents, clients, commissions, leaderboards, compliance logs — one source of truth.
Voice infrastructure VOICE
Dedicated inbound + outbound numbers. AI voice agents wired. TCPA compliance built in.
AI intelligence layer VOICE
Transcription, voice cloning, streaming audio intelligence. The engine the whole stack runs on.
Billing + reconciliation
Platform fees, credit packs, agent billing — all automated, all reconciled.
Command center at your domain
Private-label portal at the client's URL. Fast, secure, branded, SSL-wrapped.
SMS compliance + A2P registration
SMS campaign registration, consent capture, STOP/REMOVE handling, full audit trail.
LIVE + OPERATIONAL
VOICEVOICE AI — NOT SCRIPT-BASED
OWNEROWNER-ONLY COMMAND LAYER
/ How Deployment Works

Fully white-labeled. Fully à la carte.

01
Take the whole stack — or pick individual modules
Need AVA and the call audit engine but already have a dialer? No problem. Just want the coaching layer? That works too. Every module slots in independently.
02
Tuned to your scripts, rules, and sales philosophy
AVA trained on your opener. Coach Vance scoring against the rules you care about. Sales flow matched to how you actually sell — not a generic template.
03
White-labeled under your brand
Your name. Your voice. Your domain. Your logos. The entire system deploys as yours — no one knows what's underneath unless you tell them.
04
Priced per module, scaled to your team size
Small agency running 5 closers pays different than a 50-agent shop. Pick what you need, pay for what you use. No inflated bundles.

47 capabilities. 3 AI operators. All live.

Every item on this sheet is running on our own agency floor right now. Pick what makes sense for your operation. Skip what doesn't. Every build is custom — we'll configure it to your carriers, your scripts, your states, and your team. Nothing's one-size-fits-all.