Overview
Vigil is a policy servicing automation platform for annuity and life insurance carriers. The company targets the post-issue processing segment -- the operational workflows that follow an annuity policy sale, such as address changes, beneficiary updates, fund transfers, and other service requests. These workflows traditionally involve 15 to 20 manual steps and extended back-and-forth between carriers, advisors, and policyholders.
The platform delivers a white-label digital servicing experience that carriers can deploy under their own brand. It digitizes service request forms, applies validation logic to prevent Not-In-Good-Order (NIGO) errors, collects electronic signatures, and routes requests through to completion via an API-first architecture. Vigil supports multiple intake channels including phone, text, email, and API, and integrates with carrier CRM and policy administration systems. The company reports that the platform recovers approximately 60% of advisor time previously consumed by manual servicing tasks.
Vigil raised a USD 1.3M pre-seed round in February 2025 from M25 (lead), Nationwide Ventures, Clocktower Ventures, Meridian Ventures, and angel investor Rex Salisbury. The company was founded in 2023 by Mason Entingh (CEO), Reis Renneker (CTO), and Kole Lee, with backgrounds at Venmo, Beam Benefits, and Ford.
Products & Services
Vigil Platform
A white-label digital policy servicing platform for annuity and life insurance carriers. Automates back-office post-issue processing by digitizing service request workflows, replacing paper-heavy manual processes with guided digital journeys.
Key Features
- Post-issue workflow automation for address changes, beneficiary updates, fund transfers, and other service requests
- Advanced validation rules to prevent NIGO rejections before submission
- AI-driven form completion and document handling
- Multi-channel intake via call, text, email, and API
- E-signature collection and real-time status notifications
- Collaborative issue tracking across carriers, advisors, and policyholders
- White-label deployment under carrier branding
Target Users: Annuity and life insurance carriers; distribution partners and advisors via carrier-branded portal
Vigil API
An API-first integration layer that exposes policy servicing automation capabilities to carrier distribution partners and third-party systems. Supports REST API, webhooks, fax, and email integrations.
Key Features
- REST API for straight-through processing
- Webhook support for downstream system notifications
- Fax and email channel integrations
- Compatible with existing CRM and policy administration platforms
Target Users: Carrier IT and operations teams integrating with distributor and policyholder-facing systems
At a Glance
- Founded
- 2023
- Headquarters
- Pataskala, Ohio, United States
- Employees
- 11-50
- Funding
- Seed
Category & Focus
- Category
- Core Administration
- Subcategories
- Policy Servicing Post-Issue Automation Document Management
- Insurance Verticals
- Life & Annuity
- Target Customers
- Carriers
Customers
- No specific named customers publicly disclosed as of research date
Links
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Last updated: 2026-06-19