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VORAVORAhome

Your hierarchy is alive. Run it that way.

Agents, uplines and positions form one hierarchy that powers commissions, visibility and reporting. The team graph shows the whole organisation, and moving an agent to a new upline is a request, not a spreadsheet edit.

Talk to us about your hierarchy

Example hierarchy. Production flows up the lines; visibility flows down.

Three moments every agency knows

An agent changes upline

BeforeAn upline change is an email, a spreadsheet edit and a commission dispute three months later.

With VoraThe hierarchy is one record that drives pay, visibility and reporting.

A new agent joins

BeforeNew agents send licenses as phone photos. Contracting retypes them.

With VoraAgents upload their NIPR report and their licensed states load themselves.

Someone needs a contract

BeforeContract requests live in someone's inbox until they leave.

With VoraEvery request lands in the right reviewer's inbox, with approvals built in.

Move an agent, the right way

Upline changes are requests, not spreadsheet edits. Both uplines approve, then the hierarchy updates, and everything that reads from it follows.

Victoria HaleAgency owner
Andre ColemanDistrict manager
Keisha MonroeAgent
Kevin TranAgent
Priya ShahDistrict manager
Logan HartAgent
  1. Request sent by Andre Coleman
  2. Andre Coleman approved
  3. Priya Shah approved
  4. Kevin Tran moved

Example hierarchy. Upline changes need both uplines to approve.

From invite to first deal before lunch

New agents do the paperwork themselves, and Vora checks it as they go. Contracting reviews instead of retyping.

  1. Minute 1

    Invite or join code

    An admin sends an invite by email, or shares a 16-character join code. The agent creates an account and sets up two-factor sign in.

    HXRB7KQ2M4TN9WPAJoin code

  2. Minute 4

    Profile and NPN

    Name, contact details and National Producer Number. The upline is already set by the invite.

    NPN

    19284735

    Upline

    Priya Shah

  3. Minute 6

    NIPR report in, licenses out

    Upload the NIPR PDB report. Vora reads it, checks the NPN matches and loads every licensed state and line.

    nipr_pdb_report.pdf, NPN matches

    FLGATXNCOHAZPATN

  4. Minute 9

    Contract requests

    Pick carriers, attach the SureLC group and a PDF per line. Each request goes to contracting for review.

    Mutual of OmahaSureLC group, 1 PDF per lineIn review
    TransamericaSureLC group, 1 PDF per lineSubmitted

  5. Day 1

    First deal, own team

    A product tour runs on first sign in. Once contracted, the agent posts deals and invites their own downline.

    First deal posted. Two invites sent to her own team.

Every request finds its reviewer

Carrier contract requests with SureLC groups and a PDF per line, level change requests, and upline changes approved by both uplines. Every request lands in the right reviewer's inbox.

Nobody forwards an email to ask who signs off. The request already knows.

Needs my review

Live
Contract request9:12amMaya BrooksMutual of Omaha, SureLC group attached
Level change9:40amKeisha MonroeAgent to Senior agent
Upline change10:05amKevin TranAndre Coleman to Priya Shah, 1 of 2 approved
Invite accepted10:31amLogan HartJoined with a join code
Contract request11:02amLogan HartTransamerica, two lines

Example requests.

The whole team, one table

Agents table with positions, uplines and status

Agency Hub

Announcements in the app and by email, a private resources library and a notification bell with live updates keep everyone working from the same page.

AnnouncementsPost to the app and send by email in one go.
Resources libraryFiles and links for your team, private to your agency.
Live notificationsThe bell updates live, so nobody refreshes to find out.
  • Upline hierarchy and team graph
  • Positions and pending positions
  • Invites and join codes
  • NIPR PDB license import
  • Contract, level and upline requests
  • Needs my review inbox
  • Multiple agencies per login

Works with

All features

Bring your whole hierarchy over in one setup

We map your uplines, positions and carriers with you, then send invites so your team joins already in the right place.

Book a demo