In the field01
Posting waits until you are back at a desk
Screens built for a monitor do not work on a phone, so the deal gets entered tonight, from memory, if it gets entered.
Vora vs legacy agency CRMs
We built Vora to replace our own legacy agency CRM.
The people behind Vora ran on a legacy agency CRM for years. Vora is what we built to replace it, and we move agencies off those systems as part of onboarding.
Legacy agency CRMVora dashboard
Drag the handle. Left: an example of legacy agency CRMs. Right: a real Vora screen with example data.
What years on an older agency system feel like
The kinds of things agencies work around on older systems, and the reasons we built our own.
Every report02
Status codes only ops can read
Each carrier's wording, stored as-is. Agents ask the office what a status means, and the office asks the carrier.
Payday03
Commissions you take on faith
A number appears with no way to see the grid level, the override or the reason. Disputes go to email.
On the floor04
A dialer bolted on from somewhere else
Two logins, two records of the same lead and compliance reports pulled from a system that does not know the CRM exists.
Legacy agency CRMs and Vora, side by side
Topic by topic, what it typically looks like today and what changes on Vora.
TopicLegacy agency CRMsVora
- On a phone
- Legacy agency CRMs: Desktop screens, shrunk.
- Vora: Designed for 390px screens with 44px touch targets. Post a deal in under two minutes.
- Policy status
- Legacy agency CRMs: Carrier codes, as received.
- Vora: One plain status per policy, with the carrier's wording a tap away.
- Commissions
- Legacy agency CRMs: A figure without its working.
- Vora: Open any deal's spread: grid level, position, splits and partner shares.
- Dialer
- Legacy agency CRMs: Separate system, separate login.
- Vora: Built in, on the same lead record, with the supervisor wall and compliance reports.
- Answers
- Legacy agency CRMs: Ask ops for a report.
- Vora: Dashboards scoped to me, my team or the agency, and a Data Assistant that charts the answer.
- Security
- Legacy agency CRMs: Shared logins and no record of views.
- Vora: Two-factor with step-up, masking by role and an audit log with CSV export.
- Getting your data out
- Legacy agency CRMs: Ask, then wait.
- Vora: CSV export of the book, scoreboard, activity log and dialer reports, behind a fresh two-factor check.
Ask your agency a question
No report request, no export to a spreadsheet. Pick a question and the answer arrives with its chart.
Ask about your agency
Read-only lookups. No raw personal data is sent, and nothing is stored.
top_producers(period: mtd, limit: 5)
Keisha Monroe leads with $9.9k in submitted annual premium, followed by Vanessa Ortiz and Hannah Lowe.
$9.9kKeisha$6.4kVanessa$5.7kHannah$5.6kIsaiah$5.2kImani
Example answers. The lookup shown is the one the assistant called.
How we move you off it
We do the moving. Your agency keeps selling while it happens.
- 1
We take the export
Policies, clients and carrier reports, in whatever shape your current system produces.
- 2
We rebuild your hierarchy
Uplines, positions and the commission grid, checked against a real statement.
- 3
Your team joins with a code
Invites or a join code, two-factor on first sign in, and NIPR licenses loaded from each agent's report.
Make the move we made
We run this migration with every agency we onboard. Book a demo, tell us what you are on today and we will plan yours.