Question 1

What is Vitaris?

Accepted Answer

Vitaris is a technology company offering two main products: Vitaris App, a CRM for insurance advisors and agencies, and Vitaris Health, an appointment and patient management platform for clinics and medical practices.

Question 2

Who is Vitaris designed for?

Accepted Answer

Vitaris App is designed for independent insurance advisors and agencies. Vitaris Health is designed for clinics, medical practices, and health professionals who need to organize appointments and patient records.

Question 3

How long does implementation take?

Accepted Answer

A typical implementation takes 1 to 2 weeks, depending on the volume of data to migrate. Our team supports you throughout the entire setup and training process.

Question 4

Can I migrate my data from Excel or another system?

Accepted Answer

Yes. We offer assistance migrating your existing data from spreadsheets, CSV files, or other systems. Our team ensures the transition is orderly and without data loss.

Question 5

What kind of support does Vitaris offer?

Accepted Answer

We offer email support and personalized guidance during implementation. Our goal is for you to get the most out of the platform from day one.

Question 6

How does Vitaris protect my data?

Accepted Answer

We use encryption in transit and at rest, multi-tenant architecture with per-account data isolation (Row-Level Security), and follow industry-standard security best practices.

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