Where your agency runs today, and what changes on Vora
Most agencies run on one of three things: a spreadsheet, a CRM built for every industry, or an older agency system. Each one breaks in its own place. Here is where.
The whole picture on one page
What each kind of tool typically means for a life insurance agency. Every setup differs; these are the patterns we see, and the ones we lived with ourselves.
Hierarchy commissions and overrides
- Spreadsheets
- By hand
- Generic CRMs
- Not built in
- Legacy agency CRMs
- Often, without the working
- Vora
- Every level, traceable
Chargebacks tied to the policy
- Spreadsheets
- After the fact
- Generic CRMs
- Not built in
- Legacy agency CRMs
- Varies
- Vora
- Projected on lapse
Carrier statuses in plain words
- Spreadsheets
- Whatever was typed
- Generic CRMs
- Custom field
- Legacy agency CRMs
- Carrier codes
- Vora
- One status, with history
Compliant dialer on the same record
- Spreadsheets
- No
- Generic CRMs
- Integration
- Legacy agency CRMs
- Often separate
- Vora
- Built in
Leads routed by license
- Spreadsheets
- By hand
- Generic CRMs
- Custom rules
- Legacy agency CRMs
- Varies
- Vora
- From NIPR, automatic
Post a deal from a phone
- Spreadsheets
- Painful
- Generic CRMs
- Generic forms
- Legacy agency CRMs
- Desktop first
- Vora
- Under two minutes
Access by role, with an audit log
- Spreadsheets
- Anyone with the link
- Generic CRMs
- Yes, generic roles
- Legacy agency CRMs
- Varies
- Vora
- Row-level, masked, logged
| Typically | Spreadsheets | Generic CRMs | Legacy agency CRMs | Vora |
|---|---|---|---|---|
| Hierarchy commissions and overrides | By hand | Not built in | Often, without the working | Every level, traceable |
| Chargebacks tied to the policy | After the fact | Not built in | Varies | Projected on lapse |
| Carrier statuses in plain words | Whatever was typed | Custom field | Carrier codes | One status, with history |
| Compliant dialer on the same record | No | Integration | Often separate | Built in |
| Leads routed by license | By hand | Custom rules | Varies | From NIPR, automatic |
| Post a deal from a phone | Painful | Generic forms | Desktop first | Under two minutes |
| Access by role, with an audit log | Anyone with the link | Yes, generic roles | Varies | Row-level, masked, logged |
Usually a gapDepends on the setupBuilt into Vora
We wrote these from experience
The people who built Vora worked inside these tools before they replaced them. Many of the pains on these pages are ones we worked around ourselves.
No named competitors
We compare against kinds of tools, not products. Your exact setup may differ.
Only what ships
Every Vora claim here maps to something in the app today.
Your move, planned
Tell us what you run on now and we will plan the import with you.
Tell us what you run on now
Spreadsheet, generic CRM or an older agency system. We will show you your own work in Vora and plan the move.