Features
Everything Built In
No patchwork of third-party tools. Vantage ships with telephony, AI, pipeline, commissions, compliance, and white-label — all wired together from day one.
Built-In Softphone & Call Center
No PBX hardware. No third-party dialer subscription. Vantage ships with a full Twilio WebRTC softphone — browser-based, zero install. Advisors pick up, transfer, record, and close from one tab.
- HD voice over WebRTC — works in any modern browser
- Call recording with automatic transcript generation
- Warm transfer and conference bridges
- Click-to-call from any lead or contact record
- Real-time call quality metrics visible to managers
- Voicemail drop — prerecorded messages with one click
Live AI Coaching Mode
An AI co-pilot delivers real-time objection handling, talking points, and compliance cues directly to your advisors during active calls — invisibly from the prospect's perspective. Three modes: passive (advisor-only), active (auto-surface), and compliance-only.
- Objection handling surfaced in < 100ms via Groq Llama
- Compliance flags — TCPA, state disclosures, suitability
- Post-call summary + recommended next actions
- Per-advisor AI coaching toggle from the admin panel
- Org-level mode: passive / active / compliance-only
- AI memory retains coaching context across calls
Multi-Stage Deal Pipeline
From first contact to bound policy — Vantage tracks every stage with carrier selection, premium capture, and one-click close. The deal wizard walks advisors through a structured 4-step flow that minimizes errors and maximizes data quality.
- 4-step guided deal wizard (contact → quote → carrier → close)
- Multi-carrier support: auto, home warranty, Medicare, life
- Stage velocity analytics and forecast tools
- Deal log with full audit trail
- Contact 360° view — all deals, activity, and portal usage
- Pipeline analytics dashboard for managers
Commission Engine
Eliminate spreadsheet hell. Vantage calculates splits automatically based on configurable rate cards, tracks advisor payouts in real time, and generates PDF/CSV statements on demand.
- Configurable rate cards per vertical and carrier
- Automatic split calculation for team and override structures
- Advisor payout setup and bank routing (Stripe Connect)
- Statement PDF export with period selection
- Finops dashboard for chargeback and reversal tracking
- Commission audit trail with role-based access
Intelligent Lead Distribution
Stop manually assigning leads. Vantage routes automatically using round-robin, score-weighted, or manual modes — with per-vertical daily caps, minimum score thresholds, and a live queue dashboard for managers.
- Three routing modes: round-robin, score-weighted, manual
- Per-vertical daily cap and minimum score threshold
- Unassigned queue with one-click advisor assignment
- Lead scoring engine (savings score, hero status)
- Real-time pending vs. assigned-today counters
- Instant advisor notification email on assignment
E-Signature Workflow
Close deals without fax machines. Vantage integrates SignWell for legally-binding e-signatures, supporting both template-based and custom document flows — tracked and archived per contact.
- SignWell integration — ESIGN Act compliant
- Template-based or custom document upload
- Advisor sends from within the deal workspace
- Real-time signature status tracking
- Signed document stored per contact
- Audit trail with timestamp and IP proof
TCPA & DNC Enforcement
Every outbound call runs a pre-call compliance check: federal DNC registry lookup, internal do-not-call flag, state calling-hour validation, and TCPA consent logging. Fails are surfaced to advisors before the call connects.
- Federal DNC registry check via configurable API
- Internal DNC list management with reason tracking
- State calling-hour enforcement (8 AM – 9 PM local, with stricter-state overrides)
- TCPA consent logging: express written, verbal, implied
- Full consent audit trail per contact
- Compliance-only AI coaching mode for regulated verticals
Full White-Label Platform
Ship your brand in a day. Vantage supports complete per-org skin configuration — colors, logo, custom domain, feature toggles, and vertical selection. Every client sees your brand, not ours.
- Per-org brand config: colors, logo, domain
- Feature flag overrides per license tier
- Vertical selection per org (auto, home, Medicare, life…)
- License seat count and tier management
- Skin management from the admin panel
- Roadmap for additional skin marketplace
Pipeline Analytics & Forecasting
Managers see exactly where deals stall. Stage velocity reports, conversion funnels, advisor scorecards, and forecast dashboards surface the bottlenecks before they become revenue misses.
- Stage velocity — average days in each pipeline stage
- Win/loss conversion funnel by vertical
- Advisor performance scorecards
- Pipeline forecast with close-probability weighting
- Campaign attribution and lead source tracking
- Org learning engine — aggregate insights across teams
See it running in your environment
Our solutions team will walk through every feature in the context of your verticals, team structure, and branding requirements.
Request a Demo