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For agency owners

Know where every dollar is, without asking anyone.

Production, commissions owed and owing, chargeback exposure and dialer compliance, agency wide, from the same numbers your managers and producers see.

Your day, twice

The same Monday, as it runs now and as it runs on Vora. Flip between them.

The same day, on Vora

  1. 7:30am

    Open the dashboard scoped to the agency. Production, policy health and top producers are already there.

  2. 10:00am

    Open the deal's spread drawer. Grid level, position and every share are on screen, so is the reason.

  3. 1:00pm

    Upload it. Vora matches it against expected pay and routes the unmatched lines to the right agent.

  4. 4:00pm

    Check the compliance tab. Calling windows, DNC and the abandon rate are tracked per campaign.

  5. 9:00pm

    Debt is projected the day a policy lapses inside its advance, tied to that policy and that agent.

The whole agency, or one team, with one switch

Every number comes from the same calculation layer, so the agency view, a manager's view and a producer's view never disagree.

Signed in as Victoria Hale, agency owner

Showing the whole agency's numbers, signed in as Victoria Hale, agency owner.

Production

$109,543.80

Policies sold

89

Active agents

37

9-month in force

60.7%

ThuFriSatSunMonTueWed

Policies submitted per day, last seven days

Example figures. Every screen reads from one calculation layer, so the numbers agree everywhere.

Commissions you can audit, line by line

Expected pay before the carrier pays, received pay matched from statements, and the chargebacks waiting behind both.

Expected commissions with total payout, received commission and payout tabs

Ask, and the chart comes back

The Data Assistant answers admins in plain English using read-only lookups. No raw personal data is sent and nothing is kept.

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.

What keeps owners up, answered

The worries we hear from owners, and what Vora does about each one.

I do not actually know what my agency owes and is owed.

Expected pay for every deal and every level above it, carrier balances, agent debt and the debt-to-production ratio on one page.

How commissions work

When a producer leaves, the book walks out with them.

Clients and policies belong to the agency record. Deactivating an agent redistributes their leads, and every change is in the audit log.

How access works

One bad week on the dialer could become a compliance problem.

Per-state calling windows, DNC, the 3% abandon cap with an abandon message, recording disclosures and consent certificates kept with the lead.

Vora for call floors

Switching systems will stall the agency for a month.

We load your carriers, grid and hierarchy, import your book and invite your team. We run the move with you.

How we moved off ours

Your clients, seen by the right people

Pick who is looking. Visibility follows your hierarchy, and the most sensitive digits stay with the people who wrote the business.

Viewing as

Client record

Writing agent

Client
Brenda Pruitt(407) 555-0148
SSN, last 4
••• •• 4412
Policy
American Amicable, Senior Choice$63.69/mo
Your advance
$458.57

Jordan wrote this policy, so he sees the whole record and his own pay on it.

Simplified. Admins also tune scoreboard visibility and portal access.

Run your agency from one set of numbers

Tell us about your agency. We will load your carriers, commission grid and hierarchy, and import your book.