Guides for the business behind the policies

Written by people who run a life insurance agency. Specific, practical and free of filler: the things we wish every new owner, manager and producer knew in their first month.

Expected commissions with total payout, received commission and payout tabs

Owners, managers and producers9 min

Commission advances and chargebacks, explained

How an advance is calculated, when it becomes earned, why carriers take money back, and how to see debt coming before the statement does.

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Dialer console showing leads held back for calling hours and missing consent

Owners and floor managers10 min

Calling windows, consent and DNC for insurance call floors

The rules a floor has to respect before a number is dialed or texted, and how to build them into the way you work.

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Book of Business table with statuses, premiums, carriers and policy numbers

Agency admins and owners8 min

Running a weekly carrier report cadence

Which carrier files to pull each week, in what order, and what to do with each one so the book and the pay stay true.

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Looking for something about Vora itself?

Bring your agency onto Vora

Book a demo. We will walk your team through Vora, then set up your carriers, commission grid and hierarchy with you.

Book a demo Try the interactive demo