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Vora vs generic CRMs

A generic CRM tracks the sale. Your agency lives in everything after it.

Pipelines built for software and real estate stop at closed-won. Life insurance starts paying, and charging back, after that, across a hierarchy the CRM has never heard of.

Book a demoSee the side by side
Generic pipelineVora book of business
On the left, an example of generic CRMs as agencies use them. On the right, the same work in Vora.

Drag the handle. Left: an example of generic CRMs. Right: a real Vora screen with example data.

Where a general-purpose CRM runs out

Every gap is fillable with custom fields, add-ons and a consultant. That is the problem.

Week one01

Custom fields for everything

Carrier, product, face amount, draft date, beneficiary, writing number. Each one is a text field someone has to keep consistent.

Month one02

Closed-won is where it stops

The deal card says won. It does not know about underwriting, issue, the first draft or a lapse in month four.

First payday03

No idea what anyone is owed

Commissions live in another tool, or a sheet, because the CRM has no grid, no positions and no advances.

First audit04

Dialer compliance is somebody else's problem

Calling windows, DNC, consent and abandon rates sit in a separate dialer, and proving what happened means stitching two exports together.

Generic CRMs and Vora, side by side

Topic by topic, what it typically looks like today and what changes on Vora.

Data model
Generic CRMs: Contacts, companies and deals, renamed to fit.
Vora: Clients, policies, carriers, products, agents, uplines and positions, built in.
After the sale
Generic CRMs: Closed-won, then nothing.
Vora: Submitted to in force with one plain status, lapse tracking and draft dates.
Commissions
Generic CRMs: Not tracked, or an add-on.
Vora: Advances, tranches, overrides, chargebacks and statement matching.
Hierarchy
Generic CRMs: Teams and roles, flat.
Vora: Uplines and positions that drive pay, visibility and reporting.
Licensing
Generic CRMs: A custom field, if anyone fills it.
Vora: NIPR licenses loaded per agent; leads only route to licensed states.
Dialer
Generic CRMs: A third-party integration.
Vora: Preview, power and parallel, with calling windows, DNC and the 3% cap.
Setup
Generic CRMs: Months of configuration and a consultant.
Vora: We load your carriers, grid and hierarchy for you.

Carrier wording in, one status out

A generic CRM stores whatever the carrier report says. Vora translates it into one status everyone understands.

What the carrier report says

“Pending - Requirements Outstanding”

Vora shows In underwriting

Example carrier wording. Vora keeps a status map per carrier and flags new wording for review.

Moving off a generic CRM

We do the moving. Your agency keeps selling while it happens.

  1. 1

    Export your contacts and deals

    CSV or XLSX. We map the custom fields to real policy fields.

  2. 2

    We add what was missing

    Carriers, products, the commission grid, positions and uplines.

  3. 3

    Your floor keeps dialing

    Leads import with phone validation, time zones, DNC scrub and consent checks.

Plan your move

Other comparisons

Vora vs spreadsheetsThe commission sheet, the lead tab and the shared driveVora vs legacy agency CRMsThe industry system your agency has outgrownAll comparisons

Run on a CRM that speaks life insurance

Tell us what you have customised so far. We will show you where each field lives in Vora, already built.

Book a demoSee pricing