Industry Solution
Vantage for
Security & Alarm
Home security, alarm monitoring, and commercial surveillance dealers use Vantage to route leads, coach on monitoring plan comparisons, track RMR, and automate the install-to-recurring-revenue workflow.
Built for Security Dealers
Inbound Alarm Lead Routing
Route inbound leads by territory, tech availability, and service type. Alarm sales move fast — response time wins.
AI Objection Coaching
Real-time coaching on monitoring plan comparison, contract length objections, and self-monitoring alternatives.
RMR & Commission Tracking
Recurring monthly revenue tracked per account. Dealer fees, install commissions, and monitoring residuals automated.
Referral & Door-to-Door Workflows
Canvassing teams tracked by territory. Referrals captured and attributed. Installer handoffs handled in-platform.
Contract & E-Sign
Monitoring agreements, UCC filings, and equipment lien waivers — e-signed and stored in the contact record.
Churn & Retention Analytics
RMR churn by cohort, cancellation reason tracking, and automated win-back sequences for churned accounts.
Platform Security
Enterprise-Grade Security for Your Data
You're in the security business — you know what a breach costs. Vantage is built with the same discipline.
SOC 2 Type II (In Progress)
Access controls, audit logging, and change management aligned to SOC 2 Trust Service Criteria. Certification audit in progress.
Data Encrypted at Rest & in Transit
AES-256 at rest, TLS 1.3 in transit. No plaintext storage of credentials or PII.
Full Audit Trail
Every action logged: who viewed what, when, from where. Exportable for compliance audits.
Role-Based Access Control
Advisor, manager, admin, and CS roles with row-level data isolation. Least-privilege by default.
TCPA Compliance Built In
Consent captured, DNC enforced, recording disclosures automated. Every call TCPA-audit-ready.
Breach Notification Process
Sub-72-hour breach notification capability. Incident response playbook reviewed quarterly.
Run Your Security Operation on Vantage
Demo in 5 minutes — configured for your territory, monitoring plans, and RMR comp structure.